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Dale Robertson
Portefeuillebeheerder-Aandelen bij Chelverton Asset Management Ltd.
Oorsprong van het eerstegraads netwerk van Dale Robertson
Entiteit | Type entiteit | Industrie | |
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Edinburgh Partners Ltd.
![]() Edinburgh Partners Ltd. Investment ManagersFinance Edinburgh Partners Ltd. is a directly owned, UK-based investment management subsidiary of Franklin Resources, Inc. (NYSE: BEN) in the US. The firm was founded by Alasdair Nairn as DMWS 612 Ltd. in 2003 to exclusively focus on investment research and portfolio management. Headquartered in Edinburgh, Edinburgh Partners provides investment advisory services for institutional clients, which includes public and corporate pensions, registered investment companies, pooled investment vehicles and sub-advisory accounts.
18
| Subsidiary | Investment Managers | 18 |
abrdn Alternative Investments Ltd.
![]() abrdn Alternative Investments Ltd. Investment ManagersFinance abrdn Alternative Investments Ltd. (AAI) is the wholly owned asset management subsidiary of Aberdeen Asset Investment Group Ltd. and their ultimate parent is abrdn Plc (LON: ABDN, ADR: SLFPF) in Great Britain. Formerly held by Lloyds Banking Group plc (LSE: LLOY), Aberdeen Asset Management plc entered into a strategic alliance with Lloyds Banking Group plc in 2013, acquiring AAI and their related private equity and infrastructure fund management businesses. Formerly known as Aberdeen Asset Investments Ltd., the firm was founded in 1964 and is headquartered in London. AAI provides investment solutions to private individuals, financial institutions, charities, investment trusts and corporate and local government pension funds in Great Britain and worldwide.
14
| Subsidiary | Investment Managers | 14 |
Chelverton Asset Management Ltd.
![]() Chelverton Asset Management Ltd. Investment ManagersFinance Chelverton Asset Management Ltd. (Chelverton) is the specialist fund management subsidiary of Chelverton Asset Management Holdings Ltd. in Great Britain. Headquartered in Bath, the firm was founded by David A. Horner in 1998 to provide the investment management for the investment trust Chelverton Growth Trust PLC. Chelverton provides a range of investment products and services to professional investors, financial intermediaries, institutional investors and family offices.
10
| Subsidiary | Investment Managers | 10 |
Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 2 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Dale Robertson via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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Columbia Threadneedle Asset Managers Ltd.
![]() Columbia Threadneedle Asset Managers Ltd. Investment ManagersFinance Columbia Threadneedle Asset Managers Ltd. (CTAM) is an asset management firm headquartered in London, UK. The firm was founded in 1990 as F&C Asset Managers Ltd. and renamed BMO Asset Managers Ltd. in 2018. They changed their name to Columbia Threadneedle Asset Managers Ltd. when BMO rebranded to Columbia Threadneedle Investments in 2022. The firm is a subsidiary of Columbia Threadneedle AM (Holdings) Plc, ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. CTAM manages a range of in-house and multi-manager funds for private individuals and institutional clients. | Investment Managers | Head-Equity Investments | |
abrdn Investments Ltd.
![]() abrdn Investments Ltd. Investment ManagersFinance abrdn Investments Ltd. (aIL) is an asset management firm headquartered in Midlothian, UK. The firm was founded in 1987 and formerly known as Aberdeen Asset Managers Ltd. They are a wholly-owned subsidiary of abrdn Holdings Ltd., wholly-owned by abrdn Plc (LON: ABDN). aIL provides their clients with discretionary and non-discretionary asset management and related services across a broad range of investment strategies and asset classes. They also offer an alternative platform which encompasses multi-manager research, selection and portfolio management for hedge funds strategies. | Investment Managers | Portfolio Manager-Equities | |
Martin Currie Investment Management Ltd.
