Mark Ivor Phelps
Directeur Général chez W.P. Stewart Asset Management (Europe) NV
Profil
Mr. Mark I.
Phelps is a Chief Investment Officer of Concentrated Global Growth at AllianceBernstein Ltd.
and a President, Chief Executive Officer & Director at W.P.
Stewart Asset Management (Europe) NV.
He has over 35 years of experience.
Prior to joining AllianceBernstein in December 2013, he was President and Managing Director of Global Investments at W.P.
Stewart & Co. From September 2008 to June 2013, Mr. Phelps also served as W.P.
Stewart’s Chief Executive Officer.
He originally joined W.P.
Stewart & Co. (Europe) in February 2005 as a Global Portfolio Manager.
Prior to that, he held senior positions with the Kleinwort Benson/Dresdner Bank organization in London and San Francisco, most recently serving as Chief Investment Officer for Global Equities at Dresdner RCM in San Francisco.
Mr. Phelps holds a Bachelor of Arts (Hons) in Economics from the University of York and completed graduate studies at the Royal Military Academy Sandhurst.
He served in the British Army from 1981 to 1984, achieving the rank of Captain.
Postes actifs de Mark Ivor Phelps
| Sociétés | Poste | Début |
|---|---|---|
| W.P. Stewart Asset Management (Europe) NV | Directeur Général | 09/09/2010 |
AllianceBernstein Ltd.
 AllianceBernstein Ltd. Investment ManagersFinance AllianceBernstein Ltd. (ABL) is the Great Britain-based, global investment management subsidiary of AllianceBernstein Preferred Ltd., ultimately held by Equitable Holdings, Inc. (NYSE: EQH) in the US. Headquartered in London, the firm was founded in 1990 by David Andrew Steyn. ABL provides investment management and research services to public and private sector institutional clients, retirement and pension funds, banks, insurance companies and high-net worth individuals. They offer a family of globally distributed mutual fund portfolios across all major investment disciplines. The firm is a signatory to the UN Principles of Responsible Investment (UNPRI) and integrates ESG issues into their investment processes. | Head-Equity Investments | 16/12/2013 |
Anciens postes connus de Mark Ivor Phelps
| Sociétés | Poste | Fin |
|---|---|---|
W.P. Stewart & Co (Europe) Ltd.
 W.P. Stewart & Co (Europe) Ltd. W.P. Stewart & Co (Europe) Ltd. (WPSE) is the London-based subsidiary of W.P. Stewart & Co., Ltd. (NYSE: WPL) in Bermuda. Founded in 1999, the firm performs investment research and provides investment management services. The firm's analyst/portfolio managers have created and continue to develop an investment universe of European growth companies using the same investment philosophy that has been employed for US investments. WPSE's clients are primarily high net-worth individuals and trusts, partnerships, private corporations and other entities in which high net-worth individuals have a substantial interest, including institutions. | President | 01/07/2009 |
WPS Advisors, Inc.
 WPS Advisors, Inc. Investment ManagersFinance Founded in 1975, WPS Advisors, Inc., formerly W. P. Stewart & Co., Inc., is an investment advisor firm located in New York City. The firm is a subsidiary of W. P. Stewart & Co., Ltd. (NYSE: WPL). Their clients include individuals, families, trusts, endowments and institutions | Head-Equity Investments | 27/07/2006 |
W. P. Stewart & Co., Ltd.
 W. P. Stewart & Co., Ltd. Investment ManagersFinance W. P. Stewart & Co., Ltd. provides global investment advisory services. It also provides research-intensive equity management services to individuals and institutions located throughout the world. The company was founded by Stewart P. William on January 1, 1975 and is headquartered in New York, NY. | President | - |
Formation de Mark Ivor Phelps
| Royal Military Academy Sandhurst | Undergraduate Degree |
| The University of York | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
W. P. Stewart & Co., Ltd.
W. P. Stewart & Co., Ltd. Investment ManagersFinance W. P. Stewart & Co., Ltd. provides global investment advisory services. It also provides research-intensive equity management services to individuals and institutions located throughout the world. The company was founded by Stewart P. William on January 1, 1975 and is headquartered in New York, NY. | Finance |
AllianceBernstein Ltd.
AllianceBernstein Ltd. Investment ManagersFinance AllianceBernstein Ltd. (ABL) is the Great Britain-based, global investment management subsidiary of AllianceBernstein Preferred Ltd., ultimately held by Equitable Holdings, Inc. (NYSE: EQH) in the US. Headquartered in London, the firm was founded in 1990 by David Andrew Steyn. ABL provides investment management and research services to public and private sector institutional clients, retirement and pension funds, banks, insurance companies and high-net worth individuals. They offer a family of globally distributed mutual fund portfolios across all major investment disciplines. The firm is a signatory to the UN Principles of Responsible Investment (UNPRI) and integrates ESG issues into their investment processes. | Finance |
WPS Advisors, Inc.
WPS Advisors, Inc. Investment ManagersFinance Founded in 1975, WPS Advisors, Inc., formerly W. P. Stewart & Co., Inc., is an investment advisor firm located in New York City. The firm is a subsidiary of W. P. Stewart & Co., Ltd. (NYSE: WPL). Their clients include individuals, families, trusts, endowments and institutions | Finance |
W.P. Stewart & Co (Europe) Ltd.
W.P. Stewart & Co (Europe) Ltd. W.P. Stewart & Co (Europe) Ltd. (WPSE) is the London-based subsidiary of W.P. Stewart & Co., Ltd. (NYSE: WPL) in Bermuda. Founded in 1999, the firm performs investment research and provides investment management services. The firm's analyst/portfolio managers have created and continue to develop an investment universe of European growth companies using the same investment philosophy that has been employed for US investments. WPSE's clients are primarily high net-worth individuals and trusts, partnerships, private corporations and other entities in which high net-worth individuals have a substantial interest, including institutions. | |
| W.P. Stewart Asset Management (Europe) NV |