Profil
Mr. James A.
Oldham is Investment Director at Tilney Asset Management Ltd.
He is a manager of discretionary portfolios for private clients, trusts, charities and pension funds.
He also has a research responsibility for European equity funds and is a member of the Investment Strategy Group.
He joined Ingenious in 2009, which was acquired by Tilney in 2016, he has over 15 years' financial services experience.
Mr. Oldham began his career at Johnson Fry (1994-1996) before becoming a founding director of AKG Group(1996-2000), a holding company focused on advice, trustee services to self-invested pensions, consultancy services and actuarial advice to the financial services industry.
He then joined Taylor Young Investment Management (2000-2009) where he was a Senior Investment Manager and an Associate Director, as well as being responsible for managing the CF Taylor Young Growth and Income Fund.
Ehemalige bekannte Positionen von James Anthony Oldham
| Unternehmen | Position | Ende |
|---|---|---|
Evelyn Partners Asset Management Ltd.
 Evelyn Partners Asset Management Ltd. Investment ManagersFinance Evelyn Partners Asset Management Ltd. (Evelyn Partners) is the asset management subsidiary of Evelyn Partners Group Ltd., which is ultimately held by Platinum LP Guernsey Ltd. in Great Britain. The firm was founded in 2003 as Ingenious Asset Management Ltd. and change their name to Tilney Asset Management Ltd. in 2016 and subsequently became Evelyn Partners Asset Management Ltd. in 2022. Headquartered in London, Evelyn Partners provides discretionary investment management services to high-net-worth individuals and families (retail clients), companies, charities, trusts and financial intermediaries on a discretionary basis. | Analyst-Equity | 25.08.2017 |
Taylor Young Investment Management Ltd.
 Taylor Young Investment Management Ltd. Investment ManagersFinance Taylor Young Investment Management Ltd. (Taylor) is the investment management subsidiary of Rathbone Investment Management Ltd., itself a subsidiary of Rathbone Brothers Plc (LSE: RAT) in Great Britain. Established in 1986, the firm is located in London and provides personalized investment management services to individuals, trusts, charities, private offices, pension schemes, occupational schemes, PEPs, ISAs and offshore portfolios. The directors, management and staff are significant shareholders in the firm. | Analyst-Equity | 01.01.2009 |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Taylor Young Investment Management Ltd.
Taylor Young Investment Management Ltd. Investment ManagersFinance Taylor Young Investment Management Ltd. (Taylor) is the investment management subsidiary of Rathbone Investment Management Ltd., itself a subsidiary of Rathbone Brothers Plc (LSE: RAT) in Great Britain. Established in 1986, the firm is located in London and provides personalized investment management services to individuals, trusts, charities, private offices, pension schemes, occupational schemes, PEPs, ISAs and offshore portfolios. The directors, management and staff are significant shareholders in the firm. | Finance |
Evelyn Partners Asset Management Ltd.
Evelyn Partners Asset Management Ltd. Investment ManagersFinance Evelyn Partners Asset Management Ltd. (Evelyn Partners) is the asset management subsidiary of Evelyn Partners Group Ltd., which is ultimately held by Platinum LP Guernsey Ltd. in Great Britain. The firm was founded in 2003 as Ingenious Asset Management Ltd. and change their name to Tilney Asset Management Ltd. in 2016 and subsequently became Evelyn Partners Asset Management Ltd. in 2022. Headquartered in London, Evelyn Partners provides discretionary investment management services to high-net-worth individuals and families (retail clients), companies, charities, trusts and financial intermediaries on a discretionary basis. | Finance |
