Paul Yates
Director/Board Member at FIDELITY EUROPEAN TRUST PLC
Net worth: 340 831 $ as of 2024-04-29
Network origin in Paul Yates first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
28
| Subsidiary | Investment Managers | 28 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 15 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 9 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 9 | |
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 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.
9
| Subsidiary | Investment Banks/Brokers | 9 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 8 | |
| Extinct | Investment Trusts/Mutual Funds | 6 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Paul Yates via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Lazard Asset Management Ltd.
 Lazard Asset Management Ltd. Investment ManagersFinance Lazard Asset Management Ltd. (UK) (Lazard AM-UK) is the Great Britain-based asset management subsidiary of Lazard Asset Management (UK) Holdings Ltd., ultimately held by Lazard Ltd. (NYSE: LAZ) in the US. Founded in 1953, the firm is headquartered in London and provides investment management and advisory services to institutional clients, financial intermediaries, charities, family offices, private clients and investment vehicles around the world. Lazard AM-UK offers a comprehensive range of UK onshore and offshore funds that provide access to investment opportunities in major markets worldwide. | Investment Managers | Chief Investment Officer Analyst-Equity Chief Executive Officer | |
Janus Henderson Investors UK Ltd.
 Janus Henderson Investors UK Ltd. Investment ManagersFinance Janus Henderson Investors UK Ltd. (JHI UK) is the wholly-owned global asset management subsidiary of Janus Henderson UK (Holdings) Ltd., ultimately held by Janus Henderson Group Plc (LON: 0RPW; NYSE: JHG) in Great Britain. The firm was founded in 1934 and formerly known as Henderson Global Investors Ltd. Headquartered in London, JHI UK is a client-centric, sustainable and responsible investor which provides investment management services to individuals, private banks, third party distributors, insurance companies, pension funds, government bodies, investment trusts, charities and corporate entities. | Investment Managers | Director/Board Member Chairman | |
| UBS | Investment Managers | Corporate Officer/Principal | |
Abrdn Investment Management Ltd.
 Abrdn Investment Management Ltd. Investment ManagersFinance abrdn Investment Management Ltd. (AIM) is the wholly-owned investment management subsidiary of Standard Life Investments Holdings Ltd., itself a wholly-owned subsidiary of abrdn Plc (LON: ABDN) in Great Britain. Formerly known as Standard Life Investments Ltd., the firm was founded in 1990 as the dedicated investment arm of the Standard Life group. Headquartered in Edinburgh, AIM is a socially responsible investor which offers Standard Life Ethical Funds for investors concerned about environmental and social issues. Their flagship is the UK Select Fund. | Investment Managers | Analyst-Equity Director/Board Member | |
| BAILLIE GIFFORD CHINA GROWTH TRUST PLC | Investment Trusts/Mutual Funds | Public Communications Contact Public Communications Contact | |
| ABRDN PLC | Investment Managers | Chief Investment Officer Director/Board Member | |
The Association of Investment Cos.
 The Association of Investment Cos. Investment Trusts/Mutual FundsMiscellaneous The Association of Investment Cos. is based in London, UK. The British company represents and provides investor data on closed-ended funds, including investment trusts and venture capital trusts (VCTs). The non-profit company was founded in 1932. Richard William Stone has been the CEO of the company since 2021. | Investment Trusts/Mutual Funds | Chairman Chairman | |
| AIC Information Services Ltd. | Director/Board Member Director/Board Member | ||
| JPMORGAN EUROPEAN GROWTH & INCOME PLC | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| PANTHEON INTERNATIONAL PLC | Investment Managers | Director/Board Member Investor Relations Contact | |
HSBC Global Asset Management (UK) Ltd.
