Simon Martim Haines Moore
Director/Board Member at ATHELNEY TRUST PLC
Net worth: 155 617 $ as of 31/03/2024
Profile
Simon Martim Haines Moore is currently a Non-Executive Director at Athelney Trust Plc and a Non-Executive Director at African Enterprise International Ltd.
He is also an Independent Non-Executive Director at Home REIT Plc.
In the past, he worked as a Research Analyst at Libertas Capital Securities Ltd., a Senior Research Analyst at Evelyn Partners Investment Management Services Ltd., an Investment Manager at Seven Investment Management LLP, and the Head of Research at Tilney Bestinvest Group Ltd.
He also served as a Consultant Senior Investment Analyst at EQ Investors Ltd.
Mr. Moore is a member of the CFA Institute and the CFA Society of the UK.
He completed his undergraduate degree at Imperial College London and his graduate degree at Birkbeck University of London.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
ATHELNEY TRUST PLC
3.13% | 31/12/2022 | 67,500 ( 3.13% ) | 155 617 $ | 31/03/2024 |
Simon Martim Haines Moore active positions
| Companies | Position | Start |
|---|---|---|
| ATHELNEY TRUST PLC | Director/Board Member | - |
| HOME REIT PLC | Director/Board Member | 01/01/2020 |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | 01/11/2007 |
CFA Society of the UK
 CFA Society of the UK Miscellaneous Commercial ServicesCommercial Services CFA Society of the UK is an association of investment professionals based in the UK. The British company was founded in an unspecified year. | Corporate Officer/Principal | 01/03/2001 |
| African Enterprise International Ltd. | Director/Board Member | - |
Former positions of Simon Martim Haines Moore
| Companies | Position | End |
|---|---|---|
EQ Investors Ltd.
 EQ Investors Ltd. Investment ManagersFinance EQ Investors Ltd. is a privately-held investment management firm headquartered in London, UK. Founded in 2010, the firm provides financial advice and investment management services to individuals, small businesses and charitable endowments. | Analyst-Equity | 01/12/2019 |
Seven Investment Management LLP
 Seven Investment Management LLP Investment ManagersFinance Seven Investment Management LLP (7IM) is the investment management subsidiary of Great Britain-based 7IM Holdings Ltd. The firm was founded by Tom Sheridan, Justin Urquhart Stewart and their team in 2002. Headquartered in London with additional offices in Edinburgh and Jersey, 7IM provides discretionary investment management services, a platform and a range of funds and model portfolios to professional advisers, wealth managers, individuals, charities and pension funds. They invest their own pension capital into the same investment strategies as those of their clients. | Portfolio Manager-Equities | 31/12/2018 |
Tilney Bestinvest Group Ltd.
 Tilney Bestinvest Group Ltd. Investment ManagersFinance Tilney Bestinvest Group Ltd. offers investment and financial planning services. It provides investment advisory, portfolio advisory, and investment management services. The company was founded in 1836 and is headquartered in London, the United Kingdom. | Corporate Officer/Principal | 01/06/2016 |
Evelyn Partners Investment Management Services Ltd.
 Evelyn Partners Investment Management Services Ltd. Investment ManagersFinance Evelyn Partners Investment Management Services Ltd. (Evelyn Partners IMS) is the investment management subsidiary of Bestinvest (Holdings) Ltd., ultimately held by Platinum LP Guernsey Ltd. in Great Britain. Formerly known as Tilney Investment Management Services Ltd., the firm was founded by John Spiers in 1986 and was previously owned by global private equity and venture capital firm 3i. Headquartered in London, Evelyn Partners IMS provides a range of services such as discretionary investment management, mortgage and general insurance for UK private individuals, charities, pension funds, investment trusts and companies. | Analyst-Equity | 01/09/2013 |
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Training of Simon Martim Haines Moore
| Imperial College London | Undergraduate Degree |
| Birkbeck University of London | Graduate 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 |
|---|---|
| HOME REIT PLC | Finance |
| Private companies | 9 |
|---|---|
Athelney Trust Plc
 Athelney Trust Plc Investment Trusts/Mutual FundsMiscellaneous Athelney Trust Plc operates as a closed-end investment fund. Its investment objective is to provide shareholders with prospects of long-term capital growth with the risks inherent in small capital investment, minimized through a wide spread of holdings over various industries and sectors. The company was founded on May 23, 1994 and is headquartered in Penryn, the United Kingdom. | Miscellaneous |
| Libertas Capital Securities Ltd. | Finance |
Evelyn Partners Investment Management Services Ltd.
Evelyn Partners Investment Management Services Ltd. Investment ManagersFinance Evelyn Partners Investment Management Services Ltd. (Evelyn Partners IMS) is the investment management subsidiary of Bestinvest (Holdings) Ltd., ultimately held by Platinum LP Guernsey Ltd. in Great Britain. Formerly known as Tilney Investment Management Services Ltd., the firm was founded by John Spiers in 1986 and was previously owned by global private equity and venture capital firm 3i. Headquartered in London, Evelyn Partners IMS provides a range of services such as discretionary investment management, mortgage and general insurance for UK private individuals, charities, pension funds, investment trusts and companies. | Finance |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
CFA Society of the UK
CFA Society of the UK Miscellaneous Commercial ServicesCommercial Services CFA Society of the UK is an association of investment professionals based in the UK. The British company was founded in an unspecified year. | Commercial Services |
| African Enterprise International Ltd. | |
Tilney Bestinvest Group Ltd.
Tilney Bestinvest Group Ltd. Investment ManagersFinance Tilney Bestinvest Group Ltd. offers investment and financial planning services. It provides investment advisory, portfolio advisory, and investment management services. The company was founded in 1836 and is headquartered in London, the United Kingdom. | Finance |
EQ Investors Ltd.
EQ Investors Ltd. Investment ManagersFinance EQ Investors Ltd. is a privately-held investment management firm headquartered in London, UK. Founded in 2010, the firm provides financial advice and investment management services to individuals, small businesses and charitable endowments. | Finance |
Seven Investment Management LLP
Seven Investment Management LLP Investment ManagersFinance Seven Investment Management LLP (7IM) is the investment management subsidiary of Great Britain-based 7IM Holdings Ltd. The firm was founded by Tom Sheridan, Justin Urquhart Stewart and their team in 2002. Headquartered in London with additional offices in Edinburgh and Jersey, 7IM provides discretionary investment management services, a platform and a range of funds and model portfolios to professional advisers, wealth managers, individuals, charities and pension funds. They invest their own pension capital into the same investment strategies as those of their clients. | Finance |
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