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Oliver Mounsey Jones-Davies
Gestionnaire de Portefeuille-Actions chez
Waverton Investment Management Ltd.
Profil
Mr. Oliver M.
Jones-Davies is a Portfolio Manager at W1m Investment Management Ltd. He is also a Director and joined the firm in December 2025.
Previously he worked at CCLA Investment Management for over 16 years with charity and foundation multi-asset portfolios.
Prior to that he worked in both investment management and investment banking.
Mr. Jones-Davies is a Chartered Fellow of the Chartered Institute for Securities and Investments and has the CFA Sustainable Investing Certificate.
He graduated from Edinburgh University with an MA in Economics and Economic History in 1995.
Postes actifs de Oliver Mounsey Jones-Davies
| Sociétés | Poste | Début |
|---|---|---|
Waverton Investment Management Ltd.
 Waverton Investment Management Ltd. Investment ManagersFinance W1m Investment's investment approach is global, direct and active, delivering top decile results. The firm adopts a global perspective, investing directly into each asset class which is actively managed to ensure stable, long-term returns for clients. | Gestionnaire de Portefeuille-Actions | 01/12/2025 |
Anciens postes connus de Oliver Mounsey Jones-Davies
| Sociétés | Poste | Fin |
|---|---|---|
CCLA Investment Management Ltd.
 CCLA Investment Management Ltd. Investment ManagersFinance CCLA is an active, long-term manager which aims to deliver strong long-term returns and have unmatched experience in providing ethical and responsible investment to charities. The firm invests in global equity and debt across all market caps, with a focus on UK large-cap growth and value stocks. | Gestionnaire de Portefeuille-Actions | - |
Formation de Oliver Mounsey Jones-Davies
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
71
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
CCLA Investment Management Ltd.
CCLA Investment Management Ltd. Investment ManagersFinance CCLA is an active, long-term manager which aims to deliver strong long-term returns and have unmatched experience in providing ethical and responsible investment to charities. The firm invests in global equity and debt across all market caps, with a focus on UK large-cap growth and value stocks. | Finance |
Waverton Investment Management Ltd.
Waverton Investment Management Ltd. Investment ManagersFinance W1m Investment's investment approach is global, direct and active, delivering top decile results. The firm adopts a global perspective, investing directly into each asset class which is actively managed to ensure stable, long-term returns for clients. | Finance |
The University of Edinburgh
 The University of Edinburgh Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
