Jon Lloyd Email & Phone Number

I'm an experienced professional with a proven record across the investment universe. I've delivered strong performance within a Discretionary funds environment and constructed multi-asset portfolios extensively. Charity and ethical investment has been a key specialialisation. More recently I've enjoyed peer reviewing investment from a compliance perspective, as well as the opportunity provided by mentoring to give something back via younger colleagues.My background incorporates a broad range of roles within the industry as it has evolved rapidly over 30 years. Some of the core competencies developed include:* Portfolio construction and Asset Allocation* Portfolio Management* Charity and Ethical Investment Management* Investment research & implementation* Investment governance & compliance management* Investment dealing and execution* Investment administrationNow looking to give back for the next generation, on either a full or part time basis.

Listed skills include Portfolio Management, Asset Allocation, Multi Asset Portfolio Construction, Charity And Third Sector Investment Management, and 6 others.