Profil
Mr. Anthony I.
Heap is an Investment Director at Bordier & Cie (UK) Plc.
He has over 20 years experience in private client wealth management.
Mr. Heap launched his investment management career in 2002 at Close Brothers plc, joining from a large IFA group.
Postes actifs de Ian Heap
| Sociétés | Poste | Début |
|---|---|---|
Bordier & Cie (UK) Plc
Bordier & Cie (UK) Plc Investment ManagersFinance Bordier UK’sinvestment process is designed to contain risk and volatility to acceptable levels, and to ensure that client’s portfolio is managed within the risk tolerance agreed with them and their advisers at the outset. The firm makes active tactical changes to asset allocation in portfolios as conditions alter and uses funds extensively which offer wide diversification and a reduction in overall risk in their portfolios. They invest across a broad cross section of asset classe and use exchange-traded funds (‘ETFs’) to gain rapid, low-cost access to asset classes when appropriate. | Directeur Général | 01/01/2005 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Bordier & Cie (UK) Plc
Bordier & Cie (UK) Plc Investment ManagersFinance Bordier UK’sinvestment process is designed to contain risk and volatility to acceptable levels, and to ensure that client’s portfolio is managed within the risk tolerance agreed with them and their advisers at the outset. The firm makes active tactical changes to asset allocation in portfolios as conditions alter and uses funds extensively which offer wide diversification and a reduction in overall risk in their portfolios. They invest across a broad cross section of asset classe and use exchange-traded funds (‘ETFs’) to gain rapid, low-cost access to asset classes when appropriate. | Finance |
















