Roles Held

We have held Executive Director/Partner and Chief Investment Officer (CIO) roles in several investment management firms with full responsibility for investment strategy, process and performance. 

We have sat on Executive and Investment Committees and are very familiar with the complexity of managing a growing investment management business in an increasingly regulated environment.

Investment Service Set Up

We have been responsible for obtaining FCA authorisation, identifying a clear investment philosophy, establishing detailed investment processes, selecting custodians and running the investment function. 

Client Relationships

We have worked with a wide range of clients including financial planners, solicitors and accountants as well as charities, foundations, large institutional investors and private clients. We have also been fully involved in the new business development process.

Team Management

Team management has been an important area of responsibility incorporating the recruitment process, training, project management, relationship building and incentivisation.

Institutional Experience

We also have institutional fund management experience which gives us a unique perspective when selecting and assessing fund managers.

Corporate Activity

Experience with corporate actions includes involvement with an AIM flotation as well as the sale of a Financial Services/Accountancy business to private equity backed buyers.