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Mercury Asset Management
Mercury Asset Management plc was a leading British investment management business. It was listed on the London Stock Exchange and was a constituent of the FTSE 100 Index. History The Company was established in 1969 when S. G. Warburg & Co., the investment bank, won an investment management contract and set up ''Warburg Investment Management'' to execute it. In 1987 25% of the business was floated on the London Stock Exchange as ''Mercury Asset Management''. Carol Galley, one of its leading managers, was credited with facilitating the takeovers by Granada of both London Weekend Television in 1994 and Forte Group in 1996. At its peak more than half the companies on the FTSE 100 used Mercury Asset Management for investment management purposes. In 1995 the Company achieved full independence when S. G. Warburg & Co. sold its investment banking business to Swiss Bank Corporation; through a scheme of arrangement the residue of S. G. Warburg & Co. became a subsidiary of Mercury Asset Ma ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Merrill Lynch
Merrill (officially Merrill Lynch, Pierce, Fenner & Smith Incorporated), previously branded Merrill Lynch, is an American investment management and wealth management division of Bank of America. Along with BofA Securities, the investment banking arm, both firms engage in prime brokerage and broker-dealer activities. The firm is headquartered in New York City, and once occupied the entire 34 stories of 250 Vesey Street, part of the Brookfield Place (New York City), Brookfield Place complex in Manhattan. Merrill employs over 14,000 financial analysts and manages $2.3 trillion in client assets. The company also operates Merrill Edge, an electronic trading platform. Prior to 2009, the company was publicly owned and traded on the New York Stock Exchange. Merrill Lynch & Co. agreed to be acquired by Bank of America on September 14, 2008, at the height of the financial crisis of 2007–2008, the same weekend that Lehman Brothers was Bankruptcy of Lehman Brothers, allowed to fail. The ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
BlackRock
BlackRock, Inc. is an American multi-national investment company based in New York City. Founded in 1988, initially as a risk management and fixed income institutional asset manager, BlackRock is the world's largest asset manager, with trillion in assets under management as of January 2022. BlackRock operates globally with 70 offices in 30 countries, and clients in 100 countries. Along with Vanguard and State Street, BlackRock is considered to be one of the Big Three index fund managers that dominate corporate America. BlackRock has sought to position itself as an industry leader in environmental, social and corporate governance (ESG). The company has faced criticism for worsening climate change, its close ties with the Federal Reserve System during the COVID-19 pandemic, anticompetitive behavior, and its unprecedented investments in China. History 1988–1997 BlackRock was founded in 1988 by Larry Fink, Robert S. Kapito, Susan Wagner, Barbara Novick, Ben Golub, Hu ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Michael Marks (financier)
Michael John Paul Marks (born 28 December 1941) is a British businessman, best known as executive chairman of Merrill Lynch Europe (1995 – 2003) and before that CEO and then chairman of City of London stockbroker Smith New Court (1985 to 1995) until its acquisition by Merrill Lynch in 1995. Career Marks’ career began at City of London stockjobbing firm Smith Brothers (later Smith New Court) in 1958, where he started as a messenger and then “blue button”, working his way up to the position of director in 1975. In 1987, Marks became CEO of what had then become Smith New Court when NM Rothschild had taken a stake. In 1995, he took over from Sir Michael Richardson as executive chairman of the firm, overseeing its sale to Merrill Lynch that same year. Marks left Merrill Lynch in 2003 to set up a new boutique investment house with other ex-Merrill Lynch colleagues. In a nod to their earlier days, the new venture was called NewSmith Capital Partners. Marks, along with co-f ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Hermes Investment Management
Hermes Investment Management is an investment management firm providing public and private markets investment strategies and engagement services to institutional and wholesale investors, operating worldwide. Established in 1983 as the principal manager the BT Pension Scheme, Hermes now employs 200 investment and stewardship professionals, with 448 total staff, in its London head office, Singapore and New York. At 31 December 2018, it managed £33.5 billion of assets and engaged on £389.4 billion in assets. Hermes is majority owned by Federated Investors, Inc (Federated), a leading US investment manager with $459.9 billion assets under management. BTPS retains a minority stake, alongside members of Hermes’ management. Hermes’ public markets investment capabilities include: equities, credit and multi asset. Its private markets capabilities include: real estate, infrastructure, private debt and private equity. The company’s engagement services aim to mitigate strategic, e ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Allianz Global Investors
Allianz Global Investors (commonly called AllianzGI or AGI), is a global investment management firm with offices in over 20 locations worldwide. It is owned by the global financial services group Allianz. Employing nearly 3,000, it manages over EUR 500 billion in assets on behalf of institutional, retail clients and also of Allianz itself. AGI became known for one of the biggest fraud cases in which its Structured Alpha fund lost over 6 billion dollars in the 2020 market sell-off. As the risk profile of the fund was missold to the investors it led to charges against the company and its managers. Leadership Tobias C. Pross is Chief Executive Officer (CEO) of Allianz Global Investors, a position he has held since the start of 2020. Prior to 2020, Allianz Global Investors was led by founding CEOs Andreas Utermann and Elizabeth Corley. History Allianz first created a separate asset management business in 1998 under the leadership of board member, Joachim Faber. Through a comb ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Elizabeth Corley
