Experience

Cambria Wealth Management

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Director

  • Oct 2016 - Present

  With offices in London and Bedford, Cambria Wealth Management provides financial planning and wealth management to individuals and their families. Our clients vary from business owners, executives, directors and retired professionals. We work hard to help you plan for life’s possibilities, to enhance and utilise your wealth to both improve your life and those of your loved ones. We put you at the centre of everything that we do: taking the time to understand your circumstances, concerns, responsibilities and ambitions, before designing and implementing a personalised financial strategy and keeping it under regular review. We know that this will give you the best chance of achieving your long-term financial goals for you and your family, which is our sole aim and responsibility. There are no off-the-shelf answers or shortcuts for a successful financial plan. Our advice is therefore not about products or quick fixes, it is about providing solutions through a long-term, professional and trusted relationship with you. It is our belief that nobody else will work harder to look after your financial well-being than us. Cambria Wealth Management is a Partner Practice of St. James's Place Wealth Management. The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. Cambria Wealth Management is a trading name of Cambria Wealth Management Ltd Show less



Cambria Ventures

• Director

  • Sep 2018 - Dec 2020

  Cambria Ventures We are a result-focused corporate transformation team helping SMEs build sales, develop new ventures, accelerate growth and create more embedded value. "Success, together" Outcome Based Engagement: We offer a full spectrum of capabilities in business innovation, using class leading technology, helping companies look at their funding requirement and acquisition and disposal strategies. As we focus on planning, execution and client delivery outcomes, we have a strong track record of delivery and growth. We are about business - not consulting. www.cambria-ventures.com Show less



Verso Investment Management LLP

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Investment Manager

  • Oct 2013 - Aug 2016



Churchill Cap

• London, United Kingdom

• Merger Arbitrage Trader

  • Sep 2011 - Oct 2013

  Merger, risk arbitrage and relative value trading. Merger, risk arbitrage and relative value trading.



Seymour Pierce

• Investment Banking
• 1 - 100 Employee

• Director Equity Arbitrage Division

  • Jun 2009 - Sep 2011

  Led the equity arbitrage area - covering UK and US hedge funds. Product coverage was merger/risk arb, long/short, UK equity and some primary issuance. Led the equity arbitrage area - covering UK and US hedge funds. Product coverage was merger/risk arb, long/short, UK equity and some primary issuance.



Deutsche Numis

• Investment Banking
• 1 - 100 Employee

• Director - Sales Trading

  • Mar 2006 - Mar 2009

  Coverage of UK and USA hedge funds and European Long Only accounts. Merger arbitrage, long/short, pan European equity, relative value trading and alpha cap systems. Coverage of UK and USA hedge funds and European Long Only accounts. Merger arbitrage, long/short, pan European equity, relative value trading and alpha cap systems.



Commerzbank AG

• Germany
• Banking
• 700 & Above Employee

• Director - Sales Trading

  • 2003 - 2006

  Covered UK, European long only institutions in addition to hedge funds both in Europe and US. Wrote CBK's arbitrage monthly book. Helped developed CBKs pairs trading model - specifically for cross currency trades. Covered UK, European long only institutions in addition to hedge funds both in Europe and US. Wrote CBK's arbitrage monthly book. Helped developed CBKs pairs trading model - specifically for cross currency trades.



Investec

• United Kingdom
• Financial Services
• 700 & Above Employee

• Director - Pan European Sales

  • Jan 1996 - Jan 2001

  Covered German, Swiss, Benelux and French instutions and some prop trading areas. Products covered Convertible Bonds and Pan-Euro equities. Trader and analyst for Convertible Bonds Covered German, Swiss, Benelux and French instutions and some prop trading areas. Products covered Convertible Bonds and Pan-Euro equities. Trader and analyst for Convertible Bonds



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Convertible Bond Analyst

  • Sep 1993 - Jan 1996

  Worked as a CB analyst - initially covering Indian and Tawian - latterly worked on Extel #1 ranked "Red Book". Coverage included UK and European CBs/Pref shares. Priced many new CB issues for corporate finance. Helped develop logic for new internal CB valuation model. Worked as a CB analyst - initially covering Indian and Tawian - latterly worked on Extel #1 ranked "Red Book". Coverage included UK and European CBs/Pref shares. Priced many new CB issues for corporate finance. Helped develop logic for new internal CB valuation model.