Biography
I am a very experienced professional investor, strategist and analyst, with a speciality in alternative and lower risk, wealth preservation strategies for private clients, charities and pensions.
With over three decades of experience, including frontline stock and bond market running a busy stockbroking operation I have first-hand experience of the ups and downs of how markets actually work and the stories that drive them and am an avid reader of market and economic history as well as a keen interest in individual and group psychology.
Having overseen the introduction of product innovations, such as model portfolios (back in 2001, when virtually no one had heard of them) and radical technological changes and having worked with a broad network of City (and West End) investment professionals I bring a non-mainstream (and evidentially supported) view to clients and professional colleagues, providing insights and views that are normally only available to the very wealthy.
Having joined IMAML through the Andrews Gwynne acquisition I am excited by the prospect of helping build the business up and to work with colleagues in providing tailored solutions for clients that will rarely be available elsewhere.
Key Highlights
- Took a sleepy stockbroking office to a multi award winning advisory broking and investment management house.
- Moved to Investment Managment as half of a two-person team, tripled assets under management at a Harrogate Investment Management house through the financial crisis, which I'd predicted.
- As Head of Research & Strategy and Alternative Assets introduced alternative model solutions and a variety of different approaches to the UK arm of a major South African financial house.
- Experienced financial blogger and was working on introducing a full social media suite to Andrews Gwynne prior to the IMAML acquisition.
- Experience operations management, including creating and effectively being an ISA department in 2020 to 2021, on top of the day job.
- Working hard with a great team at IMAML and Andrews Gwynne to complete the client transfer to IMAML. Multiple successful "Head of" roles in fast moving and challenging investment environments.
Publications
PS Law Society Magazine July 2015: "Risky Business" examining the problems and pitfalls for trustees in investing in truly suitable "low risk" assets in a very low-interest rate environments, where government bonds appeared to be return free risk, as 2022 was to prove.
