Network origin in Patrick Lee first degree
Entity | Entity type | Industry | |
---|---|---|---|
Société Générale SA (UK)
Société Générale SA (UK) Investment Banks/BrokersFinance Société Générale SA (UK) (Société Générale UK) is the Great Britain-based brokerage division of Societe Generale SA (XP: GLE, ADR: SCGLY) in France. Headquartered in London, Société Générale UK was founded in 1993 and provides broking services.
99
| Operating Division | Investment Banks/Brokers | 99 |
RBC Europe Ltd. (Broker)
RBC Europe Ltd. (Broker) Investment Banks/BrokersFinance RBC Europe Ltd. is the Great Britain-based broker/dealer subsidiary of RBC Europe Ltd., itself a subsidiary of Royal Bank of Canada (TSE: RY) in Canada. Headquartered in London, the firm was founded in 1970 and provides a full spectrum of brokerage services specifically tailored for both retail and institutional investors. The firm is active in several markets, exchanges, and electronic trading platforms.
39
| Operating Division | Investment Banks/Brokers | 39 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Patrick Lee via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
NORTHERN TRUST CORPORATION | Investment Managers | Corporate Officer/Principal | |
Nomura International Plc
Nomura International Plc Investment Banks/BrokersFinance Nomura International Plc provides a variety of financial services including advisement, investment banking and asset management. It trades in and sells fixed income and equity products, including related derivatives; and provides investment banking services, and corporate finance and private equity services. The company is also involved in asset and principal finance business. It offers investment advisory and management, custody, and employment services. Nomura International was founded in 1981 and is headquartered in London, the United Kingdom. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Director of Research - Equity Analyst-Equity Market Strategist Analyst-Equity | |
Goldman Sachs International
Goldman Sachs International Investment Banks/BrokersFinance Goldman Sachs International (GSI) is the Great Britain-based, wholly-owned brokerage subsidiary of Goldman Sachs Group UK Ltd., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) in the US. The firm was founded in 1988 and formerly known as Trushelfco Ltd. Headquartered in London, GSI provides prime brokerage, securities lending, futures services and financing services for a range of clients such as corporations, financial institutions, governments and high-net worth individuals. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
Merrill Lynch International
Merrill Lynch International Investment Banks/BrokersFinance Merrill Lynch International (MLI-UK) is a brokerage firm headquartered in London, UK. The firm was founded in 1988 and is a subsidiary of ML UK Capital Holdings Ltd., ultimately owned by Bank of America Corp. (NYSE: BAC) in the US. MLI-UK provides brokerage services to individual and retail clients. | Investment Banks/Brokers | Analyst-Equity Market Strategist Analyst-Equity | |
Citigroup Global Markets Ltd.
Citigroup Global Markets Ltd. Investment Banks/BrokersFinance Citigroup Global Markets Ltd. (CGML) is an international broker-dealer firm headquartered in London, UK. The firm was founded in 1983 and is a subsidiary of Citigroup Global Markets Holdings Bahamas Ltd., ultimately held by Citigroup, Inc. (NYSE: C) in the US. CGML has a major presence in the international financial markets as a dealer, market-maker and underwriter in equity and fixed income securities and offers risk-based solutions to producers and investors in commodity markets. They also provide corporate finance services to a wide range of corporate, institutional and government clients. Their trading activities encompass cash, exchange traded and OTC derivative markets. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
Numis Securities Ltd.
Numis Securities Ltd. Investment Banks/BrokersFinance Numis Securities Ltd. is an institutional brokerage firm headquartered in London, UK. The firm was founded in 1988 and is a subsidiary of Numis Corp. Plc in (LON: NUM). Numis Securities serves as a corporate broker to several clients across all their sectors, ranging from FTSE 100 to FTSE small-cap companies and AIM-listed companies. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
BNP Paribas SA (London Branch)
BNP Paribas SA (London Branch) Investment Banks/BrokersFinance BNP Paribas (London Branch) is the Great Britain-based brokerage division of BNP Paribas SA (EPA: BNP) in France. The firm is headquartered in London and was founded in 1986. BNP Paribas (London Branch) offers a wide range of products and services to corporate, institutional, commodities, market making and broking clients. | Investment Banks/Brokers | Analyst-Equity Market Strategist Analyst-Equity | |
SG Americas Securities LLC
SG Americas Securities LLC Investment Banks/BrokersFinance SG Americas Securities LLC (SGAS) is the securities broker/dealer subsidiary of SG Americas Securities Holdings LLC, which in turn is owned by Société Générale SA (EPA: GLE) in France. Headquartered in New York City, SGAS offers capital markets and securities services for retail and institutional clients. | Investment Banks/Brokers | Analyst-Fixed Income Market Strategist | |
JPMorgan Asset Management (UK) Ltd.
