Michael Usher Email & Phone Number

Richmond-Upon-Thames

Grosvenor Street, London W1

Goldlake Capital provides comprehensive discretionary and advisory portfolio management services to small and medium Charities & Foundations, Families and Private Individuals.Our team has extensive experience in both institutional and private client portfolio management. We have managed funds for a wide spectrum of clients including major US and European public and corporate pension funds, a sovereign wealth fund as well as small Charities, Foundations and Private Individuals.Our Investment Process is focused on achieving clients long term real return expectations through a disciplined investment approach. This process is supported by extensive research focused on macro economic and market fundamentals. We apply institutional investors discipline in the management of our clients portfolios.We have a highly competitive cost structure which is designed to reduce the long term compounding effect of fees and charges on clients portfolios.Goldlake Capital Limited is authorised and regulated by the Financial Conduct Authority.

Berkeley Square, London W1

Set up of a new Discretionary Investment Management business within the Financial Planning firm, Connor Broadley. Established the Investment Process and built a team of five people to support the Investment Service. Sat on Executive Committee, Management Board and chaired monthly Investment Committee meetings.Responsibility for maintenance of client relationships and involvement in new business development, assisting with grow in funds under management from £90 million in April 2011 to approx £200 million in September 2014.Dealt with all compliance aspects of of the Investment Management business working with independent external compliance consultants.

Park Street, London W1

Contributed to growth of company over 19 year period, during which time, funds under management grew from £30 million to approx £2.5 billion. Led a team of eight people managing funds of approx £350 million, maintaining IFA relationships as a key source of new business.Managed individual client relationships/portfolios with sector research responsibilities for different markets including the UK, US and Far East & Emerging Markets. Director of Brooks Macdonald Services Ltd with responsibility for management of external third party custodians as well as internal operations team.Member of BM Treasury Committee with responsibility for allocation of cash funds to different financial institutions balancing risk and return requirements.

Education record

Education record