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I am the Chief Executive and Chief Investment Officer at IM Asset Management, responsible for the investment strategy and all funds run by IM Asset Management using our house investment process (ReST).
Before establishing IM Asset Management I worked in the city of London for a number of institutions such as Cazenove and Phillips & Drew Fund Management (PDFM) as a global equity fund manager, I was personally responsible for managing billions of pounds for a range of clients.
I was part of a 6 person investment committee which made all asset allocation decisions whilst also head of US Equities at PDFM, at Cazenove Fund Management I was part of the UK equity team and a partner of Cazenove & Co.
I enjoy investment management and making tactical decisions for clients, both making and protecting wealth.
The process I have developed since the late 1980s is market leading and is particularly exciting to run a business with this process at its core.
Irwin Mitchell firmly believes in and provides IM Asset Management with a solid base to grow from. The IM brand is extremely strong and we have the resources of Irwin Mitchell such as facilities and IT which allow us to concentrate on Investment Management.
It is exciting to be part of a dynamic and forward thinking organisation.
Brexit will potentially have a huge impact on the people who work in the UK’s financial services industries. Many banks, insurers and fund managers who have large businesses in continental Europe could consider relocating to Paris or Frankfurt, and senior staff will either lose their roles or have to move to another country. Some global investment banks, such as JPMorgan, have said that Brexit would lead to a significant loss of jobs in the UK.
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