JPMorgan Asset Management (UK) Ltd. Investment ManagersFinance JPMorgan Asset Management (UK) Ltd. (JPMAM-UK) is the wholly owned, Great Britain-based investment arm of JPMorgan Asset Management International Ltd., ultimately held by JPMorgan Chase & Co. (NYSE: JPM) in the US. The firm was founded in 1974 and formerly known as JPMorgan Fleming Asset Management. They changed their name to JPMorgan Asset Management UK Ltd. in 2005. Headquartered in London, JPAM-UK provides investment advisory services to institutional clients, both US and non-US. | Investment Managers | Analyst-Fixed Income | |
UBS Asset Management (Australia) Ltd.
UBS Asset Management (Australia) Ltd. Investment ManagersFinance UBS Asset Management (Australia) Ltd. (UBS AM Australia) is the Australian asset management subsidiary of UBS AG (SWX: UBSG; NYSE: UBS) in Switzerland. The firm was founded in 1985 and is headquartered in Sydney. UBS AM Australia manages a comprehensive range of investment funds across all major asset classes; investment management services are offered in the form of segregated, pooled and advisory mandates and through a variety of registered investment funds. Their clients include superannuation funds, financial institutions, corporates, financial intermediaries and private clients. | Investment Managers | Director of Research - Fxd Inc | |
Aviva Investors Global Services Ltd.
Aviva Investors Global Services Ltd. Investment ManagersFinance Aviva Investors Global Services Ltd. (AIGSL) is the wholly-owned asset management subsidiary of Aviva Investors Holdings Ltd., ultimately held by Aviva plc (LSE: AV, ADR: AV) in Great Britain. Previously known as Morley Fund Management Ltd., the firm was founded in 1973, merged with Norwich Union Investment Management Ltd. in 2000 and underwent restructuring in 2008. Headquartered in London, AIGSL provides investment management services and related advisory to various subsidiaries of the Aviva Group and external clients such as retail funds, pension funds, and other institutional investors. | Investment Managers | Director of Research - Fxd Inc Portfolio Manager-Equities | |
Ruffer LLP
Ruffer LLP Investment ManagersFinance Ruffer LLP is the investment management subsidiary of Ruffer Management Ltd. in Great Britain. The firm was founded as Ruffer Investment Management Ltd. in 1994 by Jonathan Ruffer, Jane Tufnell, and Earl Ferrers. In 2004, they transferred their investment business to Ruffer LLP. Headquartered in London, Ruffer manages assets and funds on a discretionary basis for private and institutional clients including trusts, charities, pension funds, family offices, corporations, investment companies and insurance companies. Ruffer is a responsible investor that fully integrates environmental, social and corporate governance (ESG) issues into their investment process. | Investment Managers | Director of Research - Equity | |
Bellevue Asset Management AG
Bellevue Asset Management AG Investment ManagersFinance Bellevue Asset Management AG (Bellevue AM) is the wholly-owned asset management subsidiary of Bellevue Group AG (SWX: BBN), an independent Swiss financial group. The firm is headquartered in Küsnacht, Switzerland and has additional offices in Germany, Austria and Luxembourg. Founded in 1993, Bellevue AM provides a diverse spectrum of top-tier investment solutions with a focus on global healthcare sector for private and institutional clients. They offer their flagship investment vehicle, the listed investment company BB Biotech AG. | Investment Managers | Analyst-Equity | |
WALKER CRIPS GROUP PLC | Investment Managers | Chief Investment Officer | |
SG Securities (HK) Ltd.
SG Securities (HK) Ltd. Investment Banks/BrokersFinance Part of Société Générale SA, SG Securities (HK) Ltd. is a Chinese company that provides brokerage services. The company is based in Hong Kong, Hong Kong. Andrew Au has been the CEO of the company since 2015. | Investment Banks/Brokers | Director of Research - Equity | |
Commerzbank AG (UK)
Commerzbank AG (UK) Investment Banks/BrokersFinance Commerzbank AG (UK) is the UK brokerage division of Commerzbank AG (FR: CBK) in Germany. Based in London, they engage in equity, debt and derivative instrument trading, investment banking, public finance and treasury, interest-rate and currency management, as well as corporate finance. In 2009 Dresdner Bank was acquired by and merged into Commerzbank and the London-based activities of Dresdner Kleinwort Securities absorbed into Commerzbank AG (UK). The firm provides capital markets services, corporate advisory, risk management, research and lending services focused on equity, corporate and emerging-market debt, derivatives and money market products. Their clients are European and international corporations, institutions and government entities. In terms of corporate finance they offer financial advisory as well as execution capabilities for a wide range of corporate finance-related transactions on a global basis. Their primary focus is on mergers and acquisitions, disposals, equity issues and initial public offerings. | Investment Banks/Brokers | Analyst-Equity Analyst-Fixed Income | |
Deutsche Bank AG (Broker UK)
Deutsche Bank AG (Broker UK) Investment Banks/BrokersFinance Deutsche Bank AG (Deutsche Bank UK) is the UK-based securities brokerage division of Deutsche Bank AG (ETR: DBK) in Germany. The firm is headquartered in London and was founded in 1873. Deutsche Bank provides brokerage services to companies and institutions. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Barclays Capital Securities Ltd.
