Darryn Lake

Experience

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  MEDICAL SICKNESS FINANCIAL PLANNING LIMITED

  Jan 1993 - Jul 1997

  Compliance assistant

  My role at Medical Sickness involved checking and reporting on advice given to Doctors and Dentists by Financial Advisers, performing factfind quality assurance checks, advice process adherance and advice report assessments. Also, checking that regulatory requirements had been fully met and that NHS income protection levels and pension contributions had been calculated correctly and ensuring that cover levels were correct for the individual.

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  Charteris Treasury Portfolio Management Ltd

  Jul 1997 - Jan 2001

  Investment Manager

  Portfolio Manager - responsible for strategic and tactical asset allocation of private client portfolios

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  Iimia Wealth Management

  Jan 2001 - Feb 2010

  Head of Discretionary Management

  I joined iimia at the very start of its life in 2001 as an Investment Manager and subsequently became Head of Operations in 2004 before progressing to becoming Head of Discretionary Management in 2009. acquired by JLT in February 2010

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  JLT Employee Benefits

  Feb 2010 - Jan 2020

  Chief Investment Officer, Director

  Setting tactical and strategic investment strategy for JLT Investment Management's £6bn of Private Client and Pension fund DB and DC assets held under Discretionary mandates. Working closely with both Wealth Management and Investment Consulting teams. Chair of The JLT Tactical Asset Allocation Group and Investment Policy Group and a member of the Market Forecast and Portfolio Management Group. A Director of JLT Investment Management and a Chartered Member of the Chartered Institute for Securities and Investment. acquired by Mercer in April 2019. (JLT acquired iimia Wealth Management) Show less

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  Mercer

  Jan 2020 - now

  Partner, Chief Investment Officer, Mercer Private Wealth

  Mercer Partner responsible for the Centralised Investment Proposition of Mercer Private Wealth. Chief Investment Officer for assets held under the Discretionary Management Service. A Chartered Member of the Chartered Institute for Securities and Investment. (Mercer acquired JLT)