Neil Clark

Experience

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  Central Finance Board of the Methodist Church

  Aug 1999 - Jun 2002

  Trainee Investment Manager

  Based in the City of London, the Central Finance Board of the Methodist Church operated as a close-knit team of seven investment professionals managing £1bn of pooled funds, in an ethically aware manner, for the Church in England and Wales.• Conducted individual company research, primarily analysing General Retailers and the Support Service sectors to determine viability for portfolio inclusion. • Contributed to the detailed monthly portfolio analysis and measurement of performance, for internal and external reporting purposes. Show less

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  Blackadders Solicitors

  Jun 2002 - Oct 2012

  Investment Manager

  Provider of legal advice, property and wealth management services to individuals and businesses across Scotland.• Responsible for working in close tandem with a highly experienced senior investment manager to maintain client relationships and manage advisory investment portfolios. • Conducted extensive investment research into individual companies and collective investments, maintaining a very up-to-date research resource over a ten year period.• Delivered long term investment outperformance over prolonged periods, with lower than average capital volatility and levels of investment turnover.• Ensured clients dependant on income didn’t suffer through the period of financial crisis, even when average dividend cuts across FTSE 100 reached about 25%.• Managed a very efficient team of four administration staff on a day to day basis, encouraging them to maintain high standards and adapt processes to changing regulatory requirements. Show less

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  Rathbones

  Oct 2012 - Jan 2016

  Investment Manager

  Based in the Aberdeen office, part of the FTSE 250 listed company, one of the leading providers of investment management services in the UK, with £28.3bn of funds under management, 39,000 clients, 14 offices and 260 investment professionals.• Responsible for managing well-diversified discretionary investment portfolios, in a variety of different structures, primarily for individuals, charities and churches.• Continued trend of very high client retention levels, consistently providing sensible long term advice, in a friendly and easy to understand manner, with good long term results and a willingness to promptly address any difficulties.• Demonstrated a pattern of being offered meaningful additional business from existing clients despite fragile markets, as a result of ongoing satisfaction and trust. • Patiently built network of IFA and solicitor contacts from scratch in order to earn places on IFA Discretionary Fund Management panels. • Embraced operational change by engaging at an early stage with new distribution channels, sales processes, pricing structures and evolving regulatory procedures. Show less

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  RBC Brewin Dolphin

  Oct 2016 - now

  Portfolio Manager