 HSBC Global Asset Management (UK) Ltd. Investment ManagersFinance HSBC Global Asset Management (UK) Ltd. (HSBC GAM-UK) is the wholly owned asset management subsidiary of HSBC Global Asset Management Ltd., ultimately part of HSBC Holdings plc (LON: HSBA, ADR: HSBC) in Great Britain. Headquartered in London, HSBC GAM-UK was founded in 1985 and acts as a discretionary investment manager that offers a wide range of investment solutions across equity, fixed income, liquidity and multi-asset strategies. Their clients include the Group’s retail and private banking customers, financial intermediaries and distributors and institutions. | Investment Managers | Chief Executive Officer Director of Finance/CFO | |
| HAMMERSON PLC | Real Estate Investment Trusts | Director of Finance/CFO Director/Board Member | |
| PERSIMMON PLC | Homebuilding | Director/Board Member | |
| WH SMITH PLC | Food Retail | Chairman Director/Board Member | |
| THE MERCANTILE INVESTMENT TRUST PLC | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Novar Plc
 Novar Plc Alternative Power GenerationUtilities Novar Plc provides intelligent building systems, indalex aluminum solutions and security printing services. Its doorbells, alarm, and cable management systems are sold under the MK, Gent, and Trend brands. Novar was founded in 1985 and is headquartered in Weybridge, UK. | Alternative Power Generation | Corporate Officer/Principal Director of Finance/CFO | |
| DUNEDIN INCOME GROWTH INVESTMENT TRUST PLC | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| MURRAY INTERNATIONAL TRUST PLC | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
| SCHRODERS INVESTMENT TRUSTS - SCHRODER ASIAN TOTAL RETURN INVESTMENT COMPANY PLC | Investment Trusts/Mutual Funds | Director/Board Member | |
| ABRDN NEW DAWN INVESTMENT TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| HENDERSON HIGH INCOME TRUST PLC | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| INVESCO ASIA TRUST PLC | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
| SCHRODER UK MID CAP FUND PLC | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| OCTOPUS AIM VCT PLC | Investment Managers | Director/Board Member | |
| IMPAX ENVIRONMENTAL MARKETS PLC | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| University of Oxford | College/University | Graduate Degree Undergraduate Degree | |
Liverpool Victoria Financial Services Ltd.
 Liverpool Victoria Financial Services Ltd. Insurance Brokers/ServicesFinance Liverpool Victoria Financial Services Ltd. provides insurance and other financial services. The firm offers car, home, travel, pet, breakdown cover, and motorcycle insurance products, life, mortgage payment protection, income protection, and sick pay insurance products. It also offers savings and investment products, including guarantee bonds and savings plans; and retirement plans, such as protected retirement plans, equity release products, annuities, and pension products. The company was founded by William Fenton in 1843 and is headquartered in Bournemouth, the United Kingdom. | Insurance Brokers/Services | Chief Investment Officer Director/Board Member | |
CG Asset Management Ltd.
 CG Asset Management Ltd. Investment ManagersFinance CG Asset Management Ltd. (CGAM) is an independent, Great Britain-based fund manager which was founded in 2000. Headquartered in London, CGAM provides investment advice to institutional and professional clients. | Investment Managers | Founder Chief Executive Officer Chief Investment Officer | |
| University of Cambridge | College/University | Undergraduate Degree Graduate Degree | |
Unilever UK Pension Fund
 Unilever UK Pension Fund Investment ManagersFinance The Unilever UK Pension Fund (UUKPF) is the pension fund management subsidiary of Unilever Plc (LON: ULVR) in Great Britain. Headquartered in Leatherhead, the fund was founded under a definitive Trust Deed in 2000. The name of the scheme changed from the Unilever Pension Fund to the Unilever UK Pension Fund in 2005. UUKPF provides pensions and lump sums to members on their retirement and to their spouses, children and dependents, in the event of their death before or after retirement. | Investment Managers | Chief Investment Officer Investment Committee Member | |
| The University of Edinburgh | College/University | Undergraduate Degree Corporate Officer/Principal Undergraduate Degree Undergraduate Degree | |
| The University of Exeter | College/University | Undergraduate Degree Graduate Degree | |
PricewaterhouseCoopers LLP (United Kingdom)
 PricewaterhouseCoopers LLP (United Kingdom) Other Consumer ServicesConsumer Services PricewaterhouseCoopers LLP engages in the provision of accounting services. Its services include audit and assurance, accounting advisory, risk assurance, tax management, corporate insolvency, life cycle assessment, forensic services, private equity advisory, and financial reporting valuations. The company is headquartered in London, the United Kingdom. | Other Consumer Services | Corporate Officer/Principal Corporate Officer/Principal | |
| London Business School | College/University | Masters Business Admin Masters Business Admin | |
Schroder & Co. Ltd.
