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Profil
Mr. William D.
Searle, CFA, is a Fund Manager at Dowgate Wealth Ltd. He joined Dowgate Wealth in September 2021.
Mr. Searle began his financial career in 2010 at Hargreave Hale, working as a UK small-cap analyst for Giles Hargreave on the Marlborough Special Situations and Marlborough Microcap Funds.
He was also part of the team that launched the Marlborough Multi-Cap Income Fund in 2011 and the Marlborough Nano Cap Fund in 2012.
In 2015 he expanded his role to include European equities by joining David Walton as Assistant Fund Manager of the Marlborough European Multi-Cap Fund before being promoted to Deputy Fund Manager in 2017.
He studied Accounting & Finance at Southampton University.
Anciens postes connus de Will Searle
| Sociétés | Poste | Fin |
|---|---|---|
Dowgate Wealth Ltd.
 Dowgate Wealth Ltd. Investment ManagersFinance Dowgate Wealth focuses on generating sustainable returns over the long-term. The firm selects investments based on their fundamental qualities and their ability to generate above-market returns regardless of economic cycles. | Gestionnaire de Portefeuille-Actions | 01/08/2023 |
Canaccord Genuity Wealth Ltd.
 Canaccord Genuity Wealth Ltd. Investment ManagersFinance CGWL is an active, long-term investor which offers clients an access to a wide range of portfolio building and management resources, supported by rigorous, robust and highly analytical investment process includes in-depth research, in-house resources and insights into local and international markets. The firm’s discretionary portfolios invest in individual stocks and bonds, and other alternative asset classes. They also invest in third party investment funds, for added diversification and access to a wide range of investment styles and strategies. CGWL provides a range of different investments, including securities, equities, funds, exchange-traded funds (ETFs), investment trusts, venture capital trusts (VCTs), enterprise investment schemes (EISs), alternatives, bonds and cash. | Gestionnaire de Portefeuille-Actions | 01/08/2021 |
Canaccord Genuity Asset Management Ltd.
 Canaccord Genuity Asset Management Ltd. Investment ManagersFinance CGAM invests primarily in AIM-traded companies, which have the opportunity for significant value appreciation, and invests in smaller companies, which may not be readily accessible to private individuals, aiming to maximize distributions to shareholders from capital gains and income generated from the funds. | Analyst-Equity | 01/12/2014 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
46
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Canaccord Genuity Asset Management Ltd.
Canaccord Genuity Asset Management Ltd. Investment ManagersFinance CGAM invests primarily in AIM-traded companies, which have the opportunity for significant value appreciation, and invests in smaller companies, which may not be readily accessible to private individuals, aiming to maximize distributions to shareholders from capital gains and income generated from the funds. | Finance |
Canaccord Genuity Wealth Ltd.
Canaccord Genuity Wealth Ltd. Investment ManagersFinance CGWL is an active, long-term investor which offers clients an access to a wide range of portfolio building and management resources, supported by rigorous, robust and highly analytical investment process includes in-depth research, in-house resources and insights into local and international markets. The firm’s discretionary portfolios invest in individual stocks and bonds, and other alternative asset classes. They also invest in third party investment funds, for added diversification and access to a wide range of investment styles and strategies. CGWL provides a range of different investments, including securities, equities, funds, exchange-traded funds (ETFs), investment trusts, venture capital trusts (VCTs), enterprise investment schemes (EISs), alternatives, bonds and cash. | Finance |
Dowgate Wealth Ltd.
Dowgate Wealth Ltd. Investment ManagersFinance Dowgate Wealth focuses on generating sustainable returns over the long-term. The firm selects investments based on their fundamental qualities and their ability to generate above-market returns regardless of economic cycles. | Finance |
