Relations actives
Nom | Sexe | Age | Sociétés liées | Collaboration |
---|---|---|---|---|
Emyr Blease | M | - |
Holborn Financial Ltd.
Holborn Financial Ltd. Investment ManagersFinance Holborn Financial Ltd. is a British financial company. The company is based in London, UK. and has subsidiaries in United Kingdom. The company was founded in 1996. The CEO is Emyr Blease.
MKC Wealth Ltd.
MKC Wealth Ltd. Investment ManagersFinance MKC Wealth Ltd. is a boutique, independent wealth management firm based in London, UK. and has subsidiaries in the United Kingdom. The British company invests its time to understand its client's goals and needs before designing and implementing a comprehensive plan to meet them. The company provides advice to private clients on tax and estate planning and offer trustees and solicitors an independent investment service. The company focuses on asset allocation and works to explicit mandates. Regular updates on portfolio performance, including quarterly reports, and formal quarterly reviews of the portfolio are also provided to ensure it stays aligned. Dominic Rose has been the CEO of the company since 2021. | 28 ans |
Morven Grierson | F | 47 |
Anthony Bryant & Co. (Investment Consultants) Ltd.
Anthony Bryant & Co. (Investment Consultants) Ltd. Investment ManagersFinance Part of MKC Wealth Ltd., Anthony Bryant & Co. (Investment Consultants) Ltd. provides investment advice. The company is based in London, UK. The British company was founded in 1975 by Tony Ahearne. Anthony Bryant & Co. (Investment Consultants was acquired by MKC Wealth Ltd. on March 11, 2022.
MKC Wealth Ltd.
MKC Wealth Ltd. Investment ManagersFinance MKC Wealth Ltd. is a boutique, independent wealth management firm based in London, UK. and has subsidiaries in the United Kingdom. The British company invests its time to understand its client's goals and needs before designing and implementing a comprehensive plan to meet them. The company provides advice to private clients on tax and estate planning and offer trustees and solicitors an independent investment service. The company focuses on asset allocation and works to explicit mandates. Regular updates on portfolio performance, including quarterly reports, and formal quarterly reviews of the portfolio are also provided to ensure it stays aligned. Dominic Rose has been the CEO of the company since 2021. | - |
Dominic Rose | M | - |
Quilter Private Client Advisers Ltd.
Quilter Private Client Advisers Ltd. Investment ManagersFinance Quilter Private Client Advisers Ltd. engages in the provision of finance planning and advisory services. It offers financial advisory for building insurance, savings, investments, trusts, and pension and personal funds. The company is headquartered in London, the United Kingdom.
MKC Wealth Ltd.
MKC Wealth Ltd. Investment ManagersFinance MKC Wealth Ltd. is a boutique, independent wealth management firm based in London, UK. and has subsidiaries in the United Kingdom. The British company invests its time to understand its client's goals and needs before designing and implementing a comprehensive plan to meet them. The company provides advice to private clients on tax and estate planning and offer trustees and solicitors an independent investment service. The company focuses on asset allocation and works to explicit mandates. Regular updates on portfolio performance, including quarterly reports, and formal quarterly reviews of the portfolio are also provided to ensure it stays aligned. Dominic Rose has been the CEO of the company since 2021. | 8 ans |
Clare Dyer | F | - |
Buckles Investment Services Ltd.
Buckles Investment Services Ltd. Investment ManagersFinance Buckles Investment Services Ltd. provides financial advisory services. It offers pension, insurance and investment advice and business services. The company also offers advice on mortgages. The company is headquartered in Rhyl, UK. | 19 ans |
Edward McNeill | M | 46 |
MKC Wealth Ltd.
MKC Wealth Ltd. Investment ManagersFinance MKC Wealth Ltd. is a boutique, independent wealth management firm based in London, UK. and has subsidiaries in the United Kingdom. The British company invests its time to understand its client's goals and needs before designing and implementing a comprehensive plan to meet them. The company provides advice to private clients on tax and estate planning and offer trustees and solicitors an independent investment service. The company focuses on asset allocation and works to explicit mandates. Regular updates on portfolio performance, including quarterly reports, and formal quarterly reviews of the portfolio are also provided to ensure it stays aligned. Dominic Rose has been the CEO of the company since 2021. | - |
Frederick Athill | M | 38 |
Anthony Bryant & Co. (Investment Consultants) Ltd.
Anthony Bryant & Co. (Investment Consultants) Ltd. Investment ManagersFinance Part of MKC Wealth Ltd., Anthony Bryant & Co. (Investment Consultants) Ltd. provides investment advice. The company is based in London, UK. The British company was founded in 1975 by Tony Ahearne. Anthony Bryant & Co. (Investment Consultants was acquired by MKC Wealth Ltd. on March 11, 2022. | - |
Darren William John Sharkey | M | 54 |
Quilter Private Client Advisers Ltd.
Quilter Private Client Advisers Ltd. Investment ManagersFinance Quilter Private Client Advisers Ltd. engages in the provision of finance planning and advisory services. It offers financial advisory for building insurance, savings, investments, trusts, and pension and personal funds. The company is headquartered in London, the United Kingdom. | - |
Andrew Paul Moore | M | 52 |
Quilter Private Client Advisers Ltd.
Quilter Private Client Advisers Ltd. Investment ManagersFinance Quilter Private Client Advisers Ltd. engages in the provision of finance planning and advisory services. It offers financial advisory for building insurance, savings, investments, trusts, and pension and personal funds. The company is headquartered in London, the United Kingdom. | 6 ans |
Barry Cunningham | M | 45 |
MKC Wealth Ltd.
