Neill Blanks Email & Phone Number

London, England, United Kingdom

MainStreet Partners are the trusted ESG partner of top tier investors for a simple reason: we provide a "one stop shop" for their Sustainability requirements at portfolio level.

London, United Kingdom

Successfully orchestrated a management buyout of the Private Wealth Management business from Dalton Strategic Partnership LLP. Highly qualified investment professional with more than 20 years' experience in the asset management industry. Co-manager of the Melchior Global Conservative Fund following an active multi-asset global asset allocation strategy.

London, United Kingdom

Co-manager of the Melchior Global Conservative Fund following an active multi-asset global asset allocation strategy with an absolute return cash plus objective as well as being responsible for managing fully discretionary segregated portfolios for private clients following a similar approach.

London, United Kingdom

• Working alongside the CEO & Managing Partner and two other Portfolio Managers on the Global Asset Allocation team, managing discretionary portfolios on behalf of institutions, family offices, charities, retail and.
• Utilising a wide range of investment instruments including equities, fixed income, Melchior Funds, Third party Funds, Exchange Traded Funds, Futures, Forwards, CFD’s, Options and Swaps.
• Responsible for Third party Fund manager selection and ongoing monitoring post investment.
• Carrying out performance reviews and updating clients on changes in investment strategy.
• Participating in new client presentations.
• Working closely with the Risk Manager to ensure mandates comply with investment guidelines and remain within specified risk parameters.

London, United Kingdom

- Identifying potential new equity investments via stock screening- Carrying out fundamental stock analysis- Presenting investment case in bi-weekly team meetings

London, United Kingdom

• Attend company and broker research meetings and participate in bi-weekly Stock and monthly Asset Allocation meetings
• Chair monthly risk review ensuring funds remain within specific risk parameters (such as tracking error, portfolio concentration and risk budgets) and in line with relevant models
• Creation and maintenance of Excel based Asset Allocation and Stock models
• Daily oversight of Pan Pacific Equity portfolios, providing detailed performance attribution analysis
• Management of the Pan Pacific Equities Investment Support team

London, United Kingdom

• Worked on various regional long only equity desks including EAFE, Pan European, Emerging Markets and Pan Pacific.
• Day-to-day management of client portfolios, involving deal implementation, cash management, monitoring of open orders and determining trading strategies
• Responsible for implementing and daily monitoring of all currency hedging for the International and North American client base, including calculation of profit and loss reports
• Project management - ensuring that any system changes and enhancements were appropriate to the investment process and that they were implemented with minimal impact e.g. Charles River Trading System
• Management responsibilities for teams of up to six direct reports including annual appraisals, training and recruitment
• Ensuring team members were aware of market idiosyncrasies, were competent in their role and that all departmental procedures were applied consistently

Bachelor Of Science - Bs, Economics

Education record