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Jonathan Watts-Lay
Fondateur chez
WEALTH at work Ltd.
Profil
Jonathan Roy Watts-Lay is the founder of WEALTH at work Ltd. (founded in 2004) and holds the title of Director.
He is currently a Director at WEALTH at work Holdings Ltd., Wealth at Work Group Ltd., Affinity Financial Awareness Ltd., and Design Consulting Ltd. He has also held former positions as Director-Sales & Marketing at JPMorgan Asset Management (UK) Ltd., Director-Group Marketing & eCommerce at SHL Group Ltd., and Product Manager-Mortgages & Life Assurance at Nationwide Building Society.
Postes actifs de Jonathan Watts-Lay
| Sociétés | Poste | Début |
|---|---|---|
WEALTH at work Ltd.
 WEALTH at work Ltd. Investment ManagersFinance my wealth creates bespoke investment portfolios which are selected from the whole-of-the-market without any restrictions and are actively managed to ensure they remain appropriate through changing market conditions. The firm aims to achieve a real return (i.e. above inflation) over the long-term, by investing in a diversified number of companies and investment funds from across global markets. They invest in three asset classes; cash, bonds and equities – as they believe that these are the foundations of every successful investment strategy. In order to diversify their clients’ portfolios, the Investment Team splits down the international section geographically (i.e. US, Europe, Japan, Asia and Emerging Markets) and the UK section, where they hold direct equities. These are then split down on a sector basis (for example, mining, pharmaceuticals, banks, etc.). | Fondateur | 01/01/2004 |
Wealth at Work Group Ltd.
 Wealth at Work Group Ltd. Investment ManagersFinance Operates as holding company with interest in workplace financial education and benefits services | Directeur/Membre du Conseil | 12/08/2015 |
WEALTH at work Holdings Ltd.
 WEALTH at work Holdings Ltd. Financial ConglomeratesFinance Operates as holding company with interest in provides workplace financial education, guidance and regulated financial advice services for individuals | Directeur/Membre du Conseil | 11/05/2009 |
Affinity Financial Awareness Ltd.
 Affinity Financial Awareness Ltd. Investment ManagersFinance Provides financial advisory services | Directeur/Membre du Conseil | 13/10/2017 |
Design Consulting Ltd.
 Design Consulting Ltd. Miscellaneous Commercial ServicesCommercial Services Provides consulting and strategy, content creation, copywriting, web design and development, digital tools, film & animation, mobile apps, outdoor media services | Directeur/Membre du Conseil | 22/03/2022 |
Anciens postes connus de Jonathan Watts-Lay
| Sociétés | Poste | Fin |
|---|---|---|
| NATE BUIL7.2599 | Corporate Officer/Principal | - |
JPMorgan Asset Management (UK) Ltd.
 JPMorgan Asset Management (UK) Ltd. Investment ManagersFinance JPAM-UK is an active, long-term manager which seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. Each team has a distinct approach for analyzing their sector; utilizing a combination of fundamental, quantitative and technical inputs to identify buy and sell targets. | Sales & Marketing | - |
SHL Group Ltd.
 SHL Group Ltd. Personnel ServicesCommercial Services Provides human resources consulting services | Sales & Marketing | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
3
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
JPMorgan Asset Management (UK) Ltd.
JPMorgan Asset Management (UK) Ltd. Investment ManagersFinance JPAM-UK is an active, long-term manager which seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. Each team has a distinct approach for analyzing their sector; utilizing a combination of fundamental, quantitative and technical inputs to identify buy and sell targets. | Finance |
SHL Group Ltd.
SHL Group Ltd. Personnel ServicesCommercial Services Provides human resources consulting services | Commercial Services |
Nationwide Building Society
 Nationwide Building Society Savings BanksFinance Provides savings banking, mortgages and credit cards, personal loans & insurance and investment services | Finance |
WEALTH at work Ltd.
WEALTH at work Ltd. Investment ManagersFinance my wealth creates bespoke investment portfolios which are selected from the whole-of-the-market without any restrictions and are actively managed to ensure they remain appropriate through changing market conditions. The firm aims to achieve a real return (i.e. above inflation) over the long-term, by investing in a diversified number of companies and investment funds from across global markets. They invest in three asset classes; cash, bonds and equities – as they believe that these are the foundations of every successful investment strategy. In order to diversify their clients’ portfolios, the Investment Team splits down the international section geographically (i.e. US, Europe, Japan, Asia and Emerging Markets) and the UK section, where they hold direct equities. These are then split down on a sector basis (for example, mining, pharmaceuticals, banks, etc.). | Finance |
WEALTH at work Holdings Ltd.
WEALTH at work Holdings Ltd. Financial ConglomeratesFinance Operates as holding company with interest in provides workplace financial education, guidance and regulated financial advice services for individuals | Finance |
Wealth at Work Group Ltd.
Wealth at Work Group Ltd. Investment ManagersFinance Operates as holding company with interest in workplace financial education and benefits services | Finance |
Affinity Financial Awareness Ltd.
Affinity Financial Awareness Ltd. Investment ManagersFinance Provides financial advisory services | Finance |
Design Consulting Ltd.
Design Consulting Ltd. Miscellaneous Commercial ServicesCommercial Services Provides consulting and strategy, content creation, copywriting, web design and development, digital tools, film & animation, mobile apps, outdoor media services | Commercial Services |
