Mark Wright Email & Phone Number

London, United Kingdom

Midlands

Bromsgrove

Head of fund selection on assets under management of £800m.Introduction of new investment processes and reporting including managing RDR implementation to remain independent.Senior member of the Investment Committee – macroeconomic indicators and discussion topics.Asset allocation and portfolio construction for AFH Wealth Managements client attitudes to risk.Portfolio management for discretionary and advisory clients.Producing high level management… Show more Head of fund selection on assets under management of £800m.Introduction of new investment processes and reporting including managing RDR implementation to remain independent.Senior member of the Investment Committee – macroeconomic indicators and discussion topics.Asset allocation and portfolio construction for AFH Wealth Managements client attitudes to risk.Portfolio management for discretionary and advisory clients.Producing high level management information of client portfolios.Providing performance reviews and analysis of client portfolios and model portfolios.Presenting to 100+ AFH consultants during a monthly meeting; providing information on asset allocation, fund selection and performance analysis.Mentoring and training of team members. Show less

Nottingham, United Kingdom

Senior Research Analyst - directly support the lead fund manager’s daily portfolio management of the T. Bailey fund of funds including the family’s private wealth.Management of the funds on a daily basis from an investment perspective, but also a marketing and sales, compliance, accounting and an administration view point.Construction of the Quantitative Scoring (QS) process for T. Bailey Asset Management which is described as the most impressive and comprehensive model by the… Show more Senior Research Analyst - directly support the lead fund manager’s daily portfolio management of the T. Bailey fund of funds including the family’s private wealth.Management of the funds on a daily basis from an investment perspective, but also a marketing and sales, compliance, accounting and an administration view point.Construction of the Quantitative Scoring (QS) process for T. Bailey Asset Management which is described as the most impressive and comprehensive model by the CIO of a well known asset management company. Fund selection provides significant returns for the T. Bailey Funds and provides many investment opportunities.Relative Strength Indicator Charting highlighting short to medium-term tactical asset allocation opportunities.Producing detailed fund reports with final recommendations and conclusions.Selecting and investing in funds via the investment process.Negotiating terms of business – reducing annual management costs either by stronger terms or stronger fund selection.Presenting the company, investment process and investment offering to existing and potential investors. Show less

Birmingham, United Kingdom

Recruited by Williams de Broë to aid the launch of four fund of funds with a launch value of £45 million. Within a small team, I actively helped grow this value to £230 million by working closely with the fund manager, designing and developing the investment process through quantitative and qualitative analysis. The funds achieved consistent top quartile performance verses their peer groups.