Vinay Bedi

Experience

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  Brewin Dolphin

  Apr 1988 - Sept 2013

  Fund Manager

  Worked in Investment Broking (investment analysis and sales) until 1998 and then fund management, focussing on charities, pension funds and HNW clients, .

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  UBS Wealth Management

  Sept 2013 - Aug 2016

  Executive Director (Client Advisor)
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  VB Investment Consultants Ltd

  Sept 2016 - now

  Director

  Consultancy service providing investment solutions for the private individual or charities (including a complete review of existing arrangements if required).Offering a wide range of differing investment houses, methodologies, philosophies and processes from a selected panel including the North East's fastest growing, boutique research and investment manager - Vertem Stockbrokers.Consultancy services are free to the client (the selected investment house remunerates our role from their fees) and do not simply conclude with the investment decision - progress, behaviours and performance will be monitored on an ongoing basis. Financial Planning for the family and individuals is also available via an association with Active Chartered Financial Planners in Teesside enabling a wider financial review and advice service to be offered including SIPPs, SSASs, mortgages, tax planning etc. Show less

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  Red House School

  Nov 2016 - now

  Honorary President

  After many years as a Governor and subsequently Chairman to the Board of Governors, now delighted to be Honorary President.