Barclays Capital Securities Ltd. Investment Banks/BrokersFinance Barclays Capital Securities Ltd. (BCS) is the brokerage subsidiary of Barclays Bank plc, which is owned by Barclays Plc (LON: BARC), an international financial services group in Great Britain. The firm was founded in 1985 and is headquartered in London with offices worldwide. BCS provides prime brokerage services which include equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Credit Suisse Securities (Europe) Ltd.
Credit Suisse Securities (Europe) Ltd. Investment Banks/BrokersFinance Credit Suisse Securities (Europe) Ltd. (Credit Suisse Europe) is the Great Britain-based brokerage subsidiary of Credit Suisse Investment Holdings (UK), itself a subsidiary of Credit Suisse Group AG (SWX: CSGN) in Switzerland. The firm was founded in 1966 and formerly known as Credit Suisse First Boston (Europe) Ltd. Headquartered in London, Credit Suisse Europe arranges financing in international capital markets, provides financial advisory services and acts as a dealer in securities, derivatives and foreign exchange on a principal and agency basis for corporate and institutional investors. | Investment Banks/Brokers | Sales & Marketing Analyst-Equity Analyst-Equity Analyst-Equity | |
Heriot-Watt University | College/University | Undergraduate Degree | |
HSBC Bank Plc (Broker)
HSBC Bank Plc (Broker) Investment Banks/BrokersFinance HSBC Bank Plc (Broker) (HSBC Bank-Broker) is the broker/dealer division of HSBC Bank Plc, which is owned by HSBC Holdings Plc (LON: HSBA; NYSE: HSBC) in Great Britain. Headquartered in London, HSBC Bank-Broker was founded in 1880 and offers bespoke brokerage services across every major asset class for their corporate and institutional clients. | Investment Banks/Brokers | Market Strategist Analyst-Equity Analyst-Fixed Income Analyst-Equity Institutional Sales Analyst-Equity Market Strategist | |
Millennium Capital Partners LLP
Millennium Capital Partners LLP Investment ManagersFinance Millennium Capital Partners LLP (MCP) is an alternative investment management firm headquartered in London, UK. The firm was founded in 2005 and is a subsidiary of Millennium Capital Management Ltd., ultimately held by Millennium Management LLC in the US. MCP manages assets for high-net worth individuals, institutions, trusts, foundations, pensions, the General Partner, related Millennium entities and Millennium employees. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Tellimer Ltd.
Tellimer Ltd. Investment Banks/BrokersFinance Tellimer Ltd. is an independent Great Britain-based frontier market brokerage firm which was founded in 1999 by Peter Bartlett as Exotix Partners LLP through joint venture with ICAP plc. Headquartered in London, the firm specializes in illiquid bonds and loans, equities, structured finance, asset management, research and capital raising in frontier markets. In 2007, private holding company IPGL Ltd. became a significant shareholder in the firm. Tellimer's core competencies are their specialist understanding of illiquid, distressed or undervalued debt and equity, skills in raising structured finance or capital and alternative investments. Through their client base, investor relationships, international presence and research capability, they are able to identify value, provide specialist expertise and advice as well as intermediate buyers and sellers and originate, structure, place or distribute emerging markets products. | Investment Banks/Brokers | Analyst-Equity | |
Macquarie Capital (Europe) Ltd.
