Head of Investment Strategy

• Sep 2021 - Present

Investment Portfolio Manager

• Jul 2010 - Present

I joined the group with a specific remit to create a centralised investment proposition for its IFAs. IMS Capital was launched in 2010 with an initial range of 5 model portfolios built around a core strategic asset allocation provided by Morningstar. With no existing strategy in place, I built the procedures and research tools from the ground up, integrating them into the existing advice and compliance processes, as well as designing all of the literature and marketing material.Since launch IMS has gone from strength to strength with an expanded team and portfolio range, and funds under management in excess of £820m. In 2021 we designed and launched a proprietary client management system allowing us to automate the bulk of the administration including the sending and receiving of electronic reviews related to the advisory service. Our accumulation portfolios had an outperformance over benchmark (net of fund and IM fees) of 90% on a discrete annual basis in the 10 years since inception. I am also responsible for the strategic development and promotion of the wider product and service offering to the group’s IFAs. This involves the production of sales aids and regular written communications, to both end clients as well as advisers, and working with other departments to further the use of the Investment Suite. I also sit on the Group's Investment and Asset Allocation Committees, the Product & Governance Committee, as well as the Leadership Teams for the Investment Management and Financial Planning divisions.This wide range of responsibilities has allowed me to acquire a deep understanding of both the financial advice and the wealth management sectors. This builds on my more than two decades in the industry, working in a range of environments including private ownership, AIM listed, and now private equity. I have enjoyed being given the opportunity to help shape the future direction of the group as it grows rapidly within an ever-changing marketplace. Show less

Fund Manager

• Jun 2019 - Present

Investment Portfolio Manager

• Jun 2004 - Jun 2010