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Neil Michael Whelan
Gestionnaire de Portefeuille-Actions chez
R.C. Brown Investment Management Plc
Profil
Mr. Neil M.
Whelan is Investment Director at R.C.
Brown Investment Management Plc.
He oined RCBIM in 2016 and has over 15 years experience in the investment management industry.
He was previously employed as an Asset Manager by Towry Asset Management Ltd. and an Investment Manager by Principal Investment Management Ltd. In 2010 he joined Ashcourt Rowan, where he was responsible for an investment team managing private client portfolios across the South West and Wales.
Mr. Whelan graduated from the University of Warwick with a degree in Mathematics.
Postes actifs de Neil Michael Whelan
| Sociétés | Poste | Début |
|---|---|---|
R.C. Brown Investment Management Plc
 R.C. Brown Investment Management Plc Investment ManagersFinance RCBIM constructs portfolios which emphasize equities, seeking to obtain long-term returns. The firm also invests in bonds to achieve a diversified, balanced portfolio and builds up cash balances when securities markets are expensive and vulnerable. | Gestionnaire de Portefeuille-Actions | 01/11/2016 |
Anciens postes connus de Neil Michael Whelan
| Sociétés | Poste | Fin |
|---|---|---|
Tilney Asset Management Services Ltd.
 Tilney Asset Management Services Ltd. Investment ManagersFinance Tilney AM’s philosophy is underpinned by a disciplined and rigorous investment process that is consistent across their whole business, feeding into their discretionary and advisory client portfolios and their range of managed funds. Their investment philosophy consists of four principles including preserve wealth, grow capital, look at real returns, and invest for the long-term. | Gestionnaire de Portefeuille-Actions | 01/11/2016 |
Principal Investment Management Ltd.
 Principal Investment Management Ltd. Financial ConglomeratesFinance PIM is a team-oriented, research-based manager which follows a structured approach to portfolio management. Rather than selecting stocks, the firm seeks to create and maintain a balance between different asset types, geographical markets and industry sectors. They reduce risk by holding a diversified portfolio, without undue concentration in any single stock or market sector. The firm uses equities and equity-based funds to create the potential for capital growth and uses fixed-income, securities or cash to create the appropriate portfolio balance. PIM's managed fund portfolio service offers unit trusts, OEICs and investment trusts to investors, providing diversified market exposure and helping to spread risk. The firm's research process helps managers to select investments from their core list of recommended funds, seeking to provide a balance between UK and overseas markets and between different categories of funds. PIM's directly invested portfolio provides a personalized portfolio of individual stocks and shares, concentrating on high quality investments in mainstream markets, with an emphasis on the leading 350 UK companies. The firm does not manage any in-house funds. | Gestionnaire de Portefeuille-Actions | 01/08/2010 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
74
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
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Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
R.C. Brown Investment Management Plc
R.C. Brown Investment Management Plc Investment ManagersFinance RCBIM constructs portfolios which emphasize equities, seeking to obtain long-term returns. The firm also invests in bonds to achieve a diversified, balanced portfolio and builds up cash balances when securities markets are expensive and vulnerable. | Finance |
Principal Investment Management Ltd.
Principal Investment Management Ltd. Financial ConglomeratesFinance PIM is a team-oriented, research-based manager which follows a structured approach to portfolio management. Rather than selecting stocks, the firm seeks to create and maintain a balance between different asset types, geographical markets and industry sectors. They reduce risk by holding a diversified portfolio, without undue concentration in any single stock or market sector. The firm uses equities and equity-based funds to create the potential for capital growth and uses fixed-income, securities or cash to create the appropriate portfolio balance. PIM's managed fund portfolio service offers unit trusts, OEICs and investment trusts to investors, providing diversified market exposure and helping to spread risk. The firm's research process helps managers to select investments from their core list of recommended funds, seeking to provide a balance between UK and overseas markets and between different categories of funds. PIM's directly invested portfolio provides a personalized portfolio of individual stocks and shares, concentrating on high quality investments in mainstream markets, with an emphasis on the leading 350 UK companies. The firm does not manage any in-house funds. | Finance |
Tilney Asset Management Services Ltd.
Tilney Asset Management Services Ltd. Investment ManagersFinance Tilney AM’s philosophy is underpinned by a disciplined and rigorous investment process that is consistent across their whole business, feeding into their discretionary and advisory client portfolios and their range of managed funds. Their investment philosophy consists of four principles including preserve wealth, grow capital, look at real returns, and invest for the long-term. | Finance |
