Paul Stockton
Chief Executive Officer bei RATHBONES GROUP PLC
Vermögen: 2 Mio $ am 30.04.2024
Ursprung des Netzwerks ersten Grades von Paul Stockton
Einheit | Art der Einheit | Industrie | |
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Rathbones Investment Management Ltd.
Rathbones Investment Management Ltd. Investment ManagersFinance Rathbone Investment Management Ltd. (RIM) is the wholly-owned investment management subsidiary of Rathbone Brothers Plc (LON: RAT) in Great Britain. The firm is headquartered in Liverpool and was founded in 1979. RIM manages portfolios for US resident individuals, trusts, charities and pensions. They also provide individual investment and wealth management services for private clients, charities, trustees and professional partners, primarily in Great Britain.
263
| Subsidiary | Investment Managers | 263 |
Public Company | Investment Managers | 44 | |
Personal Investment Management & Financial Advice Association
Personal Investment Management & Financial Advice Association Miscellaneous Commercial ServicesCommercial Services The Personal Investment Management & Financial Advice Association provides advice to the investment community.
9
| Private Company | Miscellaneous Commercial Services | 9 |
FCA Practitioner Panel
4
| Non-Profit Organization | 4 | |
Arcticstar Ltd.
Arcticstar Ltd. Financial ConglomeratesFinance Part of Rathbones Group Plc, Arcticstar Ltd. is a British company founded in 1999 that offers investment consultancy services to clients. The private company is based in London, UK. Arcticstar provides personalized investment portfolio construction to match the objectives of each client. The company also hosts quarterly investment insights webinars where clients can interact with the co-chief investment officer, head of equities, and head of client development to hear their views on key questions facing investors. Additionally, Arcticstar offers a founder series platform to explore innovation, personal achievements, future focus, wealth, and social responsibility directly with the founders.
3
| Subsidiary | Financial Conglomerates | 3 |
R.M. Walkden & Co. Ltd.
R.M. Walkden & Co. Ltd. Investment ManagersFinance R.M. Walkden & Co. Ltd. operates as a wealth management company. The company was incorporated on February 26, 1976 and is headquartered in London, the United Kingdom.
1
| Subsidiary | Investment Managers | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Paul Stockton
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Punter Southall Wealth Ltd.
Punter Southall Wealth Ltd. Investment ManagersFinance Punter Southall Wealth Ltd. (PSW) is a wealth management firm headquartered in London, UK. The firm was founded in 2002 and formerly known as FILMDISK LTD and as PSigma Investment Management Ltd. They were renamed as Punter Southall Wealth Ltd. in 2019. They are owned by Canaccord Genuity Wealth Group Holdings (Jersey) Ltd., a subsidiary of Canaccord Genuity Group, Inc. (TSE: CF) in Canada. PSW provides financial advisory and investment management services to a range of private and institutional clients which includes family trusts, pension schemes and charities. | Investment Managers | Director of Investments | |
Invesco Select Trust Plc
Invesco Select Trust Plc Finance/Rental/LeasingFinance Invesco Select Trust Plc is an investment trust, which is intended as a long-term investment vehicle for investors. It manages UK Equity Share, Global Equity Income, Share and Managed Liquidity Share Portfolios which provides exposure to Invesco Perpetual's best UK and international investment ideas and a short-term cash portfolio. Invesco Perpetual Select Trust was founded on August 25, 2006 and is headquartered in London, the United Kingdom. | Finance/Rental/Leasing | Director/Board Member | |
INVESCO PERPETUAL SELECT TRUST PLC - MANAGED LIQUIDITY SHARE PORTFOLIO | Investment Trusts/Mutual Funds | Director/Board Member | |
INVO SELE | Investment Trusts/Mutual Funds | Director/Board Member | |
INVO SELE | Investment Trusts/Mutual Funds | Director/Board Member | |
INVESCO PERPETUAL SELECT TRUST PLC - GLOBAL EQUITY INCOME SHARE PORTFOLIO | Investment Trusts/Mutual Funds | Director/Board Member | |
Coutts & Co.
Coutts & Co. Investment ManagersFinance Coutts & Co. is a wealth management firm headquartered in London, UK. The firm was founded in 1755 and is a subsidiary of NatWest Markets Plc, owned by NatWest Group Plc (LON: NWG). Coutts & Co. offers private banking and wealth management services for high-net-worth individuals and their families. | Investment Managers | Director of Finance/CFO | |
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 | Portfolio Manager-Equities | |
Brown, Shipley & Co. Ltd.
Brown, Shipley & Co. Ltd. Investment ManagersFinance Brown, Shipley & Co. Ltd. (Brown Shipley) is the Great Britain-based private banking subsidiary of Quintet Private Bank (Europe) SA, itself a subsidiary of Precision Capital SA in Luxembourg. The firm was founded by William Brown in 1810. Headquartered in London, Brown Shipley manages a range of collective investments known as SVS Brown Shipley Funds for private, institutional and corporate clients. | Investment Managers | Portfolio Manager-Equities | |
Barclays Investment Solutions Ltd.
