Charlotte Davies
Director/Board Member at Smith & Williamson Holdings Ltd.
Network origin in Charlotte Davies first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Smith & Williamson Holdings Ltd.
 Smith & Williamson Holdings Ltd. Financial ConglomeratesFinance Smith & Williamson Holdings Ltd. provides financial advisory services for private individuals, corporations, and non-profit organizations. It offers personal financial planning, private client tax, personal insolvency, assurance and accounting, business tax, pensions and employee benefits, restructuring and recovery, transaction and valuation, and other related services. The company was founded in 1881 and is headquartered in London, the United Kingdom.
6
| Private Company | Financial Conglomerates | 6 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Charlotte Davies via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
BRIT Insurance Holdings Ltd.
 BRIT Insurance Holdings Ltd. Multi-Line InsuranceFinance BRIT Insurance Holdings Ltd. provides commercial insurance products. The company was founded by Neil David Eckert on October 30, 1995 and is headquartered in London, the United Kingdom. | Multi-Line Insurance | Director of Finance/CFO | |
The Chartered Institute of Taxation
 The Chartered Institute of Taxation Miscellaneous Commercial ServicesCommercial Services The Chartered Institute of Taxation operates as a professional body in the UK for advisers dealing with all aspects of taxation. It promotes education in taxation. The company is headquartered in London, the United Kingdom. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Evelyn Partners Investment Management LLP
 Evelyn Partners Investment Management LLP Investment ManagersFinance Evelyn Partners Investment Management LLP (Evelyn Partners) is the investment management subsidiary of Evelyn Partners I M Ltd., which is owned by Platinum LP Guernsey Ltd. in Great Britain. The firm was founded in 1881 and formerly known as Smith & Williamson Investment Management LLP. They changed their name into Evelyn Partners Investment Management LLP when Tilney and Smith & Williamson brands merged into one in 2022. Headquartered in London, Evelyn Partners provides investment management, financial advisory and accountancy services to private clients, professional practices, mid- to large-sized corporations and non-profit organizations. | Investment Managers | Director/Board Member Investment Committee Member Chief Executive Officer Analyst-Equity | |
Tilney Investment Management Ltd.
 Tilney Investment Management Ltd. Investment ManagersFinance Tilney Investment Management Ltd. provides investment advisory services. The firm caters to private investors interested in managing their wealth on behalf of their families, businesses, and for personal or philanthropic ventures. It provides access to investment products, including some developed for institutional clients, such as cash, equities, bonds, mutual funds, structured products and derivatives, foreign exchange and commodities, hedge funds, private equity, and real estate. The company was founded in 1836 and is headquartered in London, the United Kingdom. | Investment Managers | Director/Board Member Director/Board Member | |
NCL Investments Ltd.
 NCL Investments Ltd. Investment ManagersFinance Part of Smith & Williamson Holdings Ltd., NCL Investments Ltd. is a British company that provides financial advisory and stock broking services. The company is based in London, UK and was founded in 1985. | Investment Managers | Director/Board Member Director/Board Member Director/Board Member | |
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. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
Tilney Group Ltd.
 Tilney Group Ltd. Financial ConglomeratesFinance Tilney Group Ltd. provides wealth management services. It also provides investment services and solutions, mutual, opal, and commercial property funds through its asset, pension management, and managed portfolio services. The company was founded in1836 and is headquartered in London, the United Kingdom. | Financial Conglomerates | Chief Executive Officer Director/Board Member Director of Finance/CFO Director/Board Member | |
Tilney (Holdings) Ltd.
 Tilney (Holdings) Ltd. Financial ConglomeratesFinance Tilney (Holdings) Ltd. is a private client investment group. Its business activities include investment management, investment advisory, and financial planning. The company was founded on November 29, 2013 and is headquartered in London, the United Kingdom. | Financial Conglomerates | Director/Board Member Director/Board Member | |
General Reinsurance UK Ltd.
