Profil
Mr. Rae A. Brooks is a Partner at Evelyn Partners Investment Management LLP.
He joined the firm in 2012 and has more than 30 years’ experience as a Portfolio Manager.
Mr. Brooks specializes in managing balanced portfolios with a bias to sterling assets.
He manages portfolios for individuals, personal pensions, trusts and charities.
Before joining Evelyn Partners Investment, Mr. Brooks worked at Credit Agricole Asset Management, where he was Head of UK Equities for their London office and was instrumental in developing their wealth management business.
He is a Fellow of the Chartered Institute For Securities & Investment (CISI).
Postes actifs de Rae Anthony Brooks
| Sociétés | Poste | Début |
|---|---|---|
Evelyn Partners Investment Management LLP
Evelyn Partners Investment Management LLP Investment ManagersFinance Evelyn Partners utilizes a top-down approach to analyze macroeconomic and political considerations before deciding on the companies in which they want to invest. They may occasionally engage in shareholder activism. Analyst views are distilled into recommended buy and sell lists. The buy list is compiled country by country based on quantitative and qualitative inputs. The sell list is based on adverse changes in company results, structure, management, the economic or trading environment and changes in country weightings or the availability of more attractive holdings. | Gestionnaire de Portefeuille-Actions | 01/01/2012 |
Anciens postes connus de Rae Anthony Brooks
| Sociétés | Poste | Fin |
|---|---|---|
Amundi (UK) Ltd.
Amundi (UK) Ltd. Investment ManagersFinance Amundi UK is a multi-specialist, research-oriented manager which invests in all asset classes and major currencies. They employ both active and passive strategies and propose dedicated investment solutions based on customer needs. The firm's central and independent risk management department monitors risk on a unified, integrated and consistent basis and is strengthened by their links to academic circles. | Head-Equity Investments | 01/01/2012 |
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 | 2 |
|---|---|
Evelyn Partners Investment Management LLP
Evelyn Partners Investment Management LLP Investment ManagersFinance Evelyn Partners utilizes a top-down approach to analyze macroeconomic and political considerations before deciding on the companies in which they want to invest. They may occasionally engage in shareholder activism. Analyst views are distilled into recommended buy and sell lists. The buy list is compiled country by country based on quantitative and qualitative inputs. The sell list is based on adverse changes in company results, structure, management, the economic or trading environment and changes in country weightings or the availability of more attractive holdings. | Finance |
Amundi (UK) Ltd.
Amundi (UK) Ltd. Investment ManagersFinance Amundi UK is a multi-specialist, research-oriented manager which invests in all asset classes and major currencies. They employ both active and passive strategies and propose dedicated investment solutions based on customer needs. The firm's central and independent risk management department monitors risk on a unified, integrated and consistent basis and is strengthened by their links to academic circles. | Finance |
















