Matthew Webber Email & Phone Number

London, England, United Kingdom

The Advanta group of companies, was established in 2014 and partnered with Beech Tree Private Equity in early 2021 to accelerate its organic growth and acquisition strategy. Advanta Invest is part of the Advanta group of companies and provides discretionary investment management services to the clients of the industry leading, Chartered Financial Planners, Advanta Wealth. Director of Advanta Invest Limited Ultimate responsibility for the day-to-day management of the Advanta Invest, investment function.Play a key role in providing the supporting narrative and justification for the adoption of the centralised investment proposition.Chair of the Advanta Invest Investment Committee & Strategic Asset Allocation Working Group. Responsible for the management and development of the manager selection process.Lead the portfolio construction process. Lead the internal and external client, investment communications strategy.Provide due diligence analysis and insight into potential acquisition’s investment processes.Assist with the onboarding and upskilling in the post acquisitions stage.

London, United Kingdom

Following the merger of Aberdeen Asset Management and Standard Life Investments the two Fund of Funds teams merged to create a 18 strong unit, managing over £37bn. As part of the requirement to dedicate further resource my ongoing responsibilities were focused towards the management of the 1825 Model Portfolio proposition (200+ Financial Planners) for AberdeenStandard Capital and the internationalisation of the team's investment solution capabilities. Multi-asset portfolio manager: - 20 models, £1b+ assets, risk-based, domestic and international.Designed, implemented and managed multiple Model Portfolio propositions.Member of the Wholesale Advisory Unit, a team of broad capabilities designed to engage with new strategic partners at senior management and executive board level.Global stakeholder management across; asset allocation, product development, operations, risk management, legal, governance, distribution marketing and OCIO function.Equity and Fixed Income research responsibilities.

London

Due to the increasing complexity of the Fund Solutions Teams operating framework and portfolio mandates I assumed a uniquely structured role within the team of Fund and Research Manager. Fund Manager Co-Manager of the , multi-asset, fund of funds, 1825 model portfolio proposition (5 models). Provided a significant contribution to portfolio construction decision-making, across the teams portfolios and on-going portfolio construction processes.Ensured manager selection and blending decisions were in-line with portfolio mandate and wider FST objectives.Demonstrated excellent understanding of SAA & TAA processes, and engaged in dialogue and debate with SLI Multi-Asset Investment and Implementation Team on TAA.Research Manager People development: - line manager for Analyst role; four direct line reports, across a range of experience 0-12 years (executed the recruitment process).Process development implementation: Facilitated and implemented the research process developments in collaboration with colleagues.Process application: Ensured the disciplined implementation, documentation and governance of the teams research, mitigating the risks of poor application of the process, ensured sufficient management information and reporting to enable monitoring of risks and controls. Service standards: Ensured the requirement of key clients including the FST & SLW PMs to agreed service standards is achieved. Lead the annual review of these standards.Process Advocacy: Lead the research engagement with fund groups, helping groups to understand the investment process. Initiated the NDA process. Other skills/ experienceExecuted in the integration of 4 Fund of Funds into existing portfolios, following IGNIS Asset Management acquisition.Oversight and management the teams best advice Fund panel for the Life Company parent.Oversight and management of the non-disclosure agreement establishment process.Highly proficient public speaker.

London, United Kingdom

This role sits within the 7-member Fund Solutions team, which is responsible for manager appraisal, monitoring and Fund selection for the MyFolio range of risk based solutions, the guided architecture within the Standard Life Wrap platform and provides input into our colleagues within the Private Wealth business unit.Responsible for leading UK Equity, Japan Equity, Strategic Bond, Property and Passive asset class research. Acted as back-up analyst across a broad range of other asset classes.Researched, identified and recommend new funds for approval adhering to team’s investment process and portfolio mandates.Lead advocate for the on-going development of the manager selection process, including documented approach, data collation and management, regulatory adherence and reporting across internal and external stakeholders.Line management: - responsible for four Analysts.Strong awareness of strategic asset allocation and tactical asset allocation processes, particularly in relation to fund selection requirements.Led the engagement with existing and new third party asset management groups.Strong advocate of the team’s capabilities through considerable presentation experience.

Manchester, United Kingdom

Co-operative Asset Management is a Manchester based, retail and institutional asset management firm focusing on UK Equities, Fixed Income and Alternative Investments. Known for its distinctive environmental, social and governance philosophies the firm manages over £17bn in assets. The firm was subsequently sold to Royal London Asset Management.Managed six, Multi-Asset, Fund of Fund Pension Portfolios. Assets £35M.Managed two, Multi-Asset, Fettered Fund of Fund Pension Portfolios. Assets £220M.Managed six, Multi-Asset, 6 Life Fund of Fund Portfolios. Assets £150M.Co-Managed Emerging Markets proportion of the With Profits Fund. Assets £150M.Provided quantitative and qualitative fund research and analysis for retail Fund of Fund products and part of institutional With Profits Fund.Supported asset allocation process for Fund of Funds and With Profits Fund.Lead face to face research interviews with Fund Manager’s and teams.Designed, implemented and maintained quantitative analysis process.Designed and implemented enhancements to the qualitative investment process.Maintained ongoing relationships with 3rd party investment management groups. Represented firm to external stakeholders.Wrote monthly reports, highlighting drivers of investment returns, for distribution to third parties.

London, United Kingdom

Mazars Financial Planning is a wholly owned subsidiary of the global accountancy practice Mazars LLP. Operating from a network of regional offices, spread throughout the UK, the firm provides financial planning and investment management services to high net worth private clients and Trusts. My role was to design and implement the investment process, providing a central resource to over 40 Financial Planners and Assistants. Platform assets exceed £100m. Designed, implemented and managed the model portfolio service (12 models), spread across capital growth and income objectives, incorporating Collective Investment Schemes, Exchange Traded Fund’s and Alternative Asset classes, using a core and satellite approach. Designed, implemented and maintained the asset allocation strategy.Designed quantitative and qualitative fund research process, across all sectors, ensuring compliance with FSA regulatory requirements.Represented firm externally at key industry events, training seminars, and trade body meetings and wrote articles for trade magazines.

London, United Kingdom

OBSR (a Morningstar company) was an independently owned research consultancy, providing qualitative and quantitative investment research, product analysis, best advice panelling and bespoke consultancy to IFA’S, Life Offices and Investment houses. Specialised in qualitative and quantitative research across, Collective Investment Schemes, Life and Pension Funds and Multi-Manager strategies.Supported the OBSR fund rating service, through the production of research, analysis and fact sheets.Led face to face interviews with individual fund managers and teams.Assessed funds against a series of quantitative criteria and risk metrics, on both an absolute and relative basis.Researched and wrote client reports for bespoke consultancy work.Supported the design of and implemented the Multi-Manager fund research process.

Guildford, United Kingdom

Joining as an employee, I became a Partner in April 2001. In August 2001 one of the two Partners suffered a serious illness and I took responsibility for the equity investment strategy for the firm, managing £30m. The partnership was subsequently sold to Thesis Asset Management in April 2002.Devised the asset allocation strategy, combining both direct equities and Collective Investment Schemes to achieve desired exposures.Managed discretionary and advisory portfolios, ranging between £100K - £1m+, for both private clients and charities.Researched UK fund managers and provided selection panel.Wrote the research documentation produced by the Partnership, including results notifications, fund reviews and a monthly newsletter, distribution list exceeded 200.

London, United Kingdom

Working for various teams of Financial Consultants in addition to bespoke projects for the regional Managing Director and Compliance Manager.Trade reconciliation's, portfolio valuations and co-ordination of research materials.