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Peter Lowman is listed as Chief Investment Officer at Investment Quorum at Investment Quorum Limited, a with 19 employees, based in Greater Southampton Area, United Kingdom. AeroLeads shows a work email signal at investmentquorum.com and a matched LinkedIn profile for Peter Lowman.
Peter Lowman previously worked as Director at Investment Quorum Limited and Chief Investment Officer at Investment Quorum Limited. Peter Lowman holds O Levels from Billericay Secondary School.
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I am a Director and Chief Investment Officer at Investment Quorum. I am also a member of the Investment Committee, and chairman of the Operations Committee. My responsibilities include the overseeing of the firm's strategic and tactical asset allocation for discretionary clients. Prior to joining IQ in early 2007 I spent 3 years with Morgan Stanley Quilter as an Investment Manager. I began my career in the financial services industry in 1972, where I joined Cazenove & Co. and held many positions over a 30 year period, including Investment Director, Fund Manager for the Cazenove Global Equity Fund, International Private Client Fund Manager and Partner's Assistant. I am a Member of the Chartered Institute for Securities & Investment.Specialties: Bespoked investment strategies, strategic and tactical asset allocation, investment due diligence, and writing investment articles for many of the leading financial papers.
Listed skills include Investments, Asset Management, Portfolio Management, Investment Strategies, and 15 others.
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London, United Kingdom
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
London, United Kingdom
•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.
London, United Kingdom
•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.
London, United Kingdom
Investment Director for Cazenove Fund Management Limited - Global Equity TeamFund Manager for the Cazenove Global Equity Fund
London, United Kingdom
•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.
London, United Kingdom
•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.
London, United Kingdom
•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.
London, United Kingdom
•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.
Other employees you can reach at investmentquorum.com. View company contacts for 19 employees →
Rhianne Whight
Colleague at Investment Quorum LimitedLondon, England, United Kingdom
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Nick Rolf
Colleague at Investment Quorum LimitedGreater London, England, United Kingdom
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Richard Watson
Colleague at Investment Quorum LimitedUnited Kingdom
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Lisa Ryall
Colleague at Investment Quorum LimitedGreater London, England, United Kingdom
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Holly West
Colleague at Investment Quorum LimitedLondon Area, United Kingdom
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Faye Brindley
Colleague at Investment Quorum LimitedUnited Kingdom
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Charlotte Thomas
Colleague at Investment Quorum LimitedGreater London, England, United Kingdom
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Sophie Chadwick
Colleague at Investment Quorum LimitedLondon, England, United Kingdom
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Jack Ingamells
Colleague at Investment Quorum LimitedLondon Area, United Kingdom
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Josh Ryall
Colleague at Investment Quorum LimitedUnited Kingdom
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Activities and Societies: School Prefect House Sports Captain 1st IX Football & Cricket Athletics [District]
Quick answers generated from the profile data available on this page.
Peter Lowman works for Investment Quorum Limited.
Peter Lowman is listed as Chief Investment Officer at Investment Quorum at Investment Quorum Limited.
AeroLeads has found 2 work email signals at @investmentquorum.com for Peter Lowman at Investment Quorum Limited.
Peter Lowman is based in Greater Southampton Area, United Kingdom while working with Investment Quorum Limited.
Peter Lowman has worked for Investment Quorum Limited, Morgan Stanley Quilter, Cazenove Fund Management Limited, and Cazenove & Co.
Peter Lowman's colleagues at Investment Quorum Limited include Rhianne Whight, Nick Rolf, Richard Watson, Lisa Ryall, and Holly West.
You can use AeroLeads to view verified contact signals for Peter Lowman at Investment Quorum Limited, including work email, phone, and LinkedIn data when available.
Peter Lowman holds O Levels from Billericay Secondary School.
Peter Lowman is listed with skills including Investments, Asset Management, Portfolio Management, Investment Strategies, Equities, Asset Allocation, Mutual Funds, and Financial Services.
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