Profile
Mr. Paul D.
Stevens is an Investment Manager at Longley Asset Management Ltd.
He began working in the private client industry at Grieveson Grant stockbrokers, and then joined Kleinwort Benson Private Bank where he was Co-Head of Collective Investments.
He joined LAM in 2012 and his expertise includes managing private client portfolios, including trusts and charities, as well as portfolios for corporations.
He has over 25 years’ experience and is also a founder member of the Guild of Investment Managers.
Paul David Stevens active positions
Companies | Position | Start |
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Longley Asset Management Ltd.
Longley Asset Management Ltd. Investment ManagersFinance Longley Asset Management Ltd. (LAM) is an independent investment management firm headquartered in London, UK. The firm was founded by Melissa Longley in 2004. LAM provides both investment management and advisory services to professional and private clients and their advisers. | Consultant / Advisor | 2012-04-30 |
Former positions of Paul David Stevens
Companies | Position | End |
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Raymond James Investment Services Ltd.
Raymond James Investment Services Ltd. Investment ManagersFinance Raymond James Investment Services Ltd. (RJIS) is the Great Britain-based private client wealth management arm of Raymond James Financial, Inc. (NYSE: RJF) in the US. Founded in 1999, the firm is headquartered in London and provides wealth management services and support to investment managers, stockbrokers and investment-focused financial planners in the UK which service high-net worth investors. RJIS also provides mandates for charities and pension funds. | Portfolio Manager-Equities | 2019-12-07 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Longley Asset Management Ltd.
Longley Asset Management Ltd. Investment ManagersFinance Longley Asset Management Ltd. (LAM) is an independent investment management firm headquartered in London, UK. The firm was founded by Melissa Longley in 2004. LAM provides both investment management and advisory services to professional and private clients and their advisers. | Finance |
Raymond James Investment Services Ltd.
Raymond James Investment Services Ltd. Investment ManagersFinance Raymond James Investment Services Ltd. (RJIS) is the Great Britain-based private client wealth management arm of Raymond James Financial, Inc. (NYSE: RJF) in the US. Founded in 1999, the firm is headquartered in London and provides wealth management services and support to investment managers, stockbrokers and investment-focused financial planners in the UK which service high-net worth investors. RJIS also provides mandates for charities and pension funds. | Finance |
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