Oorsprong van het eerstegraads netwerk van Tony Yousefian
Entiteit | Type entiteit | Industrie | |
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City Financial Investment Co. Ltd.
City Financial Investment Co. Ltd. Investment ManagersFinance City Financial Investment Co. Ltd. (City Financial) is an independent hedge fund management firm headquartered in London, UK. The firm was founded in 1986 as REALGLOBE Ltd., became known as Independent Financial Marketing Ltd. in 1992 and renamed to City Financial Investment Co. Ltd. in 1998. City Financial provides investment advisory services to pooled investment vehicles and separately managed accounts.
6
| Private Company | Investment Managers | 6 |
OPM Fund Management Ltd.
OPM Fund Management Ltd. Investment ManagersFinance OPM Fund Management Ltd. (OPM-FM) is an independent Great Britain-based fund management firm which was founded in 2003 by Tony Yousefian and Ross Henderson. OPM Fund Management is the trading name of Smith & Pinching Portfolio Management Ltd. The firm is based in Norwich and provides tailored discretionary portfolio management services for private clients, charities, trusts and pension schemes. The firm also offers a range of multi-manager funds and manages several open-end mutual funds.
5
| Extinct | Investment Managers | 5 |
Avellemy Ltd.
Avellemy Ltd. Investment ManagersFinance Avellemy Ltd. is the Great Britain-based specialist asset management subsidiary of CPL Bidco Ltd., ultimately held by OCM Luxembourg EPF III Tie Holdings Sarl in Luxembourg. Headquartered in Berkshire, the firm was founded in 2012 and provides investment solutions to UK-based private wealth, business, and charity clients. Avellemy works closely with financial advisers to create and deliver investment solutions to help their clients achieve their financial goals.
1
| Subsidiary | Investment Managers | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Tony Yousefian via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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Evelyn Partners Investment Management LLP
Evelyn Partners Investment Management LLP Investment ManagersFinance Evelyn Partners Investment Management LLP (Evelyn Partners) is the investment management subsidiary of Evelyn Partners I M Ltd., which is owned by Platinum LP Guernsey Ltd. in Great Britain. The firm was founded in 1881 and formerly known as Smith & Williamson Investment Management LLP. They changed their name into Evelyn Partners Investment Management LLP when Tilney and Smith & Williamson brands merged into one in 2022. Headquartered in London, Evelyn Partners provides investment management, financial advisory and accountancy services to private clients, professional practices, mid- to large-sized corporations and non-profit organizations. | Investment Managers | Head-Equity Investments | |
Countrywide Group Ltd.
Countrywide Group Ltd. Real Estate DevelopmentFinance Countrywide Group Plc provides residential property and property related financial and professional services. Its services include surveying, residential development, estate management, auctions, insight, conveyancing and asset management services. The company was founded in 1986 and is headquartered in Chelmsford, the United Kingdom. | Real Estate Development | Corporate Officer/Principal | |
Pantheon Financial Plc
Pantheon Financial Plc Investment ManagersFinance Pantheon Financial Ltd. provides wealth management and financial advisory services. It serves the private and public sectors. The company was founded October 8, 2001 and is headquartered in Leeds, the United Kingdom. | Investment Managers | Director/Board Member | |
Green Flag Ltd.
Green Flag Ltd. Other Consumer ServicesConsumer Services Green Flag Ltd. provides roadside assistance and car recovery services. It offers breakdown cover such as rescue, rescue plus, recovery, and personal, family, and motorbike cover, The company was founded on February 23, 1971 and is headquartered in Leeds, the United Kingdom. | Other Consumer Services | Corporate Officer/Principal | |
Financial Times Business
Financial Times Business Publishing: NewspapersConsumer Services Part of Nikkei, Inc., Financial Times Business provides publishing services. | Publishing: Newspapers | Corporate Officer/Principal | |
Birmingham Midshires Building Society
Birmingham Midshires Building Society Finance/Rental/LeasingFinance Birmingham Midshires Building Society provides lending and mortgage services. It offers bonds and specialist mortgages to brokers and intermediaries by telephone, post, and online and throughout the state. It is a subsidiary of Halifax Plc. The company was founded in 1849 and is headquartered in Wolverhampton, UK. | Finance/Rental/Leasing | Chief Executive Officer | |
Sterling Financial Consultants Ltd.
