Network origin in Richard F. Smith first degree
Entity | Entity type | Industry | |
---|---|---|---|
Invesco Asset Management Ltd.
Invesco Asset Management Ltd. Investment ManagersFinance Invesco Asset Management Ltd. (IAML) is the wholly-owned Great Britain-based investment management subsidiary of Invesco UK Ltd., itself a subsidiary of Invesco Ltd. (NYSE: IVZ) in the US. The firm was founded in 1969 as Cavalier Securities Ltd. and became Invesco Asset Management Ltd. in 1993. They are headquartered in Henley-on-Thames, Oxfordshire. IAML provides investment management services on both a discretionary and non-discretionary basis to pension and profit-sharing plans, educational institutions, investment companies, insurance companies, individuals and holding companies. The firm also acts as investment advisor for a number of mutual funds on a sub-advised basis.
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| Subsidiary | Investment Managers | 84 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Richard F. Smith via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Columbia Threadneedle Asset Managers Ltd.
Columbia Threadneedle Asset Managers Ltd. Investment ManagersFinance Columbia Threadneedle Asset Managers Ltd. (CTAM) is an asset management firm headquartered in London, UK. The firm was founded in 1990 as F&C Asset Managers Ltd. and renamed BMO Asset Managers Ltd. in 2018. They changed their name to Columbia Threadneedle Asset Managers Ltd. when BMO rebranded to Columbia Threadneedle Investments in 2022. The firm is a subsidiary of Columbia Threadneedle AM (Holdings) Plc, ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. CTAM manages a range of in-house and multi-manager funds for private individuals and institutional clients. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Manulife Investment Management (US) LLC
Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM (US)) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSX: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately offered unregistered investment funds. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Director of Research - Equity President Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Equity | |
EXXON MOBIL CORPORATION | Integrated Oil | Corporate Officer/Principal | |
INVESCO PLC (CAN) | Investment Managers | Chief Investment Officer Corporate Officer/Principal Chief Tech/Sci/R&D Officer Corporate Officer/Principal | |
Abrdn Investment Management Ltd.
Abrdn Investment Management Ltd. Investment ManagersFinance abrdn Investment Management Ltd. (AIM) is the wholly-owned investment management subsidiary of Standard Life Investments Holdings Ltd., itself a wholly-owned subsidiary of abrdn Plc (LON: ABDN) in Great Britain. Formerly known as Standard Life Investments Ltd., the firm was founded in 1990 as the dedicated investment arm of the Standard Life group. Headquartered in Edinburgh, AIM is a socially responsible investor which offers Standard Life Ethical Funds for investors concerned about environmental and social issues. Their flagship is the UK Select Fund. | Investment Managers | Director of Investments Director of Investments Director of Investments | |
THE RANK GROUP PLC | Movies/Entertainment | Director/Board Member | |
Department Stores Realisations Ltd.
Department Stores Realisations Ltd. Department StoresRetail Trade Debenhams Retail Ltd. owns and operates departmental stores. The firm offers a wide range of clothing for men, women and kids as well as lingerie, accessories and cosmetics. The company is headquartered in London, the United Kingdom. | Department Stores | Chairman | |
Australia & New Zealand Banking Group Ltd.
Australia & New Zealand Banking Group Ltd. Major BanksFinance Australia & New Zealand Banking Group Ltd. provides banking, financial products and services to retail, small business, corporate and institutional clients. It operates its business through the following segments: Australia Retail and Commercial; Institutional; New Zealand; Pacific; and Technology, Services and Operations and Group Centre. The Australia segment comprises the retail and corporate and commercial business units which provides products and services to consumer and private banking customers in Australia via the branch network, mortgage specialists, the contact centres, a variety of self-service channels and and third party brokers; and banking services including traditional relationship banking and financial solutions through managers focusing on privately owned small, medium, and large enterprises as well as the agricultural businesses. The Institutional segment refers to the transaction banking, loans and specialised finance and markets solutions. The New Zealand segment refers to the retail and commercial business units. The Pacific segment offers products and services to retail customers, small to medium-sized enterprises, institutional customers and governments located in the Pacific Islands. The Technology, Services and Operations, and Group Centre segment provides support to the operating divisions including technology, operations, shared services, property, risk management, financial management, strategy, marketing, human resources and corporate affairs; as well as group treasury, shareholder functions, enablement functions and minority investments in Asia. The company was founded in 1835 and is headquartered in Docklands, Australia. | Major Banks | Chief Investment Officer | |
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 | Market Strategist Corporate Officer/Principal | |
INVESCO MORTGAGE CAPITAL INC. | Real Estate Investment Trusts | Director/Board Member | |
Pictet Asset Management Ltd.
