We train investors how to diversify and create passive inflation-beating wealth & recurring income.An investment professional with a multi-asset approach across Global Equities, ETFs, funds, Options and UK property.

Portfolio Manager/Strategist/Analyst• Development and implementation of top-down investment strategy:Working alongside the CIO, responsible for the development of our global strategy including market, sector, thematic and style positioning. Strategy formed through proprietary macro and micro models. Regular discussion of market views with colleagues and key clients including strategy, key market developments and updates. • Portfolio construction and execution:Use of in-house macro and micro analytical tools. Utilisation of global investment research from multiple external sources. Execution and market transaction of our views through brokers and electronic trading – including trading of stocks, ETFs, futures, options, swaps, basket trades, OTC instruments. • Consistent performance track record• Marketing to institutions, family-office clients and HNWs:Writing monthly investment strategy views. Regular marketing activity to clients and prospects (verbal, written, formal pitches)• Assisting in-house Private Equity team with projects, analysis, due diligence

Portfolio Manager• PM for Global Equities • Strong performance record• Developed Core Quality/Tactical approach to investing – utilising top-down and bottom-up strategies, with tactical baskets/stocks enhancing the core stable bucket • Focus markets: UK, US, Japan, China, HK, Australia, Singapore, India• Other strategies employed include fundamental bottom-up, macro analysis, derivatives (directional and hedging), delta-one products, income strategies.