Simon B.

Simon B. Email and Phone Number

Investment Professional @ Wiltshire Citizens Advice
chippenham, wiltshire, united kingdom
Simon B.'s Location
United Kingdom, United Kingdom
About Simon B.

I have been an investment professional for over 35 years in a variety of roles that have included an analyst producing published company research, a fund manager managing a life and pension plus two unit trusts, and head of an investment team covering the FTSE250. Latterly I was one of the founders of Parmenion building the AUM from nil to over £9 billion by the time I retired.Whilst at Parmenion I devised the investment research template for the qualitative analysis of funds and built a quantitative screening process to analyse asset class universes in order to seek funds for inclusion in the model portfolios. In addition I led the Tactical Asset Allocation committee which used my valuation and momentum screen to rank asset classes in terms of their attractiveness.Part of my role was to attend the investment committees of client companies and help the Regional Sales Managers in the marketing of Parmenions services.I am now seekng NED and investment committee roles where I can add value using the skills and experience from all of the above.

Simon B.'s Current Company Details
Wiltshire Citizens Advice

Wiltshire Citizens Advice

View
Investment Professional
chippenham, wiltshire, united kingdom
Employees:
30
Simon B. Work Experience Details
  • Self-Employed
    Investment Professional
    Self-Employed
  • Wiltshire Citizens Advice
    Member Board Of Trustees
    Wiltshire Citizens Advice Nov 2023 - Present
  • Parmenion
    Chief Investment Officer
    Parmenion Oct 2006 - Oct 2020
    Bristol, England, United Kingdom
    Fund research template and risk analysis for model portfolios. Devised and implemented a Tactical Asset allocation process. Communication skills both written and oral. Instrumental in the growth of Parmenion from its foundation to its eventual sale of Aberdeen PLC in 2016.
  • Edison Investment Reserach
    Senior Analyst
    Edison Investment Reserach Oct 2003 - Oct 2006
    London, England, United Kingdom
    Investment Analyst producing research on small/AIM companies for distribution to investment institutions. Pitching to companies to win new business and helped Edison grow in the early stages of its development.
  • Research Into A Ftse250 Mid Cap Hedge Fund
    Analyst
    Research Into A Ftse250 Mid Cap Hedge Fund Oct 2001 - Oct 2006
    London, England, United Kingdom
    Wrote the investment process for the above fund and marketed the idea to various seed capital providers.
  • Equitable Life Assurance Society
    Fund Manager
    Equitable Life Assurance Society Mar 2000 - Apr 2001
    London, England, United Kingdom
    Responsible for a team managing a FTSE250 fund for the above.

Simon B. Education Details

Frequently Asked Questions about Simon B.

What company does Simon B. work for?

Simon B. works for Wiltshire Citizens Advice

What is Simon B.'s role at the current company?

Simon B.'s current role is Investment Professional.

What schools did Simon B. attend?

Simon B. attended University Of Bradford School Of Management, City Of London Polytechnic, The George Washington University.

Who are Simon B.'s colleagues?

Simon B.'s colleagues are Chantelle Mccafferty, Rachel Malata, Harrison Shackell Green, Oonagh Skrine, Margaret Falcone, Eriko James, Suzanne Wigmore.

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