Experience

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  Albert e sharp

  Jun 1997 - Apr 2000

  Trainee investment manager

  In my role as an Investment Manager, I was responsible for co-managing the centrally managed PEP service, overseeing a large number of the firm’s client investment portfolios, blending direct equity with collectives.• Promoted to front office trainee investment management role.• Successfully passed CISI Registered Representatives Exam.• Co-managed PEP service, overseeing direct equity portfolios for Albert E Sharp.• Managed 6000+ discretionary client portfolios worth £150m.• Developed advanced transaction modelling functionality for 3 settlement platform migrations. Show less

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  Gerrard

  Apr 2000 - Oct 2004

  Associate director, investment manager - unit & investment trust service

  Promoted to lead and enhance the performance of the Gerrad / Albert E Sharp Unit and Investment Trust Service. I successfully transformed the team's fund manager research processes, resulting in improved consistency of performance for private client portfolios by implementing a disciplined, evidence-based investment framework. Introduced and developed the team’s fund manager research processes, applying both quantitative and qualitative techniques to identify factors/drivers of manager performance consistency through various stages of the market cycle.• Construct, implement and maintain investment strategies for a variety of client types and portfolios objectives.• Develop investment strategies and portfolio solutions with other Investment professionals and client relationship managers/advisers.• Regularly review client portfolios for ongoing suitability of investments.• Support client advisers with regular updates on investment performance, economic and market developments.• Create investment schemes and proposals for new clients. Show less

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  Barclays wealth management

  Dec 2004 - Dec 2008

  In my role as a senior portfolio manager at Barclays Wealth, I was instrumental in the development and launching a discretionary service to provide strategic IHT solutions for clients. Working closely with internal leadership and management teams, I overcame operational and technical obstacles to deliver the service ahead of schedule, showcasing my advanced problem-solving skills and ability to achieve goals, and was ultimately responsible for overseeing the day-to-day management of client portfolios invested within the IHT/AIM Portfolio Service. Show less

  • AIM IHT Portfolio Service, Senior Portfolio Manager

    Apr 2007 - Dec 2008

  • Divisional Director | Wealth Portfolio Service, Lead Portfolio Manager

    Oct 2006 - Dec 2008

  • Divisional Director | Charities Team Leader

    Dec 2004 - Oct 2006
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  Deutsche bank private wealth management

  Jan 2009 - Jun 2012

  Director | regional head of portfolio management

  As the Director and Regional Head of Portfolio Management at Deutsche Bank Private Wealth Management in Birmingham, I played a pivotal role in the development of the Onshore Discretionary Portfolio Management offering. I was responsible for managing £1.3bn segregated and unitised Multi Asset portfolios, serving as a key member of the UK Investment Committee, contributing to the strategic investment decision-making processes.• Member of Deutsche Bank PWMUK Investment Committee, contributing to strategic decision-making processes.• Developed Onshore Discretionary Portfolio Management offering, enhancing client investment options.• Managed £1.3bn segregated and unitised Multi Asset portfolios, ensuring optimal performance.• Systems architect for in-house portfolio management trading platform, streamlining trading processes. Show less

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  Tacit investment management

  Jun 2012 - now

  As Compliance Director at Tacit Investment Management, I perform the SMF16 role for Compliance Oversight, ensuring the company complies with regulatory requirements and have responsibility for leading and enhancing the Consumer Duty policy to ensure it is embedded within the company’s core culture and strategy. I provide policy guidelines, monitoring programs, and compliance reviews to minimise operational risk and liaise with external resources for expert advice. With responsibility for SMF17, as the company’s Money Laundering Reporting Officer (MLRO), I oversee the company’s anti-money laundering activities, policies and procedures. Show less

  • Co-Owner | Chartered Wealth Manager | Senior Investment Director

    Jun 2012 - now

  • Board Director (SMF3 - Executive Director)

    Jun 2012 - now

  • Compliance Oversight Director (SMF16) | MLRO (SMF17)

    Jul 2015 - now

  • Co-Owner | Branch Principle | Head of Investment Service

    Jun 2012 - Jun 2015
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  Mm wealth ltd

  Oct 2012 - Dec 2019

  Investment consultant | head of portfolio management

  Using my experience in delivering scalable investment and portfolio management propositions, I worked with the buiness owners and senior management team and advisers to rejuvenate and support their internal discretionary portfolio management service, Helping them identify and consolidate assets onto a single investment platform and grow assets under management from £100m to £450m. Took an active role in their investment committee and provided investment product research.