Threadneedle Investments

Our expertise lies in meeting the investment needs of our clients. Our investment professionals work as a team, sharing ideas, debating new thinking and challenging consensus opinion. A dynamic investment approach to deliver outstanding investment performance.

 

  • Team of wholesale sales directors appointed for Asia

    Threadneedle has appointed three senior Sales Directors to cover Wholesale markets in Asia, adding to our growing team in the region. Gerard Clancy, Richmond Herrera and Kent Ng all joined Threadneedle last month, reporting to Michael Langlois, Head of Wholesale Distribution in Asia Pacific. Mr Clancy, Mr Herrera and Mr Ng will work with Asian financial institutions and global private banks in the region, to offer high net worth investors access to Threadneedle's outstanding performance track record. This is a significant step forward for Threadneedle in Asia as we build our strategy and capabilities for Wholesale markets across the region.

  • Simon Brazier promoted to Head of UK Equities

    Simon Brazier has been promoted to the role of Head of UK Equities at Threadneedle, assuming sole responsibility for leading the UK equity team. Previously, Simon co-managed the UK team with Leigh Harrison who will continue to manage the UK income franchise, in conjunction with his role as Head of Equities. Mark Burgess, Chief Investment Officer, said: "Our UK investment team is one of the strongest in the industry.  Our robust product range is supported by good long-term performance and clear ambitions for the future.  This role is a natural progression for Simon and I am confident that the Threadneedle UK investment team will continue to deliver out-performance under his leadership".

 

 

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Risks are attached to every kind of investment.

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Website terms and conditions

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A copy of Threadneedle's current Privacy Policy may be accessed by clicking here.

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Threadneedle Investments logo"Threadneedle Investments" is registered trade mark and service mark of Threadneedle Asset Management Holdings Limited and no permission or licence is granted to use any such trade mark or service mark without the prior written consent of Threadneedle Asset Management Holdings Limited. All other marks names and logos used on this Website (unless otherwise stated) are the intellectual property rights held by companies within the Threadneedle group of companies. In relation to any information or materials which you submit to Threadneedle using this Website, you hereby grant to Threadneedle a worldwide royalty-free perpetual licence of the copyright and all other intellectual property rights in such information or materials for any purpose it deems including, without limitation, the copying, transmission, distribution and publication thereof, unless restricted by applicable law.

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Threadneedle may be contacted via email through the "CONTACT US" facility on Threadneedle's website.

CONDUCT OF INVESTMENT BUSINESS OUTSIDE THE UK

The conduct of investment business with Threadneedle, any Threadneedle office or any Threadneedle company outside the United Kingdom is regulated by the appropriate authority and applicable securities legislation for the relevant jurisdiction as may be specified on the Website and in the Terms and Conditions for that particular office or company. It is your responsibility to identify the appropriate regulatory authority for such investment business on a particular Threadneedle website and to ensure that such investment business qualifies for protection in your jurisdiction/country, as such securities legislation will vary from jurisdiction to jurisdiction.

Please note transactions with any office of Threadneedle outside the United Kingdom, or with any other Threadneedle Group company outside the United Kingdom, are not protected by the United Kingdom's regulatory regime for the conduct of investment business. Transactions with offices of non-Threadneedle companies referred to in this Website will not normally be so protected unless otherwise indicated. Individuals may obtain on request a quotation in writing about the terms on which a company named in this Website is prepared to do business.

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JURISDICTION AND RESTRICTIONS

Threadneedle reserves at its sole discretion, and without assigning any reason therefor, the right to use any third party under Threadneedle's direction to host, control and maintain the Website. Threadneedle makes no representation whatsoever as to the level, quality or adequacy of such hosting, control or maintenance of the Website. Furthermore Threadneedle makes no representation whatsoever that to any extent, such material and information contained in or on the Website is appropriate, accurate, complete or available for use in any location and/or jurisdiction. These Terms and Conditions are governed by English Law and any dispute shall be subject to the non-exclusive jurisdiction of the English Courts.

