Profil
Mr. David S.
Sullivan is a Partner & Investment Manager at LGT Wealth Management Ltd. He transferred to LGT in 2023 from abrdn, where he was the Head of the Private Client team in London.
He joined abrdn (formerly Standard Life Wealth) in 2007 when the current business was founded.
He has over 25 years investment experience.
Prior to joining abrdn, he was a Senior Portfolio Manager at ABN Amro where he spent 10 years.
He is an Associate member of the UK Society of Investment Professionals and also a member of the CFA Institute.
Postes actifs de David Sidney Sullivan
| Sociétés | Poste | Début |
|---|---|---|
LGT Wealth Management Ltd.
LGT Wealth Management Ltd. Investment ManagersFinance LGT Wealth Management takes an active and research-intensive approach to deliver next-generation investment solutions to clients over the long term. Their conventional approach invests in conventional asset classes like equities, bonds and real estate and aims to outperform the market or an agreed benchmark, while their target return approach is broadly diversified, aiming to deliver specific target returns. The firm diversifies risk by investing across asset classes, regions and strategies and utilizes sophisticated risk analysis systems to monitor every portfolio’s exposure to different risk factors and levels of risk. Their Investment Committee carries out the research and risk management processes. | Gestionnaire de Portefeuille-Actions | 01/01/2007 |
Anciens postes connus de David Sidney Sullivan
| Sociétés | Poste | Fin |
|---|---|---|
ABN AMRO (Channel Islands) Ltd.
ABN AMRO (Channel Islands) Ltd. Regional BanksFinance Provides commercial banking services | Corporate Officer/Principal | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
ABN AMRO (Channel Islands) Ltd.
ABN AMRO (Channel Islands) Ltd. Regional BanksFinance Provides commercial banking services | Finance |
LGT Wealth Management Ltd.
LGT Wealth Management Ltd. Investment ManagersFinance LGT Wealth Management takes an active and research-intensive approach to deliver next-generation investment solutions to clients over the long term. Their conventional approach invests in conventional asset classes like equities, bonds and real estate and aims to outperform the market or an agreed benchmark, while their target return approach is broadly diversified, aiming to deliver specific target returns. The firm diversifies risk by investing across asset classes, regions and strategies and utilizes sophisticated risk analysis systems to monitor every portfolio’s exposure to different risk factors and levels of risk. Their Investment Committee carries out the research and risk management processes. | Finance |
















