Experience

Alpha Insurance Analysts Limited

• United Kingdom
• Insurance
• 1 - 100 Employee

• Director Of Business Development

  • Sep 2019 - Present



Dolfin

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Head of Investment Management

  • Oct 2018 - Apr 2019



ACPI Investment Managers

• Managing Director

  • May 2014 - Sep 2018

  Co-head Institutional Wealth ManagementChair ACPI (SA) (Pty) Ltd. Co-head Institutional Wealth ManagementChair ACPI (SA) (Pty) Ltd.



Credit Suisse

• Switzerland
• Banking
• 700 & Above Employee

• Director, Pan-European Equities

  • May 2005 - Aug 2013

  Investment advice to CIOs, PMs & analysts at L/Os & HFs, including strategy, asset allocation and stock specific ideas / themes. A track record of identifying soft catalyst investment ideas in multiple geographies. My daily investment ideas and themes ‘Bloomberg’ (including personal - often counter-consensus - views) had an active readership of c300 investment professionals.Jun10–Aug13: Co-Head of Multi Asset Group - A ‘one-stop’ advice and execution service for L/Os & HFs across various asset classes including cash equities, convertibles, derivatives & fixed income. Wrote an equities primer for internal and external distribution; co-wrote a similar fixed income primer. Development and dissemination of multi-asset & macro news flow and investment ideas. Worked closely with the Strategy and Economics teams to formulate and present ideas to clients at a CIO / senior PM level. Internal ideas presentations and education.Feb07–Aug13: Co-Head of Special Situations Team - Client coverage and account management. Internal resource management (execution, equity research, capital markets, non-public deals, derivatives and convertibles) for hard and soft catalyst event situations. Detailed analysis of micro / macro economic drivers, regulatory environments and complex financing structures. Liaison with coverage / transaction teams in IB and meetings with / the provision of advice to corporate management. Aug05–Feb07: Head of Pan-Euro Utilities Equity Research - Rebuilt the team. Wrote sector strategy research and lead overall communication and marketing. Formalised new processes for the writing of rigorous, detailed research. Redesigned several regular publications. Appearances on CNBC and Bloomberg television. Detailed knowledge of the macro economic and political drivers of the main European economies - in particular the UK, Germany, France, Italy and Spain. Designed and hosted several industry conferences & keynote speaker. Re-gained top 5 Extel rating.



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Executive Director, Research

  • May 2000 - May 2005

  Apr02–May05: Co-Head Pan-European Utilities Equity Research – Designed, wrote, edited and disseminated equity sector research. Number 2 Extel rated team for utilities and Number 4 rated across all industry groups.Sep00–Apr02: Co-Head Pan-European Software & Services Equity Research - Primary research and the communication of investment ideas. Apr02–May05: Co-Head Pan-European Utilities Equity Research – Designed, wrote, edited and disseminated equity sector research. Number 2 Extel rated team for utilities and Number 4 rated across all industry groups.Sep00–Apr02: Co-Head Pan-European Software & Services Equity Research - Primary research and the communication of investment ideas.



Columbia Threadneedle Investments EMEA APAC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Fund Manager, Pan-European Equities

  • Apr 1998 - May 2000

  Fund Manager responsible for £500+ million invested in UK small and mid-cap companies (with a particular emphasis upon technology and other growth companies)Research into UK companies, including meetings with members of both main and operational boardsMeetings with and presentations to clients, IFAs and consultantsIn-house equities analyst covering the pan-European Information Technology sectorProvision of primary research and the filtering of secondary researchChair of the in-house Global Technology Research team, with regular presentations to the Chief Investment Officer, Global Investment Themes panel and generalist fund managers



Deutsche Bank

• Germany
• Financial Services
• 700 & Above Employee

• Associate, Corporate Finance. Deutsche Morgan Grenfell

  • Aug 1996 - Apr 1998

  Advisory, primary and secondary debt, equity & convertible issuance across a broad range of sectors and geographies. Advisory, primary and secondary debt, equity & convertible issuance across a broad range of sectors and geographies.



British Army

• Armed Forces
• 700 & Above Employee

• Captain, Coldstream Guards

  • Jul 1992 - Aug 1996

  Operational tours in Bosnia and Northern Ireland. Postings in Germany, Canada, Kenya, Belize, Hong Kong and France plus Public Duties in London. Command of, training of and complex operational planning for up to 140 men plus logistical planning and support for numerous armoured vehicles in extreme, dangerous and challenging operational and combat environments. Operational tours in Bosnia and Northern Ireland. Postings in Germany, Canada, Kenya, Belize, Hong Kong and France plus Public Duties in London. Command of, training of and complex operational planning for up to 140 men plus logistical planning and support for numerous armoured vehicles in extreme, dangerous and challenging operational and combat environments.