Experience

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  Henderson Rowe

  • United Kingdom
  • Investment Management
  • 1 - 100 Employee

  • Head of Trading

    • Aug 2023 - Present

  • Senior Portfolio Manager

    • Nov 2020 - Aug 2023

    Managing Smart-Beta model portfolios for HNW and UHNW private clients. Henderson Rowe is a division of Rayliant Global Advisors, bringing state of the art, multi award winning research to the private investor.

  • Portfolio Manager

    • Nov 2018 - Nov 2020

    Discretionary Portfolio Management - constructing bespoke portfolios for high net worth individuals and their families. Portfolios consisting primarily of global equities and fixed income assets, ETFs and collective investment funds.

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  Walker Crips

  • London, United Kingdom

  • Stockbroker

    • Jun 2018 - Nov 2018
    • London, United Kingdom

    Walker Crips is a private client Stockbroker. The company offers bespoke investment services including execution only, advisory managed, discretionary portfolio management and wealth management.

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  Henderson Rowe

  • Mayfair, London

  • Investment and Trading Advisor

    • Jan 2014 - Oct 2014
    • Mayfair, London

    Henderson Rowe is an Investment Management firm working directly with High Net Worth Individuals, Pensions, Charities and Institutions.During my time at Henderson I was responsible for the following:- Co-ordinating thorough equity research for speculative trade recommendations- Efficiently executing client orders and recommendations on a number of trading platforms- Advising high net worth clients on derivative/securities investment and risk management strategies- Managing client portfolios on a discretionary basis while liasing with in house analysts for correct asset allocation- Generating new business through client recommendations and meetings

• 

  JN Financial

  • London, United Kingdom

  • Derivatives Trader

    • Mar 2013 - Nov 2013
    • London, United Kingdom

    JN Financial is a Stockbrokerage specialising in derivatives such as CFD's, Financial Spread Betting and FX, while working closely with a variety of clients including retail, professional and institutional. Atlas JNF Asset Management is a department within JNF Group focusing on discretionary managed accounts trading global equities and fixed income securities.My responsibilities included:- Effectively generating new business through client recommendations and meetings- Efficiently executing client orders and recommendations on a number of trading platforms- Conducting thorough equity/commodity researchDuring my time at JN Financial I learned vast amounts surrounding the finance industry as I studied the CISI Level 4 Investment Advice Diploma, this qualification allowed me to progress from primarily new business generation to advising clients on speculative trades.

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  Accendo Markets

  • London, United Kingdom

  • New Business Executive

    • 2012 - 2012
    • London, United Kingdom

    Accendo Markets is an execution only CFD brokerage, primarily placing orders from retail clients.My responsibilities included:- Generating new business- Guiding new clients through the company's online trading platform

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  Greystones Estate Agents Limited

  • Bexhill

  • Senior Negotiator

    • 2011 - 2011
    • Bexhill

    Greystones is an estate agency based in Bexhill, East Sussex.My responsibilities included:- Successfully generating new business through sales and property valuations- Liasing with solicitors, clients and other estate agents through the sales process- Negotiating amicable sales prices between vendors and buyers

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  Sequence UK Ltd incorporating Barnard Marcus - Brown & Merry - Fox & Sons - William H Brown

  • Lewes, East Sussex

  • Negotiator

    • 2010 - 2011
    • Lewes, East Sussex

    Fox and Sons is an estate agent which is part of Sequence Homes Group.My responsibilities included:- Generating business through property sales- Negotiating amicable sales prices between vendors and buyers- Carrying our office specific marketing campagnes- Managing property viewingsDuring my time at Fox and Sons I learned a lot in relation to the property market and how it opperates while developing key sales and negotiation skills.