John Morton
Directeur/Membre du Conseil chez HERMES PACIFIC INVESTMENTS PLC
Profil
Alan John Morton was the founder of KW Wealth Group Ltd.
(founded in 2009) where he served as Chairman from 2013 to 2017.
He is also the founder of Broad Street Asset Management Ltd.
(founded in 2018) where he currently holds the title of Chief Executive Officer.
In addition to his founding positions, Mr. Morton currently holds the position of Chief Executive Officer at Vintage Wealth Management Ltd.
(since 2019), Non-Executive Director at Hermes Pacific Investments Plc (since 2012), Executive Director at European Financial Planning Ltd., and Director at Thirty Acre Stables.
Mr. Morton has previously held positions as Chief Executive Officer at Ashcourt Rowan Ltd., Ashcourt Holdings Ltd., and Savoy Investment Management Ltd.
He was also the Chief Executive Officer at KW Investment Management Ltd.
from 2013 to 2017 and the Group Chief Executive Officer at Kingswood Holdings Ltd.
from 2016 to 2017.
Additionally, he has held positions as a Director at abrdn Investments Ltd.
and Brachers LLP, as well as Chief Executive & Chief Investment Director at Ashcourt Asset Management Ltd.
He served as a Non-Executive Director at EW Group Ltd.
from 2013 to 2014.
Postes actifs de John Morton
| Sociétés | Poste | Début |
|---|---|---|
| HERMES PACIFIC INVESTMENTS PLC | Directeur/Membre du Conseil | 27/07/2012 |
KW Wealth Group Ltd.
 KW Wealth Group Ltd. Financial ConglomeratesFinance KW Wealth Group Ltd. is a holding firm, which engages in the provision of wealth management business. Its services include financial planning, corporate pension, advisory, and discretionary investment management in both equity, and fixed interest instruments. The company was founded by Alan John Morton on June 11, 2009 and is headquartered in Cheltenham, the United Kingdom. | Fondateur | 11/06/2009 |
European Financial Planning Ltd.
 European Financial Planning Ltd. Investment ManagersFinance Part of Kingswood Property Finance LP, European Financial Planning Ltd. is a British company that provides financial advisory services. The private company is based in London, UK. | Directeur/Membre du Conseil | - |
| Thirty Acre Stables | Directeur/Membre du Conseil | - |
| Broad Street Asset Management Ltd. | Directeur Général | 01/05/2018 |
Vintage Wealth Management Ltd.
 Vintage Wealth Management Ltd. Investment ManagersFinance Vintage Wealth Management Ltd. provides financial planning and advisory services. The private company is based in London, UK. and has subsidiaries in United Kingdom. The British company was founded in 2004. Alan John Morton has been the CEO of the company since 2019. | Directeur Général | 01/11/2019 |
Anciens postes connus de John Morton
| Sociétés | Poste | Fin |
|---|---|---|
KW Investment Management Ltd.
 KW Investment Management Ltd. Investment ManagersFinance KW Investment Management Ltd. is the Great Britain-based wealth management subsidiary of Kingswood Holdings Ltd. (LON: KWG), which is owned by Kingswood Property Finance LP. The firm was founded in 2009 and formerly known as European Wealth Management Ltd. Headquartered in London, KW Investment Management provides investment advisory and management services to private individuals and some UK universities and charities. | Directeur Général | 20/09/2017 |
| KINGSWOOD HOLDINGS LIMITED | Directeur Général | 18/09/2017 |
EW Group Ltd.
 EW Group Ltd. Investment Trusts/Mutual FundsMiscellaneous EW Group Ltd. is a closed-end investment fund/investment trust. The company strategy is to achieve capital growth for its shareholders through the purchase, holding and sale of both minority and majority stakes in companies. The company invests in a wide range of sectors, including financial services, support services, property and resource services. The company was founded on September 15, 2004 and is headquartered in St. Peter Port, Guernsey. | Directeur/Membre du Conseil | 07/05/2014 |
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Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 2 |
|---|---|
| HERMES PACIFIC INVESTMENTS PLC | Finance |
| KINGSWOOD HOLDINGS LIMITED | Finance |
| Entreprise privées | 13 |
|---|---|
Ashcourt Asset Management Ltd.
 Ashcourt Asset Management Ltd. Ashcourt Asset Management Ltd. (AAM) is the London-based wholly-owned subsidiary of Ashcourt Rowan Asset Management Ltd., ultimately owned by Syndicate Asset Management Plc (LSE: SAM) in the UK. The firm was formed in 2000 following the de-merger of the asset management arm of Brachers solicitors. In 2002 AAM acquired the investment management team of Lawrence Graham, a major London legal practice. AAM is an independent asset management company which provides regulated investment and financial planning services to a wide range of private individuals, trusts, charities and pension funds. | |
Ashcourt Rowan Ltd.
