ALBERT E SHARP - Key Persons
Bill has more than 20 years' investment management experience and is a Chartered Financial Analyst ®, the industry's highest qualification and an Associate of the Institute of Investment Management and Research. Prior to Albert E Sharp, Bill was Head of Emerging Markets at AXA Investment Managers, one of the world's largest investment managers. Today he specialises in UK equities and gilt-edged securities. Bill's clients include private individuals and charities.
David has over 20 years' investment experience and is a Member of the Chartered Institute for Securities & Investments. He has previously worked as a private client stockbroker at WH Ireland where he was a regional director. Whilst managing both Advisory and Discretionary private clients David also focuses on smaller companies within the natural resource and commodities sectors. He has previously worked within the derivatives markets working for family offices and trusts.
Giles has more than 30 years of investment experience and is a Member of the Chartered Institute of Securities and Investment. He trained in London at Kleinwort Benson and Albury Lund before joining the family firm in the late 1960s, where he worked in the institutional research and broking department.
James has worked in the industry for over 20 years, is a Chartered Financial Analyst ®, the industry's highest qualification and has an MA in Finance and Investment from the University of Exeter. He previously worked at Williams de Broë in the UK institutional sales and research team and at Merchant Securities where he was instrumental in building the research and portfolio management function. James then joined Mirae Asset, one of Asia's leading fund managers, running a global consumer fund. At A E Sharp, he specialises in constructing risk-rated model portfolios and managing client portfolios invested in collective investments.
Job Titles:
- Trainee Investment Manager
John Flynn - Chief Compliance Officer
John has over 5 years' experience in investment management and is a member of the Chartered Institute for Securities & Investment (CISI). He began his career on the investment team at Church House Investments where he was a portfolio manager working on private client portfolios. John joined Albert E Sharp at the start of 2022 to help primarily with investment analysis and selection, continuing to focus his efforts on closed-ended investment companies.
Job Titles:
- Business Development Manager
Job Titles:
- Chartered Fellow of the Chartered Institute for Securities & Investment
Martin is a Chartered Fellow of the Chartered Institute for Securities & Investment. Martin has 15 years' experience in the industry and joined Albert E Sharp in 2012 having previously worked for HSBC Investment Services and Wealth Management. He focuses on managing portfolios with a bespoke discretionary mandate.
Rupert Neal has over 25 years' investment experience, is a member of the Chartered Institute of Securities and Investments and has an MBA from Cranfield. He previously managed UK and US equity portfolios as well as running the direct property assets for the Rio Tinto pension fund. He then moved to Britannic Assurance where he managed global equities, winning awards for the performance of the unit-linked funds. Rupert invests in all asset classes but has a special interest in global equities and fixed income securities. Rupert looks after private client discretionary portfolios and institutional clients.
Job Titles:
- Chartered Fellow of the Chartered Institute for Securities & Investment
Sasha is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager. Sasha joined the firm as a partner and global equity fund manager in 2010 and was previously an investment manager at Smith & Williamson. Prior to that, he was a Portfolio Manager at Barclays and was formerly the Senior Investment Officer at HSBC Stockbrokers. He has an excellent investment track record and specialises in discretionary investment management for private clients, trusts and charities.