Simon B. Email and Phone Number
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.
Wiltshire Citizens Advice
View- Website:
- cabwiltshire.org.uk
- Employees:
- 30
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Investment ProfessionalSelf-Employed
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Member Board Of TrusteesWiltshire Citizens Advice Nov 2023 - Present -
Chief Investment OfficerParmenion Oct 2006 - Oct 2020Bristol, England, United KingdomFund 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. -
Senior AnalystEdison Investment Reserach Oct 2003 - Oct 2006London, England, United KingdomInvestment 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.
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AnalystResearch Into A Ftse250 Mid Cap Hedge Fund Oct 2001 - Oct 2006London, England, United KingdomWrote the investment process for the above fund and marketed the idea to various seed capital providers.
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Fund ManagerEquitable Life Assurance Society Mar 2000 - Apr 2001London, England, United KingdomResponsible for a team managing a FTSE250 fund for the above.
Simon B. Education Details
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International Business -
City Of London PolytechnicEconomic Geography Major
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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