London, England, United Kingdom
As a Senior Equity Research, I have over 15 years of experience in analyzing and covering the global investment industry, with a focus on diversified financials, asset managers, wealth management, exchanges, and fintech companies. I am a skilled communicator and presenter, with the ability to produce insightful and actionable equity research reports for clients and stakeholders. In previous roles, I was responsible for UK small and midcap diversified financials equity research, covering a wide range of companies and subsectors. I leverage my deep knowledge of the market trends, competitive dynamics, and revenue drivers to provide accurate and timely forecasts, valuations, and recommendations. I also collaborate with other analysts and senior management to identify and evaluate new investment opportunities and strategies. My mission is to help investors make informed and profitable decisions in the rapidly evolving and complex financial sector.
Financials equity research
Responsible for UK small & midcap diversified financials equity research at Berenberg Bank
Equity Research Director, Diversified Financials Primary analyst covering misc. financials including: Amundi, Ashmore, Azimut, Brewin Dolphin, Hargreaves Lansdown, Jupiter, Man Group, Premier AM, Rathbones, and Schroders. Led the Research effort for Premier Asset Management’s IPO, which successfully priced in September 2016 and subsequently returned over 100% for shareholders. Published equity research reports covering the global asset management space. Met with company management in order to understand performance issues, competitive dynamics, key revenue drivers, and the business operating environment. Built and maintained forecasting financial models for companies under coverage and sector trends. Engaged a global client base interested in the global asset management and specialty finance space.
Primary analyst covering listed asset managers including: Aberdeen, Ashmore, Azimut, Henderson, Jupiter, Mediolanum, and Schroders. With secondary coverage of 3i, BME, DB1, ICAP, and LSE. Highly ranked analyst in Institutional Investor (Team rank #1 in 2012) and Extel.