![]() Martin Currie Investment Management Ltd. Investment ManagersFinance Martin Currie Investment Management Ltd. (MCIM) is the Great Britain-based investment management subsidiary of Martin Currie Ltd., ultimately held by Franklin Resources, Inc. (NYSE: BEN) in the US. The firm was founded in 1978 and is headquartered in Edinburgh. MCIM performs investment management, dealing, investment support, sales and marketing and platform functions for the Martin Currie group. The firm manages active-equity portfolios for a global client base of financial institutions, charities, foundations, endowments, pension funds, family offices, government agencies and investment funds. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
Baillie Gifford & Co.
![]() Baillie Gifford & Co. Investment ManagersFinance Baillie Gifford & Co. is an independent, global investment management firm headquartered in Edinburgh, UK. The firm was founded in 1908 and is wholly-owned by their partners. Baillie Gifford manages assets for pension funds, institutions, corporates, foundations, charities and retail investors. They are a socially responsible investor which works with their fund managers to assess ESG concerns both before and after investing in companies. | Investment Managers | Analyst-Equity Portfolio Manager-Fixed Income Corporate Officer/Principal | |
SVM Asset Management Ltd.
![]() SVM Asset Management Ltd. Investment ManagersFinance SVM Asset Management Ltd. (SVM) is a privately-owned investment management firm based in Edinburgh, Scotland. Founded in 1990, SVM specializes in UK, European and global equities investments. The firm offers mutual funds (including an SRI fund), hedge funds and investment trusts to institutional and private investors. | Investment Managers | Corporate Officer/Principal | |
Franklin Templeton Investment Management Ltd.
![]() Franklin Templeton Investment Management Ltd. Investment ManagersFinance Franklin Templeton Investment Management Ltd. (FTIML) is the Great Britain-based global investment management subsidiary of Franklin Templeton Global Investors Ltd., itself a subsidiary of Franklin Resources, Inc. (NYSE: BEN) in the US. Founded in 1985, FTIML is headquartered in London and provides investment advisory and portfolio management services to clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds, as well as Separate Accounts for institutional and high net-worth clients. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
Rathbones Asset Management Ltd.
![]() Rathbones Asset Management Ltd. Investment ManagersFinance Rathbones Asset Management Ltd. (RAM) is the wholly-owned fund management subsidiary of Rathbones Group Plc (LON: RAT) in Great Britain. Originally founded as Laurence Keen Unit Trust Management Ltd. in 1989, the firm was acquired by the Rathbone Group in 1995 and was renamed Rathbone Unit Trust Management Ltd. in 1999. They became Rathbones Asset Management Ltd. in 2023. Headquartered in London, RAM manages the Rathbone family of equity and fixed-income funds for retail investors and segregated institutional accounts. | Investment Managers | Portfolio Manager-Equities | |
Nikko Asset Management Europe Ltd.
![]() Nikko Asset Management Europe Ltd. Investment ManagersFinance Nikko Asset Management Europe Ltd. (Nikko AME) is a fund management firm headquartered in London, UK. The firm was founded in 1984 and is a subsidiary of Nikko AM Global Holdings Ltd., ultimately held by Sumitomo Mitsui Trust Holdings, Inc. (TSE: 8309) in Japan. Nikko AME manages investment products for institutional investors as well as pooled investment vehicles, which includes Japanese Investment Trusts, US registered investment companies, insurance companies and Nikko AM group affiliates. | Investment Managers | Director of Investments Director of Investments | |
NatWest Markets Plc (Investment Management)
![]() NatWest Markets Plc (Investment Management) Investment ManagersFinance NatWest Markets Plc (Investment Management) (NWM-IM) is the investment management division of NatWest Markets Plc, a wholly-owned subsidiary of NatWest Group Plc (LON: NWG) in Great Britain. The firm was founded in 1984 and formerly known as The Royal Bank of Scotland Plc. Headquartered in London, NWM-IM offers debt financing, risk management and trading solutions to UK-connected high-net-worth individuals. | Investment Managers | Chief Executive Officer | |
Manulife Investment Management (Hong Kong) Ltd.
