Simon B.
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Simon B. Email & Phone Number

Investment Professional at Wiltshire Citizens Advice
Location: United Kingdom 6 work roles 3 schools
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Current company
Role
Investment Professional
Location
United Kingdom
Company size

Who is Simon B.? Overview

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Simon B. is listed as Investment Professional at Wiltshire Citizens Advice, a with 30 employees, based in United Kingdom. AeroLeads shows a matched LinkedIn profile for Simon B..

Simon B. previously worked as Investment Professional at Self-Employed and Member Board of Trustees at Wiltshire Citizens Advice. Simon B. holds Master Of Business Administration - Mba, International Business from University Of Bradford School Of Management.

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Email format at Wiltshire Citizens Advice

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Wiltshire Citizens Advice

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Profile bio

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.

Current workplace

Simon B.'s current company

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Wiltshire Citizens Advice
Wiltshire Citizens Advice
Investment Professional
chippenham, wiltshire, united kingdom
Employees
30
AeroLeads page
6 roles

Simon B. work experience

A career timeline built from the work history available for this profile.

Investment Professional

Self-Employed

Chief Investment Officer

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.

Oct 2006 - Oct 2020

Senior Analyst

Edison Investment Reserach

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.

Oct 2003 - Oct 2006

Analyst

Research Into A Ftse250 Mid Cap Hedge Fund

London, England, United Kingdom

Wrote the investment process for the above fund and marketed the idea to various seed capital providers.

Oct 2001 - Oct 2006

Fund Manager

London, England, United Kingdom

Responsible for a team managing a FTSE250 fund for the above.

Mar 2000 - Apr 2001
Team & coworkers

Colleagues at Wiltshire Citizens Advice

Other employees you can reach at cabwiltshire.org.uk. View company contacts for 30 employees →

3 education records

Simon B. education

Bsc (Hons), Economic Geography Major

City Of London Polytechnic
FAQ

Frequently asked questions about Simon B.

Quick answers generated from the profile data available on this page.

What company does Simon B. work for?

Simon B. works for Wiltshire Citizens Advice.

What is Simon B.'s role at Wiltshire Citizens Advice?

Simon B. is listed as Investment Professional at Wiltshire Citizens Advice.

Where is Simon B. based?

Simon B. is based in United Kingdom while working with Wiltshire Citizens Advice.

What companies has Simon B. worked for?

Simon B. has worked for Self-Employed, Wiltshire Citizens Advice, Parmenion, Edison Investment Reserach, and Research Into A Ftse250 Mid Cap Hedge Fund.

Who are Simon B.'s colleagues at Wiltshire Citizens Advice?

Simon B.'s colleagues at Wiltshire Citizens Advice include Barrie Driscoll, Hannah Da Costa Simoes, Rachel Malata, Oonagh Skrine, and Harrison Shackell Green.

How can I contact Simon B.?

You can use AeroLeads to view verified contact signals for Simon B. at Wiltshire Citizens Advice, including work email, phone, and LinkedIn data when available.

What schools did Simon B. attend?

Simon B. holds Master Of Business Administration - Mba, International Business from University Of Bradford School Of Management.

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