Tony Mee Email & Phone Number

United Kingdom

Birmingham, England, United Kingdom

Subject matter expert, chairing the Investment Risk and Liquidity Committees.

Leicester, England, United Kingdom

Investment leader of the three key product disciplines, Investment Research, Discretionary Portfolio Management and Fund Management. Asset Intelligence is an ambitious young team with a growth agenda looking to materially change the quality of investment services and propositions available to advisor lead clients.Fund Manager of the VT Asset Intelligence.

United Kingdom

Consults with UK-centric Investment Management businesses about the strength of their investment processes and help senior management deliver greater consistency.

London, United Kingdom

• Responsible for the development and maintenance of the Barclays £11 billion discretionary investment framework.
• Over 12 months, project managed the development, delivery and management of the Portfolio Construction ex-ante risk analysis platform including factor definition, stress analysis, optimiser and Active/Passive cost.
• Advised discretionary portfolio managers of all propositions on risk budgeting, style and factor management to identify and mitigate unintended exposures and performance. Added circa 0.5% of performance over 2018.
• Advised the Chief Investment Officer and Strategy team on the annual review and production of Capital Market Assumptions and how they are presented to the optimiser in order to limit turnover to 15%.
• Developed risk tools to translate strategic and tactical asset allocations across all discretionary mandates to ensure that each of the 75 discretionary mandates is consistent with the promise we make to clients.
• Responsible for the oversight of the preferred investment universe. Developed a definitive framework to ensure that the funds platform delivers the required breadth of economic and factor exposures while reducing the.

London, United Kingdom

• Led the £3bn HNW and “Dynamic” absolute return discretionary propositions with 5 multi-asset portfolio managers. Drove investment implementation strategy and controls to align with house-view and risk frameworks..
• Personally managed £400m of multi-asset and £250m of absolute return mandates.
• Member of Global Asset Allocation Committee (Strategic and Tactical) responsible for £14bn of discretionary AUM
• Coached and developed team. Aligned behaviours and activities to strategy of quality growth and execution consistency. This made the proposition more attractive and marketable and fuelled stronger relationships with.
• Accountable for the £250m “Dynamic” absolute return proposition (July 2016 to 2019). Structured a new team approach and risk management framework to enable the management of investments and communication with clients.
• Developed team specialisms so that both discretionary and advisory propositions had specific investment processes, controls and distribution relationships. This generated the capacity to collaborate with new teams and.

Birmingham, United Kingdom

• Led three multi-asset discretionary management teams, 8 portfolio managers and £2.5bn of AUM
• Drove internal and external client investment messaging to Midlands, South West and Wales clients
• Managed £480m AUM of HNW/Affluent multi-asset mandates
• Member of the Global Asset Allocation Committee and the chair of the discretionary fixed-interest and hedge-fund committees. Both committees undertake security selection for global reference portfoliosKey Achievements
• Supported bankers to develop annualised non-market asset growth of 15% over 3 years
• Delivered relative performance of +185 bps annualised over 5 years

Bachelor Of Science (B.Sc.), Production And Operations Management

4 A Levels And 13 O Levels

Fca: Cf30, Holds A Statement Of `Professional Standing (Sps)

Msi. Diploma (Level 6), Private Client Investment Advice & Management, Fund Management, Regulation & Complaiance, 2Nd Highest Grade Globally