Profil
Mr. Paul D.
Stevens is an Investment Manager at Longley Asset Management Ltd.
He began working in the private client industry at Grieveson Grant stockbrokers, and then joined Kleinwort Benson Private Bank where he was Co-Head of Collective Investments.
He joined LAM in 2012 and his expertise includes managing private client portfolios, including trusts and charities, as well as portfolios for corporations.
He has over 25 years’ experience and is also a founder member of the Guild of Investment Managers.
Postes actifs de Paul David Stevens
| Sociétés | Poste | Début |
|---|---|---|
Longley Asset Management Ltd.
 Longley Asset Management Ltd. Investment ManagersFinance Longley Asset Management Ltd. (LAM) is an independent investment management firm headquartered in London, UK. The firm was founded by Melissa Longley in 2004. LAM provides both investment management and advisory services to professional and private clients and their advisers. | Consultant / Advisor | 01/05/2012 |
Anciens postes connus de Paul David Stevens
| Sociétés | Poste | Fin |
|---|---|---|
Raymond James Investment Services Ltd.
 Raymond James Investment Services Ltd. Investment ManagersFinance Raymond James Investment Services Ltd. (RJIS) is the Great Britain-based private client wealth management arm of Raymond James Financial, Inc. (NYSE: RJF) in the US. Founded in 1999, the firm is headquartered in London and provides wealth management services and support to investment managers, stockbrokers and investment-focused financial planners in the UK which service high-net worth investors. RJIS also provides mandates for charities and pension funds. | Gestionnaire de Portefeuille-Actions | 08/12/2019 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Raymond James Investment Services Ltd.
Raymond James Investment Services Ltd. Investment ManagersFinance Raymond James Investment Services Ltd. (RJIS) is the Great Britain-based private client wealth management arm of Raymond James Financial, Inc. (NYSE: RJF) in the US. Founded in 1999, the firm is headquartered in London and provides wealth management services and support to investment managers, stockbrokers and investment-focused financial planners in the UK which service high-net worth investors. RJIS also provides mandates for charities and pension funds. | Finance |
Longley Asset Management Ltd.
Longley Asset Management Ltd. Investment ManagersFinance Longley Asset Management Ltd. (LAM) is an independent investment management firm headquartered in London, UK. The firm was founded by Melissa Longley in 2004. LAM provides both investment management and advisory services to professional and private clients and their advisers. | Finance |
