Paul Yates
Director/Board Member chez FIDELITY EUROPEAN TRUST PLC
Fortune : 340 449 $ au 31/03/2024
Profil
Paul T.
Yates is currently an Independent Non-Executive Director at Witan Investment Trust Plc, a Senior Independent Non-Executive Director at Fidelity European Trust Plc, an Independent Non-Executive Director at Capital Gearing Trust Plc, and a Director at Witan Investment Services Plc.
Previously, he served as the Chief Executive Officer at UBS Asset Management (UK) Ltd.
from 2001 to 2005.
He also held positions as an Independent Non-Executive Director at abrdn Diversified Income & Growth Plc from 2017 to 2018, at The Merchants Trust Plc from 2011 to 2020, and as a Senior Independent Director at Aberdeen UK Tracker Trust Plc from 2012 to 2017.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
| 31/12/2023 | 32 000 ( 0,01% ) | 158 664 $ | 31/03/2024 | |
| 31/12/2023 | 25 245 ( 0,00% ) | 79 727 $ | 31/03/2024 | |
| 31/03/2023 | 1 000 ( 0,00% ) | 59 310 $ | 31/03/2024 | |
| 01/03/2024 | 47 000 ( 0,02% ) | 42 748 $ | 31/03/2024 |
Postes actifs de Paul Yates
| Sociétés | Poste | Début |
|---|---|---|
| FIDELITY EUROPEAN TRUST PLC | Director/Board Member | 06/03/2017 |
| WITAN INVESTMENT TRUST PLC | Director/Board Member | 03/05/2018 |
| CAPITAL GEARING TRUST P.L.C | Director/Board Member | 02/12/2019 |
Witan Investment Services Plc
 Witan Investment Services Plc Investment Banks/BrokersFinance Part of Witan Investment Trust Plc, Witan Investment Services Plc invests in collective wisdom with Witan. The private company is based in London, UK. The British company is a one-stop shop for equity investment selected by a diverse range of trusted experts. The CEO of the company is Graham N. Hunnisett. | Director/Board Member | - |
Anciens postes connus de Paul Yates
| Sociétés | Poste | Fin |
|---|---|---|
| THE MERCHANTS TRUST PLC | Director/Board Member | 01/05/2020 |
| ABRDN DIVERSIFIED INCOME AND GROWTH PLC | Director/Board Member | 31/10/2018 |
| ABERDEEN UK TRACKER TRUST PLC | Director/Board Member | 01/04/2017 |
UBS Asset Management (UK) Ltd.
 UBS Asset Management (UK) Ltd. Investment ManagersFinance UBS Asset Management (UK) Ltd. (UBS-UK) is the Great Britain-based investment subsidiary of UBS Asset Management Holdings Ltd., itself a subsidiary of UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. Founded in 1981 as Phillips & Drew Investment Management Ltd., the firm merged with UBS Asset Management in 2000 to form UBS Asset Management Ltd., which became UBS Global Asset Management (UK) Ltd. in 2002. They changed their name to UBS Asset Management (UK) Ltd. in 2015. Headquartered in London, UBS-UK provides asset management services to corporate and public pension plans, sovereign institutions, endowments and municipalities, charities, insurance companies, wholesale intermediaries, financial institutions, and private clients. | Chief Executive Officer | 01/01/2005 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
UBS Asset Management (UK) Ltd.
UBS Asset Management (UK) Ltd. Investment ManagersFinance UBS Asset Management (UK) Ltd. (UBS-UK) is the Great Britain-based investment subsidiary of UBS Asset Management Holdings Ltd., itself a subsidiary of UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. Founded in 1981 as Phillips & Drew Investment Management Ltd., the firm merged with UBS Asset Management in 2000 to form UBS Asset Management Ltd., which became UBS Global Asset Management (UK) Ltd. in 2002. They changed their name to UBS Asset Management (UK) Ltd. in 2015. Headquartered in London, UBS-UK provides asset management services to corporate and public pension plans, sovereign institutions, endowments and municipalities, charities, insurance companies, wholesale intermediaries, financial institutions, and private clients. | Finance |
Witan Investment Trust Plc
 Witan Investment Trust Plc Investment Trusts/Mutual FundsMiscellaneous Witan Investment Trust Plc is an investment company, which engages in the business of managing portfolio covering a broad range of markets and sectors which offers a distinctive way for investors to access the opportunities created by global economic growth. It operates under the Investment Trust and Management Services segments. The Investment Trust segment focuses on the business operations of the parent company. The Management Services segment includes executive and marketing management services. The company was founded by Alexander Henderson on February 17, 1909 and is headquartered in London, the United Kingdom. | Miscellaneous |
abrdn Diversified Income & Growth Plc
 abrdn Diversified Income & Growth Plc Investment Trusts/Mutual FundsMiscellaneous abrdn Diversified Income & Growth Plc is a close-end investment fund, which engages in a diversified international portfolio of equities and equity-related securities. Its portfolio is allocated across equities, property, infrastructure, high yield, loans, asset backed securities, absolute return strategies, insurance-linked, and other special opportunities. The company was founded in 1898 and is headquartered in Edinburgh, the United Kingdom. | Miscellaneous |
The Merchants Trust Plc
 The Merchants Trust Plc Investment Trusts/Mutual FundsMiscellaneous The Merchants Trust Plc engages in closed-end investment fund and trust. It focuses on investing in UK-listed companies. The company was founded on February 16, 1889 and is headquartered in London, the United Kingdom. | Miscellaneous |
Fidelity European Trust Plc
 Fidelity European Trust Plc Investment Trusts/Mutual FundsMiscellaneous Fidelity European Trust Plc is an investment holding company, which operates as a closed-end investment trust. The company was founded on August 16, 1991 and is headquartered in Tadworth, the United Kingdom. | Miscellaneous |
Capital Gearing Trust Plc
 Capital Gearing Trust Plc Investment Trusts/Mutual FundsMiscellaneous Capital Gearing Trust Plc. is a closed-end investment fund. Its investment objective is to preserve shareholders’ real wealth and to achieve absolute total return over the medium to longer term. The company was founded on May 3, 1963 and is headquartered in Belfast, Northern Ireland. | Miscellaneous |
Witan Investment Services Plc
Witan Investment Services Plc Investment Banks/BrokersFinance Part of Witan Investment Trust Plc, Witan Investment Services Plc invests in collective wisdom with Witan. The private company is based in London, UK. The British company is a one-stop shop for equity investment selected by a diverse range of trusted experts. The CEO of the company is Graham N. Hunnisett. | Finance |
Aberdeen UK Tracker Trust Plc
 Aberdeen UK Tracker Trust Plc Investment Trusts/Mutual FundsMiscellaneous Aberdeen UK Tracker Trust Plc is a closed-end investment trust. Its investment objective is to invest in a portfolio designed to track closely the FTSE All-Share Index, both in terms of capital and income. The company was founded in July 1990 and is headquartered in London, the United Kingdom. | Miscellaneous |
