Robert Holmes
Director/Board Member at THE CITY OF LONDON INVESTMENT TRUST PLC
Net worth: 76 557 $ as of 2024-03-30
Profile
Robert Edward Holmes is currently an Independent Non-Executive Director at The City of London Investment Trust Plc, a Non-Executive Director at River & Mercantile UK Micro Cap Investment Co. Ltd., and a Director at Blue Ocean Investment Partners Ltd.
He previously worked as a Managing Director at Adams Street Partners LLC, a Senior Investment Analyst at UBS Asset Management (Americas), Inc., the European Head of Equities at UBS Asset Management (UK) Ltd., and an Auditor at Ernst & Young LLP (Missouri).
He holds an MBA from The University of Chicago Booth School of Business.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
2023-09-21 | 10,000 ( 0.00% ) | 51 162 $ | 2024-03-30 | |
2023-09-29 | 12,970 ( 0.04% ) | 25 396 $ | 2024-03-30 |
Robert Holmes active positions
Companies | Position | Start |
---|---|---|
THE CITY OF LONDON INVESTMENT TRUST PLC | Director/Board Member | 2017-12-31 |
RIVER AND MERCANTILE UK MICRO CAP INVESTMENT COMPANY LIMITED | Director/Board Member | 2023-09-25 |
Blue Ocean Investment Partners Ltd.
Blue Ocean Investment Partners Ltd. Investment ManagersFinance Blue Ocean Investment Partners Ltd. provides fund management services. The private company is based in London, UK. | Director/Board Member | - |
Former positions of Robert Holmes
Companies | Position | End |
---|---|---|
UBS Asset Management (Americas), Inc.
UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Analyst-Equity | 2008-06-29 |
Adams Street Partners LLC
Adams Street Partners LLC Investment ManagersFinance Adams Street Partners LLC (Adams Street Partners) is a private equity firm founded in 1972 by George H Spencer and Shahab Rashid. The firm is headquartered in Chicago, IL, with offices in Austin, Beijing, Boston, London, Menlo Park, Munich, New York, Seoul, Singapore, Sydney and Tokyo. | Corporate Officer/Principal | - |
UBS Asset Management (UK) Ltd.
UBS Asset Management (UK) Ltd. Investment ManagersFinance UBS Asset Management (UK) Ltd. (UBS-UK) is the Great Britain-based investment subsidiary of UBS Asset Management Holdings Ltd., itself a subsidiary of UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. Founded in 1981 as Phillips & Drew Investment Management Ltd., the firm merged with UBS Asset Management in 2000 to form UBS Asset Management Ltd., which became UBS Global Asset Management (UK) Ltd. in 2002. They changed their name to UBS Asset Management (UK) Ltd. in 2015. Headquartered in London, UBS-UK provides asset management services to corporate and public pension plans, sovereign institutions, endowments and municipalities, charities, insurance companies, wholesale intermediaries, financial institutions, and private clients. | Head-Equity Investments | - |
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Corporate Officer/Principal | - |
Training of Robert Holmes
The University of Chicago Booth School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 7 |
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UBS Asset Management (Americas), Inc.
UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Finance |
UBS Asset Management (UK) Ltd.
UBS Asset Management (UK) Ltd. Investment ManagersFinance UBS Asset Management (UK) Ltd. (UBS-UK) is the Great Britain-based investment subsidiary of UBS Asset Management Holdings Ltd., itself a subsidiary of UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. Founded in 1981 as Phillips & Drew Investment Management Ltd., the firm merged with UBS Asset Management in 2000 to form UBS Asset Management Ltd., which became UBS Global Asset Management (UK) Ltd. in 2002. They changed their name to UBS Asset Management (UK) Ltd. in 2015. Headquartered in London, UBS-UK provides asset management services to corporate and public pension plans, sovereign institutions, endowments and municipalities, charities, insurance companies, wholesale intermediaries, financial institutions, and private clients. | Finance |
The City of London Investment Trust Plc
The City of London Investment Trust Plc Financial ConglomeratesFinance The City of London Investment Trust Plc is a closed-end investment trust. It seeks to provide long-term growth in income and capital, principally by investment in the United Kingdom equities, with a bias towards large, multinational companies. The company was founded in 1860 and is headquartered in London, the United Kingdom. | Finance |
Adams Street Partners LLC
Adams Street Partners LLC Investment ManagersFinance Adams Street Partners LLC (Adams Street Partners) is a private equity firm founded in 1972 by George H Spencer and Shahab Rashid. The firm is headquartered in Chicago, IL, with offices in Austin, Beijing, Boston, London, Menlo Park, Munich, New York, Seoul, Singapore, Sydney and Tokyo. | Finance |
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Commercial Services |
River & Mercantile UK Micro Cap Investment Co. Ltd.
River & Mercantile UK Micro Cap Investment Co. Ltd. Investment Trusts/Mutual FundsMiscellaneous River & Mercantile UK Micro Cap Investment Co. Ltd. is a closed-end investment company, which engages in the portfolio of United Kingdom Micro Cap Companies. The company was founded on October 2, 2014 and is headquartered in Saint Peter Port, Guernsey. | Miscellaneous |
Blue Ocean Investment Partners Ltd.
Blue Ocean Investment Partners Ltd. Investment ManagersFinance Blue Ocean Investment Partners Ltd. provides fund management services. The private company is based in London, UK. | Finance |
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