Steve Bates
Chairman at JPMORGAN FLEMING ELECT-MGD
Net worth: 4 M $ as of 30/04/2024
Network origin in Steve Bates first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 12 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 10 | |
VinaCapital Vietnam Opportunity Fund Ltd.
 VinaCapital Vietnam Opportunity Fund Ltd. Investment ManagersFinance VinaCapital Vietnam Opportunity Fund Ltd. is a closed-end investment fund, which engages in the provision of access to the investors in the Vietnamese market across a range of industry sectors and asset classes, including but not limited to listed and unlisted equity, private equity, operating assets, and real estate projects. The company was founded on Septermber 30, 2003 and is headquartered in Ho Chi Minh City, Vietnam.
10
| Private Eq Fd/Alt Invt | Investment Managers | 10 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 9 | |
GuardCap Asset Management Ltd.
 GuardCap Asset Management Ltd. Investment ManagersFinance GuardCap Asset Management Ltd. (GuardCap) is the Great Britain-based specialist investment management subsidiary of Guardian Capital LP, which is a wholly-owned subsidiary of Guardian Capital Group Ltd. (TSE: GCG) in Canada. The firm was founded in 2003 and formerly known as Zephyr Management (UK) Ltd. Headquartered in London, GuardCap solely manages concentrated, bottom-up, strategies constructed on an “index-agnostic” basis for institutional investors.
9
| Subsidiary | Investment Managers | 9 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 9 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 8 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 7 | |
General Trust Plc
6
| Private Company | 6 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 5 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 3 | |
Magna Umbrella Fund Plc
1
| Umbrella Fund | 1 | |
Salisbury Partners LLP
1
| Subsidiary | 1 | |
The Space Place Self Storage (Telford) Ltd.
 The Space Place Self Storage (Telford) Ltd. Other TransportationTransportation The Space Place Self Storage (Telford) Ltd. operates self storage units. The private company is based in Telford, UK. The British company was founded by Margaret Littlejohns.
1
| Private Company | Other Transportation | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Steve Bates via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
JPMorgan Elect Plc
 JPMorgan Elect Plc Finance/Rental/LeasingFinance JPMorgan Elect Plc is a closed-end investment company. It offers three investment choices: Managed Growth, Managed Income, and Managed Cash. The Managed Growth includes long term capital growth from investing in a range of investment trusts and open-ended funds. The Managed Income comprises growth of income with potential for a long term capital growth by investing primarily in UK equities. The Managed Cash invests primarily in GBP denominated short-term debt securities. The company was founded on September 16, 1999 and is headquartered in London, the United Kingdom. | Finance/Rental/Leasing | Corporate Officer/Principal Director/Board Member Director/Board Member Director/Board Member Chairman Director/Board Member Director/Board Member Director/Board Member Corporate Secretary | |
| JPMORGAN ELECT PLC - MANAGED CASH | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chairman Director/Board Member Director/Board Member Director/Board Member | |
| University of Oxford | College/University | Graduate Degree Undergraduate Degree Corporate Officer/Principal Undergraduate Degree Graduate Degree Undergraduate Degree | |
| ALLIANCE TRUST PLC | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
| University of Cambridge | College/University | Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
| WORLDWIDE HEALTHCARE TRUST PLC | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
| WITAN INVESTMENT TRUST PLC | Investment Trusts/Mutual Funds | Corporate Officer/Principal Chief Investment Officer Director/Board Member | |
| JPMORGAN UK SMALL CAP GROWTH & INCOME PLC | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member | |
| ABERDEEN NEW THAI INVEST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member | |
OrbiMed Capital LLC
 OrbiMed Capital LLC Financial ConglomeratesFinance Part of OrbiMed Advisors LLC, OrbiMed Capital LLC is a private company based in New York, NY. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal Director/Board Member | |
Janus Henderson Investors UK Ltd.
 Janus Henderson Investors UK Ltd. Investment ManagersFinance Janus Henderson Investors UK Ltd. (JHI UK) is the wholly-owned global asset management subsidiary of Janus Henderson UK (Holdings) Ltd., ultimately held by Janus Henderson Group Plc (LON: 0RPW; NYSE: JHG) in Great Britain. The firm was founded in 1934 and formerly known as Henderson Global Investors Ltd. Headquartered in London, JHI UK is a client-centric, sustainable and responsible investor which provides investment management services to individuals, private banks, third party distributors, insurance companies, pension funds, government bodies, investment trusts, charities and corporate entities. | Investment Managers | President Director/Board Member Analyst-Equity | |
| ABERDEEN NEW INDIA INVESTMENT TRUST PLC | Investment Trusts/Mutual Funds | Corporate Officer/Principal Director/Board Member Director/Board Member | |
Institute of Chartered Accountants in England & Wales
 Institute of Chartered Accountants in England & Wales Miscellaneous Commercial ServicesCommercial Services The Institute of Chartered Accountants in England & Wales ensures that its members, students, and affiliates maintain the highest standards of professional competency and conduct to protect the public interest. The non-profit company is based in London, UK, and has subsidiaries in the United Kingdom. With over 150,000 members, the institute provides technical information, helplines, and communities to its members. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| BLACKROCK ENERGY&RESOURCES INCM TRST PLC | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
| MONTANARO UK SMALLER COMPANIES INVESTMENT TRUST PLC | Investment Trusts/Mutual Funds | Director/Board Member Chairman | |
| JPMORGAN EUROPEAN GROWTH & INCOME PLC | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
VinaCapital Investment Management Ltd.