 General Reinsurance UK Ltd. Multi-Line InsuranceFinance General Reinsurance UK Ltd. provides property and casualty insurance services. It also offers property facultative and casualty facultative reinsurance as well as specialty areas that include ocean marine & treaty reinsurance. The company is located in London, UK | Multi-Line Insurance | Director of Finance/CFO | |
Tilney Financial Planning Ltd.
 Tilney Financial Planning Ltd. Investment ManagersFinance Tilney Financial Planning Ltd. provides financial advice and investment management services. The company was founded in 1958 and is headquartered in Bracknell, the United Kingdom. | Investment Managers | Director/Board Member Director/Board Member | |
Smith & Williamson Services Ltd.
 Smith & Williamson Services Ltd. Miscellaneous Commercial ServicesCommercial Services Part of Smith & Williamson Holdings Ltd., Smith & Williamson Services Ltd. is a British company that provides accounting, auditing, and tax preparation services. The company is based in London, UK. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member Director/Board Member | |
Brit Syndicates Ltd.
 Brit Syndicates Ltd. Insurance Brokers/ServicesFinance Brit Syndicates Ltd. provides insurance services. The company was founded on October 26, 1964 and is headquartered in London, the United Kingdom. | Insurance Brokers/Services | Director/Board Member | |
Towry Finance Co. Ltd.
 Towry Finance Co. Ltd. Investment ManagersFinance Part of Platinum L.P. Guernsey Ltd., Towry Finance Co. Ltd. is a British company that provides investment advice. The company is based in Bracknell, UK and was founded in 2006. | Investment Managers | Director/Board Member Director/Board Member | |
Smith & Williamson Corporate Finance Ltd.
 Smith & Williamson Corporate Finance Ltd. Investment Banks/BrokersFinance Part of Smith & Williamson Holdings Ltd., Smith & Williamson Corporate Finance Ltd. is a leading integrated wealth management and professional services group based in London, UK. The British company provides wealth, accountancy, and business advisory services to its clients. Founded in 1836, Kevin Peter Stopps has been the CEO of the company since 2006. | Investment Banks/Brokers | Chief Executive Officer | |
Bestinvest (Consultants) Ltd.
 Bestinvest (Consultants) Ltd. Investment Banks/BrokersFinance Part of Platinum L.P. Guernsey Ltd., Bestinvest (Consultants) Ltd. is a British company that has been helping people achieve their investment goals since 1986. The company is based in London, UK. Bestinvest offers a digital toolkit for investors, expert coaching, and competitive pricing. The company provides access to a wide range of investments, including shares, investment trusts, and ETFs, with thousands of funds to choose from. Bestinvest also offers regular insights to help investors make informed decisions. Additionally, the company provides information on investing in shares and staying invested during retirement. | Investment Banks/Brokers | Director/Board Member Director/Board Member Director/Board Member | |
Smith & Williamson Fund Administration Ltd.
 Smith & Williamson Fund Administration Ltd. Investment ManagersFinance Part of Platinum L.P. Guernsey Ltd., Smith & Williamson Fund Administration Ltd. is a wealth management and professional services group that has been providing expert advice in wealth, accountancy, and business advisory services since 1836. The company is based in London, UK. The British company offers tax compliance services to help simplify the complex rules and legislation of personal tax compliance. Additionally, they provide risk management advisory services to help businesses manage their operations. | Investment Managers | Director/Board Member Director/Board Member | |
Smith & Williamson Corporate Services Ltd.
 Smith & Williamson Corporate Services Ltd. Personnel ServicesCommercial Services Part of Goldring Family Trust, Smith & Williamson Corporate Services Ltd. is an employment placement agency. The company is based in London, UK. Founded in 1995. | Personnel Services | Director/Board Member Director/Board Member | |
Towry Services Ltd.
 Towry Services Ltd. Financial ConglomeratesFinance Part of Platinum L.P. Guernsey Ltd., Towry Services Ltd. is a British company that acts as a trustee or executor, providing important financial planning services such as retirement planning, estate planning, and investing for children. The company, founded in 2010, is based in Bracknell, UK. The company also offers tax risk and governance services. With a history dating back to 1836, Towry Services has been a trusted provider of wealth management, accountancy, and business advisory services. | Financial Conglomerates | Director/Board Member | |
Smith & Williamson Financial Services Ltd.
