![John Morton](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>)
John Morton
Directeur/Membre du Conseil chez
HERS PACI
Profil
Mr. Alan J.
Morton is a Chief Executive Officer at Vintage Wealth Management Ltd. and at Broad Street Asset Management Ltd., a Director at Vintage Asset Management Ltd., and a Founder at KW Wealth Group Ltd. He is on the Board of Directors at Hermes Pacific Investments Plc, Thirty Acre Stables and European Financial Planning Ltd. He joined Vintage Wealth Management and Vintage Asset Management in November 2019 as Chief Executive Officer where he brings expertise, commitment and a track record of overseeing significant change and business growth management to the role.
Mr. Morton has managed private client and institutional funds across the global equity markets.
He established a Wealth Management business for Brachers, a firm of Kent solicitors.
Prior to that, he was a Director of Aberdeen Asset Management, with responsibility for managing the group’s investments in continental Europe.
In 2006, he co-founded European Wealth, which grew funds under management to £1.75bn by 2017, when he left to establish Broad Street Asset Management.
Postes actifs de John Morton
| Sociétés | Poste | Début |
|---|---|---|
| HERS PACI | Directeur/Membre du Conseil | 27/07/2012 |
KW Wealth Group Ltd.
 KW Wealth Group Ltd. Financial ConglomeratesFinance Functions as an investment holding company and provides staff and infrastructure support services | Fondateur | 11/06/2009 |
European Financial Planning Ltd.
 European Financial Planning Ltd. Investment ManagersFinance Provides financial advisory services | Directeur/Membre du Conseil | - |
Thirty Acre Stables | Directeur/Membre du Conseil | - |
Broad Street Asset Management Ltd. | Directeur Général | 01/05/2018 |
Vintage Wealth Management Ltd.
 Vintage Wealth Management Ltd. Investment ManagersFinance Provides wealth and asset management, employee benefits & medical insurance brokerage services | Directeur Général | 01/11/2019 |
Vintage Asset Management Ltd.
 Vintage Asset Management Ltd. Investment ManagersFinance VAM focuses on capital preservation and then the potential for growth and income in an investment proposition to meet a client’s needs and objectives. The firm aims to achieve target returns over a rolling three-year period rather than matching a particular index. They invest over the long-term while being flexible in the short-term. Their investment strategy is set by a quarterly investment committee and will be monitored in a monthly meeting. VAM emphasizes asset allocation across various classes, such as cash and alternative investments, traditional equities, and fixed-interest bonds. Within the overall asset allocation, the firm focuses on the selection of the right funds or direct investments. They apply careful risk controls to portfolio positions, typically with a limit of 5 percent for the largest holding in a diversified portfolio. | Directeur Général | 01/11/2019 |
Anciens postes connus de John Morton
| Sociétés | Poste | Fin |
|---|---|---|
KW Investment Management Ltd.
 KW Investment Management Ltd. Investment ManagersFinance KW Investment Management focuses on protecting the long-term value of their clients’ wealth. The firm manages growth whilst carefully protecting against risk. | Directeur Général | 20/09/2017 |
| KIND HLDG | Directeur Général | 18/09/2017 |
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Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
43
Relations au 1er degré
16
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 16 |
|---|---|
abrdn Investments Ltd.
 abrdn Investments Ltd. Investment ManagersFinance aIL is an active manager that makes their investment decisions using first-hand research. They conduct proprietary research to identify investment opportunities with attractive risk-reward characteristics. The firm combines multiple non-correlated investment decisions with risk monitoring and management. Their strategies include equities, fixed income, private markets, alternative investments and real estate. aIL utilizes a bottom-up, fundamental stock-picking approach, where sector, regional and country allocations are a residual of their bottom-up stock selection decisions, constrained by appropriate risk controls. | Finance |
Ashcourt Rowan Ltd.
 Ashcourt Rowan Ltd. Investment ManagersFinance Provides wealth management and investment advice services | Finance |
Brachers LLP
 Brachers LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services | Commercial Services |
Ashcourt Asset Management Ltd.
 Ashcourt Asset Management Ltd. AAM is an active, risk-aware manager which aims to outperform chosen benchmarks. They invest in a wide range of different securities without regard to any particular index, seeking to invest in good quality companies and concentrating on absolute and relative value, which they aim to exploit by switching between cash and market instruments such as equities and bonds. The firm employs macroeconomic procedures and fundamental analysis to select the most appropriate investment strategy. The firm uses technical overlay to enhance entry and exit points, resist market volatility and control risk. Their overall approach to investing is based upon managing portfolio returns as a consequence of managing portfolio risk, adding value by determining and actively managing the appropriate risk and return strategies and performing in-house research in order to reach an independent view. | |
Ashcourt Holdings Ltd.
 Ashcourt Holdings Ltd. Investment ManagersFinance Holding company with interest in providing financial planning and asset management services | Finance |
Savoy Investment Management Ltd.
 Savoy Investment Management Ltd. Investment ManagersFinance SIM is a long-term, active GARP-oriented manager which seeks to provide long-term capital appreciation by investing in a mix of equity and fixed-income securities within global markets. The Fund's benchmark is the Morgan Stanley World Free Index. The firm constructs a balanced international portfolio aiming for long-term growth by investing in companies with prospects for capital growth and managing risk through geographic and industrial diversification. SIM utilizes top-down and bottom-up approaches to select investments with the most defensive merit. Their top-down research identifies the sectors on which to focus in order to determine the extent of sector allocation. They use bottom-up analysis to review and select individual securities. The firm believes that the combination of approaches allows them to select securities offering good growth prospects at reasonably valued prices. | Finance |
Hermes Pacific Investments Plc
 Hermes Pacific Investments Plc Financial ConglomeratesFinance Provides investment services | Finance |
EW Group Ltd.
 EW Group Ltd. Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
European Financial Planning Ltd.
European Financial Planning Ltd. Investment ManagersFinance Provides financial advisory services | Finance |
KW Wealth Group Ltd.
KW Wealth Group Ltd. Financial ConglomeratesFinance Functions as an investment holding company and provides staff and infrastructure support services | Finance |
KW Investment Management Ltd.
KW Investment Management Ltd. Investment ManagersFinance KW Investment Management focuses on protecting the long-term value of their clients’ wealth. The firm manages growth whilst carefully protecting against risk. | Finance |
Kingswood Holdings Ltd.
 Kingswood Holdings Ltd. Miscellaneous Commercial ServicesCommercial Services Provides financial planning and investment management services | Commercial Services |
Vintage Asset Management Ltd.
Vintage Asset Management Ltd. Investment ManagersFinance VAM focuses on capital preservation and then the potential for growth and income in an investment proposition to meet a client’s needs and objectives. The firm aims to achieve target returns over a rolling three-year period rather than matching a particular index. They invest over the long-term while being flexible in the short-term. Their investment strategy is set by a quarterly investment committee and will be monitored in a monthly meeting. VAM emphasizes asset allocation across various classes, such as cash and alternative investments, traditional equities, and fixed-interest bonds. Within the overall asset allocation, the firm focuses on the selection of the right funds or direct investments. They apply careful risk controls to portfolio positions, typically with a limit of 5 percent for the largest holding in a diversified portfolio. | Finance |
Thirty Acre Stables | |
Vintage Wealth Management Ltd.
Vintage Wealth Management Ltd. Investment ManagersFinance Provides wealth and asset management, employee benefits & medical insurance brokerage services | Finance |
Broad Street Asset Management Ltd. |