 VinaCapital Investment Management Ltd. Investment ManagersFinance VinaCapital Investment Management Ltd. is a Private Equity/Venture Capital firm, a subsidiary of VinaCapital Group Ltd. founded in 2003. VinaCapital Investment Management Ltd. is headquartered in Ho Chi Minh City. | Investment Managers | Chief Executive Officer Director of Investments | |
VinaCapital Group Ltd.
 VinaCapital Group Ltd. Investment Banks/BrokersFinance VinaCapital Group Ltd. provides investment banking and fund management services. It specialize in real estate development and invests in public and private equity. The firm invests in infrastructure services, website infrastructure software, agricultural products, services, machinery, equipment, fertilizers and agricultural chemicals, water treatment chemicals, petroleum and petroleum products. The company was founded in 2003 and is headquartered in Ho Chi Minh City, Vietnam. | Investment Banks/Brokers | Chief Executive Officer Director/Board Member | |
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Fixed Income | |
| HOA PHAT GROUP | Steel | Director/Board Member Director/Board Member | |
Morgan Grenfell & Co. Ltd.
 Morgan Grenfell & Co. Ltd. Investment Trusts/Mutual FundsMiscellaneous Part of Deutsche Bank AG, Morgan Grenfell & Co. Ltd. is a British company that manages private investments. The company is based in London, UK. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Chief Executive Officer | |
European Bank for Reconstruction & Development
 European Bank for Reconstruction & Development SupranationalGovernment European Bank for Reconstruction & Development provides project financing for the financial sector from central Europe to central Asia and the southern and eastern Mediterranean. It provides project financing for banks, industries and businesses, both new ventures and investments in existing companies. The company also provides loan and equity finance, guarantees, leasing facilities and trade finance. European Bank for Reconstruction & Development was founded in 1991 and is headquartered in London, the United Kingdom. | Supranational | Corporate Officer/Principal Director/Board Member | |
PricewaterhouseCoopers (Vietnam) Ltd.
 PricewaterhouseCoopers (Vietnam) Ltd. Miscellaneous Commercial ServicesCommercial Services Part of PricewaterhouseCoopers International Ltd., PricewaterhouseCoopers (Vietnam) Ltd. is a Vietnamese company that provides accounting services. The private company is based in Ho Chi Minh City, Vietnam. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| JPMORGAN US SMALLER COMPANIES INVESTMENT TRUST PLC | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
Deloitte LLP (United Kingdom)
 Deloitte LLP (United Kingdom) Miscellaneous Commercial ServicesCommercial Services Part of Deloitte LLP (New York), Deloitte LLP (United Kingdom) provides brokerage services. The private company is based in London, UK. David Sproul has been the CEO of the British company since 2003. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
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. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Deutsche Asset Management Ltd.
 Deutsche Asset Management Ltd. Investment ManagersFinance Deutsche Asset Management Ltd. provides investment advisory services. The company is headquartered in London, the united Kingdom. | Investment Managers | Chief Executive Officer Chief Investment Officer | |
| JUPITER FUND MANAGEMENT PLC | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
St. James's Place Wealth Management Plc
 St. James's Place Wealth Management Plc Investment ManagersFinance St. James’s Place Wealth Management Plc (SJP) is an asset management firm headquartered in Cirencester, UK. They are a subsidiary of St. James’s Place Wealth Management Group Ltd., ultimately owned by St. James’s Place Plc (LON: STJ). The firm was founded in 2000 by Michael Wilson, David Bellamy, Ian Gascoigne, and Mark Weinberg. SJP provides a range of wealth management solutions to large institutional investors or overseas retail investors. | Investment Managers | Director/Board Member Chairman | |
| ST. JAMES'S PLACE PLC | Life/Health Insurance | Director/Board Member Chairman | |
| HENDERSON OPPORTUNITIES TRUST PLC | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Genome Research Ltd.
 Genome Research Ltd. Miscellaneous Commercial ServicesCommercial Services Part of The Wellcome Trust Ltd., Genome Research Ltd. is a world-leading genomics research institute founded in 1992. The private company is based in Cambridge, UK. Genome Research delivers therapeutic, diagnostic, and production benefits in areas such as cancer, immunology, public health, and personalized treatment. The British company tackle some of the most difficult challenges in genomic research, demanding science at scale and a visionary and creative approach to research that pushes the boundaries of our understanding in ever new and exciting ways. The company's work helps improve human health and understand life on a molecular level. | Miscellaneous Commercial Services | Director/Board Member Chairman | |
| FIDELITY ASIAN VALUES PLC | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| ALLIANZ TECHNOLOGY TRUST PLC | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
Seilern Investment Management Ltd.
