Experience

• 

  Veritas Asset Management LLP

  • United Kingdom
  • Investment Management
  • 1 - 100 Employee

  • Partner/Investment Specialist

    • Dec 2018 - Present

  • Partner - Product Specialist/Client Relationships

    • Dec 2009 - Present

    I am responsible for developing and maintaining relationships with Private Banks, Family Offices, Wealth Managers & Asset Managers across the UK, CI's, Ireland, Switzerland, Netherlands and Belgium.My role is to articulate the Veritas investment approach which seeks to deliver real returns (which we define as CPI+) to potential new clients through to conducting investment review meetings.

  • National Sales Manager

    • Dec 2009 - Present

    Primary responsibility for all sales through discretionary wealth managers in London and across the UK with additional responsibility for a number of the global banks in London. Including both gaining buy list position at a central research level and then raising assets from London and regional offices.

• 

  UBS Global Asset Management

  • North

  • Regional Sales Manger

    • Jul 2002 - Nov 2009
    • North

• 

  Artemis Unit Trust Managers

  • Regional Sales Manager

    • Apr 2000 - Jul 2002

    Responsible for the sales of unit trusts to the IFA & discretionary markets in the North of England, Scotland & NI