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Sandy Soames

Sandy Soames

Troop leader

Followers of Sandy Soames1000 followers
location of Sandy SoamesGreater London, England, United Kingdom

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  • Timeline

  • About me

    Experienced investment professional and advisor

  • Education

    • Eton College

      -

    • London Business School

      2008 - 2009
      Sloan MSc in Leadership & Strategy

      - Full time, mid-career Masters focused on self-development, globalisation and career switching. - Jointly wrote a major research paper focussed on identifying stock market winners “The Influence of Qualitative Business Factors on Company Profits and Stock Returns”.

  • Experience

    • The Household Cavalry Regiment

      Jan 1979 - Jan 1982
      Troop leader

      - Troop leader in The Life Guards - Served in the UK, Germany and NI; mix of Chieftain, Scimitar and mobile infantry roles

    • Panmure Gordon

      Jan 1982 - Jan 1990
      Director

      • Brewing, Pubs & Spirits Analyst. • Our team delivered the highest sector commissions and institutional rankings in the firm.

    • J.P. Morgan

      Jan 1990 - Jan 2007
      Managing Director, Equities

      • Sell-Side Equity Analyst covering Food, Drink and Leisure sectors with varying geographic remit. • Very active institutional marketing programme over many years, including UK, Europe and US. • High profile role in many IPOs, secondary capital raisings and corporate transactions. • Frequent presenter at company and industry conferences.

    • Pembroke Managing Agency

      Jan 2007 - Jan 2008
      Non Executive Director

      - Specialist Lloyds underwriting syndicate; member of the Audit Committee

    • TB Cardew

      Jan 2010 - Jan 2011
      Director

      • Investor relations & communications consultancy, focused on public corporations & investors.

    • U'Luvka

      Jan 2011 - Jan 2013
      Non-Executive Director

      • Exceptional super-premium vodka, distilled in Poland to a 16C recipe. • Launched in 2005, U'Luvka has won over 40 International Gold Medals.

    • Barclays Wealth Management

      Jan 2012 - Jan 2016
      Private Banker

      • Focused on the delivery of practical, independent and thoughtful advice & solutions

    • J. Stern & Co.

      Jan 2016 - now
      Investment Advisor

      - Specialist investment partnership serving families, trusts, charities and institutions- Strong track record with three quoted investment strategies - Disciplined, research intensive and risk-averse ethos; ESG integral to investment process

  • Licenses & Certifications

    • 2011 - CISI Investment Advice Diploma

    • 2012 - CII Diploma in Regulated Financial Planning

    • 2012 - CISI Private Client Investment Advice and Management