Portfolio Manager

• Oct 2019 - Present

Portfolio Manager

• Sep 2017 - Sep 2019

Tiller is an award winning fintech company formed by ex-hedge fund managers to target the B2C and B2B market. The investment offering includes passive and active model portfolios as well as thematic options. Role / Responsibilities: Day to day management of client portfolios Involved in initial setup and testing phase of investment systems Constructing multi-asset portfolios with a combination of quantatitive and qualitative techniques Carrying out fund selection in conjunction with external research agency Show less

Investment Manager

• Sep 2014 - Feb 2017

• Day to day management of the 5 model portfolios that comprise the firm’s AUM (circa £155m). All models are collectives only • Created formal investment process: (i) Strategic Asset Allocation based on a ‘Balanced Risk’ approach (ii) Tactical Asset Allocation model trademarked (LIVEST) (iii) Fund Selection Process • All 5 model portfolios outperformed their respective benchmarks from September 2014 • Performance (from end of September 2014 to end of February 2017) is 22.60% v 14.95% for the medium risk portfolio against the ARC Sterling Balanced benchmark • Media work, including interviews & quotations in Investment Adviser, Barron’s Asia, FT Adviser and Money Observer • Writing a quarterly newsletter to clients and regular market updates for blog • Meetings with clients and professional introducers • Successfully delivered project to build new website for the company Show less

Portfolio Manager, Assistant Vice President

• Dec 2010 - Jul 2014

Role / Responsibilities:Management of private client discretionary portfoliosPortfolios are multi-asset class, with underlying investments including collective vehicles, direct equities and alternative investments on a domestic and international basisResponsibility for over £200m of AUMGenerating investment ideas, with respect to asset allocation and stock selectionPitching to potential clients, meeting existing clientsMember of the Barclays Selection Committee- A national committee of five, that are responsible for the reference portfolios These are designed to be used by other portfolio managers when constructing portfolios Show less

Portfolio Manager

• May 2008 - Dec 2010

Role / Responsibilities:Management of private client discretionary portfolios.Portfolios are multi-asset class, with underlying investments including collective vehicles, direct equities and alternative investments on a domestic and international basis.Responsibility for over £80m of AUMGenerating investment ideas, with respect to asset allocation and stock selectionMember of the Barclays UK Equity Committee- A national committee of eight Portfolio Managers, that researched and provided recommendations on UK equities for discretionary portfolios.Research was carried out by:Reviewing third party, sell-side research Carrying out proprietary screening and modellingQualitative AnalysisMeeting Investor Relations / Company ManagementRecommendations took the form of:A reference portfolio of 25-30 stocksBuy / Hold / Sell rationale notesProviding recommendations on Corporate Actions Show less