Richard Sneideris Email & Phone Number

Leeds, England, United Kingdom

I am delighted to be part of a great company and working alongside my excellent colleagues in our Leeds office.I never have a dull day at work and we continue to find new ways to enhance our service to our clients.

Bangor, Gwynedd, United Kingdom

Significantly grew assets under management through the acquisition of new clients and the upgrading of existing clients. Delivered consistent outperformance of the benchmark managing private client portfolios, pension funds, and charity accounts, primarily on a discretionary basis, always offering the highest level of personal service. Co-managed a project to establish and maintain a collective research department, building an internal research process utilised by the entire firm. Created connections with all the major fund houses and formulated a list of over 100 approved funds. This greatly improved the level and quality of research and the service provided to clients.

Manchester, United Kingdom

Established new relationships with financial advisers and clients, securing new business and delivering a high level of personal service.Consistently outperformed the benchmark managing pension funds, charitable funds and private client portfolios, including High Net Worth clients, primarily on a discretionary basis.Developed connections with a variety of professionals, including financial advisers, solicitors, accountants and trustees.Expanded the Quilter brand across various regions including Lancaster, Yorkshire and Tyne & Wear.

Within a team of two fund managers consistently outperformed the benchmark, primarily attributed to superior strategic asset allocation decisions, with private client funds of c£250m. Managed pension funds, charitable funds and private client portfolios, including High Net Worth clients, primarily on a discretionary basis.Created and presented investment proposals to clients, increasing new business by c20% and facilitating better informed strategic decision making.Managed bespoke client portfolios of c£250m outperforming peer and benchmark indices maximising tax efficiency and providing optimal risk adjusted returns utilising a multi asset class approach to investment management. Assets include UK and international equity, structured products, commodities, property, hedge funds, fixed interest and alternatives such as infrastructure and private equity.Effectively used various dealing and portfolio management tools trading in a broad range of investment products, managed funds, investment trusts and other collective investment vehicles. Also proficient with various other programmes such as Microsoft Excel, previously utilising this expertise to improve the efficiency of management processes by approximately 10%.Managed and enhanced relations with clients, intermediaries and trustees regarding portfolio construction and development, specific investment decisions and processes. In addition to the retention of accounts was also able to obtain additional business from existing clients, in some cases doubling the amount of funds invested.Mentored graduates in their initial stages of training and development. Coached them through their specific role, assisted in their studying and provided individual coaching.Represented Deutsche Bank at external company and Investor liaison meetings.Gained membership of the Securities & Investment Institute.

Education record

• Regulation & Compliance • Private Client Investment Advice & Management • Fund Management

2:1 Ba (Hons), Business Studies

A Level, Economics/Business Studies, Mathematics, Politics

Also "A" grade German GSCE in one year of study.

10 Gcses Grades A & B, Including Mathematics, English, And Business Studies.