Investment Management Services
Managing your investments
FSI - Investment Manager
Born and educated in Guernsey Mark joined the Guernsey office of London broking Company Buckmaster & Moore on its opening in 1985 where he gained specialist knowledge of derivatives and the Far East. In 1986 Mark passed all 4 of the London Stock Exchange examinations in one sitting and was admitted as a Member in 1988. Following the take over of Buckmaster & Moore by Credit Suisse in 1989 Mark became head of securities dealing at the bank’s Guernsey offices.
In 1992 in pursuit of a new challenge he moved to South Africa to work as a derivatives strategist for the Johannesburg broking Company Mathison & Hollidge, moving to Hong Kong in 1993 where he specialised in trading Hang Seng Index futures and options. In 1995 he returned to Guernsey and joined the Company. His main responsibilities are the management of Sterling discretionary portfolios for both private clients and institutions, including analysis of mainly UK and European email@example.com +44 (0)1481 751 000
CFA - Investment Manager
Andrew joined the Company in 2003 from Baring Asset Management in London where he managed investment portfolios for UK and international private clients. He graduated from Keele University in 1992 with a degree in English & American Studies before joining Coopers & Lybrand. He joined Barings in 1995 and is a holder of the Investment Management Certificate (IMC) and the Chartered Financial Analyst Designation (CFA).firstname.lastname@example.org +44 (0)1481 751 000
Chartered FCSI - Investment Manager
Having gained experience in a number of securities related roles since taking up full time employment in 1986, Jason began his career in investments in 1990 at Leopold Joseph. He then moved into stock broking with Quilter Goodison and subsequently Rowan & Co before becoming an Investment Manager in 1996 when he joined CIBC and co-managed £150m of private client money.
In 2001 Jason moved to Mercator Asset Management where he helped build a boutique business investing client assets employing a fund of funds approach. He was then part of a management buyout of this business in 2003 and a founding partner of Sonecho Wealth Management where he remained until he joined the Company in October 2006.
Jason qualified as an MSI (dip) in 1995, was elected as an FSI in 2000 and was granted Chartered Status in email@example.com +44 (0)1481 751 000
CFA - Investment Manager
Lai graduated from the University of Manchester in 2004 with a First Class degree in Accounting and Finance. She worked in Fund Administration at Credit Suisse before joining the Company in 2006 where she manages investment portfolios for private clients and trusts.
Lai has completed the Investment Administration Qualification and Investment Management Certificate. Lai is also a holder of the Chartered Financial Analyst designation (CFA).firstname.lastname@example.org +44 (0)1481 751 000
Thomas Le Poidevin
BA (Hons) - Assistant Investment Manager
Thomas joined the company in 2010 after graduating from the University of Reading with a degree in History. Thomas holds the Level 4 Investment Management Certficate (IMC) and is a candidate in the CFA programme. Having passed the Level 1 exam, he is currently studying for Level email@example.com +44 (0)1481 751 000