Max Ward
Chief Executive Officer at INDEPENDENT INVESTMENT TRUST
Profile
Maxwell Colin Bernard Ward is currently the Chairman of Scottish Equitable Policyholders Trust and the Managing Director & Executive Director of The Independent Investment Trust Plc.
He previously served as the Senior Independent Director of F&C Investment Trust Plc from 2000 to 2011, and as the Independent Non-Executive Director of Edinburgh Investment Trust Plc from 2012 to 2021.
He also served as a Non-Executive Director for ReAssure Midco Ltd.
and Aegon UK PLC.
From 2000 to 2022, he was the Managing Director of The Independent Investment Trust Plc (Investment Management).
Prior to that, he worked at Baillie Gifford & Co. from 1975 to 2000, where he served as the Head of the UK Equity Department from 1981 to 2000.
He also managed Scottish Mortgage Investment Trust Plc from 1989 to 2000.
Max Ward active positions
| Companies | Position | Start |
|---|---|---|
| INDEPENDENT INVESTMENT TRUST | Chief Executive Officer | 1999-12-31 |
| Scottish Equitable Policyholders Trust | Chairman | 2010-09-27 |
Former positions of Max Ward
| Companies | Position | End |
|---|---|---|
The Independent Investment Trust Plc (Investment Management)
 The Independent Investment Trust Plc (Investment Management) Investment ManagersFinance The Independent Investment Trust Plc (Investment Management) (IIT-IM) is the investment management subsidiary of Independent Investment Trust Plc (LON: IIT), which is owned by The Monks Investment Trust Plc (LON: MNKS). Headquartered in Aberdeen, IIT-IM was founded in 2000 and manages the Independent Investment Trust. | Chief Executive Officer | 2022-11-08 |
| THE EDINBURGH INVESTMENT TRUST PLC | Director/Board Member | 2021-07-21 |
| F&C INVESTMENT TRUST PLC | Director/Board Member | 2011-05-04 |
Baillie Gifford & Co.
 Baillie Gifford & Co. Investment ManagersFinance Baillie Gifford & Co. is an independent, global investment management firm headquartered in Edinburgh, UK. The firm was founded in 1908 and is wholly-owned by their partners. Baillie Gifford manages assets for pension funds, institutions, corporates, foundations, charities and retail investors. They are a socially responsible investor which works with their fund managers to assess ESG concerns both before and after investing in companies. | Corporate Officer/Principal | 2000-03-31 |
| SCOTTISH MORTGAGE INVESTMENT TRUST PLC | Corporate Officer/Principal | 1999-12-31 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 9 |
|---|---|
Baillie Gifford & Co.
Baillie Gifford & Co. Investment ManagersFinance Baillie Gifford & Co. is an independent, global investment management firm headquartered in Edinburgh, UK. The firm was founded in 1908 and is wholly-owned by their partners. Baillie Gifford manages assets for pension funds, institutions, corporates, foundations, charities and retail investors. They are a socially responsible investor which works with their fund managers to assess ESG concerns both before and after investing in companies. | Finance |
Scottish Mortgage Investment Trust Plc
 Scottish Mortgage Investment Trust Plc Investment Trusts/Mutual FundsMiscellaneous Scottish Mortgage Investment Trust Plc is a closed-end investment fund trust. Its portfolio is includes electronic commerce, biotechnology, conglomerate, energy, Internet, luxury goods, clothing, media, and automobile companies. The company was founded in 1909 and is headquartered in Edinburgh, Scotland. | Miscellaneous |
F&C Investment Trust Plc
 F&C Investment Trust Plc Investment Trusts/Mutual FundsMiscellaneous F&C Investment Trust Plc is a closed-end investment trust. Its objective is to secure long-term growth in capital and income through a policy of investing primarily in an internationally diversified portfolio of publicly listed equities, as well as unlisted securities and private equity with the use of gearing. The company was founded in 1868 and is headquartered in London, the United Kingdom. | Miscellaneous |
The Independent Investment Trust Plc
 The Independent Investment Trust Plc Investment Trusts/Mutual FundsMiscellaneous The Independent Investment Trust Plc is a closed-end investment fund. It aims to provide returns over long periods by investing the majority of their assets in United Kingdom and international quoted securities. The company was founded in 2000 and is headquartered in Edinburgh, the United Kingdom. | Miscellaneous |
Edinburgh Investment Trust Plc
 Edinburgh Investment Trust Plc Investment Trusts/Mutual FundsMiscellaneous Edinburgh Investment Trust Plc is a closed-end investment trust, which engages in the business of investing in equity and debt securities. The company was founded on March 1, 1889 and is headquartered in Edinburgh, the United Kingdom. | Miscellaneous |
ReAssure Midco Ltd.
 ReAssure Midco Ltd. Financial ConglomeratesFinance ReAssure Midco Ltd. is a holding company, whose subsidiaries engages in long-term insurance business. The company was founded on September 22, 1994 and is headquartered in Telford, the United Kingdom. | Finance |
Aegon UK PLC
 Aegon UK PLC Investment ManagersFinance Aegon UK Plc provides retirement, workplace savings, and protection solutions. The company was founded on December 1, 1998 and is headquartered in London, the United Kingdom. | Finance |
| Scottish Equitable Policyholders Trust | Miscellaneous |
The Independent Investment Trust Plc (Investment Management)
The Independent Investment Trust Plc (Investment Management) Investment ManagersFinance The Independent Investment Trust Plc (Investment Management) (IIT-IM) is the investment management subsidiary of Independent Investment Trust Plc (LON: IIT), which is owned by The Monks Investment Trust Plc (LON: MNKS). Headquartered in Aberdeen, IIT-IM was founded in 2000 and manages the Independent Investment Trust. | Finance |
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