Barclays Investment Solutions Ltd. Investment ManagersFinance Barclays Investment Solutions Ltd. (BISL) is the investment management subsidiary of Barclays Bank Plc (Private Banking), the private banking division of Barclays Bank Plc (LON: BARC, ADR: BCS) in Great Britain. The firm was founded in 1992. They were previously known as Gerrard Investment Management Ltd. until 2017. BISL is headquartered in London and has offices throughout Great Britain where they manage investments for high-net worth individuals, charities, trusts, private clients and pension funds. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
INVESCO INCOME GROWTH TR-ORD | Investment Trusts/Mutual Funds | Director/Board Member | |
Institute of Chartered Accountants in England & Wales
Institute of Chartered Accountants in England & Wales Miscellaneous Commercial ServicesCommercial Services The Institute of Chartered Accountants in England & Wales ensures that its members, students, and affiliates maintain the highest standards of professional competency and conduct to protect the public interest. The non-profit company is based in London, UK, and has subsidiaries in the United Kingdom. With over 150,000 members, the institute provides technical information, helplines, and communities to its members. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of Bristol | College/University | Undergraduate Degree | |
London School of Economics & Political Science | College/University | Graduate Degree | |
Lloyds Bank Plc
Lloyds Bank Plc Major BanksFinance Lloyds Bank Plc provides banking and financial services. It operates through the following segments: Retail and Commercial Banking. The Retail segment offers financial service products, including current accounts, savings, mortgages, motor finance and unsecured consumer lending to personal and small business customers. The Commercial Banking segment provides a range of products and services such as lending, transactional banking, working capital management, risk management and debt capital markets services to SMEs, corporates and financial institutions. The company was founded on June 3,1765 and is headquartered in London, the United Kingdom. | Major Banks | Compliance Officer | |
Whitefoord LLP
Whitefoord LLP Investment ManagersFinance Whitefoord LLP is an independent wealth management firm headquartered in London, UK. The firm was founded by Vince Whitefoord in 2000 as Whitefoord Ltd. It provides investment and advisory services to private clients. | Investment Managers | Portfolio Manager-Equities | |
Brewin Dolphin Ltd.
Brewin Dolphin Ltd. Investment ManagersFinance Brewin Dolphin Ltd. (dba RBC Brewin Dolphin) is a wealth management firm headquartered in London, UK. The firm was founded in 1987 as Hill Osborne & Co. and was acquired by Brewin Dolphin Securities Ltd. in 2000. In 2008, they changed their name to Brewin Dolphin Ltd. In 2022, the firm was acquired by Brewin Dolphin Holdings Ltd., a subsidiary of Royal Bank of Canada (TSE: RY), and added RBC Brewin Dolphin as their trading name. RBC Brewin Dolphin offers personalized wealth management services from bespoke, discretionary investment management to retirement planning and tax-efficient investing. They serve affluent, high net worth and ultra-high net worth clients. | Investment Managers | Director of Investments | |
LGT Wealth Management UK LLP
LGT Wealth Management UK LLP Investment ManagersFinance LGT Wealth Management UK LLP (LGT WM UK) is the wealth management subsidiary of LGT UK Holdings Ltd., which is owned by LGT Group Foundation (LGT) in Liechtenstein. Previously known as Vestra Wealth LLP and as LGT Vestra LLP, the firm was founded in 2007 by Matthew Evans, Andrew Sims, David Scott and Ben Snee. In June 2016, LGT owned by the Princely Family of Liechtenstein took a majority stake in the firm, primarily from external investors in the firm. In October 2020, LGT completed the acquisition by buying the remaining equity previously held by the executive partners of LGT WM UK. Headquartered in London, LGT WM UK provides wealth management services to private clients, companies, trusts, charities and financial intermediaries based predominately in the UK and the European Economic Area (EEA). | Investment Managers | Portfolio Manager-Equities | |
The Chartered Institute For Securities & Investment
The Chartered Institute For Securities & Investment General GovernmentGovernment The Chartered Institute For Securities & Investment operates as securities and investment educational institute. It is the professional body for those who work in the securities and investment industry in the UK and in a growing number of major financial centres round the world. The company was founded in 1992 and is headquartered in London, the United Kingdom. | General Government | Corporate Officer/Principal | |
Rathbones Investment Management International Ltd.
Rathbones Investment Management International Ltd. Investment ManagersFinance Rathbones Investment Management International Ltd. (Rathbones International) is the wealth management subsidiary of Rathbones Investment Management Ltd., which is owned by Rathbones Brothers Plc (LON: RAT) in Great Britain. The firm is headquartered in St. Helier, Jersey. Rathbones International provides offshore investment management services for individuals and families, charities and professional advisers. | Investment Managers | Director/Board Member | |
Laurence Keen Holdings Ltd.
Laurence Keen Holdings Ltd. Financial ConglomeratesFinance Laurence Keen Holdings Ltd. provides financial services. The company is headquartered in London, the United Kingdom. | Financial Conglomerates | Director/Board Member | |
Interactive Investor Trading Ltd.
