Julian Richard Mackay Wellesley
Analyst-Equity at Loomis, Sayles & Co. LP
Julian Richard Mackay Wellesley active positions
Companies | Position | Start | End |
---|---|---|---|
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Analyst-Equity | 2013-12-31 | - |
Career history of Julian Richard Mackay Wellesley
Former positions of Julian Richard Mackay Wellesley
Companies | Position | Start | End |
---|---|---|---|
Loomis Sayles Investments Ltd.
Loomis Sayles Investments Ltd. Investment ManagersFinance Loomis Sayles Investments Ltd. (LSI) is an investment management firm headquartered in London, UK. The firm was founded in 2011 and is a subsidiary of Loomis, Sayles & Co. LP, ultimately held by BPCE SA in France. LSI offers a comprehensive range of investment products and services to various investors. | Portfolio Manager-Equities | 2014-05-31 | 2014-08-31 |
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. | Portfolio Manager-Equities | 2010-12-13 | 2014-04-30 |
Putnam Investments Ltd.
Putnam Investments Ltd. Investment ManagersFinance Putnam Investments Ltd. (PIL) is an investment management firm headquartered in London, UK. The firm was founded in 1982 and is a subsidiary of Putnam Advisory Holdings II LLC, ultimately owned by Power Financial Corp. in Canada. PIL is an active asset manager that provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Analyst-Equity | 2009-08-31 | - |
Portfolio Manager-Equities | 2009-08-31 | - | |
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Analyst-Equity | - | - |
Training of Julian Richard Mackay Wellesley
University of Oxford | Undergraduate Degree |
The University of Sheffield | Graduate Degree |
Statistics
International
United Kingdom | 6 |
United States | 3 |
Operational
Analyst-Equity | 3 |
Portfolio Manager-Equities | 3 |
Undergraduate Degree | 1 |
Sectoral
Finance | 6 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 5 |
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Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Finance |
Putnam Investments Ltd.
Putnam Investments Ltd. Investment ManagersFinance Putnam Investments Ltd. (PIL) is an investment management firm headquartered in London, UK. The firm was founded in 1982 and is a subsidiary of Putnam Advisory Holdings II LLC, ultimately owned by Power Financial Corp. in Canada. PIL is an active asset manager that provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Finance |
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 |
Loomis Sayles Investments Ltd.
Loomis Sayles Investments Ltd. Investment ManagersFinance Loomis Sayles Investments Ltd. (LSI) is an investment management firm headquartered in London, UK. The firm was founded in 2011 and is a subsidiary of Loomis, Sayles & Co. LP, ultimately held by BPCE SA in France. LSI offers a comprehensive range of investment products and services to various investors. | Finance |
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Finance |