VERMEER INVESTMENT MANAGEMENT LIMITED - Key Persons
Alastair started his career in investment at Fisher Investments in 2014 where he gained experience in financial planning. He then moved to Quilter Cheviot in 2015 as a Trainee Investment Manager. Alastair joined Vermeer Partners in 2018 and his current responsibilities include investment research, portfolio construction, and client management. Alastair is a member of the partnership's Equities & Strategies and Fixed Income & Alternatives Committees. He graduated from Bristol University with a BSc in Economics & Management and is a Chartered Fellow of the Chartered Institute for Securities and Investment.
Alice joined Vermeer Partners in September 2019 in Client Services, and transferred to become a Portfolio Administrator in 2021. Alice is a member of the partnership's Equities & Strategies Committee. She graduated from Bristol University with a BA (Hons) in French & Spanish.
Job Titles:
- Business Development Director
Arabella Joined Vermeer Partners in 2021, where she is responsible for the firm's relationships with professional intermediaries. She joins having held the position of Client Director at Capital Generation Partners for the last four years. She has spent over 20 years working with private clients and their advisers having previously been at Close Brothers Asset Management, Dominion Corporate Services, PQR Financial Planning and Coutts. In 2017, Arabella was recognised as Women of the Year Leadership in the Large, Institutional category at the Citywealth Powerwomen Awards. She graduated from Middlesex University with a BA in European Business Administration and is a Member of the Chartered Institute for Securities and Investment.
Audra began her career in 1991 at Redmayne Bentley as a private client broker in Leeds. She moved to NatWest Stockbrokers in 1994 and then Killik & Co in 2000. She took a career break in 2003 to travel and on her return in 2007 she trained as a teacher in Business and Economics. After teaching in a number of international schools in Malaysia, Hong Kong and Spain, Audra has returned to broking and joined Vermeer Partners in a business support role in 2023. Audra studied Business at Leeds Beckett University and is a Member of the Chartered Institute for Securities and Investments.
Avril Barnes - Chief Investment Officer
Avril began her career in 1984 at Laing & Cruickshank Investment Management, which was acquired by UBS Wealth Management in 2004. In 2006 she joined Cheviot Asset Management where she was responsible for managing portfolios on behalf of individuals, trusts, charities and pension funds. She is a founding partner of Vermeer Partners and joined in 2019. Avril is a member of the partnership's Investment and Executive Committees and serves on the board of Vermeer Investment Management Limited. She studied Business at Middlesex University and is a Chartered Fellow of the Chartered Institute for Securities and Investment.
Charlie started his investment career at Cheviot Asset Management in 2012 before its subsequent merger to form Quilter Cheviot where he assisted in the management of private clients, trusts, charities, pensions and corporates. Charlie joined Vermeer Partners in 2018 where he manages investment portfolios with responsibilities including portfolio construction, client relationship management and investment research. Charlie is a member of the partnership's Equities & Strategies and Investment Funds Committees. He graduated from Manchester University with a BA in Architecture, is a Chartered Fellow of the Chartered Institute for Securities and Investment and has passed CFA Level 1.
Job Titles:
- Managing Director, Financial Planning
Chris joined the Vermeer partnership in 2023 to launch Vermeer Financial Planning Ltd. His twenty years of experience has seen him hold Wealth Planning Director positions at Cazenove Capital and UBS, following similar advisory roles for accountancy firms Kingston Smith and RSM Tenon. Chris specialises in pensions, estate planning and helping clients to structure their personal wealth. Chris holds the Chartered, Fellow and Certified Financial Planner accolades and is a member of the Chartered Institute of Securities & Investment, the Chartered Insurance Institute and the Personal Finance Society.
Vermeer Partners is pleased to announce that Chris Hogarth has joined as Managing Direc...
