Simon Pinckney Email & Phone Number

London Area, United Kingdom

London, United Kingdom

London, United Kingdom

I am an accomplished and engaging individual with a wealth of financial services experience care of a 30 year career spanning fund management, institutional equity derivative broking and wealth management. I am a very effective communicator with the ability to articulate key issues with clarity and to a broad range of clients. I have built an exceptional track record of retaining existing clients, during periods of both weak and strong investment performance, as well as demonstrating great consistency in winning new investment clients.I am an original thinker and very authentic, and deliver technical knowledge with integrity, empathy and passion, resulting in a high conversion rate. I am a pragmatic problem solver for both clients and colleagues alike. I have led by example several highly motivated and successful teams of portfolio managers and always with an open and direct approach. I am commercial and results orientated.

Senior equity sales hired to help a transformational change in the delivery of this boutique firm into a much larger institutional player - undone by the financial crisis.

This was a move from large cap to mid cap broking which had limited success given my background, but i was temporarily a key member of the equity sales team.

Head of Relative Value Sales team, responsible for the idea generation, sales and execution of trades to institutional client base. Product set included equity, convertible bonds, warrants, options and futures, together with all primary and secondary offerings. This team migrated into a hedge fund team and was extremely successful commercially and in building quality long term institutional relationships.

I was employed as the in house equity derivative specialist and had responsibility to promote all listed and unlisted ideas internally, presenting to fund managers and the board on a regular basis and carried out the first listed and unlisted transactions for this group. A very successful track record.

I was employed with an MA in finance as a junior fund manager and made first early use adoption of derivatives by way of listed options and futures.

Masters In Investment And Finance And Ba In Economic History, Finance And Economic History

Education record