Alex Ford

Experience

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  Cazenove Capital Management

  Jan 2006 - Jan 2006

  Intern

  Summer internship at Cazaenove Capital covering UK private clients.

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  Barclays Wealth

  Jan 2007 - Jul 2012

  Private Banker

  Joined the graduate programme in 2007 and then progressed to a Private Banker in the Financial Institutions Team in the UK Private Bank, managing the personal finances of the UK’s top financial services employees. Clients included hedge fund managers, private equity partners, investment bankers and senior board members.Six months spent on secondment to the Dubai office, split between the International Private Bank and the COO office. In the COO office I worked predominantly on the project management team responsible for the creation and development of Barclays Saudi Arabia; In the banking team my main focus was a project on the potential client base in Kuwait.3 month placement in the Jersey office, which developed my knowledge of off-shore products and I was able to work on deals for some of the bank’s most valued UHNW clientsTrained and managed new graduates and interns and acted as consultant on the development and structure of the graduate programme. Show less

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  Hartmann Capital Limited

  Jul 2012 - Feb 2013

  Investment Manager

  Investment Manager at Hartmann Capital. Hartmann's Wealth Management team offers a broad range of investment solutions and expertise to High Net Worth Individuals, charities and pension funds alike.Flexibility and a proprietary innovative platform enable Hartmann to tailor solutions to individual requirements rather than creating a prescriptive "model" or an approach that requires an individual to fit into a pre-existing investment structure.Our portfolio investment approach recognizes the importance of including a broad range of asset classes, dispersed across currencies, geographies, sectors and fund managers. Based on the principle of "absolute return" we remain mindful of conventional benchmarks though we are not constrained by the use of benchmarks as a basis for portfolio construction. Show less

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  Quilter Cheviot Ltd

  Jun 2013 - Dec 2015

  Investment Manager

  Investment Manager responsible for managing discretionary portfolios for HNW clients across Individual, ISA, SIPP and Trust accountsI am heavily involved in the firm’s Tier 1 Investor Visa programme. I have specialist knowledge and experience of the Tier 1 (Investor) Visa route and have been involved in working groups with the Home Office and UK Border Agency. Member of Solicitor & Accountant working group to focus exclusively on developing business relationships with this sector of the market, for both referrals and their own assets; identifying marketing opportunities and strategic relationships for the firm. I have organized and spoken at several seminar events hosted by Quilter Cheviot; these include a joint seminar with a leading private client law firm on the Chancellor's Autumn Statement (with a Budget seminar follow up) as well as coordinating a seminar on philanthropy and the tax benefits of charitable giving. Show less

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  Brooks Macdonald

  Jan 2016 - now

  Investment Director