 Smith & Williamson Financial Services Ltd. Financial ConglomeratesFinance Part of Goldring Family Trust, Smith & Williamson Financial Services Ltd. is a British company that provides financial intermediation services. The company is based in London, UK. Founded in 1995. | Financial Conglomerates | Director/Board Member Director/Board Member Director/Board Member | |
HW Financial Services Ltd.
 HW Financial Services Ltd. Financial ConglomeratesFinance Part of Platinum L.P. Guernsey Ltd., HW Financial Services Ltd. is a British company that offers professional services to people who run their own business. The company is based in London, UK. The company provides IT advice, triathlons, and assistance in helping child poverty and advising the government. The company also offers individual tax planning strategies to minimize tax payments and outsourced accounting services to save time and money. The company was founded in 1986. HW Financial Services was acquired by Bestinvest (Holdings) Ltd. from Hughes Walker Ltd. on January 15, 2010. | Financial Conglomerates | Director/Board Member Director/Board Member | |
| Walthamstow Hall | College/University | Director/Board Member | |
Brit Insurance (Gibraltar) PCC Ltd.
 Brit Insurance (Gibraltar) PCC Ltd. Multi-Line InsuranceFinance Brit Insurance (Gibraltar) PCC Ltd. provides commercial insurance products. The company is headquartered in Ocean Village, Gibraltar. | Multi-Line Insurance | Director/Board Member | |
| BRIT PLC | Property/Casualty Insurance | Director of Finance/CFO | |
| Hillcrest Residents Association Ltd. | Director/Board Member | ||
Nomina No. 207 LLP
 Nomina No. 207 LLP Insurance Brokers/ServicesFinance Nomina No. The private company is based in London, UK. 207 LLP provides insurance services. | Insurance Brokers/Services | Corporate Officer/Principal | |
Violin Equityco Ltd.
 Violin Equityco Ltd. MiscellaneousMiscellaneous Part of Alexlux SARL, Violin Equityco Ltd. is a holding British company. The company is based in London, UK. Founded in 2013, Violin Equityco functions as a holding company. | Miscellaneous | Director/Board Member Director/Board Member | |
25 Moorgate Ltd.
 25 Moorgate Ltd. Real Estate DevelopmentFinance Part of Smith & Williamson Holdings Ltd., 25 Moorgate Ltd. is a British company that provides real estate management services. The company is based in London, UK. | Real Estate Development | Director/Board Member Director/Board Member | |
Tilney Asset Management Holdings Ltd.
 Tilney Asset Management Holdings Ltd. Financial ConglomeratesFinance Tilney Asset Management Holdings Ltd. engages in the provision of investment services. The company was founded on October 29, 2010 and is headquartered in London, the United Kingdom. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Violin Debtco Ltd.
 Violin Debtco Ltd. Financial ConglomeratesFinance Part of Alexlux SARL, Violin Debtco Ltd. is a British company that provides investment services. The company is based in London, UK and was founded in 2013. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Violin Topco Ltd.
 Violin Topco Ltd. Financial ConglomeratesFinance Part of Alexlux SARL, Violin Topco Ltd. is a British company that provides assurance and accounting services, as well as business outsourcing services. The company was founded in 2013 and is based in London, UK. The company is the leading integrated wealth management and professional services group, offering comprehensive solutions for their clients' combined wealth and tax needs, both personal and business. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Towry Group Ltd.
 Towry Group Ltd. Financial ConglomeratesFinance Part of Platinum L.P. Guernsey Ltd., Towry Group Ltd. is a British company that engages in activities of a holding company. The company is based in Bracknell, UK. The company was founded in 2009. Towry Group was acquired by Tilney Bestinvest Group Ltd. on August 01, 2016 for $851.31 million. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Personal Investment Management & Financial Advice Association
 Personal Investment Management & Financial Advice Association Miscellaneous Commercial ServicesCommercial Services The Personal Investment Management & Financial Advice Association provides advice to the investment community. | Miscellaneous Commercial Services | Director/Board Member | |
Tilney Fund Managers Ltd.
