Emilio Gonzalez
Chairman bij Portfolio Financial Services Ltd.
Profiel
Mr. Emilio Gonzalez, CFA, is a Group Chief Executive Officer, Executive Director & Managing Director at Pendal Group Ltd., a Group Chief Executive Officer & Managing Director at Pendal Group Ltd., a Chairman at BT Investment Management (Fund Services) Ltd., Pendal (Institutional) Ltd.
and Portfolio Financial Services Ltd.
He is on the Board of Directors at Pendal Group Ltd., Johcm Funds (UK) Ltd., Pendal UK Ltd., Ryder Court Emerging Markets Small Cap Fund Dst and The Banking & Finance Oath Ltd.
Prior to his appointment as Chief Executive Officer in January 2010, he was Group Executive, Global Equities at Perpetual Limited.
Prior to this role, he was the Chief Investment Officer for seven years.
During his early tenure at Perpetual, Emilio was responsible for establishing and running a currency program, tactical asset allocation strategies, Perpetual’s diversified and balanced funds, as well as being Head of Research.
Prior to joining Perpetual, Emilio worked as the Chief Dealer at Nikko Securities (Australia) Limited and as a retail client adviser at Norths Stockbroking Limited.
He received his undergraduate degree from the University of Wollongong.
Actieve functies van Emilio Gonzalez
| Bedrijven | Functie | Begin |
|---|---|---|
Portfolio Financial Services Ltd.
 Portfolio Financial Services Ltd. Investment Banks/BrokersFinance Portfolio Financial Services Ltd. is a private company based in Mumbai, India. Portfolio Financial Services Ltd. was founded in 1992. | Chairman | - |
JOHCM Funds (UK) Ltd.
 JOHCM Funds (UK) Ltd. Financial ConglomeratesFinance JOHCM Funds (UK) Ltd. is based in London, UK. Part of Perpetual Ltd., JOHCM Funds (UK) Ltd. is a British company that provides financial intermediation services. | Director/Board Member | - |
The Banking & Finance Oath Ltd.
 The Banking & Finance Oath Ltd. Miscellaneous Commercial ServicesCommercial Services The Banking & Finance Oath Ltd. is an initiative that promotes ethical behavior, trust, and integrity in the banking and finance industry. The private company is based in Neutral Bay, Australia. The Australian company provides a practical guide to ethics and encourages young professionals to take the oath. The company offers programs for financial advisers and leaders on how to embed the oath and develop an ethical framework. | Director/Board Member | - |
Eerdere bekende functies van Emilio Gonzalez
| Bedrijven | Functie | Einde |
|---|---|---|
| PENDAL GROUP | Chief Executive Officer | 01-04-2021 |
Pendal Group Ltd. (Investment Management)
 Pendal Group Ltd. (Investment Management) Investment ManagersFinance Pendal Group Ltd. (Investment Management) (PG-IM) is the investment management division of Pendal Group Ltd., an investment company headquartered in Sydney, Australia. Formerly known as BT Investment Management Ltd., the firm was founded in 2007 and changed their name to Pendal Group Ltd. in 2018. They became part of Perpetual Ltd. (ASX: PPT) in 2023. PG-IM utilizes a multi boutique business model to manage funds for retail and institutional clients and other intermediaries. | Chief Executive Officer | 01-03-2021 |
J O Hambro Capital Management Holdings Ltd.
 J O Hambro Capital Management Holdings Ltd. Financial ConglomeratesFinance J O Hambro Capital Management Holdings Ltd. provides financial services. The company was founded on June 13, 2011 and is headquartered in London, the United Kingdom. | Chief Executive Officer | 09-09-2019 |
J.O. Hambro Capital Management Ltd.
 J.O. Hambro Capital Management Ltd. Investment ManagersFinance J.O. Hambro Capital Management Ltd. (JOHCM) is an investment management firm headquartered in London, UK. The firm was founded by James Hambro in 1993 as an independently managed boutique, and was acquired by Pendal Group Ltd., formerly BT Investment Management Ltd., in 2011. In 2023, Perpetual Limited (ASX: PPT) – an ASX-listed, global diversified financial services company in Sydney, Australia – acquired Pendal Group, including JOHCM. The firm provides discretionary investment advisory services across a diverse range of equity strategies through pooled vehicles (or investment funds) and to clients that establish separately managed accounts. | Chief Executive Officer | 09-09-2019 |
JOHCM (USA), Inc.
 JOHCM (USA), Inc. Investment ManagersFinance JOHCM (USA), Inc. (JOHCM USA) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2013 and is a subsidiary of Pendal USA, Inc., which is owned by Perpetual Ltd. (ASX: PPT) in Australia. JOHCM USA provides investment advisory services on a segregated basis to US institutional investors. | Chief Executive Officer | 01-09-2019 |
Opleiding van Emilio Gonzalez
| University of Wollongong | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Beursgenoteerde bedrijven | 1 |
|---|---|
| PERPETUAL LIMITED | Finance |
| Bedrijven in privébezit | 15 |
|---|---|
J.O. Hambro Capital Management Ltd.
