Experience

• 

  Prudent Wealth Management Ltd

  • Director

    • Jun 2002 - Present

    Fund manager for 28 years with experience in Global Emerging, Continental Europe and the UK stockmarkets. Director and CEO of Prudent Wealth Management Ltd which was set-up in 2004 as an FSA-authorised firm and is now regulated by the Financial Conduct Authority. For consultancy clients, provi...

• 

  Blue Planet Investment Management

  • Investment Director

    • Sep 1999 - Jul 2003

    Blue Planet Investment Management. An Investment Trust group specialising in the financial sector.• Responsibility for asset allocation and stock selection for 3 Investment trusts.• 3 year performance results; 2 trusts in top decile of 299 trusts, third trust in top half of European sector (sourc...

• 

  BlackRock International

  • Director

    • Jan 1996 - Mar 1999

    • Head of Global Emerging markets• Won $200m emerging mandate from US public employees pension fund• Originally additional responsibility as Finance Officer

• 

  Dunedin Fund Managers

  • Edinburgh, United Kingdom

  • Head of Emerging Markets

    • Feb 1994 - Dec 1995
    • Edinburgh, United Kingdom

    • Responsible for launch of Dunedin Global Emerging Markets Fund• Member of global asset allocation committee• Responsibility for ensuring pension fund clients investment objectives met• Achieved NASD exams 3, 63 & 65 (required for US marketing) - not current.

• 

  Edinburgh Fund Managers / British Investment Trust

  • Edinburgh, United Kingdom

  • Head of European Department, Assistant Director

    • Aug 1986 - Jan 1994
    • Edinburgh, United Kingdom

    • Responsible for European portfolio of British Investment Trust for 8 years.• Responsible for European element of 22 Pension fund clients• Member of global asset allocation committee• Secondment to US JV to market EFM services. $20m EAFE mandate won.

• 

  Standard Life Assurance – Investment Department

  • Edinburgh, United Kingdom

  • Analyst

    • Jun 1983 - Jul 1986
    • Edinburgh, United Kingdom

    • Responsible for UK textile sector• Developed European analysis• Originally recruited to improve standards of reporting to Pension clients

• 

  Ernst & Young (formerly Arthur Young McClel...

  • Edinburgh, United Kingdom

  • Audit Senior

    • 1981 - 1983
    • Edinburgh, United Kingdom

    Auditor for several large Financial and Commercial groups including British Linen Bank and Scottish & Newcastle

• 

  Deloitte (then Touche Ross)

  • Edinburgh, United Kingdom

  • Student Chartered Accountant

    • 1978 - 1981
    • Edinburgh, United Kingdom

    • Involved in small company audits and accounting• Admitted to Institute of Chartered Accountants in 1981