Sterling Financial Consultants Ltd. Investment ManagersFinance Part of MWA Financial Ltd., Sterling Financial Consultants Ltd. is a British financial planning company that offers a range of services for individuals and corporations. The company is based in Canary Wharf, Docklands, London, UK. The company's experienced advisers and administrators provide cost-effective solutions for financial planning. Sterling Financial Consultants was acquired by MWA Financial Ltd. on September 07, 2023. | Investment Managers | Director/Board Member | |
HBOS Capital Funding LP | Finance/Rental/Leasing | President | |
London Business School | College/University | Masters Business Admin | |
Cambridge Investments Ltd. (United Kingdom)
Cambridge Investments Ltd. (United Kingdom) Investment ManagersFinance Cambridge Investments Ltd. (UK) (Cambridge) is a wealth management firm headquartered in Cambridge, UK. The firm is a wholly-owned subsidiary of Perspective Financial Group Ltd. They were founded in 1979 by Christopher Gough-Goodman. Cambridge provides a portfolio management service that complements the financial advice provided by the team of financial advisers within the Perspective Financial Group. | Investment Managers | Investment Committee Member | |
Analyst Investments Ltd.
Analyst Investments Ltd. Investment ManagersFinance Analyst Investments Ltd. provides discretionary investment management services to private and institutional clients. The company was founded in 2000 and is headquartered in London, the United Kingdom. | Investment Managers | President | |
Beckett Asset Management Ltd.
Beckett Asset Management Ltd. Investment ManagersFinance Beckett Asset Management Ltd. (BAM) is a discretionary investment manager headquartered in Bury St. Edmunds, UK. Founded in 1993, BAM provides risk adjusted returns for investors through actively managed multi asset portfolios. | Investment Managers | Portfolio Manager-Equities | |
LLOYDS BANKING GROUP PLC | Major Banks | Sales & Marketing | |
Smith & Pinching Financial Services Ltd.
Smith & Pinching Financial Services Ltd. Investment ManagersFinance Smith & Pinching Financial Services Ltd. engages in the provision of financial advisory services. It offers personal financial planning, investments, staff benefits, business protection, director's pensions, and managing the future if the business. The company is headquartered in Norwich, the United Kingdom. | Investment Managers | Chief Executive Officer Director of Finance/CFO | |
DIRECT LINE INSURANCE GROUP PLC | Property/Casualty Insurance | Sales & Marketing | |
U K Insurance Ltd.
U K Insurance Ltd. Property/Casualty InsuranceFinance Part of Direct Line Insurance Group Plc, U K Insurance Ltd. is a British company that provides general insurance services. The company is based in Leeds, UK and was founded in 1974. | Property/Casualty Insurance | Sales & Marketing | |
Newell Palmer Financial Planning Ltd.
Newell Palmer Financial Planning Ltd. Investment ManagersFinance Newell Palmer Financial Planning Ltd. provides financial advice and wealth management services. Its services include pension planning, self invested small self administered schemes, directors and executive retirement planning, group pension schemes, associated employee benefits, comprehensive financial planning, investment planning, life assurance and critical illness cover, and private medical insurance. The company is headquartered in Bromsgrove, the United Kingdom. | Investment Managers | Director/Board Member | |
Capital Professional Ltd.
Capital Professional Ltd. Investment ManagersFinance Capital Professional Ltd. provides financial advisory services. It specializes in financial planning, employee benefits, pensions, estate planning, investments, tax planning, retirement planning, and inheritance tax. The company was founded on March 30, 2011 and is headquartered in Reading, the United Kingdom. | Investment Managers | Chief Executive Officer | |
Harvard Financial Management Ltd.
Harvard Financial Management Ltd. Investment ManagersFinance Harvard Financial Management Ltd. provides pension consulting services. It specializes in pension planning and provisions. The company was founded on October 20, 1999 and is headquartered in Christchurch, the United Kingdom. | Investment Managers | Director/Board Member | |
Thorntons Investment Management Ltd.
Thorntons Investment Management Ltd. Investment ManagersFinance Thorntons Investment Management Ltd. offers financial planning and investment management advice to clients in the United Kingdom. The private company is based in Dundee, UK, and has subsidiaries in the United Kingdom. The British company's services include discretionary investment management for financial advisers and their clients, with a range of risk-targeted model portfolios and IHT model portfolio services. The company was founded in 1995, and Stephen James Nicholson Webster has been the CEO of the company since 2012. | Investment Managers | Director/Board Member | |
Harrington Wood Bath Ltd.
Harrington Wood Bath Ltd. Investment ManagersFinance Harrington Wood Bath Ltd. provides financial advisory services. The company was founded on August 31, 1999 and is headquartered in Reading, the United Kingdom. | Investment Managers | Director/Board Member | |
Newell Palmer Group (Services) Ltd.
Newell Palmer Group (Services) Ltd. Investment ManagersFinance Newell Palmer Group (Services) Ltd. is a private company based in Reading, UK. The British company was founded in 2010. | Investment Managers | Director/Board Member | |
Newell Palmer Group Holdings Ltd.
