Seller 273793 - New Milton, Hants, UK

Rating:

Unrated (New)

Hourly Rate:

£133.33

Available From:

Now

Overview:

Highly experienced investment analyst for pension and investment portfolios. Institutional management experience in sales and product development for mutual and pension funds. Qualified expert witness

: Hourly rate shown includes a discount of 20% for registered charities.

[ Top | CV | Skills ]

CV

With 26 years continuous and relevant work experience in financial services, I am highly qualified in investment analysis, sales and product development. My skills include:- investment research, expert witness evidence and report writing, investment product research and development, investment linked research for financial services regulators, web site development, internal process reviews and analysis, investment sales development, pension scheme reviews.

Employment History

(Oct 2005 to Jul 2008)

Senior Partner

Hampshire

Independent consulatnt and Expert witness

(Jan 2001 to Oct 2005)

Managing Director

Hampshire

Investment performance anaysis, report writing and data analysis. Expert Witness reports.

Professional Qualifications

Investment Management Certifciate Level 3 (IMC). PMI level 3 award in Pension Trusteeship. CUBS certifciate for expert witnesses.

Investment and Pension Consultant, Investment Performance Analyst.

 26 years in investment related financial services and advice
 IMC qualified (UKSIP Level 3 Certificate in Investment Management)
 Holder of the PMI Level 3 certificate in Pension Trusteeship (DB and DC)
 Studied CII Pension syllabus on pensions JO4, JO5 and AF3
 Writer of Investment related Expert Witness reports for more than 4 years
 Member of UK CFA (formerly UKSIP), the Chartered Insurance Institute (CII), the cademy of Experts (AEW) and the Expert Witness Institute (EWI)
 Holder of the Cardiff University Bond Solon (CUBS) Expert Witness certificate
 Co editor/contributor to the Ansbacher Guide to Wealth Management 2007
 Member of the Pensions Trustee Education Committee, Communications Working Group.
 Advisor to FIMBRA, PIA, and FSA on investment performance monitoring issues
 Author of a number of published investment performance and risk related articles
 Key note speaker at an off shore investment seminar looking at investment risk rewards or trusts and trustees

Background
Experienced in regard to initial and ongoing Investment advice including Risk/Return investment performance analysis of Investment Portfolios, Pension Funds, Equities, Bonds and Mutual Funds. Experienced in dealing with company personnel at all levels (most at senior manager/director/senior partner level) and with Fund Management Companies, Trust Companies, Personal Investment Advisors and Independent Financial Advisors. Worked as IFA for 9 years before moving into Risk/Return performance analysis for investment brokers, life, pension and investment institutions.

Advisor to industry legislators including FIMBRA, PIA and FSA.

Very broad market knowledge across various asset classes and investment products.

Speaker at a number of seminars. This includes a presentation to an audience of 380 trust administrators in Jersey organised by the local branch of STEP and sponsored by Schroders Private Bank and Bedell Cristin.

Author of a number of published articles including for STEP (The Society of Trust and Estate Practitioners), Jersey Business Brief, Schroders Private Bank Global client magazine and other financial services publications. A co editor/contributor of the Ansbacher Guide to Wealth Management Year book 2007.

[ Top | CV | Skills ]