
Luke Hunter
Intern

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About me
Investment Manager at Smith & Williamson
Education

Anglo-European School Ingatestone
1999 - 2007
University of Exeter
2008 - 2011Bachelor of Arts (B.A.) Hons. Economics
Experience

IV Capital
Jul 2010 - Jul 2010InternI 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 2012ParalegalMy responsibilities included real estate research, document preparation and asset schedule creation along with other spreadsheets.

Shore Capital
Jan 2012 - Jan 2012InternDeal 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 2012InternI 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 2012Intern
Invesco
Dec 2012 - Dec 2012InternAs 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 2022Investment ManagerMy 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 - nowDirector, Investment ManagerSince 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
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Chartered Wealth Manager
Chartered Institute for Securities & Investment (CISI)
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