Threadneedle is a brand name, and both the Threadneedle name and logo are trademarks or registered trademarks of the Threadneedle group of companies.

Privacy Statement

Your data controller

This Privacy Statement relates solely to information supplied by you to us via this website. Threadneedle Asset Management Holdings Limited registered in England and Wales under company number 03554212 and whose registered office is at 60 St. Mary Axe London EC3A 8JQ ("Threadneedle"). Any reference to Threadneedle shall also include reference to or any of the Threadneedle group of companies including its holding companies, subsidiaries and affiliates. For the purposes of the UK Data Protection Act 1998 ("DPA"), the data controller in respect of any personal information provided is Asset Management Holdings Limited. In this privacy statement "we", "us" and "our" means Threadneedle. We shall respect the privacy of your personal information, treat it as confidential and keep it secure, subject to the provision of the DPA and related and/or subsequent rule law and/or legislation.

Uses made of your personal information

The type of information you consent for us to collect, store and process about you are the personal data ("personal information") you supply to us through this website or otherwise any other additional personal information that you provide to us. Please note that for certain products we may need to process sensitive personal data and references to personal information shall include references to your sensitive personal data.

The personal information that you provide to us will be used for a number of different purposes including but not limited: to understanding you financial needs; to conducting, and assisting any other third parties in conducting, (i) appropriate credit checks or (ii) reviewing credit worthiness; to manage and administer your account (including but not limited to contacting you), to update, correct and enhance Threadneedle's records; to offer you investment services (except where you have asked us not to do so) and to help us develop new ones; to plan for, conduct and monitor Threadneedle business; for internal analysis and research; to comply with legal or regulatory requirements including but not limited to any rule regulation law authority (such as by way of example only, for the purposes of debt collection and/or the prevention of fraud or any other crime) or any direction of any competent; and to identify you when you contact us. We may use external third parties to process your personal information on our behalf in accordance with these purposes. Your personal data may be held in electronic, electro-magnetic and/or paper form.

Sharing of your personal information

If applicable, where you have notified us of your adviser, the personal information provided may be shared with such adviser. You must notify us in writing if you no longer wish us to share your personal information with your adviser or of any change to your adviser. Your adviser should have its own arrangements with you about its use of your personal information. The personal information provided may also be shared with other organisations in order for us to comply with any legal or regulatory requirements. In addition, we may share your personal information with the companies within the Threadneedle group for the purposes set out in this privacy statement.

Additionally Threadneedle may communicate your personal information to such individuals and entities as are listed below, including but not limited to those parties for which you subsequently give Threadneedle permission, or is under either a legal obligation or any other duty to do so. For the purposes detailed above, your information may be disclosed to:

1. any other branches or companies within the Threadneedle group of companies;
2. any regulatory, supervisory, governmental or quasi-governmental authority with authority and jurisdiction over Threadneedle;
3. any agent, contractor or third party service provider, professional adviser or any other person under a duty of confidentiality to Threadneedle;
4. any credit reference agency and, in the event of default, any debt collection agency;
5. any actual or potential participant or sub-participant in, assignee, novatee or transferee of, Threadneedle's rights and/or obligations in relation to you; and,
6. any financial institution with which Threadneedle has or proposes to have dealings

See also under 'Overseas transfers' below.

Consent to use and sharing

In agreeing to this Privacy Policy and providing your personal information to us, you are consenting to us sharing your personal information with other organisations including any other company within the Threadneedle group of companies or otherwise use external third parties to process your personal information on our behalf, in order for us to comply with any legal or regulatory requirements and/or our obligations to your employer.

Business changes

If we or the Threadneedle group undergoes a group reorganisation or is sold to a third party, the personal information provided to us may be transferred to that reorganised entity or third party and used for the purposes highlighted above.

Overseas transfers

We may transfer your personal information to countries located outside of the European Economic Area (the EEA), this may happen when our servers, suppliers and/or, service providers are based outside of the EEA. The data protection laws and other laws of these countries may not be as comprehensive as those that apply within the EEA - in these instances we will take steps to ensure that your privacy rights are respected. Details of the countries relevant to you will be provided upon request. By providing us with this information, you consent to these transfers and uses, and to any disclosure required by law.

