Andrew Edward Waldren
Directeur/Bestuurslid bij Connectus Wealth Group Ltd.
Profiel
Mr. Andrew E.
Waldren is Chief Operating Officer at Ingenious Asset Management Ltd.
He has overall responsibility for all of the division’s operational activities and custodian relationships across a number of platforms and jurisdictions.
He has over twenty five years’ management and senior management experience in the wealth management and private client industry for both UK and overseas organisations specialising in investment operations, project management and ancillary services.
His career has included senior roles within Banco Bilbao, (1987-89), BNP Paribas (1989-1992), Seymour Peirce Butterfield (1992 1994), Bank of Butterfield (1995-1997) Bank of NT Butterfields (BNTB) (1997) Butterfield Asset Management (1997-2000) and Taylor Young Investment Management Limited where he was also a board director (2000 2012).
His last role prior to joining Ingenious was COO at J.
Stern & Co.
Mr. Waldren is a member of the Securities Institute.
Actieve functies van Andrew Edward Waldren
Bedrijven | Functie | Begin |
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Connectus Wealth Group Ltd.
Connectus Wealth Group Ltd. Investment ManagersFinance Part of Focus Financial Partners, Inc., Connectus Wealth Group Ltd. is a British company that provides wealth management services. The company is based in Altrincham, UK. Connectus Wealth Group was founded in 2020. | Directeur/Bestuurslid | 05-07-2021 |
Eerdere bekende functies van Andrew Edward Waldren
Bedrijven | Functie | Einde |
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Evelyn Partners Asset Management Ltd.
Evelyn Partners Asset Management Ltd. Investment ManagersFinance Evelyn Partners Asset Management Ltd. (Evelyn Partners) is the asset management subsidiary of Evelyn Partners Group Ltd., which is ultimately held by Platinum LP Guernsey Ltd. in Great Britain. The firm was founded in 2003 as Ingenious Asset Management Ltd. and change their name to Tilney Asset Management Ltd. in 2016 and subsequently became Evelyn Partners Asset Management Ltd. in 2022. Headquartered in London, Evelyn Partners provides discretionary investment management services to high-net-worth individuals and families (retail clients), companies, charities, trusts and financial intermediaries on a discretionary basis. | Operationeel Directeur | 01-01-2017 |
Star Fund Managers LLP
Star Fund Managers LLP Investment ManagersFinance Star Fund Managers LLP (SFM) is an independent alternative investment management firm headquartered in London, UK. The firm was founded by Christopher Rossbach and Nicolas Mueller in 2008 as Merian Capital Partners LLP and they became Star Fund Managers LLP in 2015. SFM manages the assets of private clients. | Corporate Officer/Principal | 01-01-2014 |
Taylor Young Investment Management Ltd.
Taylor Young Investment Management Ltd. Investment ManagersFinance Taylor Young Investment Management Ltd. (Taylor) is the investment management subsidiary of Rathbone Investment Management Ltd., itself a subsidiary of Rathbone Brothers Plc (LSE: RAT) in Great Britain. Established in 1986, the firm is located in London and provides personalized investment management services to individuals, trusts, charities, private offices, pension schemes, occupational schemes, PEPs, ISAs and offshore portfolios. The directors, management and staff are significant shareholders in the firm. | Operationeel Directeur | 01-08-2012 |
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Bedrijven in privébezit | 4 |
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Taylor Young Investment Management Ltd.
Taylor Young Investment Management Ltd. Investment ManagersFinance Taylor Young Investment Management Ltd. (Taylor) is the investment management subsidiary of Rathbone Investment Management Ltd., itself a subsidiary of Rathbone Brothers Plc (LSE: RAT) in Great Britain. Established in 1986, the firm is located in London and provides personalized investment management services to individuals, trusts, charities, private offices, pension schemes, occupational schemes, PEPs, ISAs and offshore portfolios. The directors, management and staff are significant shareholders in the firm. | Finance |
Evelyn Partners Asset Management Ltd.
Evelyn Partners Asset Management Ltd. Investment ManagersFinance Evelyn Partners Asset Management Ltd. (Evelyn Partners) is the asset management subsidiary of Evelyn Partners Group Ltd., which is ultimately held by Platinum LP Guernsey Ltd. in Great Britain. The firm was founded in 2003 as Ingenious Asset Management Ltd. and change their name to Tilney Asset Management Ltd. in 2016 and subsequently became Evelyn Partners Asset Management Ltd. in 2022. Headquartered in London, Evelyn Partners provides discretionary investment management services to high-net-worth individuals and families (retail clients), companies, charities, trusts and financial intermediaries on a discretionary basis. | Finance |
Star Fund Managers LLP
Star Fund Managers LLP Investment ManagersFinance Star Fund Managers LLP (SFM) is an independent alternative investment management firm headquartered in London, UK. The firm was founded by Christopher Rossbach and Nicolas Mueller in 2008 as Merian Capital Partners LLP and they became Star Fund Managers LLP in 2015. SFM manages the assets of private clients. | Finance |
Connectus Wealth Group Ltd.
Connectus Wealth Group Ltd. Investment ManagersFinance Part of Focus Financial Partners, Inc., Connectus Wealth Group Ltd. is a British company that provides wealth management services. The company is based in Altrincham, UK. Connectus Wealth Group was founded in 2020. | Finance |