Dame Elizabeth Pauline Lucy Corley (born 19 October 1956) is a British businesswoman and writer. She is Chair of the Impact Investing Institute. She was CEO of Allianz Global Investors, initially for Europe and then globally, from 2005 to 2016. She continued to act as an advisor to the company in various capacities until the end of 2019. She is also a Non-Executive Director at BAE Systems plc, Morgan Stanley Inc. and Schroders plc. Career Corley started her career immediately after leaving school around 1975. She joined Sun Alliance Life & Pensions where she spent ten years, eventually being appointed to deputy head of broker sales. In 1985, she joined Coopers & Lybrand Management Consultants, where she was a consultant and then partner. In 1993, she joined Mercury Asset Management, which later became Merrill Lynch Investment Managers, serving as managing director and head of distribution for Europe, the Middle East, Africa and Asia Pacific. In 2005, she joined Allianz Glo ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Andreas Utermann
Andreas Ernst Ferdinand Utermann (born January 1966) is an Anglo-German businessman. Utermann was appointed Chairman of the Board of Directors of Vontobel Holding AG at the company’s AGM on April 6th, 2022. Utermann led Allianz Global Investors, a global investment company owned by Allianz, for eight years from 2012, initially as a co-head and Global Chief Investment Officer and then as CEO from 2016. Early life and education Andreas Utermann was born in Brussels to German parents and attended the European School before moving to the UK to study at the London School of Economics, from which he graduated with a degree in Economics in 1989. He subsequently undertook a master's degree in Economics at the University of Leuven, having agreed to defer his entry into S.G. Warburg's graduate programme for a year in order to do so. Utermann also holds the CFA's ASIP qualification. Career Utermann joined Mercury Asset Management in 1989, becoming head of pan-European and subsequentl ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Fidelity International
Fidelity International Ltd, or FIL for short, is a company that provides investment management services including mutual funds, pension management and fund platforms to private and institutional investors. Fidelity International was originally established in 1969 as the international investment subsidiary of Fidelity Investments in Boston before being spun out as an independent business in 1980. Since then, it has continued to operate as a private employee-owned company. History It was established in 1969 as an international investment subsidiary of Fidelity Management & Research, before becoming an independent business in 1980. Today, Fidelity International handles investments for clients in Europe, Canada, EMEA and Asia, while the US-based Fidelity Management and Research handles investments for clients in the USA. In the same year that it was established, an office was opened in Tokyo, followed by London in 1973, Hong Kong in 1981 and Taipei in 1986. In 1990 the first Conti ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
M&G Investments
M&G plc is a global investment manager headquartered in the City of London. Since its de-merger from Prudential plc, it has been listed on the London Stock Exchange and is a constituent of the FTSE 100 Index. History Pre-2000 Municipal & General Securities Company Limited launched the First British Fixed Trust in 1931. It held the shares of 24 companies in a fixed portfolio that was not changed for the fixed lifespan of 20 years. The trust was relaunched as the M&G General Trust and later renamed as the Blue Chip Fund. M&G Investments introduced its savings or "thrift" plans in 1954. In March 1999 M&G Investments, which by then was the UK's largest unit trust group, was acquired by Prudential plc. 2000–2020 In May 2016, it announced it was to launch a direct online investment service for retail investors to invest directly in its range of funds. In July 2016, M&G Investments suspended redemptions on its £4.4 billion Property Portfolio fund following heavy withdrawals ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Aberdeen Asset Management
Aberdeen Asset Management was an international investment management group, managing assets for both institutions and private investors from offices around the world. Its head office was in Aberdeen, Scotland. The company was listed on the London Stock Exchange until 14 August 2017 when, as a result of a merger with Standard Life, it became a subsidiary of the renamed Standard Life Aberdeen. History The company was established in 1983 through a management buy-out of an investment trust. It was then listed on the London Stock Exchange in 1991. In recent years, it has seen significant growth from acquisitions. In 2000 it acquired Murray Johnstone, followed by Edinburgh Fund Managers in 2003, parts of Deutsche Asset Management in 2005 and 2007, Glasgow Investment Managers in 2007, Goodman Property Investors in 2008, certain investment businesses of Credit Suisse Asset Management in 2009, and certain contracts and assets from RBS Asset Management in 2010. In November 2013, Lloyd ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Anne Richards
Dame Anne Helen Richards (born 1964) is the chief executive officer of Fidelity International. Previously, she served as chief investment officer of Aberdeen Asset Management and chief executive officer of M&G Investments. Early career Scottish-born, she was educated at the Royal High School, Edinburgh. Richards began her career with a research fellowship at CERN, after graduating from the University of Edinburgh with a First-Class Honours degree in Electronics and Electrical Engineering. She subsequently worked for Cambridge Consultants, before pursuing further studies in France at INSEAD graduating as MBA. City career Richards worked initially as an analyst with Alliance Capital, before moving to JP Morgan, working in portfolio management, and then moving on to Mercury Asset Management, and later MLIM. In 2002 she took up the post of Chief Investment Officer and Joint Managing Director of Edinburgh Fund Managers plc. When EFM was taken over by Aberdeen Asset Man ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Lansdowne Partners
Sir Paul Martin Ruddock, (born 28 August 1958) is a British businessman, philanthropist and patron of the arts. He is a former Chairman of the Victoria & Albert Museum and Chairman of the University of Oxford Endowment. Early life and education Ruddock was born on 28 August 1958 in Solihull, West Midlands, England. He was educated at King Edward's School, Birmingham, a private all-boys school, from 1969 to 1976. He read jurisprudence at Mansfield College, Oxford, where he received a first class Bachelor of Arts (BA) degree in 1980: as per tradition, his BA was promoted to a Master of Arts (MA Oxon) in 1984. He has been a Bancroft Fellow at Mansfield College since 2008. Personal life Since 1991, he has been married to Jill Shaw Ruddock, originally of Baltimore, Maryland; the couple have two daughters. Jill Ruddock is a board member at the Bowdoin College Museum of Art and a trustee of Mousetrap Theatre Projects. She is founder and chairman of the Second Half of Your Life Founda ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