For the purposes of this Privacy Statement where any disclosure of your personal information requires the transfer of your personal information to parties located in other countries we understand that such countries may not offer the same standard of data protection as the country where you live and work. However, Threadneedle shall ensure that those overseas third parties to whom your personal information is transferred, treat your personal information securely and confidentially. Threadneedle also fully intends to comply with all applicable data protection and privacy laws. Nevertheless we may transfer your information under certain circumstances, such as by way of examples only, where it is necessary to perform our contract with you. In providing details to Threadneedle via this website you indicate your consent to Threadneedle for Threadneedle to any and all transfers including any transfers not specifically detailed above.

Access to/correction of your information

With limited exceptions, you have the right to ask for a copy of the information that we hold on you. There may be a charge for this (if a charge is permitted). If any of the information that we hold about you is wrong, please tell us and we will put it right. You can write to us at Threadneedle International Limited, 60 St Mary Axe, London EC3A 8JQSubject to any applicable local laws and regulations, If you prefer not to be kept informed of Threadneedle services, please let us know.

Third Party Information

If you provide us with information about another person, you confirm you already have explicit confirmation that such other person has appointed you to act for them to consent to the processing of their personal data by us. This means that you have informed them of our identity and the purpose for which their personal data will be processed, namely to verify their name and address and otherwise only in connection with you. You agree to keep us, and any Threadneedle group company or relevant third party fully indemnified for your not having complied with this paragraph.

Cookies

A "cookie" is a small piece of encoded information sent by a web server to be stored on your web browser (Internet Explorer, Netscape) so that it can remember something about you such as username, password, references at a later date. Cookies have three functions: security, log in and responsibility discharge.

A cookie also ensures that there is a unique identification when you visit the Threadneedle.com website and helps us to determine what page you may see next time you visit the website. This process enables us to provide you with personalised information and simplify your user experience.

Threadneedle uses persistent cookies that do not expire at the end of a user session. The cookie stored on your web browser does not contain any personal information and is encrypted and only the Threadneedle web server can read it.

Specifically cookies may:

1. allow us to recognise the PC you are using when you return to our website so that we can understand your interest in our website and tailor website content and advertisements to match your interests;
2. identify you after you have logged in by storing a temporary reference number in the cookie so that our web server can conduct a dialogue with you while simultaneously dealing with other customers. (Your browser keeps this type of cookie until you log off or close down your browser when these types of cookie are normally deleted. No other information is stored in this type of cookie);
3. allow you to carry information across pages of our website and avoid having to re-enter that information;
4. allow you access to stored information if you register for any of our on-line services;
5. enable us to produce statistical information (anonymous) which helps us to improve the structure and content of our website; and/or,
6. enable us to evaluate the effectiveness of our advertising and promotions.

If you do not wish to have a cookie stored on your computer, you should disable them in your browsers security options.

Disclaimer

When entering the website, you are required to read the disclaimer. When you as a user confirm that you have read the disclaimer, a cookie is set with the value of "yes".

The cookie will expire twelve months after you the user confirm that you have read the disclaimer, or sooner should the disclaimer text be updated.

Amendments

Threadneedle reserves the right to amend this Privacy Statement at any time and on notice by placing any such amendments on this website. This Privacy Statement is not intended to, nor does it, create any contractual rights whatsoever or any other legal rights, nor does it create any obligations on Threadneedle in respect of any other party or on behalf of any party.

Issued by Threadneedle International Limited

Registered in England and Wales, Registered No. 2283244

60 St Mary Axe
London EC3A 8JQ

Threadneedle International Limited is registered as an investment adviser with the U.S. Securities and Exchange Commission and is authorised and regulated in the conduct of its investment business in the UK by the UK Financial Services Authority.

Threadneedle Investments is a brand name, and both the Threadneedle Investments name and logo are trademarks or registered trademarks of the Threadneedle group of companies.