Luke Hunter

Luke Hunter

Intern

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location of Luke HunterWest Midlands, England, United Kingdom

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  • Timeline

  • About me

    Investment Manager at Smith & Williamson

  • Education

    • Anglo-European School Ingatestone

      1999 - 2007
    • University of Exeter

      2008 - 2011
      Bachelor of Arts (B.A.) Hons. Economics
  • Experience

    • IV Capital

      Jul 2010 - Jul 2010
      Intern

      I spent 2 weeks in the fund-of-funds, where first I learnt about different hedge fund strategies and what they mean for investors. I then spent most of my time building a spreadsheet to compare funds which were UCITS III compliant with non compliant funds with similar strategies.

    • Manches - see Penningtons Manches LLP

      Dec 2011 - Jul 2012
      Paralegal

      My responsibilities included real estate research, document preparation and asset schedule creation along with other spreadsheets.

    • Shore Capital

      Jan 2012 - Jan 2012
      Intern

      Deal origination, looking at a list of over 100 companies and choosing to present the best 6 as potential investment opportunities.

    • PwC Consulting - People & Organization

      Sept 2012 - Oct 2012
      Intern

      I spent 2 weeks in each of 2 departments, valuations and portfolio advisory group. In each of these I did research for projects as well as business development assignments.

    • Coller Capital

      Nov 2012 - Nov 2012
      Intern
    • Invesco

      Dec 2012 - Dec 2012
      Intern

      As an intern in the equities department I performed research on potential investments and attended an investor conference to take notes on interesting businesses in the technology sector.

    • Smith & Williamson

      Jun 2013 - May 2022
      Investment Manager

      My primary responsibilities include portfolio construction and company analysis. I also provide support at all levels of client management to a number of senior colleagues.

    • Evelyn Partners

      May 2022 - now
      Director, Investment Manager

      Since joining the charities team in Birmingham in 2016, I have channelled my time and energy into learning what charity clients are looking for from their investments and working out the best ways that we can deliver on their needs. Our focus on providing high-quality and friendly advice, where the clients' needs are put first is why Smith & Williamson is a great company.I spend a great deal of time assessing investments not only by looking at financial figures and market trends, but also on ethical issues. More clients, both charities and individuals are looking to screen companies by their impact on customers, staff and the environment. I take great pleasure in looking at companies from a slightly different angle, and am always delighted to explore any clients' needs with regards to ESG issues. Show less

  • Licenses & Certifications

    • Chartered Wealth Manager

      Chartered Institute for Securities & Investment (CISI)