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Simon Pottinger, Cfa profile image

Simon Pottinger, Cfa

Head of N.America & Europe at Independent Franchise Partners, LLP
Intro Book
Seasoned investment professional with 20+ years of experience in portfolio management and institutional marketing.
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Location
United Kingdom, GB
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Bio

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Simon Pottinger, CFA, is a seasoned investment professional with 20+ years of experience in portfolio management, transition management, and institutional marketing. He has held senior roles at top financial institutions, including Barclays Global Investors, Morgan Stanley, and Independent Franchise Partners, LLP. Simon's expertise spans European equities, market neutral hedge funds, and quantitative strategies.

Experience

  • Independent Franchise Partners, LLP
    • United Kingdom
    • Investment Management
    • 1 - 100 Employee
    • Head of N.America & Europe
      • Jan 2021 - Present

      The Franchise investment approach is designed to earn institutional clients an attractive long-term return, characterised by low downside capture.Your long-term investment results and the enduring nature of our relationship is how we measure success.Please get in touch if you think we could help you achieve your mission.

    • Business Manager
      • Aug 2011 - Dec 2020

  • St Mary and All Saints CofE Primary School
    • Foundation Parochial Church Council Appointed Governor
      • Sep 2017 - Present

  • Right To Play UK
    • London, United Kingdom
    • Right to Play Sports Quiz Committee Member
      • Oct 2015 - Nov 2022
      • London, United Kingdom

      Right To Play harnesses one of the most powerful and fundamental forces in every child’s life, the power of play. Their programs protect, educate, and empower children to heal from the harsh realities of war and abuse, to change their behavior and protect themselves from disease, to go to school, graduate and create a better future.The annual Right to Play Sports Quiz is attended by London's leading financial companies. It provides a competitive and fun environment to raise money for a very worthwhile cause.

  • Northern Trust Global Investments
    • Strategist - Transition Management
      • May 2009 - Jun 2011

      Responsible for working with clients to develop and manage portfolio restructuring solutions.

  • Barclays Global Investors
    • Portfolio Manager, European Market Neutral Equities
      • Jun 2005 - Feb 2009

      Portfolio manager of a quantitatively managed, market neutral hedge fund investing in European equities. Strategies managed include: fundamental multi-factor model, statistical arbitrage multi-factor, alpha capture.

  • Morgan Stanley Investment Management
    • Product Strategist
      • 2001 - 2005

      Managed the institutional marketing and sales content of two investment strategies for the international sales channel.

Education

  • 1998 - 2001
    University of Bristol
    BSc, Economics

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Industry Focus. “Investment Management”

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