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Profile
Ms. Lisa J.
Davies is an Investment Manager at PSigma Investment Management Ltd. She joined HSBC Investment Management as a trainee in the private client division.
She has gained a broad experience of investment management and was primarily involved in the active management of private client portfolios, including pension funds and trusts.
She is also a member of the Securities Institute.
She joined PSigma in 2005 as an Investment Manager
Ms. Davies graduated with an Honors degree from the University of Manchester.
Former positions of Lisa J. Davies
| Companies | Position | End |
|---|---|---|
Punter Southall Wealth Ltd.
 Punter Southall Wealth Ltd. Investment ManagersFinance PSW is an active investor which aims to preserve capital and grow wealth over time. The firm seeks to protect portfolios against downside impacts, while trying to generate attractive returns in positive market conditions by investing globally but with a focus on UK securities. They combine a top-down approach to select sectors and industries potentially able to drive performance, and bottom-up research to select companies with high quality brands, good cash flow generation and strong management. | Portfolio Manager-Equities | 01/06/2011 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
5
1st degree connections
1
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Punter Southall Wealth Ltd.
Punter Southall Wealth Ltd. Investment ManagersFinance PSW is an active investor which aims to preserve capital and grow wealth over time. The firm seeks to protect portfolios against downside impacts, while trying to generate attractive returns in positive market conditions by investing globally but with a focus on UK securities. They combine a top-down approach to select sectors and industries potentially able to drive performance, and bottom-up research to select companies with high quality brands, good cash flow generation and strong management. | Finance |
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