Mark Atherton work email
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Mark Atherton personal email
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.
Albert E Sharp
View- Website:
- albertesharp.com
- Employees:
- 29
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PartnerAlbert E Sharp Jun 2014 - PresentStratford-Upon-AvonMark 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. -
DirectorEfg Harris Allday Jul 2010 - Jun 2014Birmingham, United KingdomSuccessfully 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. -
Investment DirectorRathbone Brothers Plc Jul 2008 - Apr 2010Birmingham, United KingdomOpened Rathbones, Birmingham. -
Associate DirectorQuilter Investment Management Jul 1999 - Jan 2008Birmingham, United KingdomDiscretionary portfolio management
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Associate Divisional DirectorAlbert E Sharp May 1992 - Jun 1999Stockbroking and advisory portfolio management
Mark Atherton Skills
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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Mark Atherton
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