Peter Griffin
Investment Director at Gale and Phillipson- Claim this Profile
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Bio
Credentials
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Certified Beer Server
Cicerone® Certification ProgramDec, 2020- Sep, 2024 -
Associate of the Institute of Actuaries
Institute and Faculty of ActuariesJan, 2018- Sep, 2024 -
Certificate in Finance and Investment
The Faculty and Institute of ActuariesSep, 2012- Sep, 2024 -
Diploma in Actuarial Techniques
The Faculty and Institute of ActuariesSep, 2012- Sep, 2024 -
FSA Approved Person (CF30)
Financial Services Authority -
Investment Management Certificate
CFA Society of the UK
Experience
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Gale and Phillipson
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United Kingdom
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Financial Services
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1 - 100 Employee
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Investment Director
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Jun 2013 - Present
One of my main responsibilities is the oversight of the Investment Management team. The team manages our discretionary service (Personal Managed Portfolio, PMP), maintains the fund panel and offers expert advice to our team of advisers on matters of investment analysis, asset allocation and fund selection. I also chair the firm's Investment Committee, contributing to the firm's tactical views and high level investment criteria. Alongside investment responsibilities I oversee much… Show more One of my main responsibilities is the oversight of the Investment Management team. The team manages our discretionary service (Personal Managed Portfolio, PMP), maintains the fund panel and offers expert advice to our team of advisers on matters of investment analysis, asset allocation and fund selection. I also chair the firm's Investment Committee, contributing to the firm's tactical views and high level investment criteria. Alongside investment responsibilities I oversee much of the development around systems and controls used by the Dynamic Cash Management (DCM) and PMP teams to manage the services in a scalable and efficient manner for both the service delivery teams and senior management. Show less One of my main responsibilities is the oversight of the Investment Management team. The team manages our discretionary service (Personal Managed Portfolio, PMP), maintains the fund panel and offers expert advice to our team of advisers on matters of investment analysis, asset allocation and fund selection. I also chair the firm's Investment Committee, contributing to the firm's tactical views and high level investment criteria. Alongside investment responsibilities I oversee much… Show more One of my main responsibilities is the oversight of the Investment Management team. The team manages our discretionary service (Personal Managed Portfolio, PMP), maintains the fund panel and offers expert advice to our team of advisers on matters of investment analysis, asset allocation and fund selection. I also chair the firm's Investment Committee, contributing to the firm's tactical views and high level investment criteria. Alongside investment responsibilities I oversee much of the development around systems and controls used by the Dynamic Cash Management (DCM) and PMP teams to manage the services in a scalable and efficient manner for both the service delivery teams and senior management. Show less
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jonathanfry plc
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United Kingdom
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Financial Services
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1 - 100 Employee
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Investment Manager
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Mar 2010 - Jun 2013
Initially aided in the development of systems and controls to operate the Dynamic Cash Management service. Development of the service is continuous. Currently a member of the Investment Management team. This involves managing our panel of funds as well as operating and developing the Personal Managed Portfolio and structured advisory services Initially aided in the development of systems and controls to operate the Dynamic Cash Management service. Development of the service is continuous. Currently a member of the Investment Management team. This involves managing our panel of funds as well as operating and developing the Personal Managed Portfolio and structured advisory services
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Siemens
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Germany
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Automation Machinery Manufacturing
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700 & Above Employee
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Actuarial analyst - Hazell Carr placement
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Jan 2009 - Mar 2010
Worked as part of an actuarial team developing and testing the automation of calculations for existing and new pension schemes managed by the in house admin team. Our team was key in ensuring the smooth transfer of a number of external schemes into one large scheme under the Siemens Pension scheme umbrella. The project involved working and coordinating with the in house admin team, external actuaries for both the scheme and the company and trustees of the schemes. Worked as part of an actuarial team developing and testing the automation of calculations for existing and new pension schemes managed by the in house admin team. Our team was key in ensuring the smooth transfer of a number of external schemes into one large scheme under the Siemens Pension scheme umbrella. The project involved working and coordinating with the in house admin team, external actuaries for both the scheme and the company and trustees of the schemes.
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Hazell Carr
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United Kingdom
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Financial Services
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Actuarial Analyst
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Oct 2008 - Mar 2010
Part of the 2008 graduate intake. Undertook training in core actuarial skills and the use of Excel & VBA. Worked on various in house projectes for the DB pensions team. Part of the 2008 graduate intake. Undertook training in core actuarial skills and the use of Excel & VBA. Worked on various in house projectes for the DB pensions team.
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Education
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2004 - 2008
University of Bath
MChem (hons), Chemistry with industrial placement -
1997 - 2004
Easthamptstead Park School, Bracknell
A Levels, Maths, Physics, Chemistry
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