Joined the main board of Investment Quorum Limited•To take an active role in identifying new opportunities in the development and growth of the business.. Also chairman of the Operations Committee

•The construction of Investment Quorum's bespoked investment portfolio's •A member of the IQ Investment committee, formally presenting to the CEO, and other board directors and non-executive directors on a monthly basis. •Duties include the production of our internal monthly investment committee meeting notes, and to oversee the strategies, and asset allocations, recommended by our strategic partners, Ingenious Asset Management.•Monitoring the performances of our IQ Investment Solutions. •To oversee the preservation of client wealth [market conditions prevailing].•Working closely with the client relationship managers [CRM’s] in the implementation of the correct investment solution for each of their individual discretionary clients•Working closely with the discretionary services manager, investment and administration teams on the implementation of the investment process.• Producing "The Lowdown" a weekly global investment review on the markets and financial news.

•Vice President - Morgan Stanley Quilter •Investment Manager responsible for private client base.•Presenting and reviewing private client portfolios updating on performance and strategy.•Member of the MSQ International Private Client Group.

Investment Director for Cazenove Fund Management Limited - Global Equity TeamFund Manager for the Cazenove Global Equity Fund

•Fund Manager for the Cazenove Global Equity Fund.•Fund Manager for two external global equity funds based in the Channel Islands under the Royal Bank of Canada umbrella. •Investment Advisor for the International Private Unit Trusts (PUTS).•Member of the Global Strategy Group.•Member of the Asset Allocation Group.•Member of the Global Equity Sector Group•Global co-ordinator for media within the Global Equity Sector Group.•Appraising staff on an annual basis.•Adapted technical skills on Reuters, Bloomberg, Microsoft XP, Excel, Word, Outlook and numerous investment platforms.•Experienced in technical analysis.

•Transferred to Cazenove Fund Management as a senior member of the Cazenove International Private Client Portfolio Management department.•Duties included Investment Strategy, asset allocation, stock selection and construction of global equity / bond models for International segregated Private Client Portfolio’s.•Managing client mandates through London, Geneva and Jersey offices.•Presenting and meeting with clients in London, Jersey and Switzerland.•International Private Client base of circa £500 million.

•Promoted to partners assistant [assisting 4 senior Partners of Cazenove].•Assisted in the management and administration of a number of collective funds incorporated in Bermuda, Luxembourg and the Netherlands Antilles.•Gained experience in the Venture Capital business by means of a collective fund domiciled in Bermuda prior to a public offering in the U.K.•Liaised with accountants and lawyers based in Bermuda and Luxembourg giving assistance in the preparation of report & accounts for the collective funds that Cazenove managed.

•Joined Cazenove on the 1st January 1972 as a trainee. •Gained initial experience in Australian and South African settlements department progressing to the U.S. settlements area in 1973.•In 1974 joined the foreign dealing room assisting in the trading of currency, primarily in the U.S. dollar premium market (at this time the United Kingdom had exchange control regulations).•Responsible for the implementation and reporting to the Bank of England of all the foreign currency trades executed by Cazenove & Co.