Newell Palmer Group Holdings Ltd. Financial ConglomeratesFinance Newell Palmer Group Holdings Ltd. is an investment holding British company founded in 2007. The private company is based in Reading, UK. | Financial Conglomerates | Director/Board Member | |
CPL Topco Ltd.
CPL Topco Ltd. Investment ManagersFinance Part of OCM Luxembourg EPF III Tie Holdings Sarl, CPL Topco Ltd. is a British company that provides financial advisory services. The company is based in Reading, UK. CPL Topco was founded in 2017. | Investment Managers | Director/Board Member | |
CPL Midco Ltd.
CPL Midco Ltd. Financial ConglomeratesFinance Founded in 2017, CPL Midco Ltd. is a part of OCM Luxembourg EPF III Tie Holdings Sarl and functions as an investment holding British company. The company is based in Reading, UK. | Financial Conglomerates | Director/Board Member | |
CPL Bidco Ltd.
CPL Bidco Ltd. Financial ConglomeratesFinance Part of OCM Luxembourg EPF III Tie Holdings Sarl, CPL Bidco Ltd. functions as an investment holding British company. The company is based in Reading, UK and was founded in 2017. | Financial Conglomerates | Director/Board Member | |
Newell Palmer Holdings Ltd.
Newell Palmer Holdings Ltd. Financial ConglomeratesFinance Newell Palmer Holdings Ltd. is a holding British company that provides financial services through its subsidiaries. The private company is based in Wolverhampton, UK. The company was founded in 1993. | Financial Conglomerates | Director/Board Member | |
Gregory Adam Financial Management Ltd.
Gregory Adam Financial Management Ltd. Investment ManagersFinance Gregory Adam Financial Management Ltd. provides financial advisory services. The company was founded on April 29, 2003 and is headquartered in Reading, the United Kingdom. | Investment Managers | Director/Board Member | |
Portfolio Financial Consultancy Ltd.
Portfolio Financial Consultancy Ltd. Investment ManagersFinance Part of Capital Professional Ltd., Portfolio Financial Consultancy Ltd. is a British company that provides wealth management, insurance and professional services. The company is based in Wales, UK. The company was founded in 2002. Portfolio Financial Consultancy was acquired by Capital Professional Ltd. on July 12, 2023. | Investment Managers | Director/Board Member | |
MWA Financial Ltd.
MWA Financial Ltd. Investment ManagersFinance MWA Financial Ltd. is a financial advisory firm committed to excellence in financial advisory services. The private company is based in Hertford, UK, and has subsidiaries in the United Kingdom. The British company's vision is to excel through strategic acquisitions and the recruitment of top-tier professionals, shaping the future of financial advice where talent meets innovation and excellence is their constant pursuit. MWA Financial was founded in 2016 by Dean Campbell Banks, who has been the CEO since then. The company's strategic approach to talent acquisition and dedication to nurturing the next generation of advisors sets them apart as a leader in the financial advisory landscape. | Investment Managers | Chairman | |
The Smith + Pinching Group Ltd.
The Smith + Pinching Group Ltd. Insurance Brokers/ServicesFinance The Smith + Pinching Group Ltd. engages in the provision of financial and insurance services. It offers services relating to individual financial planning, corporate financial planning, mortgage broking, commercial insurance, and home insurance. The company was founded by Barry Pinching and Gerry Smith in 1973 and is headquartered in Norwich, the United Kingdom. | Insurance Brokers/Services | Chief Executive Officer Corporate Officer/Principal Director of Finance/CFO | |
Ascot Lloyd Financial Services Ltd.
Ascot Lloyd Financial Services Ltd. Miscellaneous Commercial ServicesCommercial Services Ascot Lloyd Financial Services Ltd. engages in the provision of financial management and advisory services. The company was founded on December 16, 1991 and is headquartered in Reading, the United Kingdom. | Miscellaneous Commercial Services | Director/Board Member | |
Ascot Lloyd Holdings Ltd.
Ascot Lloyd Holdings Ltd. Investment ManagersFinance Ascot Lloyd Holdings Ltd. provides wealth management services. The company was founded on November 20, 2009 and is headquartered in Wokingham, the United Kingdom. | Investment Managers | Director/Board Member |
Statistieken
Internationaal
Verenigd Koninkrijk | 40 |
Sectoraal
Finance | 36 |
Consumer Services | 4 |
Commercial Services | 2 |
Operationeel
Director/Board Member | 25 |
Portfolio Manager-Equities | 11 |
Chief Executive Officer | 6 |
Corporate Officer/Principal | 5 |
Sales & Marketing | 3 |
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