Mark Atherton

Mark Atherton Email and Phone Number

Albert E Sharp LLP, Partner @ Albert E Sharp
united kingdom
Mark Atherton's Location
West Midlands, England, United Kingdom, United Kingdom
Mark Atherton's Contact Details

Mark Atherton personal email

n/a
About Mark Atherton

Mark Atherton has been in the Industry for over 35 years. A Chartered Fellow of the Chartered Institute for Securities and Investments, his formative years were in The City, advisory stockbroking, followed by a seven year spell at the original Albert E Sharp in Birmingham. Moving to Quilter he specialised in discretionary management for clients referred by financial advisers, solicitors and accountants, following which he became a Director of Rathbones, establishing their Birmingham office. He then joined EFG Harris Allday to develop new investment services for financial advisers' clients, which included implementation and management of all the strategic and tactical marketing, sales and operational processes as well as the day to day management of client portfolios and heading the collective and structured product research and portfolio asset allocation functions. Mark joined Albert E Sharp LLP as a Partner in June 2014 where he continues to manage discretionary bespoke and model portfolios. Albert E Sharp have the experience, expertise and the support infrastructure you would expect from a business whose sole focus is on the investment management of clients, primarily referred by professional advisers. We consistently out-perform most of our peers (ARC ratified) which is proof that our investment process and style work well.Mark is experienced in the discretionary investment management of SIPPs, SSASs, Taxable portfolios, ISAs, Offshore Bonds and Trusts for UK and International HNW individuals, corporates, local government and trustees.

Mark Atherton's Current Company Details
Albert E Sharp

Albert E Sharp

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Albert E Sharp LLP, Partner
united kingdom
Website:
albertesharp.com
Employees:
29
Mark Atherton Work Experience Details
  • Albert E Sharp
    Partner
    Albert E Sharp Jun 2014 - Present
    Stratford-Upon-Avon
    Mark joined Albert E Sharp LLP as a Partner in June 2014 and has been integral in the development of the Bespoke and the Model Portfolio Services, primarily for clients of professional advisers. He continues to manage these discretionary portfolios on a day to day basis and meet advisers and their clients.
  • Efg Harris Allday
    Director
    Efg Harris Allday Jul 2010 - Jun 2014
    Birmingham, United Kingdom
    Successfully developed the Bespoke and Model Portfolio Services ( BPS, MPS) from scratch, for clients of professional intermediaries. This included developing the website, marketing material, a sales strategy, links with product providers, platforms and panels and all operational processes, as well as heading Asset Allocation, Collective and Structured Product research and the day to day management of client portfolios.
  • Rathbone Brothers Plc
    Investment Director
    Rathbone Brothers Plc Jul 2008 - Apr 2010
    Birmingham, United Kingdom
    Opened Rathbones, Birmingham.
  • Quilter Investment Management
    Associate Director
    Quilter Investment Management Jul 1999 - Jan 2008
    Birmingham, United Kingdom
    Discretionary portfolio management
  • Albert E Sharp
    Associate Divisional Director
    Albert E Sharp May 1992 - Jun 1999
    Stockbroking and advisory portfolio management

Mark Atherton Skills

Wealth Management Investments Portfolio Management Investment Management Equities Asset Management Financial Advisory Bonds Wealth Asset Allocation Investment Strategies Alternative Investments Financial Services Wealth Management Services Investment Advisory Fund Of Funds Securities Pensions Fixed Income Hedge Funds Trading High Net Worth Individuals Financial Markets Etfs Asset Managment

Frequently Asked Questions about Mark Atherton

What company does Mark Atherton work for?

Mark Atherton works for Albert E Sharp

What is Mark Atherton's role at the current company?

Mark Atherton's current role is Albert E Sharp LLP, Partner.

What is Mark Atherton's email address?

Mark Atherton's email address is ma****@****gha.com

What skills is Mark Atherton known for?

Mark Atherton has skills like Wealth Management, Investments, Portfolio Management, Investment Management, Equities, Asset Management, Financial Advisory, Bonds, Wealth, Asset Allocation, Investment Strategies, Alternative Investments.

Who are Mark Atherton's colleagues?

Mark Atherton's colleagues are Rupert Neal, Paven Gill, Harry Jervis, Patrick Keats, Liz Aldiss, Alan Lancaster, Alan Henson.

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