Dedicated to interpreting the macroeconomic environment and setting the overall asset allocation strategy for use within our clients’ investment solutions.
DEDICATED & EFFECTIVE
Our Investment Committee (IC) are dedicated to helping us set and review the overall asset allocation we use within our client’s investment solutions. Where discretionary fund management (DFM) solutions are utilised as part of a clients approach the IC are instrumental in challenging the DFM fund selection and overall approach.
The IC meets formally every quarter to review the asset allocation of portfolios and to agree any changes to be made. We do not just rely on our own internal expertise we are delighted that Graham Harrison and Peter Bickley form an integral part of the IC. Peter formulates the risk budgets for each portfolio by setting the asset allocation.
My role on the Investment Committee will be to challenge, question and bring a truly impartial viewpoint to the discussions and decisions we make.
The wider investment community will be fully aware of the expertise offered by Asset Risk Consultants, (ARC) the firm co-founded by Graham where he remains group Managing Director. Graham’s role is to challenge, question and bring a truly impartial viewpoint to the discussions and decisions the IC make.
Our IC has over 160 years of combined experience.
CO-FOUNDER & GROUP
MANAGING DIRECTOR OF ASSET
RISK CONSULTANTS (ARC)
Graham brings a wealth of knowledge and experience to the Committee. ARC provide investment consulting, fund manager research and performance reporting services to the financial industry. ARC are also the leading provider of investment management performance benchmarks via their private client and charity indices.
HEAD OF ASSET
Peter was formerly the UK Chief Strategist and permanent member of the Global Investment Committee for Deutsche Bank and the Chief Economist and Chairman of the Investment Strategy Group for Tilney Investment Management.
Today Peter has primary responsibility for interpreting the global macro environment and setting the overall asset allocation strategy for use within the group’s wide range of risk rated
DIRECTOR & INDEPENDENT
Before becoming an IFA, Mike spent 15 years in Executive Director roles at city financial institutions including Fidelity Investments and a subsidiary of Prudential Assurance.
His experience with such investment groups makes him an invaluable member of the investment committee.
CEO OF GROUP IFA
We have worked in collaboration with Phil since 2000 and he brings a wealth of experience in running his own Chartered IFA business.
Phil has completed a Masters in Financial Services and Business Management.