Thibault Levacher

Provides investment advice

Schroder & Co. is an active manager which follows a bottom-up approach backed by independent fundamental research. Most of their research is done in-house by specialist teams. They utilize their proprietary Global Research Investment Database to distribute in-house and external research to their investment professionals. The firm has expertise in large-, mid- and small-cap investment around the world. They focus on firms who have potential long-term value creation and earnings capabilities, with attention to the ability to service debts.

Moneta is an active, fundamentals-based manager that performs independent financial research and maintains a realistic approach to developing a varied investment strategy that adapts to stock market conditions. They invest in companies of all sizes to avoid getting overexposed to one segment of the market. The firm is primarily a stock picker, which considers each company in which they invest based on their intrinsic qualities and merits. Moneta seeks to know everything about a company to determine their correct share price, and their valuation of companies is the determining factor in their decision-making.

Provides brokerage services