![Robert Holmes](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Robert Holmes
Directeur/Bestuurslid bij
THE CITY OF LONDON INVESTMENT TRUST PLC
Vermogen: 146 462 $ op 30-06-2026
Profiel
Robert Edward Holmes is currently an Independent Non-Executive Director at The City of London Investment Trust Plc since 2018, a Non-Executive Director at Octopus AIM VCT 2 Plc starting in 2026, an Independent Non-Executive Director at River UK Micro Cap Ltd. since 2023, and a Director at Blue Ocean Investment Partners Ltd. Former roles include Managing Director at Adams Street Partners LLC, Senior Investment Analyst at UBS Asset Management (Americas) LLC, European Head of Equities at UBS Asset Management (UK) Ltd., and Auditor at Ernst & Young LLP (Missouri).
Education includes an MBA from The University of Chicago Booth School of Business.
Bekende belangen in openbare bedrijven
| Onderneming | Datum | Aantal aandelen | Totale waarde | Waarderingsdatum |
|---|---|---|---|---|
| 30-06-2025 | 10.000 ( 0% ) | 75 122 $ | 30-06-2026 | |
| 30-09-2025 | 22.970 ( 0,07% ) | 71 339 $ | 30-06-2026 |
Actieve functies van Robert Holmes
| Bedrijven | Functie | Begin |
|---|---|---|
| THE CITY OF LONDON INVESTMENT TRUST PLC | Directeur/Bestuurslid | 01-01-2018 |
| RIVER UK MICRO CAP LIMITED | Directeur/Bestuurslid | 26-09-2023 |
| OCTOPUS AIM VCT 2 PLC | Directeur/Bestuurslid | 19-05-2026 |
Blue Ocean Investment Partners Ltd.
 Blue Ocean Investment Partners Ltd. Investment ManagersFinance Provides fund management services | Directeur/Bestuurslid | - |
Eerdere bekende functies van Robert Holmes
| Bedrijven | Functie | Einde |
|---|---|---|
UBS Asset Management (Americas) LLC
 UBS Asset Management (Americas) LLC Investment ManagersFinance UBS AM offers Equities, Fixed Income, Indexing, and Investment Solutions businesses. The firm provides active investment strategies to their clients and principally employs fundamental analysis in managing client accounts by attempting to identify discrepancies between current market prices and their estimate of fundamental value. | Analyst-Equity | 30-06-2008 |
Adams Street Partners LLC
 Adams Street Partners LLC Investment ManagersFinance Adams Street Partners invests in companies located across the globe with a revenues of at least USD 5 million and enterprise value of USD 150 - 750 million. The firm targets companies operating in the fields of category-leading software, mobile, healthcare, security, and financial technology. It provides financing in the form of equity and debt for secondary and growth capital requirements with an investment size of USD 20 - 50 million. The firm acts as co-investor and takes a seat on the board. It also makes follow-on investments. | Corporate Officer/Principal | - |
UBS Asset Management (UK) Ltd.
 UBS Asset Management (UK) Ltd. Investment ManagersFinance UBS-UK is an active, long-term manager which utilizes integrated investment platforms and a range of investment strategies. The firm employs global tactical asset allocation to take advantage of valuation anomalies through derivatives, both in markets and in currencies. Their investment approach is team-oriented and based on fundamental and proprietary quantitative research generated in-house on a global basis. They aim for a local sector-neutral portfolio selection, which is then used to create global portfolios. UBS-UK invests in equity, fixed-income, hedge funds, liquidity and cash, multi-asset, real assets/PE, and passive/ETFs. | Head-Equity Investments | - |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Provides accounting, audit, tax and business consulting services | Corporate Officer/Principal | - |
Opleiding van Robert Holmes
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
9
Eerstegraads connecties
9
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 9 |
|---|---|
UBS Asset Management (Americas) LLC
UBS Asset Management (Americas) LLC Investment ManagersFinance UBS AM offers Equities, Fixed Income, Indexing, and Investment Solutions businesses. The firm provides active investment strategies to their clients and principally employs fundamental analysis in managing client accounts by attempting to identify discrepancies between current market prices and their estimate of fundamental value. | Finance |
UBS Asset Management (UK) Ltd.
UBS Asset Management (UK) Ltd. Investment ManagersFinance UBS-UK is an active, long-term manager which utilizes integrated investment platforms and a range of investment strategies. The firm employs global tactical asset allocation to take advantage of valuation anomalies through derivatives, both in markets and in currencies. Their investment approach is team-oriented and based on fundamental and proprietary quantitative research generated in-house on a global basis. They aim for a local sector-neutral portfolio selection, which is then used to create global portfolios. UBS-UK invests in equity, fixed-income, hedge funds, liquidity and cash, multi-asset, real assets/PE, and passive/ETFs. | Finance |
The City of London Investment Trust Plc
 The City of London Investment Trust Plc Financial ConglomeratesFinance Functions as a closed-end investment fund or Investment trust | Finance |
Adams Street Partners LLC
Adams Street Partners LLC Investment ManagersFinance Adams Street Partners invests in companies located across the globe with a revenues of at least USD 5 million and enterprise value of USD 150 - 750 million. The firm targets companies operating in the fields of category-leading software, mobile, healthcare, security, and financial technology. It provides financing in the form of equity and debt for secondary and growth capital requirements with an investment size of USD 20 - 50 million. The firm acts as co-investor and takes a seat on the board. It also makes follow-on investments. | Finance |
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Provides accounting, audit, tax and business consulting services | Commercial Services |
Octopus AIM VCT 2 Plc
 Octopus AIM VCT 2 Plc Investment ManagersFinance Functions as a private equity fund | Finance |
The University of Chicago Booth School of Business
 The University of Chicago Booth School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
River UK Micro Cap Ltd.
 River UK Micro Cap Ltd. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Blue Ocean Investment Partners Ltd.
Blue Ocean Investment Partners Ltd. Investment ManagersFinance Provides fund management services | Finance |
