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Richard James Hathaway
Portfolio Manager-Equities at
Brooks Macdonald Asset Management Ltd.
Finance
Profile
Mr. Richard J.
Hathaway is Portfolio Director at Brooks Macdonald Asset Management Ltd. He joined Brooks Macdonald in 2011 and manages portfolios for clients acting on their own behalf, including SIPPs, offshore bonds and ISAs, and for trustees of discretionary, interest in possession and charitable trusts.
He also sits on UK funds team and has over 25 years of experience in financial services.
Prior to joining the firm, Mr. Hathaway worked at Clarke Willmott LLP and Rowan Dartington & Co.
He is a Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager and a Fellow of the CISI.
His qualifications include the Certificate in Private Client Investment Advice & Management (PCIAM).
Richard James Hathaway active positions
| Companies | Position | Start |
|---|---|---|
Brooks Macdonald Asset Management Ltd.
 Brooks Macdonald Asset Management Ltd. Investment ManagersFinance BMAM is an active, medium- to long-term manager which aims to provide strong and consistent risk-adjusted returns by constructing balanced, individual portfolios composed of the best investments across asset classes. The firm aims to combine selected external managers with a carefully selected mix of direct, passive and alternative assets across a managed selection of the most relevant asset classes. Investment managers combine their understanding of client requirements with asset allocation guidance from the investment committee and investment selections from their research teams. BMAM’s in-house research teams and experienced investment managers form the backbone of the firm’s centralized investment process which aims to generate transparent and consistent performance outcomes, and to provide high-quality investment solutions that resonate with the requirements of professional adviser firms and their clients. | Portfolio Manager-Equities | 2011-10-30 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
54
1st degree connections
1
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Brooks Macdonald Asset Management Ltd.
Brooks Macdonald Asset Management Ltd. Investment ManagersFinance BMAM is an active, medium- to long-term manager which aims to provide strong and consistent risk-adjusted returns by constructing balanced, individual portfolios composed of the best investments across asset classes. The firm aims to combine selected external managers with a carefully selected mix of direct, passive and alternative assets across a managed selection of the most relevant asset classes. Investment managers combine their understanding of client requirements with asset allocation guidance from the investment committee and investment selections from their research teams. BMAM’s in-house research teams and experienced investment managers form the backbone of the firm’s centralized investment process which aims to generate transparent and consistent performance outcomes, and to provide high-quality investment solutions that resonate with the requirements of professional adviser firms and their clients. | Finance |
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