Senior Investment Director
CurrentSenior Investment Director and Assistant Office Head (Birmingham) I construct bespoke investment portfolios to achieve client’s financial objectives. I pay close attention to individual’s financial circumstances to provide a more personal service allowing to develop a more intimate working relationship. I have sound knowledge of several different investments including Investment Trusts, OEIC’s and Unit Trusts, equities, bonds, structured products, property funds, hedge funds and multi-asset funds. Creating bespoke portfolios requires abilities which I have and continue to demonstrate, including analysing investments, managing risk, appropriate asset allocation, monitoring market trends and quantitive and qualitative research to help narrow down our investable universe.I regularly meet with fund managers and company executives. This is an extremely important part of selecting investments within portfolios and is an extra layer of due diligence before committing client’s capital to a new investment. I also regularly meet with fund managers and company representatives for updates. see less
