Joel Marks Email and Phone Number
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I ran a £17billion pension fund in Edinburgh before moving to the Tyne Valley. Given I was born in South Africa, it’s the first time I've ever moved South! I am a qualified Chartered Accountant and now focus on commercial insurance, having co founded a commercial insurance broker based at Hoults Yard, Byker.
The Glasshouse International Centre For Music
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Chair Of The Investment CommiteeThe Glasshouse International Centre For MusicNewcastle Upon Tyne, Gb -
Co FounderCheviot Insured 2012 - PresentNewcastle Upon Tyne, United KingdomCheviot insured is a North East based commercial insurance broker which was founded by Charlie Hoult, Joel Marks and John Baty. Our clients are able to leverage John's 25 years of experience as a commercial insurance broker with national firms Willis and Bluefin, bringing very strong relationships with national and international underwriters.With John being an owner manager, he provides our clients with a bespoke commercial insurance advisory service. John knows everything there is to… Show more Cheviot insured is a North East based commercial insurance broker which was founded by Charlie Hoult, Joel Marks and John Baty. Our clients are able to leverage John's 25 years of experience as a commercial insurance broker with national firms Willis and Bluefin, bringing very strong relationships with national and international underwriters.With John being an owner manager, he provides our clients with a bespoke commercial insurance advisory service. John knows everything there is to know about insurance as a member of the Chartered Insurance Institute.He has long standing client relationships such as having broked the Hoults Yard account for over 15 years as well as other local blue chip clients. These firms' insurance needs are complex, often involving building, hazardous contents, staff and motor fleet.Cheviot Insured is a member of Willis Commercial Networks and has agencies with all of the major insurance companies. We also go direct to the Lloyd's London market. We advise a wide range of clients including technology companies, historic stately homes, engineering firms and property companies Show less -
Investment CommitteeSt Ebba Capital Limited Jun 2016 - Present -
Chair Of The Board Of TrusteesHealthworks Newcastle Nov 2018 - PresentNewcastle Upon Tyne, United KingdomHealthWORKS Newcastle is a charity based in one of the most deprived area's of Newcastle and supports people of all ages to lead a healthier life; from being more active, to eating healthily, giving up smoking, managing diabetes and improving their mobility. We are also looking for a couple more trustees to join the board.http://www.healthworksnewcastle.org.uk/ -
Investment DirectorGood Citizen Fund 2007 - 2010The Good Citizen Fund was a Greenfield fund that I set up from scratch, manage the portfolio and raise capital for. It was a UK and European environmental, social and governance focused special situations engagement fund. The fund had a mandate to invest in undervalued companies and whose business models were not sustainable or delivering returns that investors expected. Good Citizen was originally structured as a London listed Investment Trust. The IPO was sponsored by… Show more The Good Citizen Fund was a Greenfield fund that I set up from scratch, manage the portfolio and raise capital for. It was a UK and European environmental, social and governance focused special situations engagement fund. The fund had a mandate to invest in undervalued companies and whose business models were not sustainable or delivering returns that investors expected. Good Citizen was originally structured as a London listed Investment Trust. The IPO was sponsored by Deutsche Bank. Following initial marketing the investor base was widened out to include European pension funds, foundations, charities and wealth managers. Show less
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Investment DirectorScottish Widows Investment Partnership 2003 - 2007Edinburgh, United KingdomScottish Widows Investment Partnership is one of Europe’s largest asset managers, managing a variety of asset classes. Funds under management are currently £138bn. I was a UK Equity Portfolio Manager in a team of 10 investment professionalsI was the Lead portfolio manager for 10 Life and unit Linked funds totalling £17bn of assets under management. This equalled approximately 1.5% of the value of the UK equity market.In addition I was the Lead portfolio manager for a £249m… Show more Scottish Widows Investment Partnership is one of Europe’s largest asset managers, managing a variety of asset classes. Funds under management are currently £138bn. I was a UK Equity Portfolio Manager in a team of 10 investment professionalsI was the Lead portfolio manager for 10 Life and unit Linked funds totalling £17bn of assets under management. This equalled approximately 1.5% of the value of the UK equity market.In addition I was the Lead portfolio manager for a £249m Environmental and a £66m Ethical unit trust.The fund management strategy was that I had full discretion over stock selection, portfolio construction, risk management for both large and small cap stocks.Other responsibilities included being the lead sector Analyst for the Real Estate, Construction, Oil & Gas, Utilities, Support Services and Food Retailing sectors.Quarterly meetings to update trustees on fund performance, asset allocation and strategy as well as marketing to institutional and retail intermediaries. Show less -
Investment DirectorInsight Investment 1994 - 2003London, United KingdomInsight Investment is a London based asset manager with AUM of circa £190bn. I was a Segregated Pension Fund Portfolio Manager in the UK Equity team of 11 investment professionals.UK equity portfolio manager responsible for a number of pension funds totalling £500m. Funds included a FTSE 100 pension fund, FTSE 250 pension fund and a Government Reserve fund. I had full discretion over stock selection, portfolio construction, risk management for both large and small cap… Show more Insight Investment is a London based asset manager with AUM of circa £190bn. I was a Segregated Pension Fund Portfolio Manager in the UK Equity team of 11 investment professionals.UK equity portfolio manager responsible for a number of pension funds totalling £500m. Funds included a FTSE 100 pension fund, FTSE 250 pension fund and a Government Reserve fund. I had full discretion over stock selection, portfolio construction, risk management for both large and small cap stocks.In addition I was lead sector analyst for the Utilities, Real Estate, Construction, Food Retail, Food Manufacturing, Healthcare and IT Hardware sectors.Other responsibilities included quarterly meetings to update trustees on fund performance across all asset classes, asset allocation and future strategy. Show less -
Chartered AccountantBdo Binder Hamlyn 1990 - 1994St Albans, United KingdomQualified as a Chartered Accountant. Clients ranged from small businesses to FTSE 100 companies.
Joel Marks Skills
Joel Marks Education Details
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Economics
Frequently Asked Questions about Joel Marks
What company does Joel Marks work for?
Joel Marks works for The Glasshouse International Centre For Music
What is Joel Marks's role at the current company?
Joel Marks's current role is Chair of the Investment Commitee.
What is Joel Marks's email address?
Joel Marks's email address is jo****@****aol.com
What schools did Joel Marks attend?
Joel Marks attended Manchester University.
What skills is Joel Marks known for?
Joel Marks has skills like Investments, Portfolio Management, Asset Management, Financial Services, Pensions, Asset Allocation, Strategy, Management, Equities, Funding, Financial Modeling, Wealth Management.
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2mac.com, apple.com
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Joel Marks BSc PDHyp (UKASFP) (GHR)
Solution Focused Practitioner ⚡️ Solution Focused Training For Teams 🌿London -
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Joel Marks
London
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