 Tilney Fund Managers Ltd. Investment ManagersFinance Part of Platinum L.P. Guernsey Ltd., Tilney Fund Managers Ltd. is a British company that provides fund management services. The company is based in London, UK and was founded in 2014. | Investment Managers | Director/Board Member Director/Board Member | |
| Ponos Consulting Ltd. | Director/Board Member | ||
| URBAN EXPOSURE PLC | Financial Conglomerates | Director/Board Member | |
Index Fund Advisors Ltd.
 Index Fund Advisors Ltd. Investment ManagersFinance Index Fund Advisors Ltd. provides financial planning and investment advisory services. Its services include lifestyle, tax and structural, pension, retirement and index growth planning. The company was founded by Noel Farrelly and Les Phillips in 2004 and is headquartered in Sutton Coldfield, the United Kingdom. | Investment Managers | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
Smith & Williamson TBS Holdings Ltd.
 Smith & Williamson TBS Holdings Ltd. Financial ConglomeratesFinance Part of Smith & Williamson Holdings Ltd., Smith & Williamson TBS Holdings Ltd. is an investment holding British company. The company is based in London, UK. It was founded in 2012. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Evelyn Partners I M Ltd.
 Evelyn Partners I M Ltd. Financial ConglomeratesFinance Part of Platinum L.P. Guernsey Ltd., Evelyn Partners I M Ltd. is an investment holding British company. The company is based in London, UK. Evelyn Partners I M was founded in 2011. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Index WM (Holdings) Ltd.
 Index WM (Holdings) Ltd. Financial ConglomeratesFinance Index WM (Holdings) Ltd. is a British non-trading company founded in 2016. The private company is based in London, UK. The company's description states that it operates as a non-trading company. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Towry Nominees No. 2 Ltd.
 Towry Nominees No. 2 Ltd. Regional BanksFinance Part of Alexlux SARL, Towry Nominees No. The company is based in Bracknell, UK and was founded in 2010. 2 Ltd. is a British company that acts as a nominee, trust, and depository. | Regional Banks | Director/Board Member | |
DS Aslan Midco Ltd.
 DS Aslan Midco Ltd. Financial ConglomeratesFinance Part of Platinum L.P. Guernsey Ltd., DS Aslan Midco Ltd. is an investment holding British company. The company is based in Bracknell, UK and was founded in 2010. | Financial Conglomerates | Director/Board Member Director/Board Member | |
YIGAM Holdings Ltd.
 YIGAM Holdings Ltd. Financial ConglomeratesFinance Part of Platinum L.P. Guernsey Ltd., YIGAM Holdings Ltd. is an investment holding British company. The company is based in Bracknell, UK and was founded in 2005. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Evelyn Partners Group Ltd.
 Evelyn Partners Group Ltd. Investment ManagersFinance Evelyn Partners Group Ltd. engages in the provision of wealth management and professional services. The company was founded on September 1, 2020 and is headquartered in the United Kingdom. | Investment Managers | Chief Executive Officer Director/Board Member Director of Finance/CFO Director/Board Member | |
Symmetry Topco Ltd.
 Symmetry Topco Ltd. Financial ConglomeratesFinance Part of Alexlux SARL, Symmetry Topco Ltd. functions as an investment holding British company. The company is based in London, UK. | Financial Conglomerates | Director/Board Member |
Statistics
International
| United Kingdom | 45 |
| United States | 3 |
Sectoral
| Finance | 37 |
| Commercial Services | 8 |
| Consumer Services | 2 |
| Miscellaneous | 2 |
Operational
| Director/Board Member | 104 |
| Chief Executive Officer | 15 |
| Director of Finance/CFO | 12 |
| Corporate Officer/Principal | 7 |
| Chairman | 3 |
Most connected contacts
| Insiders | |
|---|---|
| Chris Woodhouse | 46 |
| Andrew Baddeley | 41 |
| David Cobb | 17 |
| Kevin Stopps | 16 |
| Peter Luis Fernandes | 6 |
| Dermot Edward Struan Mahony | 2 |
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