Stephen White Cfa, Ca(Sa) Email & Phone Number

London, England, United Kingdom

As UK Team Head and Senior Equity Research Analyst, I play a critical role within a Single FamilyInvestment Office based in London, responsible for overseeing the research process,management and performance of the In-House Active Equity Fund Portfolio.I lead a UK based team of research analysts and work closely with the Cyprus based CIO Office as well as portfolio management and execution function to make informed investment decisions, execute strategy, and deliver value to the… Show more As UK Team Head and Senior Equity Research Analyst, I play a critical role within a Single FamilyInvestment Office based in London, responsible for overseeing the research process,management and performance of the In-House Active Equity Fund Portfolio.I lead a UK based team of research analysts and work closely with the Cyprus based CIO Office as well as portfolio management and execution function to make informed investment decisions, execute strategy, and deliver value to the family's investment objectives.In addition to my role on the Active Equity Fund, I am a member of the Aristeus Asset Allocation Committee. Show less

London, England, United Kingdom

Buy-side equity analyst performing bottom-up analysis on globally listed publicly listed equities with the goal of building a high conviction and concentrated portfolio.

London, United Kingdom

Founded in 2003, Atlantic Equities is a U.S. equity brokerage firm based in London focused solely on servicing European institutional investors. With its Europe-based analysts, Atlantic Equities conducts and publishes fundamental, bottom up research on mid and large cap U.S. companies.

London, United Kingdom

Oil & gas exploration and production company operating in North-Western Kazakhstan and listed on the London Stock Exchange.

London, United Kingdom

• My client base has included two FTSE 100 mining companies, a FTSE 30 utilities company, a start-up oil & gas exploration company, and two Nigerian exploration and production oil & gas companies.• My role was client facing, and involved understanding their business and challenging them on their key assumptions and judgements in their financial statements.• Managing field work, which included bringing junior staff up to speed and allocating the work load across the field engagement… Show more • My client base has included two FTSE 100 mining companies, a FTSE 30 utilities company, a start-up oil & gas exploration company, and two Nigerian exploration and production oil & gas companies.• My role was client facing, and involved understanding their business and challenging them on their key assumptions and judgements in their financial statements.• Managing field work, which included bringing junior staff up to speed and allocating the work load across the field engagement team.• Assessing the disclosure in financial statements for reasonability of discussion, facts provided and compliance with regulatory disclosure requirements Show less

Post Graduate Diploma In Accounting, Accounting And Finance

Activities and Societies: I was a member of the investment society. I was involved in the cycle and rugby club. I studied a post graduate.

Bachelor Of Bussiness Science In Finance And Accounting, Accounting And Finance

Deans Merit list and Commerce faculty scholarship (2010) Golden Key Member

Matric

Preparatory School