Over ons
Onze mensen
Wij zijn ervan overtuigd dat het succes van Columbia Threadneedle Investments te danken is aan onze getalenteerde medewerkers met hun uiteenlopende en complementaire kennis en vaardigheden, die samenwerken om de beste ideeën en kansen voor onze cliënten te creëeren en te ontwikkelen. Columbia Threadneedle Investments beheert het vermogen van particulieren en families, pensioenfondsen, overheidsfondsen en ondernemingen uit de hele wereld. Om deze belangrijke taak goed te vervullen, is het van wezenlijk belang dat al onze medewerkers de waarden van Columbia Threadneedle Investments uitdragen: Client Focus, Excellence, Integrity en Respect’.
Wij kunnen onze strategische doelen alleen bereiken door op alle niveaus de juiste talenten in te zetten, ook in de leiding van onze onderneming. De directie, die bestaat uit de volgende leden, is verantwoordelijk voor de zakelijke beslissingen en de dagelijkse leiding van de onderneming.
Directieteam
Richard Watts is Chief Investment Officer EMEA & Global Head of Investment Solutions at Columbia Threadneedle Investments. He joined the company in November 2021 following the acquisition of BMO’s EMEA asset management business. Richard is responsible for overseeing Columbia Threadneedle’s investment function in the region, building on our strong established approach and capabilities.
Previously, Richard was Chief Investment Officer of BMO Global Asset Management. During his 16 years with BMO GAM and predecessor firms, he held a range of senior roles including co-Head of Investment for BMO GAM EMEA, Head of Fixed Income, Head of Investment Solutions and Head of Liability Driven Investment.
Prior to this Richard worked for eight years at Investment Bank JP Morgan where he worked in the interest rate derivatives business both in London and New York. He has worked in the financial services industry since 1997.
Richard holds a Ph.D. in Physics from the University of Exeter.
Stewart Bennett is Global Head of Alternatives at Columbia Threadneedle Investments. He joined the company in November 2021 following the acquisition of BMO’s EMEA asset management business. In this new role, Stewart has oversight responsibility for our real assets business that includes UK, European and US (Lionstone) real estate and European infrastructure, along with the private equity business, the US-managed Seligman hedge funds, Thames River Capital (real estate securities) and Pyrford (absolute return, international and global equities).
Previously, Stewart had been Global Head of Alternatives at BMO Global Asset Management since May 2019, where he was responsible for its private equity, real estate and real estate securities businesses. Stewart joined BMO GAM with 25 years’ experience in investment banking and private equity, including 10 years as a partner and Head of the Financial Institutions Group (FIG) at Ondra Partners, the London based independent investment banking firm. His previous experience includes Dresdner Kleinwort, where he was Managing Director and Head of FIG, Strategic Advisory, and the private equity firm Botts & Company. Stewart has worked in the financial services industry since 1994.
David Logan is Head of EMEA and Global Business Operations at Columbia Threadneedle Investments. In this role, he co-ordinates and has general oversight of EMEA activities, including serving as business lead for regulatory engagement. He also sets and drives regional priorities in collaboration with Columbia Threadneedle’s Global Executive Group and regional staff function heads. He joined the company in November 2021 following the acquisition of BMO’s EMEA asset management business.
Previously, David was Global Chief Operating Officer at Columbia Threadneedle Investments, responsible for ensuring operational teams and processes consistently deliver within the context of our business, risk management and client service goals.
Prior to this, David worked as Head of Distribution for BMO Global Asset Management. He was appointed to this role in 2016, having been Chief Operating Officer of BMO GAM in EMEA since 2014. David was made Chief Financial Officer of F&C Asset Management plc in 2006 and was instrumental in the company’s acquisition by BMO Financial Group, and subsequent integration.
David spent 12 years prior in the accounting profession, including four years as a partner at Deloitte & Touche LLP and three years as a partner at Andersen. He has worked in the financial services industry since 1994. David holds a BA in Accounting and Economics and is a member of the Institute of Chartered Accountants in Scotland.
Michaela is bij Columbia Threadneedle verantwoordelijk voor de afdelingen regionale verkoop en cliëntenservice voor distributeurs, institutionele cliënten en verzekeringsmaatschappijen in de EMEA-regio. Ze trad in 2021 in dienst bij Columbia Threadneedle, na een carrière van 18 jaar in de vermogensbeheersector in Europa.
Darrel adviseert Columbia Threadneedle en is verantwoordelijk voor het waarborgen dat beleid, procedures en controlemaatregelen in het VK en EMEA aan de wettelijke vereisten voldoen. Hij geeft leiding aan functies op het gebied van complianceadvies, veranderingen in regelgeving, compliancemonitoring, mandaatcompliance, transactietoezicht, compliance met maatregelen tegen financiële criminaliteit, en rapportage.
William Davies is Global Chief Investment Officer at Columbia Threadneedle Investments since January 2022. He was previously Chief Investment Officer, EMEA, a role he performed since 2019, with responsibility for the oversight of all EMEA investment strategies.
William joined Threadneedle Investments as a European Equities portfolio manager at the company’s inception in 1994. He became Head of European Equities in 1999 and Head of Global Equities in 2011. In 2016, William became Head of Equities, EMEA and in 2017 he became Global Head of Equities, assuming responsibility for the company’s equity teams across all regions. William performed this role until October 2021. Before this William worked for Eagle Star Investments. He has also worked for Hambros Bank as a European Investment Manager where he led the European equity team.
William holds a BA (Hons) in Economics from Exeter University.
Joseph Vullo is Head of UK Real Estate bij Columbia Threadneedle Investments. Hij nam deze functie op zich in oktober 2020 en is verantwoordelijk voor de beleggingsresultaten en het vormgeven van de strategie voor de UK Real Estate-activiteiten. Hij kwam in 2000 bij het bedrijf als Asset Manager, werd in 2008 Head of Asset Management en in 2010 lid van het Property Business Management-team.
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Beleggingsbenadering
Uw succes staat bij Columbia Threadneedle hoog in het vaandel. De spil van onze ambitie om consequent successen te boeken voor onze cliënten is onze opvallend unieke beleggingsbenadering, waarbij vier beloften centraal staan.
Over ons
Miljoenen mensen over de hele wereld laten het beheer van hun geld aan Columbia Threadneedle Investments over. We beheren de beleggingen van particuliere beleggers, financieel adviseurs, vermogensbeheerders, verzekeringsmaatschappijen, pensioenfondsen en andere instellingen.
Maatschappelijk verantwoord ondernemen
Wij streven naar positieve resultaten die voorzien in de behoeften van onze stakeholders en wij verbinden ons ertoe om altijd verantwoordelijk, transparant en in het belang van degenen die ons hun beleggingen toevertrouwen te handelen.