Profil
Mr. Adam J.
Dawe is an Assistant Investment Manager at Thesis Asset Management Ltd.
In 2016, he joined Thesis where he assists in managing private client, trust and charity portfolios to help clients achieve their financial goals.
Mr. Dawe started his career with an International Financial Advisory company in Zurich in 2010.
Adam moved back to the UK and managed client portfolios for a discretionary fund manager in Dorset.
He graduated from the University of Plymouth with a degree in Business Studies.
He is a Chartered Member of the Chartered Institute of Securities and Investments, where he has achieved the Chartered Wealth Manager status.
Ehemalige bekannte Positionen von Adam James Dawe
| Unternehmen | Position | Ende |
|---|---|---|
Thesis Asset Management Ltd.
 Thesis Asset Management Ltd. Investment ManagersFinance Thesis Asset Management Ltd. (Thesis) is an investment management firm headquartered in Chichester, UK. The firm was founded in 1974 by law firm Thomas Eggar. They are a subsidiary of Thesis Holdings Ltd., ultimately owned by Regit Topco Ltd. Thesis provides investment management services for private clients, charities, pension funds and trusts. In addition, the firm creates bespoke investment solutions and model portfolios for financial advisers, and within the Thesis group can create funds and offer fund custody and administration services through Thesis Unit Trust Management. | Portfolio Manager-Aktien | 01.04.2019 |
Erfahrungen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
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Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Thesis Asset Management Ltd.
Thesis Asset Management Ltd. Investment ManagersFinance Thesis Asset Management Ltd. (Thesis) is an investment management firm headquartered in Chichester, UK. The firm was founded in 1974 by law firm Thomas Eggar. They are a subsidiary of Thesis Holdings Ltd., ultimately owned by Regit Topco Ltd. Thesis provides investment management services for private clients, charities, pension funds and trusts. In addition, the firm creates bespoke investment solutions and model portfolios for financial advisers, and within the Thesis group can create funds and offer fund custody and administration services through Thesis Unit Trust Management. | Finance |
