![Andrew Edward Waldren](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Andrew Edward Waldren
Directeur/Membre du Conseil chez
Connectus Wealth Group Ltd.
Profil
Mr. Andrew E.
Waldren is Chief Operating Officer at Ingenious Asset Management Ltd. He has overall responsibility for all of the division’s operational activities and custodian relationships across a number of platforms and jurisdictions.
He has over twenty five years’ management and senior management experience in the wealth management and private client industry for both UK and overseas organisations specialising in investment operations, project management and ancillary services.
His career has included senior roles within Banco Bilbao, (1987-89), BNP Paribas (1989-1992), Seymour Peirce Butterfield (1992 1994), Bank of Butterfield (1995-1997) Bank of NT Butterfields (BNTB) (1997) Butterfield Asset Management (1997-2000) and Taylor Young Investment Management Limited where he was also a board director (2000 2012).
His last role prior to joining Ingenious was COO at J.
Stern & Co.
Mr. Waldren is a member of the Securities Institute.
Postes actifs de Andrew Edward Waldren
| Sociétés | Poste | Début |
|---|---|---|
Connectus Wealth Group Ltd.
 Connectus Wealth Group Ltd. Investment ManagersFinance Provides wealth management services | Directeur/Membre du Conseil | 05/07/2021 |
Anciens postes connus de Andrew Edward Waldren
| Sociétés | Poste | Fin |
|---|---|---|
Evelyn Partners Asset Management Ltd.
 Evelyn Partners Asset Management Ltd. Investment ManagersFinance Evelyn Partners is an active, long-term investor which aims to preserve and grow clients’ wealth by creating portfolios that should benefit from rising markets while limiting losses when markets fall. Their investment process is based on the principle that asset allocation is the primary determinant of long-term investment performance. Each portfolio is run within a specific risk profile to which an asset allocation is assigned with the goal of maintaining the appropriate long-term risk reward parameters that have been agreed with the client. | Directeur des opérations | 01/01/2017 |
Star Fund Managers LLP
 Star Fund Managers LLP Investment ManagersFinance SFM is an active, fundamentals-oriented manager which aims to generate returns for investors by performing rigorous fundamental analysis and disciplined portfolio management. | Corporate Officer/Principal | 01/01/2014 |
Taylor Young Investment Management Ltd.
 Taylor Young Investment Management Ltd. Investment ManagersFinance Taylor is a long-term, research-driven manager with a thematic investment process which believes that specific themes are responsible for the outperformance of particular assets and seeks to identify the most relevant themes with appropriate timescales. The tracking of themes forces the constant re-evaluation of broader market conditions and means that fresh ideas are filtered into the investment process. The firm's thematic approach and fundamental analysis is designed to blend macroeconomic analysis with focused stock and sector research. They are neither value nor growth biased, but think about the various aspects of wealth preservation, wealth creation and income generation. They manage a range of highly focused, tailored mandates as well as broader mandates that involve a multi-asset class approach and more generic benchmarks. Taylor offers a range of different investment approaches including defensive, income generative, balanced, growth and opportunistic that combine cash, bonds, equity, real estate funds, private equity, structured products and hedge funds. | Directeur des opérations | 01/08/2012 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
21
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Taylor Young Investment Management Ltd.
Taylor Young Investment Management Ltd. Investment ManagersFinance Taylor is a long-term, research-driven manager with a thematic investment process which believes that specific themes are responsible for the outperformance of particular assets and seeks to identify the most relevant themes with appropriate timescales. The tracking of themes forces the constant re-evaluation of broader market conditions and means that fresh ideas are filtered into the investment process. The firm's thematic approach and fundamental analysis is designed to blend macroeconomic analysis with focused stock and sector research. They are neither value nor growth biased, but think about the various aspects of wealth preservation, wealth creation and income generation. They manage a range of highly focused, tailored mandates as well as broader mandates that involve a multi-asset class approach and more generic benchmarks. Taylor offers a range of different investment approaches including defensive, income generative, balanced, growth and opportunistic that combine cash, bonds, equity, real estate funds, private equity, structured products and hedge funds. | Finance |
Evelyn Partners Asset Management Ltd.
Evelyn Partners Asset Management Ltd. Investment ManagersFinance Evelyn Partners is an active, long-term investor which aims to preserve and grow clients’ wealth by creating portfolios that should benefit from rising markets while limiting losses when markets fall. Their investment process is based on the principle that asset allocation is the primary determinant of long-term investment performance. Each portfolio is run within a specific risk profile to which an asset allocation is assigned with the goal of maintaining the appropriate long-term risk reward parameters that have been agreed with the client. | Finance |
Star Fund Managers LLP
Star Fund Managers LLP Investment ManagersFinance SFM is an active, fundamentals-oriented manager which aims to generate returns for investors by performing rigorous fundamental analysis and disciplined portfolio management. | Finance |
Connectus Wealth Group Ltd.
Connectus Wealth Group Ltd. Investment ManagersFinance Provides wealth management services | Finance |
