Catriona Hoare
Director/Board Member at MONTANARO UK SMALLER COMPANIES INVESTMENT TRUST PLC
Net worth: 11 533 $ as of 2024-03-30
Profile
Catriona Hoare is a Non-Executive Director at Montanaro UK.
Smaller Cos.
Investment Trust Plc, a Member at The Chartered Institute For Securities & Investment, and an Investment Partner at Veritas Investment Partners (UK) Ltd.
She was previously an Investment Manager at Newton Investment Management Ltd.
and an Investment Partner at Veritas Investment Management LLP.
She completed her undergraduate degree at the University of Bristol.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
2023-03-30 | 9,039 ( 0.01% ) | 11 533 $ | 2024-03-30 |
Catriona Hoare active positions
Companies | Position | Start |
---|---|---|
MONTANARO UK SMALLER COMPANIES INVESTMENT TRUST PLC | Director/Board Member | 2019-11-18 |
The Chartered Institute For Securities & Investment
The Chartered Institute For Securities & Investment General GovernmentGovernment The Chartered Institute For Securities & Investment operates as securities and investment educational institute. It is the professional body for those who work in the securities and investment industry in the UK and in a growing number of major financial centres round the world. The company was founded in 1992 and is headquartered in London, the United Kingdom. | Corporate Officer/Principal | - |
Veritas Investment Partners (UK) Ltd.
Veritas Investment Partners (UK) Ltd. Investment ManagersFinance Veritas Investment Partners (UK) Ltd. is the asset management subsidiary of Veritas Investment Management (UK) Ltd., owned by Veritas Investment Partners Ltd. in Great Britain. Headquartered in London, the firm provides discretionary investment service to private investors, smaller institutions and charities in the UK and internationally. | Portfolio Manager-Equities | 2012-12-31 |
Former positions of Catriona Hoare
Companies | Position | End |
---|---|---|
Newton Investment Management Ltd.
Newton Investment Management Ltd. Investment ManagersFinance Newton Investment Management Ltd. (Newton) is the wholly-owned, Great Britain-based investment management subsidiary of Newton Management Ltd., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK) (BNY Mellon) in the US. The firm was founded in 1978 as a joint venture with Scottish insurance broker Reed Stenhouse. In 1986 they were acquired by Alexander & Alexander and were renamed Newton Investment Management. Headquartered in London, Newton provides investment products and services to a wide range of clients, such as pension funds, charities, corporations and individuals (via BNY Mellon). Newton is a signatory to the UN Principles for Responsible Investment (PRI). | Portfolio Manager-Equities | 2013-08-31 |
Veritas Investment Management LLP
Veritas Investment Management LLP Investment ManagersFinance Veritas Investment Management LLP (VIM) is the investment management subsidiary of Veritas Investment Management UK Ltd., itself a subsidiary of Veritas Investment Partners Ltd. in Great Britain The firm was founded in 2012 as Veritas Asset Management (UK) Ltd. Headquartered in Liverpool, VIM manages accounts for a range of clients such as charities, trustees, institutions and individuals (which includes assets in SIPPs, QROPs and ISAs). | Portfolio Manager-Equities | - |
Training of Catriona Hoare
University of Bristol | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
---|---|
Newton Investment Management Ltd.
Newton Investment Management Ltd. Investment ManagersFinance Newton Investment Management Ltd. (Newton) is the wholly-owned, Great Britain-based investment management subsidiary of Newton Management Ltd., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK) (BNY Mellon) in the US. The firm was founded in 1978 as a joint venture with Scottish insurance broker Reed Stenhouse. In 1986 they were acquired by Alexander & Alexander and were renamed Newton Investment Management. Headquartered in London, Newton provides investment products and services to a wide range of clients, such as pension funds, charities, corporations and individuals (via BNY Mellon). Newton is a signatory to the UN Principles for Responsible Investment (PRI). | Finance |
Montanaro UK Smaller Cos. Investment Trust Plc
Montanaro UK Smaller Cos. Investment Trust Plc Investment Trusts/Mutual FundsMiscellaneous Montanaro UK Smaller Cos. Investment Trust Plc engages in the provision of portfolio management. It aims to acquire capital appreciation through investment in small quoted companies. The company was founded on March 16, 1995 and is headquartered in London, the United Kingdom. | Miscellaneous |
The Chartered Institute For Securities & Investment
The Chartered Institute For Securities & Investment General GovernmentGovernment The Chartered Institute For Securities & Investment operates as securities and investment educational institute. It is the professional body for those who work in the securities and investment industry in the UK and in a growing number of major financial centres round the world. The company was founded in 1992 and is headquartered in London, the United Kingdom. | Government |
Veritas Investment Management LLP
Veritas Investment Management LLP Investment ManagersFinance Veritas Investment Management LLP (VIM) is the investment management subsidiary of Veritas Investment Management UK Ltd., itself a subsidiary of Veritas Investment Partners Ltd. in Great Britain The firm was founded in 2012 as Veritas Asset Management (UK) Ltd. Headquartered in Liverpool, VIM manages accounts for a range of clients such as charities, trustees, institutions and individuals (which includes assets in SIPPs, QROPs and ISAs). | Finance |
Veritas Investment Partners (UK) Ltd.
Veritas Investment Partners (UK) Ltd. Investment ManagersFinance Veritas Investment Partners (UK) Ltd. is the asset management subsidiary of Veritas Investment Management (UK) Ltd., owned by Veritas Investment Partners Ltd. in Great Britain. Headquartered in London, the firm provides discretionary investment service to private investors, smaller institutions and charities in the UK and internationally. | Finance |
- Stock Market
- Insiders
- Catriona Hoare