 Seilern Investment Management Ltd. Investment ManagersFinance Seilern Investment Management Ltd. (Seilern) is an independent and privately-owned investment management firm headquartered in London, UK. The firm was founded by Peter Seilern-Aspang in 1989 as Emshelf VII Ltd. Seilern manages investment portfolios for international clients (HNW individuals, family trusts, and institutions). | Investment Managers | Chief Executive Officer Director of Research - Equity | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Undergraduate Degree | |
| London School of Economics & Political Science | College/University | Graduate Degree Corporate Officer/Principal | |
OrbiMed Advisors Private Equity
 OrbiMed Advisors Private Equity Investment ManagersFinance OrbiMed Advisors Private Equity (OrbiMed Advisors Private Equity) is a private equity and venture capital subsidiary of Orbimed Advisors LLC founded in 1993 by Samuel D. Isaly. The firm is headquartered in New York and it has additional offices in San Francisco, Mumbai, Shanghai, Herzliya, Hong Kong and London. | Investment Managers | Private Equity Investor Private Equity Investor | |
OrbiMed Advisors LLC
 OrbiMed Advisors LLC Investment ManagersFinance OrbiMed Advisors LLC is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. It was founded by Sven Borho and Carl Gordon in 1989. The firm provides discretionary investment management services to US and non-US public and private funds. | Investment Managers | Founder Portfolio Manager-Equities | |
The Royal London Mutual Insurance Society Ltd.
 The Royal London Mutual Insurance Society Ltd. Life/Health InsuranceFinance The Royal London Mutual Insurance Society Ltd. engages in the provision of investment products and services. It offers insurance, pensions and retirement, and funeral plans. The company was founded by Henry Ridge and Joseph Degge in 1861 and is headquartered in London, the United Kingdom. | Life/Health Insurance | Chairman Director/Board Member | |
The Association of Investment Cos.
 The Association of Investment Cos. Investment Trusts/Mutual FundsMiscellaneous The Association of Investment Cos. is based in London, UK. The British company represents and provides investor data on closed-ended funds, including investment trusts and venture capital trusts (VCTs). The non-profit company was founded in 1932. Richard William Stone has been the CEO of the company since 2021. | Investment Trusts/Mutual Funds | Director/Board Member Chairman | |
| University of Leicester | College/University | Undergraduate Degree Corporate Officer/Principal | |
| RATHBONES GROUP PLC | Investment Managers | Director/Board Member Director/Board Member | |
Ernst & Young LLP (United Kingdom)
 Ernst & Young LLP (United Kingdom) Packaged SoftwareTechnology Services Ernst & Young LLP engages in the provision of accounting services. The company was founded on April 6, 2001 and is headquartered in London, the United Kingdom. | Packaged Software | Corporate Officer/Principal Comptroller/Controller/Auditor | |
| EUROPEAN OPPORTUNITIES TRUST PLC | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
| The University of Manchester | College/University | Undergraduate Degree Undergraduate Degree | |
| CALEDONIA INVESTMENTS PLC | Investment Trusts/Mutual Funds | Director of Finance/CFO Director/Board Member | |
Invesco Asset Management Ltd.
 Invesco Asset Management Ltd. Investment ManagersFinance Invesco Asset Management Ltd. (IAML) is the wholly-owned Great Britain-based investment management subsidiary of Invesco UK Ltd., itself a subsidiary of Invesco Ltd. (NYSE: IVZ) in the US. The firm was founded in 1969 as Cavalier Securities Ltd. and became Invesco Asset Management Ltd. in 1993. They are headquartered in Henley-on-Thames, Oxfordshire. IAML provides investment management services on both a discretionary and non-discretionary basis to pension and profit-sharing plans, educational institutions, investment companies, insurance companies, individuals and holding companies. The firm also acts as investment advisor for a number of mutual funds on a sub-advised basis. | Investment Managers | Chief Investment Officer Corporate Officer/Principal |
Statistics
International
| United Kingdom | 40 |
| United States | 6 |
| Vietnam | 5 |
| China | 2 |
| Israel | 2 |
Sectoral
| Miscellaneous | 21 |
| Finance | 16 |
| Consumer Services | 7 |
| Commercial Services | 6 |
| Non-Energy Minerals | 2 |
Operational
| Director/Board Member | 590 |
| Independent Dir/Board Member | 230 |
| Chairman | 135 |
| Corporate Officer/Principal | 96 |
| Portfolio Manager-Equities | 29 |
Most connected contacts
| Insiders | |
|---|---|
| Christopher Legge | 56 |
| Michael Gray | 33 |
| David Willetts | 29 |
| Sarah Bates | 28 |
| Martin John Gardner Glynn | 28 |
| Roger Yates | 27 |
| Kathryn Matthews | 27 |
| Nigel Rich | 26 |
| Peter Stephen Keen | 25 |
| Josephine Dixon | 25 |
| Kevin Parry | 24 |
| Karl Sternberg | 24 |
| Martin Adams | 22 |
| Andrew Robson | 22 |
| Julian Healy | 21 |
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