Tom Wicks

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Profile

Thomas Robert Wicks worked as a Portfolio Manager at New Star Asset Management Ltd. from 2007 to 2009, at Merrill Lynch Portfolio Managers Ltd. from 2010 to 2013, and as a Senior Portfolio Manager at Julius Baer Portfolio Managers Ltd. from 2013 to 2014.
He also worked as a Senior Portfolio Manager at LGT Wealth Management UK LLP from 2017 to 2021.

Former positions of Tom Wicks

Companies	Position	End
LGT Wealth Management UK LLP LGT Wealth Management UK LLP Investment ManagersFinance LGT WM UK is an active manager which offers a personalized, flexible, direct approach to investment planning and management across multiple asset classes. The firm prioritizes long-term value creation over short-term profit maximization. They have access to the resources and expertise of leading global investment firms, while retaining the flexibility to source niche opportunities to suit individual client needs. LGT WM UK allocates assets based on clients’ specific risk and return profitability and modern portfolio theory and advise on strategies which will enhance net returns through appropriate tax planning.	Portfolio Manager-Equities	01/08/2021
Julius Baer Portfolio Managers Ltd. Julius Baer Portfolio Managers Ltd. Investment ManagersFinance Provides investment advice	Portfolio Manager-Equities	01/12/2014
Merrill Lynch Portfolio Managers Ltd. Merrill Lynch Portfolio Managers Ltd. Investment ManagersFinance Provides investment advice	Portfolio Manager-Equities	01/02/2013
New Star Asset Management Ltd. New Star Asset Management Ltd. Investment Trusts/Mutual FundsMiscellaneous Manages funds	Portfolio Manager-Equities	01/06/2009

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Linked companies

Private companies	4
New Star Asset Management Ltd. New Star Asset Management Ltd. Investment Trusts/Mutual FundsMiscellaneous Manages funds	Miscellaneous
LGT Wealth Management UK LLP LGT Wealth Management UK LLP Investment ManagersFinance LGT WM UK is an active manager which offers a personalized, flexible, direct approach to investment planning and management across multiple asset classes. The firm prioritizes long-term value creation over short-term profit maximization. They have access to the resources and expertise of leading global investment firms, while retaining the flexibility to source niche opportunities to suit individual client needs. LGT WM UK allocates assets based on clients’ specific risk and return profitability and modern portfolio theory and advise on strategies which will enhance net returns through appropriate tax planning.	Finance
Merrill Lynch Portfolio Managers Ltd. Merrill Lynch Portfolio Managers Ltd. Investment ManagersFinance Provides investment advice	Finance
Julius Baer Portfolio Managers Ltd. Julius Baer Portfolio Managers Ltd. Investment ManagersFinance Provides investment advice	Finance

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