 Ashcourt Rowan Ltd. Investment ManagersFinance Ashcourt Rowan Ltd. provides asset management and investment advice services. The company was founded on March 30, 2005 and is headquartered in London, the United Kingdom. | Finance |
Savoy Investment Management Ltd.
 Savoy Investment Management Ltd. Investment ManagersFinance Savoy Investment Management Ltd. (SIM) is the Great Britain-based investment management subsidiary of Ashcourt Rowan Asset Management Ltd., itself a subsidiary of Ashcourt Rowan plc (LSE: ARP) in the UK. Established in 1978 as Ridgefield Financial Management Limited, the firm became Savoy Investment Management Ltd. in 2000 and became a subsidiary of Ashcourt Rowan plc. In 2012. SIM is located in London and provides discretionary and a managed advisory portfolio investment management services to a range of clients including high-net worth individuals, trusts, pension funds and charities. | Finance |
Ashcourt Holdings Ltd.
 Ashcourt Holdings Ltd. Investment ManagersFinance Ashcourt Holdings Ltd. engages in the provision of financial services. The company was founded on July 30, 2002 and is headquartered in Bracknell, the United Kingdom. | Finance |
Brachers LLP
 Brachers LLP Miscellaneous Commercial ServicesCommercial Services Brachers LLP is an award-winning law firm that provides legal advice for businesses, families, and individuals. The private company is based in Maidstone, UK, and has subsidiaries in the United Kingdom. The British company specializes in managing trusts and currently look after more than 300 trusts. The company also offers services such as debt recovery, industrial disease claims, dispute resolution, and personal legal advice. Brachers was founded in 1895 by Henry James Bracher, and Joanna Worby has been the CEO of the company since 1991. | Commercial Services |
EW Group Ltd.
EW Group Ltd. Investment Trusts/Mutual FundsMiscellaneous EW Group Ltd. is a closed-end investment fund/investment trust. The company strategy is to achieve capital growth for its shareholders through the purchase, holding and sale of both minority and majority stakes in companies. The company invests in a wide range of sectors, including financial services, support services, property and resource services. The company was founded on September 15, 2004 and is headquartered in St. Peter Port, Guernsey. | Miscellaneous |
KW Wealth Group Ltd.
KW Wealth Group Ltd. Financial ConglomeratesFinance KW Wealth Group Ltd. is a holding firm, which engages in the provision of wealth management business. Its services include financial planning, corporate pension, advisory, and discretionary investment management in both equity, and fixed interest instruments. The company was founded by Alan John Morton on June 11, 2009 and is headquartered in Cheltenham, the United Kingdom. | Finance |
European Financial Planning Ltd.
European Financial Planning Ltd. Investment ManagersFinance Part of Kingswood Property Finance LP, European Financial Planning Ltd. is a British company that provides financial advisory services. The private company is based in London, UK. | Finance |
KW Investment Management Ltd.
KW Investment Management Ltd. Investment ManagersFinance KW Investment Management Ltd. is the Great Britain-based wealth management subsidiary of Kingswood Holdings Ltd. (LON: KWG), which is owned by Kingswood Property Finance LP. The firm was founded in 2009 and formerly known as European Wealth Management Ltd. Headquartered in London, KW Investment Management provides investment advisory and management services to private individuals and some UK universities and charities. | Finance |
abrdn Investments Ltd.
 abrdn Investments Ltd. Investment ManagersFinance abrdn Investments Ltd. (aIL) is an asset management firm headquartered in Aberdeen, UK. The firm was founded in 1987 and formerly known as Aberdeen Asset Managers Ltd. They are a wholly-owned subsidiary of abrdn Holdings Ltd., which is wholly-owned by abrdn Plc (LON: ABDN). aIL provides their clients with discretionary and non-discretionary asset management and related services across a broad range of investment strategies and asset classes. They also offer an alternative platform which encompasses multi-manager research, selection and portfolio management for hedge funds strategies. | Finance |
| Thirty Acre Stables | |
| Broad Street Asset Management Ltd. | |
Vintage Wealth Management Ltd.
Vintage Wealth Management Ltd. Investment ManagersFinance Vintage Wealth Management Ltd. provides financial planning and advisory services. The private company is based in London, UK. and has subsidiaries in United Kingdom. The British company was founded in 2004. Alan John Morton has been the CEO of the company since 2019. | Finance |
