Profil
Mr. Paul S.
Stevens is a Senior Investment Manager at GBIM Ltd. He is on the Board of Directors at GBIM Ltd. He joined GBIM in August 2014 and was appointed as Director in September 2017 with a focus on clients.
As well as his Board role, his day to day responsibilities are looking after his clients with a focus on investment research.
Mr. Stevens has now worked in the investment industry for over 25 years including spells at Barclays Personal Investment Management and Laing & Cruickshank in London before joining Border Asset Management in Harrogate as an Investment Manager in 2006, becoming the head of the office in 2008.
He is a Chartered Fellow of the Chartered Institute for Securities and Investments (CISI).
Postes actifs de Paul Sidney Stevens
| Sociétés | Poste | Début |
|---|---|---|
GBIM Ltd.
GBIM Ltd. Investment ManagersFinance GBIM aims to preserve and enhance their clients’ capital. When selecting investments, they seek to back proven money-makers. This is true of both funds and direct equities. For diversification, property, private equity, hedge funds, and other alternative investments may also be considered. | Directeur/Membre du Conseil | 01/09/2017 |
Anciens postes connus de Paul Sidney Stevens
| Sociétés | Poste | Fin |
|---|---|---|
Atomos Financial Planning Holdings Ltd.
Atomos Financial Planning Holdings Ltd. Investment ManagersFinance Provides financial planning, wealth and portfolio management services | Corporate Officer/Principal | 01/02/2014 |
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. | Corporate Officer/Principal | 29/10/2012 |
Border Asset Management Ltd.
Border Asset Management Ltd. Financial ConglomeratesFinance Provides portfolio management services | Corporate Officer/Principal | 31/07/2012 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
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 |
GBIM Ltd.
GBIM Ltd. Investment ManagersFinance GBIM aims to preserve and enhance their clients’ capital. When selecting investments, they seek to back proven money-makers. This is true of both funds and direct equities. For diversification, property, private equity, hedge funds, and other alternative investments may also be considered. | Finance |
Border Asset Management Ltd.
Border Asset Management Ltd. Financial ConglomeratesFinance Provides portfolio management services | Finance |
Atomos Financial Planning Holdings Ltd.
Atomos Financial Planning Holdings Ltd. Investment ManagersFinance Provides financial planning, wealth and portfolio management services | Finance |
