MKC Wealth Ltd. Investment ManagersFinance MKC Wealth Ltd. is a boutique, independent wealth management firm based in London, UK. and has subsidiaries in the United Kingdom. The British company invests its time to understand its client's goals and needs before designing and implementing a comprehensive plan to meet them. The company provides advice to private clients on tax and estate planning and offer trustees and solicitors an independent investment service. The company focuses on asset allocation and works to explicit mandates. Regular updates on portfolio performance, including quarterly reports, and formal quarterly reviews of the portfolio are also provided to ensure it stays aligned. Dominic Rose has been the CEO of the company since 2021. | - |
Dominic John Wynyard Rose | M | 40 |
Anthony Bryant & Co. (Investment Consultants) Ltd.
Anthony Bryant & Co. (Investment Consultants) Ltd. Investment ManagersFinance Part of MKC Wealth Ltd., Anthony Bryant & Co. (Investment Consultants) Ltd. provides investment advice. The company is based in London, UK. The British company was founded in 1975 by Tony Ahearne. Anthony Bryant & Co. (Investment Consultants was acquired by MKC Wealth Ltd. on March 11, 2022. | - |
Mark Dallas | M | - |
MKC Wealth Ltd.
MKC Wealth Ltd. Investment ManagersFinance MKC Wealth Ltd. is a boutique, independent wealth management firm based in London, UK. and has subsidiaries in the United Kingdom. The British company invests its time to understand its client's goals and needs before designing and implementing a comprehensive plan to meet them. The company provides advice to private clients on tax and estate planning and offer trustees and solicitors an independent investment service. The company focuses on asset allocation and works to explicit mandates. Regular updates on portfolio performance, including quarterly reports, and formal quarterly reviews of the portfolio are also provided to ensure it stays aligned. Dominic Rose has been the CEO of the company since 2021. | - |
Sonal Shah | F | 49 |
Anthony Bryant & Co. (Investment Consultants) Ltd.
Anthony Bryant & Co. (Investment Consultants) Ltd. Investment ManagersFinance Part of MKC Wealth Ltd., Anthony Bryant & Co. (Investment Consultants) Ltd. provides investment advice. The company is based in London, UK. The British company was founded in 1975 by Tony Ahearne. Anthony Bryant & Co. (Investment Consultants was acquired by MKC Wealth Ltd. on March 11, 2022. | - |
Toni Haynes | F | - |
MKC Wealth Ltd.
MKC Wealth Ltd. Investment ManagersFinance MKC Wealth Ltd. is a boutique, independent wealth management firm based in London, UK. and has subsidiaries in the United Kingdom. The British company invests its time to understand its client's goals and needs before designing and implementing a comprehensive plan to meet them. The company provides advice to private clients on tax and estate planning and offer trustees and solicitors an independent investment service. The company focuses on asset allocation and works to explicit mandates. Regular updates on portfolio performance, including quarterly reports, and formal quarterly reviews of the portfolio are also provided to ensure it stays aligned. Dominic Rose has been the CEO of the company since 2021. | - |
Graphique Relationnel
Relation dans plusieurs entreprises
Anciennes relations
Nom | Sexe | Age | Sociétés liées | Collaboration |
---|---|---|---|---|
Alex James Ford Morley | M | 57 |
Sanlam Private Wealth UK Ltd.
Sanlam Private Wealth UK Ltd. Investment ManagersFinance Sanlam UK is part of the Sanlam global financial services group & firmly establishes the group in the UK. Within Sanlam UK, they have leaders in investment expertise, financial planning, product innovation & customer service, as well as technical & training specialists. Sanlam in the UK has developed through holdings in several companies involved in financial services. Merchant Investors was purchased in 2003, now known as Sanlam Investments & Pensions, specialising in niche financial products. In 2008, Sanlam acquired a majority stake in the financial planning firm Buckles which has become Sanlam Private Wealth. Sanlam Fund Solutions was established in 2008, as a specialist firm of discretionary investment managers. As well as these core companies, Sanlam UK also has an interest in the wrap provider, the Nucleus Financial Group. Sanlam UK’s vision is to be a leader in wealth management. They lead with courage, serve with pride, care because they respect others & act with integrity & accountability. They are ambitious for customer. | - |
Steve Edward Burke | M | 57 |
Quilter Private Client Advisers Ltd.
Quilter Private Client Advisers Ltd. Investment ManagersFinance Quilter Private Client Advisers Ltd. engages in the provision of finance planning and advisory services. It offers financial advisory for building insurance, savings, investments, trusts, and pension and personal funds. The company is headquartered in London, the United Kingdom. | 2 ans |
Alison Barwell | F | - |
Sanlam Private Wealth UK Ltd.
Sanlam Private Wealth UK Ltd. Investment ManagersFinance Sanlam UK is part of the Sanlam global financial services group & firmly establishes the group in the UK. Within Sanlam UK, they have leaders in investment expertise, financial planning, product innovation & customer service, as well as technical & training specialists. Sanlam in the UK has developed through holdings in several companies involved in financial services. Merchant Investors was purchased in 2003, now known as Sanlam Investments & Pensions, specialising in niche financial products. In 2008, Sanlam acquired a majority stake in the financial planning firm Buckles which has become Sanlam Private Wealth. Sanlam Fund Solutions was established in 2008, as a specialist firm of discretionary investment managers. As well as these core companies, Sanlam UK also has an interest in the wrap provider, the Nucleus Financial Group. Sanlam UK’s vision is to be a leader in wealth management. They lead with courage, serve with pride, care because they respect others & act with integrity & accountability. They are ambitious for customer. | 12 ans |
Statistiques
Pays | Relations | % du total |
---|---|---|
Royaume-Uni | 16 | 100,00% |
Age des relations
Actives
Passées
Homme
Femme
Administrateurs
Exécutifs
Provenance des relations
- Bourse
- Insiders
- Nigel Speirs
- Réseau Personnel