Interactive Investor Trading Ltd. Internet Software/ServicesTechnology Services Interactive Investor Trading Ltd. provides online investment advices. It offers independent tools and information to enable its registered users to solve all of their financial needs. The firm provides a wide range of products and services which includes shares, Investment trusts, bonds and gifts, VCTs and forex. The company was founded in 1995 and is headquartered in London, the United Kingdom. | Internet Software/Services | Director/Board Member | |
Real Life Options
Real Life Options Services to the Health IndustryHealth Services Real Life Options is a British company that has been supporting individuals with learning disabilities and autism since 1992. Real Life Options is based in Knottingley, UK and has subsidiaries in the United Kingdom. The non-profit company was established to provide these individuals with more choices and greater independence. David Sargent has been the CEO of the company since 2017. | Services to the Health Industry | Chief Operating Officer | |
Stewardship Services (UKET) Ltd.
Stewardship Services (UKET) Ltd. Miscellaneous Commercial ServicesCommercial Services Stewardship Services (UKET) Ltd. operates as a charity that promotes generous and tax-effective giving. Its services include payroll bureau, accounts examination, consultancy helpline, mortgages, charity formation, and deposit account. The company was founded in 1906 and is headquartered in London, the United Kingdom. | Miscellaneous Commercial Services | Director/Board Member | |
The Great North Air Ambulance Service
The Great North Air Ambulance Service AirlinesTransportation The Great North Air Ambulance Service is a charity organization that provides air ambulance services in the North East, North Yorkshire, and Cumbria regions of the UK. The non-profit company is based in Darlington, UK. The British company's main focus is on delivering care on the scene, and they have been saving lives and easing suffering across the region with the help of donations. The company also offers a collection of stationery items, including pens, pencils, sharpeners, and bookmarks, which can be purchased online to support their cause. The organization was founded in 1991, and its CEO is Grahame Pickering. | Airlines | Director/Board Member | |
Queens' College Cambridge | College/University | Graduate Degree | |
Investec Wealth & Investment Ltd.
Investec Wealth & Investment Ltd. Investment ManagersFinance Investec Wealth & Investment Ltd. (IW&I) is an asset management firm headquartered in London, UK. Formerly known as Rensburg Sheppards, the firm has roots dating back to 1827. In 2023, Rathbones Group Plc (LON: RAT) acquired the firm from Investec Plc (LON: INVP, ADR: IVTJY) in Great Britain. IW&I provides a range of investment management and financial planning services for individual clients, charities, trusts and clients of professional advisers on a bespoke basis. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
BEAZLEY PLC | Specialty Insurance | Director/Board Member Chairman | |
Rathbone Trust Co. Ltd.
Rathbone Trust Co. Ltd. Investment ManagersFinance Part of Rathbones Group Plc, Rathbone Trust Co. Ltd. operates an investment trust business. The private company is based in London, UK. The British company was founded in 1982. The CEO is Bruce Robert Newbigging. | Investment Managers | Chairman | |
Castle Investment Solutions Ltd.
Castle Investment Solutions Ltd. Insurance Brokers/ServicesFinance Castle Investment Solutions Ltd. provides discretionary fund management services. Its services include initial & ongoing due diligence, unique cost savings, access to bespoke portfolios and access to information. The company is headquartered in Falmouth, the United Kingdom. | Insurance Brokers/Services | Director/Board Member | |
Harvard Business School | College/University | Undergraduate Degree | |
Richard Ivey School of Business | College/University | Undergraduate Degree | |
EFG Private Bank Ltd.
EFG Private Bank Ltd. Investment ManagersFinance EFG Private Bank Ltd. is the UK-based private banking arm of EFG International AG (SWX: EFGN; ADR: EFGXY), a global private banking group in Switzerland. The firm was founded in 1988 and is headquartered in London. EFG Private Bank provides international private banking and wealth management services to high-net worth individuals and a range of intermediaries. | Investment Managers | Director of Finance/CFO | |
HSBC, Inc. | Corporate Officer/Principal | ||
SABRE INSURANCE GROUP PLC | Property/Casualty Insurance | Chairman | |
Prudential Regulation Authority Ltd.
Prudential Regulation Authority Ltd. Miscellaneous Commercial ServicesCommercial Services Prudential Regulation Authority Ltd. is a regulatory body that supervises and regulates banks, building societies, credit unions, and insurers. The private company is based in London, UK and ultimately controlled by the Government of United Kingdom. The British company was founded by Andrew David Pomfret. | Miscellaneous Commercial Services | Founder |
Statistik
International
Vereinigtes Königreich | 44 |
Vereinigte Staaten | 3 |
Kanada | 2 |
Sektoral
Finance | 27 |
Miscellaneous | 7 |
Consumer Services | 6 |
Commercial Services | 4 |
Government | 2 |
Operativ
Portfolio Manager-Equities | 104 |
Director of Investments | 85 |
Director/Board Member | 50 |
Analyst-Equity | 18 |
Corporate Officer/Principal | 18 |
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