Profil
Ms. Jane S.
Bransgrove is a Senior Portfolio Manager at Raymond James Wealth Management Ltd. She looks after private clients, charities and trusts on a Discretionary and manages model portfolios for financial advisers, specialising in active asset allocation combined with passive implementation.
She is an Associate member of the CFA Society of the UK and Chartered Member of the Chartered Institute for Securities & Investment.
Ms. Bransgrove joined Charles Stanley in 2013 when the company acquired Pan-Asset Capital Management.
She previously worked at Sarasin Chiswell (formerly Cantrade).
She received Accounting and Financial Management degree from Loughborough University.
Postes actifs de Jane Bransgrove
| Sociétés | Poste | Début |
|---|---|---|
Charles Stanley & Co. Ltd. (Investment Management)
Charles Stanley & Co. Ltd. (Investment Management) Investment ManagersFinance Raymond James-IM uses third party and in-house research to make investment decisions. They seek profitability, growth and value, which they determine using quantitative techniques. The firm's equity research is based on fundamental analysis, using discounted cash flow valuation models and the application of multiples. To arrive at equity research recommendations, macroeconomic conditions are also considered. | Gestionnaire de Portefeuille-Actions | 27/02/2015 |
Anciens postes connus de Jane Bransgrove
| Sociétés | Poste | Fin |
|---|---|---|
Charles Stanley Pan Asset Capital Management Ltd.
Charles Stanley Pan Asset Capital Management Ltd. Investment ManagersFinance Provides investment advice | Membre du Comité d'Investissement | 07/04/2015 |
Evercore Pan-Asset Capital Management Ltd.
Evercore Pan-Asset Capital Management Ltd. Investment ManagersFinance Evercore Pan-Asset is an active, long-term manager which believes that asset allocation decisions are the most important part of the investment management process and that successful asset allocation is the key to good investment performance. They aim to ensure that clients and investors are exposed to attractive asset classes using transparent, low-cost, liquid instruments which are normally listed on the London Stock Exchange. The firm concentrates on the big picture and takes long-term views about the likely performance of an asset. They move more into cash if there is substantial economic and market disruption and if an asset class becomes unattractive they sell it. If they cannot find enough attractive assets to buy because markets are difficult they will temporarily hold cash instead to avoid losses and preserve capital. Their investment universe covers over 30 asset classes across all geographic regions. Their asset allocation team constantly monitors each asset class to find the best investment opportunities around the world. Evercore Pan-Asset's mantra is 'Keeping it Simple'. They believe that complexity nearly always adds cost and will sometimes add risk as well. They aim to ensure that everyone understands what is in their portfolio and how their money is being invested. Most of all, they believe that by driving down the cost of investment at all levels they can help clients and investors to improve their long-term returns. They avoid complex ETFs and do not use ETFs which use short-selling or leverage techniques. | Gestionnaire de Portefeuille-Actions | 01/11/2013 |
Formation de Jane Bransgrove
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 | 4 |
|---|---|
Charles Stanley & Co. Ltd. (Investment Management)
Charles Stanley & Co. Ltd. (Investment Management) Investment ManagersFinance Raymond James-IM uses third party and in-house research to make investment decisions. They seek profitability, growth and value, which they determine using quantitative techniques. The firm's equity research is based on fundamental analysis, using discounted cash flow valuation models and the application of multiples. To arrive at equity research recommendations, macroeconomic conditions are also considered. | Finance |
Loughborough University
Loughborough University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Evercore Pan-Asset Capital Management Ltd.
Evercore Pan-Asset Capital Management Ltd. Investment ManagersFinance Evercore Pan-Asset is an active, long-term manager which believes that asset allocation decisions are the most important part of the investment management process and that successful asset allocation is the key to good investment performance. They aim to ensure that clients and investors are exposed to attractive asset classes using transparent, low-cost, liquid instruments which are normally listed on the London Stock Exchange. The firm concentrates on the big picture and takes long-term views about the likely performance of an asset. They move more into cash if there is substantial economic and market disruption and if an asset class becomes unattractive they sell it. If they cannot find enough attractive assets to buy because markets are difficult they will temporarily hold cash instead to avoid losses and preserve capital. Their investment universe covers over 30 asset classes across all geographic regions. Their asset allocation team constantly monitors each asset class to find the best investment opportunities around the world. Evercore Pan-Asset's mantra is 'Keeping it Simple'. They believe that complexity nearly always adds cost and will sometimes add risk as well. They aim to ensure that everyone understands what is in their portfolio and how their money is being invested. Most of all, they believe that by driving down the cost of investment at all levels they can help clients and investors to improve their long-term returns. They avoid complex ETFs and do not use ETFs which use short-selling or leverage techniques. | Finance |
Charles Stanley Pan Asset Capital Management Ltd.
Charles Stanley Pan Asset Capital Management Ltd. Investment ManagersFinance Provides investment advice | Finance |
