Pictet Asset Management Ltd. Investment ManagersFinance Pictet Asset Management Ltd. (Pictet AM) is an alternative investment management firm headquartered in London, UK. The firm was founded in 1980 and is wholly owned by Pictet Asset Management Holding SA, which is ultimately owned by Banque Pictet & Cie SA in Switzerland. Pictet AM provides discretionary investment management services on a global scale to a wide range of international institutional clients. Furthermore, the firm also acts as the investment adviser or sub-adviser to US-based investment companies and other regulated and unregulated collective investment schemes in international jurisdictions. Pictet AM adheres to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Chief Investment Officer Portfolio Manager-Equities | |
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 | Portfolio Manager-Equities Portfolio Manager-Equities | |
Jupiter Asset Management Ltd.
Jupiter Asset Management Ltd. Investment ManagersFinance Jupiter Asset Management Ltd. (JAM) is an investment management firm headquartered in London, UK. The firm was founded in 1985 and is a subsidiary of Jupiter Investment Management Group Ltd., ultimately owned by Jupiter Fund Management plc (LON: JUP). They were previously a subsidiary of Commerzbank AG until 2007 when their senior management acquired the firm through a management buyout. The firm offers a range of actively managed strategies available to UK and international clients including equities, fixed income, multi-asset and alternatives. JAM is a signatory on a number of key initiatives such as the UN Principles for Responsible Investment. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
Morgan Stanley Investment Management Ltd.
Morgan Stanley Investment Management Ltd. Investment ManagersFinance Morgan Stanley Investment Management Ltd. (MSIM) is an asset management firm headquartered in London, UK. Founded in 1986, the firm is a subsidiary of Morgan Stanley Investments (UK), ultimately held by Morgan Stanley (NYSE: MS) in the US. MSIM offers a range of investment and risk management solutions to institutional and professional investors worldwide. | Investment Managers | Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Director/Board Member | |
abrdn Alternative Investments Ltd.
abrdn Alternative Investments Ltd. Investment ManagersFinance abrdn Alternative Investments Ltd. (AAI) is the wholly owned asset management subsidiary of Aberdeen Asset Investment Group Ltd. and their ultimate parent is abrdn Plc (LON: ABDN, ADR: SLFPF) in Great Britain. Formerly held by Lloyds Banking Group plc (LSE: LLOY), Aberdeen Asset Management plc entered into a strategic alliance with Lloyds Banking Group plc in 2013, acquiring AAI and their related private equity and infrastructure fund management businesses. Formerly known as Aberdeen Asset Investments Ltd., the firm was founded in 1964 and is headquartered in London. AAI provides investment solutions to private individuals, financial institutions, charities, investment trusts and corporate and local government pension funds in Great Britain and worldwide. | Investment Managers | Analyst-Equity Market Strategist | |
Manulife Investment Management (Europe) Ltd.
Manulife Investment Management (Europe) Ltd. Investment ManagersFinance Manulife Investment Management (Europe) Ltd. (Manulife Europe) is the Great Britain-based asset management subsidiary of Manufacturers Life Insurance Co., itself a subsidiary of Manulife Financial Corp. (TSE, NYSE: MFC) in Canada. The firm was founded as Trendhandy Trading Ltd. in 1993 and was acquired by Manulife and in 1996. Headquartered in London, Manulife Europe offers clients a variety of funds including international and European equity funds. Their local research capabilities and market presence give them perspective on UK and European markets. | Investment Managers | Portfolio Manager-Equities Head-Equity Investments Portfolio Manager-Equities | |
WITAN INVESTMENT TRUST PLC | Investment Trusts/Mutual Funds | Director/Board Member | |
ALLIANCE TRUST PLC | Investment Trusts/Mutual Funds | Director/Board Member | |
Invesco Australia Ltd.
Invesco Australia Ltd. Investment ManagersFinance Invesco Australia Ltd. is an investment management firm headquartered in Melbourne, Australia. The firm was founded in 1985 and is a subsidiary of Invesco Pacific Group Ltd., ultimately held by Invesco Ltd. (NYSE: IVZ) in the US. Invesco Australia is a specialist Australian market fund manager and offers a range of managed fund products to Australian retail and institutional investors. | Investment Managers | President | |
UniSuper Ltd.
UniSuper Ltd. Investment ManagersFinance UniSuper Ltd. is the pension fund management subsidiary of UniSuper Superannuation Fund in Australia. The firm was founded in 2000 when the Superannuation Scheme for Australian Universities and the Tertiary Education Superannuation Scheme merged. Headquartered in Melbourne, the industry superannuation fund is dedicated to higher education and research sector professionals in Australia. UniSuper is a member-focused, not-for profit fund which exists exclusively for their members' benefit. They are a socially responsible investor which aims to reduce the social, environmental and financial risks related to their operations. | Investment Managers | Chairman | |
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 Cambridge | College/University | Graduate Degree Graduate Degree Graduate Degree Graduate Degree | |
National Mutual Funds Management Ltd.