![]() Manulife Investment Management (Hong Kong) Ltd. Investment ManagersFinance Manulife Investment Management (Hong Kong) Ltd. (Manulife-HK) is the Hong Kong-based, wholly-owned investment management subsidiary of Manulife Investment Management International Holdings Ltd., ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC), a Canadian multinational insurance company and financial services provider headquartered in Toronto, Ontario. Founded in 2000, Manulife-HK provides investment management, fund management and advisory services to retail and institutional customers. | Investment Managers | Portfolio Manager-Equities | |
RATHBONES GROUP PLC | Investment Managers | Corporate Officer/Principal | |
BROWN ADVISORY US SMALLER COMPANIES PLC | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
CHELVERTON GROWTH TRUST | Investment Trusts/Mutual Funds | Chief Executive Officer | |
ATHELNEY TRUST PLC | Investment Trusts/Mutual Funds | Director/Board Member | |
CEPS PLC | Investment Banks/Brokers | Chairman | |
F&C ASSET MANAGEMENT | Miscellaneous | Corporate Officer/Principal | |
Adam & Co. Investment Management Ltd.
![]() Adam & Co. Investment Management Ltd. Investment ManagersFinance Adam & Co. Investment Management Ltd. (AIM) is an investment management firm headquartered in Edinburgh, Scotland. The firm was founded in 1983 by a group of influential Scottish business people. They were acquired by Canada-based Canaccord Genuity Group, Inc. (TSE: CF) from The Royal Bank of Scotland plc (LON: RBS, NYSE: RBS) in 2021. AIM offers asset management services to asset managers, pension funds, banks, foundations, insurance companies and family offices. | Investment Managers | Portfolio Manager-Equities | |
Deutsche Bank AG (Broker UK)
![]() Deutsche Bank AG (Broker UK) Investment Banks/BrokersFinance Deutsche Bank AG (Deutsche Bank UK) is the UK-based securities brokerage division of Deutsche Bank AG (ETR: DBK) in Germany. The firm is headquartered in London and was founded in 1873. Deutsche Bank provides brokerage services to companies and institutions. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Davidson College | College/University | Undergraduate Degree | |
The University of Edinburgh | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
London School of Economics & Political Science | College/University | Undergraduate Degree | |
University of Essex | College/University | Undergraduate Degree | |
Franklin Templeton Investments (Asia) Ltd.
![]() Franklin Templeton Investments (Asia) Ltd. Investment ManagersFinance Franklin Templeton Investments (Asia) Ltd. (FTIAL) is an asset management firm headquartered in Hong Kong. The firm was founded in 1993 and is a wholly owned subsidiary of Franklin Templeton Capital Holdings Pte Ltd., which is ultimately owned by Franklin Resources, Inc. (NYSE: BEN) in the US. FTIAL provides investment services such as retail mutual funds distribution, institutional and private equities services to institutional, retail, and high-net-worth clients. | Investment Managers | Analyst-Equity | |
Thomas Miller Investment Ltd.
![]() Thomas Miller Investment Ltd. Investment ManagersFinance Thomas Miller Investment Ltd. (TMI) is an investment management firm headquartered in London, UK. The firm was founded in 1987 and is a subsidiary of Thomas Miller Investment Holdings Ltd., which is owned by Thomas Miller Holdings Ltd. in Bermuda. TMI provides investment management services for institutions and the advisers who serve them. | Investment Managers | Head of Private Banking | |
Aviva Investors Asia Pte Ltd.
![]() Aviva Investors Asia Pte Ltd. Investment ManagersFinance Aviva Investors Asia Pte Ltd. is the asset management subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately held by JPMorgan Chase & Co. (NYSE: JPM) in the US. The firm is headquartered in Singapore and formerly known as Morley Fund Management (Singapore) Ltd. Aviva Investors Asia provides investment management services to individual and institutional clients. | Investment Managers | Director of Investments | |
Ignis Investment Services Ltd.
