Stephen Giddins Email & Phone Number

London, Gb

London, United Kingdom

I manage both discretionary and advisory portfolios on behalf of high net worth individuals, whilst also working with external Financial Advisers (AUM c.£140m).I am responsible for dealing with client questions and queries on a daily basis in a variety of forms and am confident at leading client meetings and discussing technical ideas.

London, United Kingdom

I manage both discretionary and advisory portfolios on behalf of high net worth individuals, investing in equities, fixed interest and collective investments (AUM c.£55m).I oversee a team of investment managers (AUM c.£359m) who deal with discretionary, advisory and execution only portfolios. I am responsible for dealing with client questions and queries on a daily basis in a variety of forms and am confident at leading client meetings and discussing technical ideas. Oversight of our quarterly valuation process and the implementation of trades on the back of recommendations from our research team.

London, United Kingdom

I manage both discretionary and advisory portfolios on behalf of high net worth individuals, investing in equities, fixed interest and collective investments (AUM c.£55m).I am the supervisor of a team of investment managers (AUM c.£256m) who deal with discretionary, advisory and execution only portfolios. I am responsible for dealing with client questions and queries on a daily basis in a variety of forms and am confident at leading client meetings and discussing technical ideas. Oversight of our quarterly valuation process.

London, England

I manage both discretionary and advisory portfolios on behalf of high net worth individuals, investing in equities, fixed interest and collective investments (AUM c.£55m)I am responsible for dealing with client questions and queries on a daily basis in a variety of forms and am confident at leading client meetings and discussing technical ideas.Member of the equity research team, using technical fundamental and quantitative skills in order to make analytical decisions. Various administration duties requiring a high level of diligence, organisation and attention to detail. Together with an involvement in our quarterly valuation process.Have recently been involved in the selection process of a new computer system for the asset management business, preparing part of a Business Requirements Specification (BRS

Assistant to a Duncan Lawrie Asset Management Director.,Responsible for dealing with daily client queries and investment decisions for directors client base (AUM c.£120m), together with wider assistance offered to investment managers.Writing and preparing quarterly valuation reports.

Responsible for organising daily delivery routes of social services equipment within the borough of Bromley needing a high level of organisation and attention to detail.Dealt with client queries on a daily basis. Introduced an effective cataloguing system for both incomplete and complete transactions allowing the team to easily locate relevant information when needed.

A Ba, Sports And Leisure Studies

Activities and Societies: Member of the Cricket team for three years. Coached the girls Cricket team for the Sussex Youth Games.Graduated.

A Level, Business Studies, Classical Civilisation & Physical Education

Activities and Societies: Member of the Cricket 1st XI for four years, two as captain. Member of the Rugby 1st XV for three years..