Simon B. Email & Phone Number
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.
Email format at Wiltshire Citizens Advice
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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
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Simon B. work experience
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Member Board Of Trustees
Chief Investment Officer
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.
Senior Analyst
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.
Analyst
Wrote the investment process for the above fund and marketed the idea to various seed capital providers.
Fund Manager
Responsible for a team managing a FTSE250 fund for the above.
Colleagues at Wiltshire Citizens Advice
Other employees you can reach at cabwiltshire.org.uk. View company contacts for 30 employees →
Barrie Driscoll
Colleague at Wiltshire Citizens AdviceDevizes, England, United Kingdom
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Hannah Da Costa Simoes
Colleague at Wiltshire Citizens AdviceTisbury, England, United Kingdom
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Rachel Malata
Colleague at Wiltshire Citizens AdviceSalisbury, England, United Kingdom
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Oonagh Skrine
Colleague at Wiltshire Citizens AdviceCorsham, England, United Kingdom
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Harrison Shackell Green
Colleague at Wiltshire Citizens AdviceDevizes, England, United Kingdom
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Suzanne Wigmore
Colleague at Wiltshire Citizens AdviceBristol, England, United Kingdom
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Kathryn Ness
Colleague at Wiltshire Citizens AdviceUnited Kingdom
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Liz Goodey
Colleague at Wiltshire Citizens AdviceTrowbridge, England, United Kingdom
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Chantelle Mccafferty
Colleague at Wiltshire Citizens AdviceCalne, England, United Kingdom
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Eriko James
Colleague at Wiltshire Citizens AdviceUnited Kingdom
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Simon B. education
Master Of Business Administration - Mba, International Business
Bsc (Hons), Economic Geography Major
Education record
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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