J.O. Hambro Capital Management Ltd. Investment ManagersFinance J.O. Hambro Capital Management Ltd. (JOHCM) is an investment management firm headquartered in London, UK. The firm was founded by James Hambro in 1993 as an independently managed boutique, and was acquired by Pendal Group Ltd., formerly BT Investment Management Ltd., in 2011. In 2023, Perpetual Limited (ASX: PPT) – an ASX-listed, global diversified financial services company in Sydney, Australia – acquired Pendal Group, including JOHCM. The firm provides discretionary investment advisory services across a diverse range of equity strategies through pooled vehicles (or investment funds) and to clients that establish separately managed accounts. | Finance |
Perpetual Investment Management Ltd.
 Perpetual Investment Management Ltd. Investment ManagersFinance Perpetual Investment Management Ltd. (PIML) is the investment management subsidiary of Perpetual Ltd. (ASX: PPT) in Australia. Headquartered in Sydney, PIML provides a broad range of investment strategies and products to Australian and international institutions, not-for-profit organizations, small businesses, financial advisers, high net-worth individuals and families. | Finance |
Portfolio Financial Services Ltd.
Portfolio Financial Services Ltd. Investment Banks/BrokersFinance Portfolio Financial Services Ltd. is a private company based in Mumbai, India. Portfolio Financial Services Ltd. was founded in 1992. | Finance |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
Pendal Group Ltd.
 Pendal Group Ltd. Investment ManagersFinance Pendal Group Ltd. engages in the provision of investment management services. It operates through the Pendal Australia, Pendal EUKA, and Pendal U.S.segments. The Pendal Australia segment involves in the investment management business in Australia. The Pendal EUKA segment involves investment management business in Europe, UK, and Asia. The Pendal U.S. segment involves investment management business in Unites States of America. The company was founded in 1969 and is headquartered in Sydney, Australia. | Finance |
Pendal Institutional Ltd.
 Pendal Institutional Ltd. Investment ManagersFinance Part of Perpetual Ltd., Pendal Institutional Ltd. is an independent investment management business based in Sydney, Australia. The Australian company's experienced fund managers have the autonomy to make decisions with conviction and offer sustainable investment options, such as the Pendal Sustainable Balanced Fund - Class G through Investment Giving. Recently, the private company's Pendal Select Fund (class R) was awarded the highest rating of "highly recommended" by researcher Zenith. | Finance |
The Banking & Finance Oath Ltd.
The Banking & Finance Oath Ltd. Miscellaneous Commercial ServicesCommercial Services The Banking & Finance Oath Ltd. is an initiative that promotes ethical behavior, trust, and integrity in the banking and finance industry. The private company is based in Neutral Bay, Australia. The Australian company provides a practical guide to ethics and encourages young professionals to take the oath. The company offers programs for financial advisers and leaders on how to embed the oath and develop an ethical framework. | Commercial Services |
Pendal UK Ltd.
 Pendal UK Ltd. Financial ConglomeratesFinance Part of Perpetual Ltd., Pendal UK Ltd. is an investment holding private company. The company is based in London, UK. Pendal was founded in 2011. | Finance |
JOHCM (USA), Inc.
JOHCM (USA), Inc. Investment ManagersFinance JOHCM (USA), Inc. (JOHCM USA) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2013 and is a subsidiary of Pendal USA, Inc., which is owned by Perpetual Ltd. (ASX: PPT) in Australia. JOHCM USA provides investment advisory services on a segregated basis to US institutional investors. | Finance |
J O Hambro Capital Management Holdings Ltd.
J O Hambro Capital Management Holdings Ltd. Financial ConglomeratesFinance J O Hambro Capital Management Holdings Ltd. provides financial services. The company was founded on June 13, 2011 and is headquartered in London, the United Kingdom. | Finance |
Pendal Fund Services Ltd.
 Pendal Fund Services Ltd. Investment ManagersFinance Part of Perpetual Ltd., Pendal Fund Services Ltd. is an Australian company that provides investment management services. The private company is based in Sydney, Australia. | Finance |
Ryder Court Emerging Markets Small Cap Fund (Dst)
 Ryder Court Emerging Markets Small Cap Fund (Dst) Investment Trusts/Mutual FundsMiscellaneous Ryder Court Emerging Markets Small Cap Fund Dst provides investment services. The company is headquartered in Boston, MA. | Miscellaneous |
| Nikko Securities (Australia) Ltd. | |
JOHCM Funds (UK) Ltd.
JOHCM Funds (UK) Ltd. Financial ConglomeratesFinance JOHCM Funds (UK) Ltd. is based in London, UK. Part of Perpetual Ltd., JOHCM Funds (UK) Ltd. is a British company that provides financial intermediation services. | Finance |
Pendal Group Ltd. (Investment Management)
Pendal Group Ltd. (Investment Management) Investment ManagersFinance Pendal Group Ltd. (Investment Management) (PG-IM) is the investment management division of Pendal Group Ltd., an investment company headquartered in Sydney, Australia. Formerly known as BT Investment Management Ltd., the firm was founded in 2007 and changed their name to Pendal Group Ltd. in 2018. They became part of Perpetual Ltd. (ASX: PPT) in 2023. PG-IM utilizes a multi boutique business model to manage funds for retail and institutional clients and other intermediaries. | Finance |
