Experience

Cavendish Ware

• United Kingdom
• Financial Services
• 1 - 100 Employee

• CIO & Head of Investments

  • Jan 2017 - Present



Octopus

• United Kingdom
• Financial Services
• 100 - 200 Employee

• Head of Manager Research

  • Jun 2015 - Apr 2016

  Recruited to lead and strengthen the due diligence function within the Octopus multi-manager team. • Reengineered the due diligence process – extending enhanced DD coverage to over 70% of assets. • Managed and developed a team of three junior analysts.



Julius Baer

• Switzerland
• Banking
• 700 & Above Employee

• Executive Director, Fund Research Group

  • Jun 2013 - Apr 2015

  Following the acquisition of Merrill Lynch Global Private Client business by Julius Baer: • The senior due diligence analyst in London currently responsible for due diligence across a range of categories (Global, Japan, Latin America & UK equities, Sterling fixed income) and ETFs. • Voting member of asset allocation and portfolio construction groups for the UK discretionary offering. • Member of Investment Governance Committee, responsible for investment governance and new business… Show more Following the acquisition of Merrill Lynch Global Private Client business by Julius Baer: • The senior due diligence analyst in London currently responsible for due diligence across a range of categories (Global, Japan, Latin America & UK equities, Sterling fixed income) and ETFs. • Voting member of asset allocation and portfolio construction groups for the UK discretionary offering. • Member of Investment Governance Committee, responsible for investment governance and new business and product approval. Show less



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Director, Head of Manager Research (EMEA Pac)

  • Jul 2004 - Jun 2013

  • Head of EMEA Pacific long only due diligence team with direct experience of analysing a wide variety of asset classes – developed and emerging equities, investment grade, high yield and emerging market debt, commodities and alternatives. • Senior member of the investment committee responsible for reviewing and approving analyst ratings. • Senior (voting) member of the asset allocation committee playing a key part in setting investment policy (strategic and tactical allocation) for the… Show more • Head of EMEA Pacific long only due diligence team with direct experience of analysing a wide variety of asset classes – developed and emerging equities, investment grade, high yield and emerging market debt, commodities and alternatives. • Senior member of the investment committee responsible for reviewing and approving analyst ratings. • Senior (voting) member of the asset allocation committee playing a key part in setting investment policy (strategic and tactical allocation) for the discretionary business and advisory channels • Voting member of the portfolio construction team combining top down views with manager selection to create model portfolios that have delivered significant outperformance. • Extensive key client reporting and new business pitching responsibilities

• Director

  • May 2000 - Jul 2004

  • Led the manager research with a team of 3 analysts • Responsible for the due diligence of European equity strategies • Co-managed institutional multi manager mandates, fund of funds for Italian clients and built model portfolios for the private client group clients • Managed a series of UK fund of funds – the ML Global Managed fund



ABN AMRO Bank N.V.

• Netherlands
• Banking
• 700 & Above Employee

• International Private Banking (IPB) - Head of Equities

  • Jan 1997 - May 2000

  London, United Kingdom