Profile
Simon Gilbert Ray worked as an Executive Director at KW Wealth Group Ltd.
and as the Group Chief Operating Officer & Executive Director at Kingswood Holdings Ltd.
Prior to that, he was an Investment Manager at Rickerbys LLP from 2004 to 2012 and later became the Chief Operating Officer at KW Investment Management Ltd.
from 2012 to 2018.
Former positions of Simon Gilbert Ray
Companies | Position | End |
---|---|---|
KW Investment Management Ltd.
KW Investment Management Ltd. Investment ManagersFinance KW Investment Management Ltd. is the Great Britain-based wealth management subsidiary of Kingswood Holdings Ltd. (LON: KWG), which is owned by Kingswood Property Finance LP. The firm was founded in 2009 and formerly known as European Wealth Management Ltd. Headquartered in London, KW Investment Management provides investment advisory and management services to private individuals and some UK universities and charities. | Chief Operating Officer | 2018-06-03 |
KINGSWOOD HOLDINGS LIMITED | Chief Operating Officer | 2017-12-30 |
KW Wealth Group Ltd.
KW Wealth Group Ltd. Financial ConglomeratesFinance KW Wealth Group Ltd. is a holding firm, which engages in the provision of wealth management business. Its services include financial planning, corporate pension, advisory, and discretionary investment management in both equity, and fixed interest instruments. The company was founded by Alan John Morton on June 11, 2009 and is headquartered in Cheltenham, the United Kingdom. | Director/Board Member | 2017-12-30 |
Rickerbys LLP
Rickerbys LLP Investment ManagersFinance Aventus Capital Management is the trade name used by the investment management team of the UK law firm Rickerbys LLP, based in Cheltenham. The firm provides legal and asset management services to families, entrepreneurs, trust funds and charities. The core of the asset management team's work is portfolio management. They provide advisory or discretionary portfolio management services, as well as access to trusts and in-house PEP and ISA management. | Chief Investment Officer | 2012-03-11 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
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KINGSWOOD HOLDINGS LIMITED | Finance |
Private companies | 3 |
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Rickerbys LLP
Rickerbys LLP Investment ManagersFinance Aventus Capital Management is the trade name used by the investment management team of the UK law firm Rickerbys LLP, based in Cheltenham. The firm provides legal and asset management services to families, entrepreneurs, trust funds and charities. The core of the asset management team's work is portfolio management. They provide advisory or discretionary portfolio management services, as well as access to trusts and in-house PEP and ISA management. | Finance |
KW Investment Management Ltd.
KW Investment Management Ltd. Investment ManagersFinance KW Investment Management Ltd. is the Great Britain-based wealth management subsidiary of Kingswood Holdings Ltd. (LON: KWG), which is owned by Kingswood Property Finance LP. The firm was founded in 2009 and formerly known as European Wealth Management Ltd. Headquartered in London, KW Investment Management provides investment advisory and management services to private individuals and some UK universities and charities. | Finance |
KW Wealth Group Ltd.
KW Wealth Group Ltd. Financial ConglomeratesFinance KW Wealth Group Ltd. is a holding firm, which engages in the provision of wealth management business. Its services include financial planning, corporate pension, advisory, and discretionary investment management in both equity, and fixed interest instruments. The company was founded by Alan John Morton on June 11, 2009 and is headquartered in Cheltenham, the United Kingdom. | Finance |
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