Deep Enrich
Gordon Crofts
Senior Investment Manager
46 followers
Edinburgh, Scotland, United Kingdom
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About me
Retired Investment Professional
Education
CFA
-ASIP, Associate CFA Society of UK
University of Edinburgh Business School
1986 - 1987MBA
Robert Gordon University
-Bsc Quantity surveying
Chartered Insurance Institute
2020 -Chartered Financial Planning Financial Planning and Services
Experience
Scottish Life Asssurance Co
Aug 1988 - Apr 2001Senior Investment ManagerManaged Global, Japanese & UK direct equities portfolios for life & pension funds.
Aegon Asset Management
May 2001 - May 2004Senior Investment Manager - US EquitiesResponsible for managing US direct equity life & pension institutional portfolios. Specific research responsibility for US healthcare & consumer staples sectors.
Lindsays Solicitors
Jan 2006 - Jan 2007Senior Investment ManagerProvided full discretionary investment management service to private clients within Edinburgh law practice.
Barclays Wealth and Investment Management
May 2008 - Dec 2016Senior Portfolio ManagerDiscretionary portfolio manager & team leader managing multi-asset client portfolios. Constructing and managing portfolios in accordance with strategic & tactical asset allocation framework to meet investment objectives. Direct equity and funded portfolios. Experienced in pitching to prospective clients to promote the discretionary proposition and presenting client updates.
St. James's Place Wealth Management
Dec 2017 - Aug 2020Associate Partner
Retired
Aug 2020 - nowRetired
Licenses & Certifications
Chartered Financial Planner APFS
Chartered Insurance Institute
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