Summary
I have an economics degree from Cambridge and over 20 years institutional investment experience with Allianz Insurance plc. At Allianz, I managed the UK Equity Life fund worth over £150m and the company's UK equity exposure. The UK Equity Life fund beat the Allshare bechmark in 10 years out of 11 up until 2006, making it a consistent top quartile performer against the peer group. More recently, I have passed the Investment Advice Diploma level 4 and am fully RDR compliant to advise retail clients, making me an Associate member of the CISI. I am very keen to offer our discretionary and advisory Investment management service to private and corporate clients as part of WH Ireland's Investment/ wealth management and Financial Advice offering.
During my time at Allianz, I was the senior UK Equity Fund manager and also part of the Investment Committee, making asset allocation decisions between government and corporate bonds, equities, property, investment collectives and cash. My knowledge of these Investment categories has been further cemented by passing the IAD level 4 exams in Securities, Investment, Risk and taxation and FSA regulation and professional integrity.
Expertise
During my time at Allianz, I was the senior UK Equity Fund manager and also part of the Investment Committee, making asset allocation decisions between government and corporate bonds, equities, property, investment collectives and cash. My knowledge of these Investment categories has been further cemented by passing the IAD level 4 exams in Securities, Investment, Risk and taxation and FSA regulation and professional integrity.
Experience
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WHIreland
Investment Manager
100+ Employees 2012 - Current
I am a private client stockbroker/investment manager. I am fully RDR compiant. I am very keen to add private client accounts, either discretionary or advisory as well as corporate accounts. I am committed to providing a highly personalised service and along with my colleague Steven Pepper can provide a broader Financial advisory service, including retirement planning, Inheritance tax planning, life assurance etc. -
Allianz Insurance Plc
Senior UK Equity Fund Manager
100+ Employees 1988 - 2009Managed the UK Equity Life Fund worth £150m and the General Fund UK Equity portfolio worth £350m. Attended Investment Committee Meetings, which reviewed asset allocation decisions and performance of different investment categories, ie equities, bonds, property etc. Also attended Managed Life Fund asset allocation meetings. -
XCAP Securities
Institutional Sales/Corporate broking
21 - 100 Employees 2010 - 2011Increased knowledge of the smaller company market and helped companies raise money on the stockmarket
Education History
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Economics degree
Gonville and Caius College, Cambridge University
1981 - 1984Second class honours degree in Economics -
A levels in Maths, History and Economics
Royal grammar school, High Wycombe
1978 - 1980Maths A History A Economics A
Qualifications
Investment Advice Diploma level 4
Exams passed were:
Securities,
Investment Risk and Taxation
FSA regulation and professional Integrity
Clubs and Associations
I have young children at Shocklach school in Cheshire, so I have been known to play cricket as part of the dad's team and do some treasury work for the school. Walks in the Cheshire countryside with the children are enjoyed most weekends.
Interests and Hobbies
I am interested in current affairs and different sports, with football my favourite. Having spent most of my life in the south, I am a Spurs supporter but enjoy following both Manchester clubs.