![]() Ignis Investment Services Ltd. Investment ManagersFinance Ignis Investment Services Ltd. (IIS) is the asset management subsidiary of Ignis Asset Management Ltd., ultimately held by abrdn Plc (LON: ABDN, ADR: SLFPY) in Great Britain. Headquartered in Edinburgh, the firm was formed following the 2008 merger of Resolution Asset Management and Axial Investment Management. They can trace their origins since 1986. IIS offered tailor-made and pooled solutions for small- to medium-sized pension schemes. Their clients include large corporate pension schemes, charities and life companies along with other strategic partners. They cater to UK retail, institutional and international clients. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities | |
Willis Welby LLP
![]() Willis Welby LLP Investment ManagersFinance Willis Welby LLP provides investment research. The British company was founded in 2010 by Max H. Welby, Anthony John Millington Willis, Tony Willis. Peter Stevens has been the CEO of the private company since 2015. | Investment Managers | Analyst-Equity | |
Peel Hunt LLP
![]() Peel Hunt LLP Investment Banks/BrokersFinance Peel Hunt LLP is an independent securities brokerage firm headquartered in London, UK. The firm was founded in 1989 as a market liquidity provider to retail and institutional investors. They provide bespoke dealing and execution services for institutional asset managers, registrars, private client wealth managers and private banks. | Investment Banks/Brokers | Analyst-Equity | |
Nplus1 Singer Advisory LLP
![]() Nplus1 Singer Advisory LLP Investment Banks/BrokersFinance Part of N1 Singer Ltd., Nplus1 Singer Advisory LLP is a brokerage services provider. The company is based in London, UK. The British company was founded in 2006 by Timothy Bruce Cockroft. Timothy Bruce Cockroft has been the CEO since 2006. | Investment Banks/Brokers | Sales & Marketing | |
Chelverton Asset Management /Private Equity/
![]() Chelverton Asset Management /Private Equity/ Investment ManagersFinance Chelverton Asset Management /Private Equity/ is an investment arm of Chelverton Asset Management Ltd. which ultimately owned by Chelverton Asset Management Holdings Ltd. founded in 1998. The firm is headquartered in Bath and North Somerset, UK. | Investment Managers | Director/Board Member Private Equity Investor Private Equity Investor | |
Macaulay Capital Plc
![]() Macaulay Capital Plc Financial ConglomeratesFinance Macaulay Capital Plc provides capital and investment services. It was formed to originate and manage corporate transactions, raise funds from third parties, invest the group's own funds alongside those of external investors and to manage the group's investment portfolio. The company was founded on May 13, 2022 and is headquartered in Bath, the United Kingdom. | Financial Conglomerates | Chief Executive Officer Chief Tech/Sci/R&D Officer | |
Chelverton Asset Management Holdings Ltd.
![]() Chelverton Asset Management Holdings Ltd. Investment ManagersFinance Chelverton Asset Management Holdings Ltd. provides asset management services. The private company is based in Bath, UK. and has subsidiaries in United Kingdom. | Investment Managers | Director/Board Member Director/Board Member | |
The Officers Association Scotland
![]() The Officers Association Scotland Miscellaneous Commercial ServicesCommercial Services The Officers Association Scotland was founded in 1920 to provide support to former officers who were struggling to find employment and support after the first world war. The non-profit company is based in Edinburgh, UK and is led by CEO Heather McVeigh. The British company offers confidential and tailored support to officers and their families in need, including long-term help such as lifelong grants and short-term assistance. | Miscellaneous Commercial Services | Director/Board Member | |
Odyssey Capital Group Ltd. /HK/
![]() Odyssey Capital Group Ltd. /HK/ Investment ManagersFinance Odyssey Capital Group Ltd (Odyssey Capital Group) is a private equity firm founded by Daniel vovil and Alexander walker in 2016. The firm is headquartered in Hong Kong. | Investment Managers | Chief Investment Officer | |
University of Edinburgh Business School | College/University | Graduate Degree | |
R&H Fund Services Ltd.