Macquarie Capital (Europe) Ltd. Investment ManagersFinance Macquarie Capital (Europe) Ltd. (MCEL) is the London-based subsidiary of Macquarie Group Ltd. (SY: MQG), a global provider of banking, financial, advisory, investment and fund management services. Operating as part of the Macquarie Capital Advisers division, MCEL provides investment advisory services in the UK and in continental Europe. In relation with Macquarie Securities Group, they provide access to Asia Pacific markets for European clients. In terms of research, MCEL supplies macro-economic, markets and stock level analysis to a diverse range of clients. Their capabilities cover equity, debt, ForEx, futures, metals and mining worldwide, economics and strategy. In 2009 Macquarie Group acquired the international brokerage firm Fox-Pitt Kelton Cochran Caronia Waller LLC. The London branch Fox-Pitt, Kelton Ltd. was absorbed into MCEL. | Investment Managers | Institutional Sales | |
NatWest Markets Plc (Broker) | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
UBS AG (Wealth Management Research)
UBS AG (Wealth Management Research) Investment ManagersFinance UBS AG (Wealth Management Research) is the investment research division of UBS AG, ultimately held by UBS Group AG (SWX: UBSG) in Switzerland. Headquartered in Zurich, the firm provides corporate, institutional and wealth management clients in-depth cross-asset research, along with access to equities, foreign exchange, precious metals and selected rates and credit markets, through its business units. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Bernstein Autonomous LLP
Bernstein Autonomous LLP Investment ManagersFinance Bernstein Autonomous LLP (dba Autonomous Research) is an investment research firm headquartered in London, UK. The firm was founded in 2009 and is a subsidiary of Sanford C. Bernstein (Autonomous UK) 1 Ltd., ultimately owned by Equitable Holdings, Inc. (NYSE: EQH) in the US. Autonomous Research provides fundamental analysis and thematic work on financial companies globally. Their clients are large institutional investors along with private equity firms, regulators, financial advisors and corporations who value the firm's research for its in-depth, intellectual approach and high quality. | Investment Managers | Analyst-Equity Sales & Marketing Analyst-Equity | |
Moody's Investors Service Hong Kong Ltd.
Moody's Investors Service Hong Kong Ltd. Investment ManagersFinance Moody's Investors Service Hong Kong Ltd. (Moody's Hong Kong) is an investment research firm headquartered in Hong Kong. The firm was founded in 2007 and is a subsidiary of Moody's Corp. (NYSE: MCO) in the US. Moody's Hong Kong provides credit ratings, research, and risk analysis to institutional clients. | Investment Managers | Analyst-Fixed Income | |
Carmignac Gestion Luxembourg SA (UK)
Carmignac Gestion Luxembourg SA (UK) Investment ManagersFinance Carmignac Gestion Luxembourg SA (UK) (Carmignac UK) is the Great Britain-based asset management division of Carmignac Gestion Luxembourg SA, the subsidiary of Carmignac Gestion SA in France which was created in 1989 by Edouard Carmignac and Eric Helderlé. Headquartered in London, Carmignac UK was founded in 2012 and manages Carmignac portfolios for professional investors. | Investment Managers | Portfolio Manager-Equities | |
Ruffer AIFM Ltd.
Ruffer AIFM Ltd. Investment ManagersFinance Ruffer AIFM Ltd. is an alternative investment manager headquartered in London, UK. The firm was founded in 2013 and is a subsidiary of Ruffer LLP, which is owned by Ruffer Management Ltd. Ruffer AIFM provides investment management services for institutions, pension funds, charities, financial planners and private clients. | Investment Managers | Analyst-Equity | |
RBC Capital Markets (United Kingdom) | Corporate Officer/Principal | ||
Crake Asset Management LLP
Crake Asset Management LLP Investment ManagersFinance Crake Asset Management LLP is an independent alternative investment manager headquartered in London, UK. The firm was founded in 2018 and they provide investment management services to private, high net-worth clients. | Investment Managers | Chief Executive Officer | |
High Ground Investment Management LLP
High Ground Investment Management LLP Investment ManagersFinance High Ground Investment Management LLP (HGIM) is an independent alternative investment management partnership headquartered in London, UK. The firm was co-founded by Edgar Allen and Michael Finney in 2019. HGIM manages the assets of high-net-worth clients. | Investment Managers | Chief Executive Officer | |
Calderwood Capital Research Ltd.
Calderwood Capital Research Ltd. Investment ManagersFinance Calderwood Capital Research Ltd. (Calderwood Capital) is an independent hedge fund manager headquartered in London, UK. The firm was founded by Dylan Grice and Robert Crenian in 2019. Calderwood Capital serves as the investment advisors to the Altana-Calderwood Specialist Alpha Fund (ACSAF). | Investment Managers | Founder |
Statistics
International
United Kingdom | 43 |
United States | 3 |
Switzerland | 3 |
Hong Kong | 3 |
Australia | 2 |
Sectoral
Finance | 48 |
Consumer Services | 2 |
Operational
Analyst-Equity | 142 |
Market Strategist | 36 |
Corporate Officer/Principal | 34 |
Analyst-Fixed Income | 25 |
Sales & Marketing | 19 |
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