Ian Goodchild Email and Phone Number
Ian Goodchild work email
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Ian Goodchild personal email
A highly motivated individual with experience in managing multi-asset and UK listed property funds/portfolios. In addition to the management, I have led (jointly and solely) projects for the launch of two Discretionary Portfolio Management services, two ranges of four risk rated Multi-Asset funds (Core and Passive) and a UK focused listed property securities fund.My last role at Mattioli Woods provided a platform for me to develop skills and gain experience in people management, coaching/mentoring, strategic planning, project/change management, acquisition due diligence and integration of acquired business.I believe that a team based approach with the freedom to question/challenge any decisions or proposals is fundamental for a successful investment team. You should be humble enough to know that you don’t have the right answer for everything. It’s important to listen and acknowledge that you never stop learning.In terms of investment philosophy, I strongly believe in a long term strategic approach to investing but recognise, with online and social media, that it is often difficult to ignore the short term noise. I would clarify that a long term approach does not mean a "buy and forget" policy, as all decisions should be regularly reviewed in the light of new information or data trends (not just one data point). Communication becomes a vital element of a long term approach as investors need to appreciate and accept the potential for short term underperformance or volatility on their investment journey.My investment universe and expertise is primarily in collective investment schemes and listed property instruments where I believe I can demonstrate strengths in analysis. I firmly believe in the importance of strong working relationships with both internal and external stakeholders.
Beckett Investment Management Group
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Portfolio ManagerBeckett Investment Management Group May 2024 - PresentBury St Edmunds, England, United KingdomCo-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 Financial Services and providing support for our financial planning colleagues. -
Investment DirectorMattioli Woods Plc Feb 2017 - Jan 2024Newmarket, Suffolk, United KingdomWithin 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 businesses.I led the Multi-Asset Team (solely or jointly), who were responsible for the management of multi-asset funds and discretionary portfolios. My responsibilities included asset allocation, investment research/selection and fund management. As one of twelve members of the Investment Research Team, I was responsible for the research and analysis on investment vehicles for inclusion on the Preferred Investment List.I placed significant importance on my role of maintaining strong relationships with the investment houses into which we were investing client assets. -
Property Securities Fund ManagerMattioli Woods Plc Aug 2021 - Dec 2023Newmarket, England, United KingdomHaving 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 Partners who provide strategic advice on the UK property market. At end of the 2023 calendar year (28 months from inception), the fund posted relative outperformance in excess of 8% for both the sector and comparable peers. This outperformance was predominantly driven (c.90%) by stock selection. -
Multi Asset Fund ManagerMattioli Woods Plc Jul 2017 - Dec 2023Newmarket, Suffolk, United KingdomJointly 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 -
Investment ManagerMattioli Woods Plc Jul 2013 - Feb 2017NewmarketFollowing 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 for inclusion on the Preferred Investment List. -
Investment ManagerAtkinson Bolton Consulting Ltd May 2006 - Jul 2013NewmarketI 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. I place significant importance on my role of maintaining strong relationships with the investment houses into which we are investing client assets.
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Senior Sales Support ConsultantAsf Financial Nov 2005 - Apr 2006SuffolkSupported 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 packages for the aforementioned hedge funds.
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Para-Planner/ConsultantIfg Financial Services Jan 2002 - Oct 2005Bury St EdmundsJoining 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 proposals and review of appropriate investment products. Starting in the most junior role has provided me with an appreciation of the work involved for the administration teams and has enabled me to have realistic outlook on timescales.
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Various Temporary Accounting PositionsHays Jun 2001 - Dec 2001SuffolkHaving 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 purchase orders and invoices into accounting packages. -
ParaplannerCole & Associates Jun 1999 - Jun 2000Ixworth, Bury St EdmundsAs 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 the aim of helping people to be financially protected in life and provide for in retirement.
Ian Goodchild Skills
Ian Goodchild Education Details
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Financial Services -
County Upper School, Bury St EdmundsMaths, French & Biology
Frequently Asked Questions about Ian Goodchild
What company does Ian Goodchild work for?
Ian Goodchild works for Beckett Investment Management Group
What is Ian Goodchild's role at the current company?
Ian Goodchild's current role is Experienced Multi-Asset & UK listed property securities investor and analyst. Demonstrable success in strategy, product, project, integration and people management..
What is Ian Goodchild's email address?
Ian Goodchild's email address is ia****@****net.com
What schools did Ian Goodchild attend?
Ian Goodchild attended Sheffield Hallam University, County Upper School, Bury St Edmunds.
What skills is Ian Goodchild known for?
Ian Goodchild has skills like Investments, Portfolio Management, Asset Allocation, Wealth Management, Investment Strategies, Asset Management, Pensions, Financial Services, Retirement Planning, Investment Management, Financial Advisory, Hedge Funds.
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Ian Goodchild
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