ALPHA BETA PARTNERS - Key Persons
Asim joined Alpha Beta Partners on its inception and has spearheaded the design, construction, and deployment of Investment process within an Investment Risk Framework. Prior to Alpha Beta Partners, Asim was Director Investment Risk and a Senior Manager at Host Capital where he developed Investment Risk Measurement solution. Asim has a diversified skill set with experience ranging from FundAccounting to InvestmentManagement. Asim is a CFA Charter holder and a qualified accountant with over 10 years of experience within the financial services sector.
Brian has 40 years experience in financial services with a career spanning, Canada Life, SG Warburg/Mercury Asset Management, Schroder Investment Management, Banque Generale du Luxembourg and Capita Financial Managers.. He is a Member of the Institute of Directors and an Associate Member of the Chartered Institute for Securities and Investment.
Job Titles:
- the INVESTMENT CONSULTANT
Gill began her career in 1992 at Credit Suisse Private Banking, specialising in fixed income and the management of portfolios of funds. She joined OBSR in 2002 in a senior fund research capacity. She was Head of investment Consultancy at Morningstar OBSR. Gill Co-founded The Adviser Centre in 2014 and is Research Director at the Embark Group.
Melanie has over twenty years' experience within the financial services industry, having previously held posts at City Financial Managers Ltd and Miton Group plc, and is IMC qualified. She co-founded Coram Asset Management in 2014 which was subsequently acquired by MitonOptimal International and then Alpha Beta Partners in 2020 and acts as COO of the business. Melanie is also an appointed director of Optimal Global Investment Funds plc, a UCITS vehicle for which the business is the Investment Manager.
Peter plays an active role on the Investment Committee and takes responsibility for oversight of the Ethical, SRI and Sustainable portfolios.
Sarah began her career at Minerva Fund Managers which was formed in 1991 by her father, Paul Warner and has over 20 years' experience working in the sphere of Ethical and Socially Responsible Investing. Minerva had been running Ethical and SRI portfolios since 1994,was acquired by MitonOptimal UK in July 2017 and subsequently Alpha Beta in December 2020. Sarah has graduated from Cardiff University with a degree in Psychology and a masters in Social Work, and has acquired the CISI Diploma in Investment Compliance and the CISI Level 6 Certificate in Private Client Investment Advice & Management. She is a Chartered Member of the CISI.