 Schroder & Co. Ltd. Investment ManagersFinance Schroder & Co., Ltd. is the international private banking subsidiary of Schroder Wealth Holdings Ltd., ultimately held by Schroders Plc (LON: SDR) in Great Britain. The firm is headquartered in London and was founded in 1988. Schroder & Co. provides investment management services to high-net worth individuals and their families. They offer comprehensive wealth management services, including alternative investments and absolute return products, complemented by banking and fiduciary services. | Investment Managers | Head of Private Banking Director of Research - Equity | |
The Institute of Chartered Accountants of Scotland
 The Institute of Chartered Accountants of Scotland Miscellaneous Commercial ServicesCommercial Services The Institute of Chartered Accountants of Scotland operates as a professional membership organization. The non-profit company is based in Edinburgh, UK. The British company was founded by Janice Margaret Brown and Sundeep Bahanda. The CEO is Bruce Cartwright. | Miscellaneous Commercial Services | President Corporate Officer/Principal Corporate Officer/Principal | |
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. | General Government | Corporate Officer/Principal Corporate Officer/Principal | |
Cadogan Settled Estates Ltd.
 Cadogan Settled Estates Ltd. Miscellaneous Commercial ServicesCommercial Services Cadogan Settled Estates Ltd. provides all other business support services. The private company is based in London, UK and has subsidiaries in United Kingdom. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| PHOENIX GROUP HOLDINGS PLC | Life/Health Insurance | Chairman Director/Board Member | |
PGH (Cayman)
 PGH (Cayman) Life/Health InsuranceFinance PGH (Cayman) is a closed life and pension fund consolidator, which engages in management and acquisition of closed life and pension funds. Its activities include investment in and loans to and from its subsidiaries. The company was founded in 1857 and is headquartered in London, the United Kingdom. | Life/Health Insurance | Chairman Director/Board Member | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin | |
Julius Baer International Ltd.
 Julius Baer International Ltd. Investment ManagersFinance Julius Baer International Ltd. (JBI) is the Great Britain-based wealth management subsidiary of Julius Bär Gruppe AG (SWX: BAER) in Switzerland. The firm was founded in 1968 and is headquartered in London. JBI provides advisory services related to asset management and financial planning for private clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Stewart Ivory Financial Education Trust | Chairman Director/Board Member | ||
Federated Hermes Ltd.
 Federated Hermes Ltd. Investment ManagersFinance Federated Hermes Ltd. is the Great Britain-based investment management subsidiary of Federated Holdings UK II Ltd., which is ultimately held by Federated Hermes, Inc. (NYSE: FHI) in the US. The firm was founded in 1983 and formerly known as Hermes Fund Managers Ltd. Headquartered in London, Federated Hermes provides specialized capabilities across equity, fixed income and private markets, in addition to multi-asset strategies and proven liquidity-management solutions to investors around the world. | Investment Managers | Chief Executive Officer Director/Board Member |
Statistics
International
| United Kingdom | 47 |
| Switzerland | 2 |
| United States | 2 |
Sectoral
| Finance | 20 |
| Miscellaneous | 15 |
| Consumer Services | 8 |
| Commercial Services | 3 |
| Consumer Durables | 2 |
Operational
| Director/Board Member | 339 |
| Independent Dir/Board Member | 140 |
| Chairman | 85 |
| Corporate Officer/Principal | 83 |
| Portfolio Manager-Equities | 42 |
Most connected contacts
| Insiders | |
|---|---|
| James West | 24 |
| Shawn Lytle | 23 |
| Robert Archibald | 22 |
| Simon Fraser | 21 |
| Anthony Watson | 20 |
| Marion Sears | 18 |
| Rachel Beagles | 17 |
| Henry Eric Staunton | 17 |
| Nicholas Drakesmith | 16 |
| John Perry | 16 |
| Ian Russell | 16 |
| Mary Catherine Claydon | 16 |
| Vivian Bazalgette | 15 |
| James Robinson | 15 |
| Andrew Ross | 15 |
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