National Mutual Funds Management Ltd. Investment ManagersFinance Part of AMP Ltd., National Mutual Funds Management Ltd. is an Australian company that provides investment advice. The company is based in Sydney, Australia. The CEO of the company is Steve M. Burgess. | Investment Managers | Corporate Officer/Principal | |
Lehigh University | College/University | Undergraduate Degree | |
University of Houston
University of Houston Other Consumer ServicesConsumer Services University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX. | College/University | Graduate Degree | |
Invesco UK Ltd.
Invesco UK Ltd. Miscellaneous Commercial ServicesCommercial Services INVESCO UK Ltd. operates as a business credit institution. The company is headquartered in London, UK. | Miscellaneous Commercial Services | President Director/Board Member | |
LaTrobe University | College/University | Undergraduate Degree | |
London Business School | College/University | Masters Business Admin | |
Jupiter Asset Management Series Plc | Investment Trusts/Mutual Funds | Chairman | |
RBC Global Asset Management (UK) Ltd.
RBC Global Asset Management (UK) Ltd. Investment ManagersFinance RBC Global Asset Management (UK) Ltd. (RBC GAM-UK) is the Great Britain-based, wholly-owned asset management subsidiary of Royal Bank of Canada Holdings UK Ltd., ultimately held by Royal Bank of Canada (TSE, NYSE: RY) in Canada. The firm is headquartered in London and was founded in 1998. RBC GAM-UK provides equity and fixed income solutions to a broad range of institutional clients. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities | |
Invesco Senior Secured Management, Inc.
Invesco Senior Secured Management, Inc. Investment ManagersFinance Invesco Senior Secured Management, Inc. (ISSM) is a SEC-registered investment advisor headquartered in New York City and has offices in Chicago, Denver and London, UK. Founded in 1990, the firm is directly owned by Invesco Advisers, Inc. and their ultimate parent is Invesco Ltd. (NYSE: IVZ). ISSM provides investment advisory services to privately placed pooled investment funds which include CLOs, as well as mutual funds, ETFs and SMAs. | Investment Managers | Chairman | |
John Lewis Partnership Pensions Trust | Chairman | ||
Invesco Fund Managers Ltd.
Invesco Fund Managers Ltd. Investment ManagersFinance Invesco Fund Managers Ltd. is an investment management firm headquartered in Henley-on-Thames, UK. The firm was founded in 1967 and is owned by Invesco Ltd. (NYSE: IVZ) in the US. Invesco Fund Managers offers investment solutions to various types of clients. | Investment Managers | Chief Investment Officer | |
St. James's Place Wealth Management Plc
St. James's Place Wealth Management Plc Investment ManagersFinance St. James’s Place Wealth Management Plc (SJP) is an asset management firm headquartered in Cirencester, UK. They are a subsidiary of St. James’s Place Wealth Management Group Ltd., ultimately owned by St. James’s Place Plc (LON: STJ). The firm was founded in 2000 by Michael Wilson, David Bellamy, Ian Gascoigne, and Mark Weinberg. SJP provides a range of wealth management solutions to large institutional investors or overseas retail investors. | Investment Managers | Chairman | |
AMVESCAP Group Services, Inc. | President | ||
Avidian Wealth Solutions LLC
Avidian Wealth Solutions LLC Investment ManagersFinance Avidian Wealth Solutions LLC (Avidian) is an independent, SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by Michael Smith in 2003 as Streettalk Advisors LLC and changed their name into STA Wealth Management LLC in 2013. They became Avidian Wealth Solutions LLC in 2021. Avidian provides investment supervisory services and manages investment advisory accounts for individuals, high net-worth individuals, pension and profit-sharing plans, pooled investment vehicles, and corporations or other business. They also provide investment management services on a wrap fee basis. | Investment Managers | Chief Investment Officer | |
The Investment Association
The Investment Association Investment ManagersFinance The Investment Association provides investment services. It also offers trainings and seminars. The company was founded on October 13, 1959 and is headquartered in London, the United Kingdom. | Investment Managers | Director/Board Member | |
Woodford Investment Management Ltd.
Woodford Investment Management Ltd. Investment ManagersFinance Woodford Investment Management Ltd. (Woodford) is an independent investment management firm headquartered in London, UK. Founded in 2016, Woodford manages investments for high-net worth and institutional investors. | Investment Managers | Chief Investment Officer Analyst-Equity Analyst-Equity Analyst-Equity | |
Liver Group Charity
Liver Group Charity Miscellaneous Commercial ServicesCommercial Services Liver Group Charity operates as a charity. The private company is based in London, UK. | Miscellaneous Commercial Services | Director/Board Member |
Statistics
International
United Kingdom | 30 |
United States | 12 |
Australia | 6 |
Ireland | 2 |
Sectoral
Finance | 29 |
Consumer Services | 7 |
Miscellaneous | 5 |
Commercial Services | 4 |
Energy Minerals | 2 |
Operational
Portfolio Manager-Equities | 106 |
Director/Board Member | 42 |
Portfolio Manager-Fixed Income | 31 |
Analyst-Equity | 31 |
Corporate Officer/Principal | 30 |
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