![Paula Marie Eddery](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profile
Ms. Paula M.
Eddery is a Director at Thomas Miller Wealth Management Ltd.
She was previously employed as Head of Investment Management by Broadstone Pensions & Investments Ltd.
when the wealth management business of Broadstone was acquired by Thomas Miller in December 2014.
Joining Broadstone in 2009, she headed the Asset Management team which was responsible for managing discretionary portfolios for private and corporate clients.
The team also provided the asset allocation guidance and fund selection for Broadstone's advisory portfolios.
Ms. Eddery started her career working for a leading business bank, advising business owners and entrepreneurs on their personal wealth and financial planning arrangements.
In 2000, she moved to a private client asset management group providing independent financial planning and investment advice.
In 2005, Ms. Eddery joined an independent wealth management firm, becoming a company director and a principal shareholder.
She worked to transition this business into a successful asset management firm, offering both advisory and discretionary management.
Ms. Eddery has significant experience in actively managing multi-asset portfolios in line with the needs of private clients and institutions such as trusts, charities and pension schemes; constructing portfolios with a long term strategic view, whilst ensuring the flexibility to make tactical allocation decisions in the shorter term.
Former positions of Paula Marie Eddery
Companies | Position | End |
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CG Wealth Planning Ltd.
![]() CG Wealth Planning Ltd. Investment ManagersFinance CG Wealth Planning Ltd. (CGWPL) is a wealth management firm headquartered in London, UK. The firm was founded in 2012 and is a subsidiary of Canaccord Genuity Wealth Ltd., ultimately held by Canaccord Genuity Group, Inc. (TSE: CF) in Canada. CGWPL offers a broad range of wealth management solutions to institutions and advisers. They also offer onshore and offshore investment management services to their clients which includes charities, governments, mutual and captive insurers, pension schemes and trusts. | Director of Investments | 2016-06-30 |
BPI 55 Ltd.
![]() BPI 55 Ltd. Investment ManagersFinance BPI 55 Ltd. is based in London, UK. The British company's brands, including orka works, provide a platform that connects employers with workers. Through orka works, employers can easily find and hire workers, who are also verified for work. Additionally, orka pay allows workers to have flexibility in choosing their pay day. BPI 55 Ltd. is a company founded in 2011. | Chief Investment Officer | 2014-11-30 |
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Private companies | 2 |
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BPI 55 Ltd.
![]() BPI 55 Ltd. Investment ManagersFinance BPI 55 Ltd. is based in London, UK. The British company's brands, including orka works, provide a platform that connects employers with workers. Through orka works, employers can easily find and hire workers, who are also verified for work. Additionally, orka pay allows workers to have flexibility in choosing their pay day. BPI 55 Ltd. is a company founded in 2011. | Finance |
CG Wealth Planning Ltd.
![]() CG Wealth Planning Ltd. Investment ManagersFinance CG Wealth Planning Ltd. (CGWPL) is a wealth management firm headquartered in London, UK. The firm was founded in 2012 and is a subsidiary of Canaccord Genuity Wealth Ltd., ultimately held by Canaccord Genuity Group, Inc. (TSE: CF) in Canada. CGWPL offers a broad range of wealth management solutions to institutions and advisers. They also offer onshore and offshore investment management services to their clients which includes charities, governments, mutual and captive insurers, pension schemes and trusts. | Finance |
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