Adam Brewer, Msc, Imc, Fcsi
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Adam Brewer, Msc, Imc, Fcsi Email & Phone Number

Senior Director at Rathbones Group Plc
Location: Exeter, England, United Kingdom 5 work roles 3 schools
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Current company
Role
Senior Director
Location
Exeter, England, United Kingdom
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Adam Brewer, Msc, Imc, Fcsi is listed as Senior Director at Rathbones Group Plc, a with 2544 employees, based in Exeter, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Adam Brewer, Msc, Imc, Fcsi.

Adam Brewer, Msc, Imc, Fcsi previously worked as Senior Investment Director at Investec Wealth & Investment Uk and Currency CFD Trader at Quantum Trading. Adam Brewer, Msc, Imc, Fcsi holds Msc, Economics, Finance And Management from University Of Bristol.

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Rathbones Group Plc

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About Adam Brewer, Msc, Imc, Fcsi

I help individuals & professionals to manage their and their client's investments. In particular, I will:► Buy the best global investments tailored to your unique savings goals - tax efficient income generation and growth► Relieve the burden of self-management - free up your time, reduce life-admin, with continual professional support► Simplify and consolidate existing investmentsI have worked in the investment industry for over 17 years. I previously worked in the City of London and moved to the South West in 2010 to concentrate on private client portfolio management. Typically I work with families and individuals pre and post-retirement, but also Pensions, Trusts, Charities, and Company investments. Investing well isn't complicated so I offer a jargon free, common sense approach which has benefited hundreds of families over the years.I am keen to develop relationships with:► Individuals and Business Owners► Financial Advisers, IFAs, and Financial Planners► Accountants and SolicitorsIf you would like further details, please message/connect with me on LinkedIn or view my website at www.investec.com/en_gb/wealth/people/adam-brewerI live in a picturesque fishing village called Beer on the South coast of Devon with my wife, three young daughters and a very old dog. When I’m not working, I develop local housing for young families, I love football, playing guitar, and at the weekends I normally reside in my garage brewing homemade beer!

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Adam Brewer, Msc, Imc, Fcsi's current company

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Rathbones Group Plc
Rathbones Group Plc
Senior Director
Exeter, GB
Website
Employees
2544
AeroLeads page
5 roles

Adam Brewer, Msc, Imc, Fcsi work experience

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Senior Investment Director

Current

Exeter, United Kingdom

Investec Wealth & Investment is one of the UK’s leading firms of Investment Managers providing discretionary, advisory, and execution only services as well as SIPPs, IHT Relief Portfolios, EIS Portfolios, and Offshore Bond management. Advising HNW clients on trade ideas and portfolio strategy; day to day continuous management of multi-asset discretionary investment portfolios; constructing new client portfolios in conjunction with Advisers; dynamic asset allocation rebalancing; research recommendations across Corporate Bonds/Treasuries, UK & Overseas Equities (Direct and Unit Trusts), Hedge funds/Commodities, and Commercial Property; Complete tax planning; valuation and performance reporting; continuous access to industry leading mutual fund managers.

Sep 2010 - Present

Currency Cfd Trader

Quantum Trading

Trading Forex CFDs in the main currency pairs. Using technical analysis and preferred directional oscillators to produce a both short/long quick trade strategy.FactSet Platform and FactSet Excel-based modellingThomson Reuters Platforms and Reuters codingMicrosoft Excel - advanced levelMicrosoft Word and PowerPointVBA Programming exposure

Apr 2010 - Sep 2010

Fixed Income / Credit Specialist

The company is involved with providing financial solutions to the investment community via cutting-edge software and on-site consultation. I had been an Investment Management Consultant for FactSet for two years (below) before being promoted to the Specialist position. Based in London, I was responsible for Global ex US clients with the majority based in Europe. Training clients on credit valuation models, company cash flow analysis, and Fixed Income performance attribution; coordinating with Account Executives and Senior Specialists to advise on implementation of new FactSet tools; supporting FactSet Fixed Income trials; and carrying out demos to prospective Fixed Income Asset Managers.

Oct 2009 - Apr 2010

Investment Management Consultant

A client facing role. Personally generated 7 figure annual consulting revenue spread over the largest Assets Managers in the world (including: M&G Investments; Lazard Asset Management; GLG Partners; Old Mutual; Pictet Asset Management; Winton Capital). Financial model building for company/portfolio analysis; on-site training and consultation on valuation techniques; Presentations for internal and external meetings; and solving data vendor issues. Clients included: Investment Directors, Fund Managers, Analysts, and Traders. Progressed further to take on a more quantitative role using back-testing, stock ranking, stress-testing, and various algorithmic modelling (i.e. VaR, Monte Carlo, ATP etc) to assist clients and to evolve their valuation methods. Also involved in training the junior Consultants on stock picking and screening techniques. Promoted to Senior Consultant (August 2009).

Dec 2007 - Jan 2010
3 education records

Adam Brewer, Msc, Imc, Fcsi education

Msc, Economics, Finance And Management

Dissertation - "Implied Ex post and Ex ante Cost of Capital and the Consequences for Company Capital Structure" Modules Included.

Bsc, Physics And Astrophysics

Activities and Societies: Events Manager for the University of Bristol Physics Society (450 members). Award for the Top Physics Society.

A-Levels:, Physics & Astrophysics, Mathematics & Mechanics, Biology

Sidmouth College
FAQ

Frequently asked questions about Adam Brewer, Msc, Imc, Fcsi

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What company does Adam Brewer, Msc, Imc, Fcsi work for?

Adam Brewer, Msc, Imc, Fcsi works for Rathbones Group Plc.

What is Adam Brewer, Msc, Imc, Fcsi's role at Rathbones Group Plc?

Adam Brewer, Msc, Imc, Fcsi is listed as Senior Director at Rathbones Group Plc.

Where is Adam Brewer, Msc, Imc, Fcsi based?

Adam Brewer, Msc, Imc, Fcsi is based in Exeter, England, United Kingdom while working with Rathbones Group Plc.

What companies has Adam Brewer, Msc, Imc, Fcsi worked for?

Adam Brewer, Msc, Imc, Fcsi has worked for Rathbones Group Plc, Investec Wealth & Investment Uk, Quantum Trading, and Factset Research Systems.

How can I contact Adam Brewer, Msc, Imc, Fcsi?

You can use AeroLeads to view verified contact signals for Adam Brewer, Msc, Imc, Fcsi at Rathbones Group Plc, including work email, phone, and LinkedIn data when available.

What schools did Adam Brewer, Msc, Imc, Fcsi attend?

Adam Brewer, Msc, Imc, Fcsi holds Msc, Economics, Finance And Management from University Of Bristol.

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