Jonathan Hughes-Morgan
Net worth: 160 588 $ as of 2024-04-29
Profile
Jonathan Michael Vernon Hughes-Morgan was the founder and had founded Occam Asset Management LLP in 2007, where he held the title of Chief Executive Officer in 2011.
He worked as a Managing Director at Thames River Capital LLP from 2005 to 2007.
He was also a Co-Head-International Sales at Liontrust Investment Partners LLP and later at Liontrust Asset Management Plc from 2011 to 2014.
Mr. Hughes-Morgan received his undergraduate degree from the University of Warwick.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
2024-03-31 | 19,000 ( 0.03% ) | 160 588 $ | 2024-04-29 |
Former positions of Jonathan Hughes-Morgan
Companies | Position | End |
---|---|---|
LIONTRUST ASSET MANAGEMENT PLC | Director/Board Member | 2014-12-14 |
Occam Asset Management LLP
Occam Asset Management LLP Investment ManagersFinance Occam Asset Management LLP (Occam) is an independent UK alternative investment firm which was founded in 2007 by Jonathan Hughes-Morgan and David Sheppard. Based in London, Occam is a specialist fund management firm dedicated to providing superior returns with effective risk management. The firm's name comes from William of Ockham, a fourteenth-century Franciscan Friar who proposed the principle now called 'Occam's Razor', which is often paraphrased as 'All other things being equal, the simplest solution is the best'. Occam offers traditional and alternative investment strategies for professional investors across Europe and Asia. | Founder | 2011-10-10 |
Thames River Capital LLP
Thames River Capital LLP Investment ManagersFinance Thames River Capital LLP (TRC) is a specialist fund management firm headquartered in London, UK. The firm was founded in 1998 and is a subsidiary of Columbia Threadneedle Capital (UK) Ltd., ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. TRC provides specialist fund management services to professional investors and institutions in the UK and worldwide, through several single and multi-manager funds. | Chief Investment Officer | 2007-09-14 |
Liontrust Investment Partners LLP
Liontrust Investment Partners LLP Investment ManagersFinance Liontrust Investment Partners LLP (Liontrust IP) is the fund management subsidiary of Liontrust Investment Services Ltd., itself a subsidiary of Liontrust Asset Management Plc (LON: LIO) in Great Britain. The firm is headquartered in London and was founded in 2010. Liontrust IP offers investment management and advisory services to professional investors. They also serve as an investment adviser to the Liontrust range of funds. | Director/Board Member | - |
Training of Jonathan Hughes-Morgan
University of Warwick | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
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LIONTRUST ASSET MANAGEMENT PLC | Finance |
Private companies | 3 |
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Thames River Capital LLP
Thames River Capital LLP Investment ManagersFinance Thames River Capital LLP (TRC) is a specialist fund management firm headquartered in London, UK. The firm was founded in 1998 and is a subsidiary of Columbia Threadneedle Capital (UK) Ltd., ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. TRC provides specialist fund management services to professional investors and institutions in the UK and worldwide, through several single and multi-manager funds. | Finance |
Occam Asset Management LLP
Occam Asset Management LLP Investment ManagersFinance Occam Asset Management LLP (Occam) is an independent UK alternative investment firm which was founded in 2007 by Jonathan Hughes-Morgan and David Sheppard. Based in London, Occam is a specialist fund management firm dedicated to providing superior returns with effective risk management. The firm's name comes from William of Ockham, a fourteenth-century Franciscan Friar who proposed the principle now called 'Occam's Razor', which is often paraphrased as 'All other things being equal, the simplest solution is the best'. Occam offers traditional and alternative investment strategies for professional investors across Europe and Asia. | Finance |
Liontrust Investment Partners LLP
Liontrust Investment Partners LLP Investment ManagersFinance Liontrust Investment Partners LLP (Liontrust IP) is the fund management subsidiary of Liontrust Investment Services Ltd., itself a subsidiary of Liontrust Asset Management Plc (LON: LIO) in Great Britain. The firm is headquartered in London and was founded in 2010. Liontrust IP offers investment management and advisory services to professional investors. They also serve as an investment adviser to the Liontrust range of funds. | Finance |
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