London, England, United Kingdom
A Chartered Wealth Manager and Chartered Fellow of the Chartered Institute for Securities & Investment with over 40 years’ experience in Wealth Management, Institutional Asset Management and Fixed Income and with leading City firms and in client facing roles throughout. A Royal Engineer and Fellow of The Royal Geographical Society for 40 years and a Charity Non-Executive Director and Trustee for 21 years.
Investment Adviser to Board & Finance Committee on £110m Portfolio of Investments
Main board, Care, Remuneration, Strategy, Finance and Investment Management Committee member. Top rated care provision for ex-service women and men, their spouses and civil partners, specialising in dementia care. Responsible for £110m (part of a balance sheet of £151m) asset allocation oversight with investment consultants PRS and 3 external investment managers, Sarasin, Evelyn and Ruffer. Oversight of the implementation of 15 year strategy to sell the eponymous and iconic building in Richmond for £65m and the building and launch of three new care homes in Solihull (2008), Surbiton (2013) High Wycombe (2020) and new HQ in Hampton (2013). In 2025 we merged RS&G with the Care for Veterans charity https://www.careforveterans.org.uk giving us a fourth care home in Worthing with specialist expertise in Acquired Brain Injury.
Responsible for £15m of Invested Assets - asset allocation oversight and advice to the Board of Governors including monitoring and management of the external asset managers
Volunteer mentoring of mid-career investment and Client service Professionals
Two year part-time Masters with lectures, seminars, essays and a 12,000 word dissertation. Modules: Theory & Practice of War - Professor David Betz et al. Contemporary Wars & Warfare - Dr Simon Anglim, Dr Ksenia Kirkham et al. Espionage: A Global History - Dr Huw Dylan et al. Cyber Diplomacy - Dr Joe Devanny. History of War - Professor William Philpott, Professor Andrew Lambert et al. Dissertation: 78% Distinction 'Why did the British open a southern front in the Falklands War of 1982?" supervisor Professor David Betz.