Stephen Marriott Email & Phone Number

Bristol, Gb

London, United Kingdom

I am now working more flexibly and offering my skills as a fund researcher and asset allocator on a freelancer/contractor basis to the wealth management industry. Clients I have helped include:• Family Office• Rowan Dartington (St. James's Place), qualitative fund due diligence/model portfolio guidance for a new offshore fund of funds discretionary service for St. James’s Place• Candid Financial Advice, fund research due diligence, both qualitative and quantitative, refining their client model portfolios and creating investment process documentation• Big Issue Invest, initial alternative asset guidance for a new multi-asset social investment fund• Tilney Bestinvest (Evelyn Partners group) repurposing their client-facing fund fact sheets• Advance Emerging Capital (acquired by Standard Life Aberdeen) due diligence for several of their specialist offshore emerging market funds• City Wire, investment pieces for several of their publications.

London, England Metropolitan Area

A senior member of Rowan Dartington's (which is owned by St James Place ) investment team researching and monitoring collective investments across a range of asset classes, sectors and investment vehicles. Global model portfolio responsibility and a member of the Asset Allocation Committee, which included the presentation and thought leadership perspectives for a £4bn multi-asset portfolio.

London, United Kingdom

Medietas Ltd is based in London and was founded to create products which bring balance to people’s lives. Its first product TOME tackles the problem of device addiction in the home, workplace and social setting. I am a seed investor and have been advising the company with investor and strategic partnerships.

London, United Kingdom

• Co-Fund Manager for the five in-house Multi-Manager products. I was involved from an early stage, working closely with the CIO from initiation/concept through to launch and management. Under our stewardship assets under management grew from zero to £500m.• Researched, qualified and monitored new and existing managers/funds across a number of sectors, asset classes and investment vehicles including OEICs, investment companies, ETFs, private equity, venture capital and hedge funds.• Implemented a formal research process for fund manager selection and monitoring: introducing new investment tools, fund manager interview procedures/report approach and structure of Fund Rating meetings (Bestinvest Research procedures handbook).• Attendance at individual smaller company meetings that were reviewed for Bestinvest’s in-house VCT fund and feedback to the trust’s manager.• Regular contributor of ideas and investment articles for the firm’s client bulletins, guides and website, including the infamous Spot the Dog publication.

London, United Kingdom

In 2014 I wrote a little book and to my surprise, it went on to become an Amazon bestseller. Candyfloss Guitar is book one in the Reluctant Pilgrim series and #2 Santiago's Guitar, is the sequel. Book #3 is due for release in 2023. It will captivate fans of inspirational fiction and classic traveller's tales.I am also available for public speaking events and my most popular talk reflects on my 800km walk across Spain on the historic Camino de Santiago pilgrimage, which inspired the series.

London, United Kingdom

• As a senior member of a recently formed fund research team, my main duty was to meet as many fund managers as possible and produce both qualitative and quantitative reports to build up a comprehensive database of Morningstar UK rated funds. • Research and due diligence across all the mainstream equity fund sectors.• Production of research-related content and thought leadership articles for the Morningstar website and platforms.• Training and mentoring junior fund analysts.

My top five memories and insights from the trip:• The humbling experience of teaching working kids in Peru• Touring the Galapagos islands on a budget yacht with fellow travellers• Laughing and feeling clumsy while trying to learn salsa dancing• The friends I made and the kindness of strangers• Experiences should be treasured not things.

Bristol, United Kingdom

• Fund manager for Falcon Group's (subsequently integrated with Lighthouse group Plc) discretionary funds and portfolios, consisting of two international equity broker funds, a small companies fund and a number of client bespoke collective investment portfolios.• Additional duties included investment advice to a small bank of personal clients; reviewing third party and financial advisors’ client portfolios; providing guidance on popular funds and new fund launches. Also produced regular articles and investment bulletins for client newsletters/guides/financial press.

Exeter, United Kingdom

Employed as a Bonds Data Analyst providing data and investment coverage for the Reuters terminal/platforms.