![]() R&H Fund Services Ltd. Investment ManagersFinance Part of Apex Group Ltd., R & H Fund Services Ltd. is a British company that provides fund administration services. The company is based in London, UK. R&H Fund Services Ltd. was acquired by Maitland Luxembourg SA on May 18, 2017. | Investment Managers | Director/Board Member | |
Maitland Administration Services Scotland Ltd. | Director/Board Member | ||
Ash Park Capital LLP
![]() Ash Park Capital LLP Investment ManagersFinance Ash Park Capital LLP (Ash Park) is an investment advisory firm headquartered in London, UK. It was founded by Jonathan Fell and James Isenwater in 2013 as Kingsway Capital LLP. The firm is a subsidiary of Koenigsweg Holdings Ltd. Ash Park offers investment management services exclusively on a discretionary basis to sponsored pooled investment funds, certain other pooled investment vehicles, and separately managed accounts. | Investment Managers | Portfolio Manager-Equities | |
Clear Peak Capital LLP
![]() Clear Peak Capital LLP Investment ManagersFinance Clear Peak Capital LLP is an independent alternative investment management firm headquartered in Edinburgh, UK. The firm was founded in 2013 and is majority-owned by its founding partners. Clear Peak Capital LLP acts as investment manager to VT Clear Peak Capital UK Long/Short Equity Fund, an Open-Ended Investment Company (OEIC) authorized by the FCA. | Investment Managers | Founder | |
Singer Capital Markets Securities Ltd.
![]() Singer Capital Markets Securities Ltd. Investment Banks/BrokersFinance Part of N1 Singer Ltd., Singer Capital Markets Securities Ltd. is a brokerage firm. The company is based in London, UK. The British company was founded in 2012 by Timothy Bruce Cockroft, Peter Welch. Timothy Bruce Cockroft has been the CEO since 2012. | Investment Banks/Brokers | Analyst-Equity | |
University of Edinburgh Law School | College/University | Graduate Degree | |
Hickton Group Ltd.
![]() Hickton Group Ltd. Engineering & ConstructionIndustrial Services Part of Ceps Plc., Hickton Group Ltd. is a British company founded in 2019 that provides clerks of works and quality site inspection services for construction projects. The company is based in Barnsley, UK. The company's clerks of works inspect and report on all areas of construction to help maintain quality standards, identify costly defects and delays, and reduce risk. The company provides valuable guidance to assist with getting the job done right the first time, which saves time and money. The company also offers independent inspection services, building inspection, M&E clerk of works, site supervisor, and construction inspector services. | Engineering & Construction | Director/Board Member | |
Athelney Trust Plc (Investment Management)
![]() Athelney Trust Plc (Investment Management) Investment ManagersFinance Athelney Trust Plc (Investment Management) (Athelney Trust-IM) is the investment management division of Athelney Trust Plc (LON: ATY), a publicly listed, closed-end fund headquartered in Penryn, UK. Founded in 1994, Athelney Trust-IM provides shareholders with prospects of long-term growth in dividends and capital. | Investment Managers | Director/Board Member |
Statistieken
Internationaal
Verenigd Koninkrijk | 46 |
Hongkong | 4 |
Verenigde Staten | 2 |
Singapore | 2 |
Sectoraal
Finance | 37 |
Consumer Services | 7 |
Miscellaneous | 5 |
Commercial Services | 2 |
Industrial Services | 2 |
Operationeel
Portfolio Manager-Equities | 60 |
Analyst-Equity | 32 |
Director/Board Member | 31 |
Corporate Officer/Principal | 16 |
Chief Investment Officer | 7 |
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