Ian Goodchild Email & Phone Number

Bury St Edmunds, England, United Kingdom

Co-manager on the Blenheim fund range with total AUM of £880m - five building blocks for core model portfolio service and two Ethical strategies. Working with Sam Owen, Tony Yousefian and Scott Buxton to grow, evolve and enhance the proposition and processes at Beckett Asset Management with a focus on improving outcomes for our end clients of Beckett.

Newmarket, Suffolk, United Kingdom

Within the Asset Management division at Mattioli Woods, my role was to work with the CIO and other senior executives to oversee the investment proposition and deliver the strategic growth plans for the business. I led the asset management representation in both acquisition due diligence and more importantly for the integration process for those acquired.

Newmarket, England, United Kingdom

Having successfully launched the new Property Securities fund for Mattioli Woods, I was jointly responsible for the management of the fund. My role also included research and analysis of UK listed property instruments. I was supported by (and participated in discussions in) an Advisory Council of property colleagues from Custodian Capital and Maven Capital.

Newmarket, Suffolk, United Kingdom

Jointly managed the two ranges of Multi-Asset Funds (Core and Passive) with combined AUM in excess of £1.8bn. The range consists of Cautious, Balanced, Growth & Adventurous funds. The Core range was launched on 31st July 2017 and the Passive range was launched in April 2021

Newmarket

Following the acquisition by Mattioli Woods, I jointly headed up the Investment Management Team, who were responsible for the application of the Group Investment Committee thinking through fund selection and portfolio management. As one of seven members of the Investment Research Team, I was responsible for the research and analysis on investment vehicles.

Newmarket

I joined Atkinson Bolton Consulting with the aim of working with the directors to launch the Discretionary Portfolio Management service, which was achieved in January 2007 and has successfully grown over the following seven years.As Chair of the Investment Committee, I was involved with the asset allocation decisions as well as to fund selection decisions..

Suffolk

Supported an adviser in the provision of financial planning to the high net worth employees of hedge funds predominantly based in London - including multi-million pound key man protection policies. In addition, I administered the existing Employee Benefits schemes (pension, PMI, life cover, etc) and provide support for the provision of new Employee Benefit.

Bury St Edmunds

Joining as the first entrant on to the graduate training scheme, I quickly progressed from junior administrator to a dual para-planning and advising role through the completion of the basic and advanced financial planning professional qualifications. I provided the other consultants with support on all investment cases with the production of portfolio.

Suffolk

Having left University, I returned to work as a temp for Hays Accountancy Personnel (Bury St Edmunds) having worked for them in the summer breaks whilst at university. During the summer breaks and these seven months, I worked for Greene King, Gas Transportation Company, Doane Pet Care and Eastern Contracting Limited. The roles focused on data input of.

Ixworth, Bury St Edmunds

As my placement year from University, I worked for Brian Cole as I assisted him with the production of Financial Plans (Prestwood) and joined him meeting with clients and representatives from insurance companies. I undertook research into both investment funds and financial products. This placement reinforced my desire to work in Financial Services with.

Ba Hons, Financial Services

A Levels, Maths, French & Biology