David Malpas - Chief Investment Officer
Job Titles:
- Investment Director
- PA to David Malpas
David has over thirty years industry experience having started at Quilter Goodison in 1984. His career then spanned investment roles at Laing & Cruickshank Investment Management, UBS Wealth Management, Cheviot Asset Management and then Quilter Cheviot. David joined Vermeer Partners in 2019 as a founding partner. He is responsible for managing portfolios on behalf of individuals, trusts, charities and pension funds. David is a member of the partnership's Equities & Strategies and Executive Committees. He is a Member of the Chartered Institute of Securities & Investment.
Edward Buxton - Chief Investment Officer
Edward began his career at Cazenove in 2000 before moving to UBS Wealth Management in 2004. He joined Cheviot Asset Management in 2006, where he was made Partner in 2010. He is a founding partner of Vermeer Partners, which he joined in 2019, where he is responsible for managing portfolios on behalf of individuals, trusts, companies, charities and pension funds. Edward is a member of the partnership's Investment Funds and Executive Committees. He graduated from Edinburgh University with a degree in Civil Engineering and and is a Chartered Fellow of the Chartered Institute for Securities & Investment
Edward began his career in investment management at Quilter Cheviot in 2014. In his role there he assisted in constructing and managing investment portfolios across a range of asset classes for private clients, pensions, trusts and corporates. Edward joined Vermeer Partners in 2021 where he manages investments for a range of clients, making day to day decisions to ensure their portfolios are constructed in such a way to meet their financial objectives and specific requirements. Edward is a member of the partnership's Equities & Strategies Committee. He graduated from the University of Manchester with a BA in Classics and is a member of the Chartered Institute for Securities & Investment.
Elizabeth began her career in financial services in 1983 at Greenwell Montagu and then Société Générale Security Services in settlement and custodian functions. In 1991 she joined Laing & Cruickshank Investment Management (subsequently UBS Laing & Cruickshank) as an Associate Director to assist in the management of bespoke discretionary and advisory portfolios for private clients, trusts, charities and companies. She continued in this role when in 2007 she moved to Cheviot Asset Investment Management. After the merger, she was also involved in the setting up of an open ended fund at Quilter Cheviot. Elizabeth joined Vermeer Partners in 2018. She is a Chartered Fellow of the Chartered Institute for Securities & Investment.
Job Titles:
- PA to Edward Buxton, Johnny Cowper Coles, William Buckhurst & Simon Melling
Ellie began her career in 2013 as a junior clerk in various barristers' chambers. She then joined Hogan Lovells as a Team Assistant before moving to DLA Piper as a PA. In 2019 Ellie took a similar role at BDO and joined Vermeer Partners in 2022.
Gerald began his career in investment management with Heseltine Moss before moving to Laing & Cruickshank in 1986, where he remained following the acquisition by UBS. He was a founding partner of Cheviot Asset Management, remaining with the firm following the merger with Quilter. Gerald joined Vermeer Partners in 2019, again as a founding partner. He has managed portfolios for private clients, trusts, pension funds and charities for over 30 years. Gerald is a member of the partnership's Investment and Executive Committees and also serves on the board of Vermeer Investment Management Limited He graduated from the London School of Economics with a BSc in Economics & Geography and is a Chartered Fellow of the Chartered Institute of Securities & Investment. Gerald is a Governor of Christ's Hospital, Director of the Richard Reeves Foundation, Trustee of The Vermeer Partners Charitable Trust, Member of the Institute of Directors and a past Prime Warden of the Dyers Livery Company.
Harry began his investment career in 2013 at Cheviot Asset Management before its subsequent merger to form Quilter Cheviot. In his role there he assisted in the management of private clients, trusts, charities, pensions and corporates. Harry joined Vermeer Partners in 2018 where his responsibilities include portfolio construction, client relationship management and investment research. Harry is a member of the partnership's Equities & Strategies and Investment Committees. He graduated from Trinity College Dublin with a MA in Economics & Philosophy and is a member of the Chartered Institute for Securities & Investment.
Job Titles:
- PA to JULIA GALLOP & ARABELLA HENMAN
Ieda started her career in the event industry as a Sales and Marketing Coordinator for a prestigious event venue company in Belgravia. In 2011 she moved to investment banking and joined BTG Pactual as a Roadshow Coordinator for the Equity Sales team. She joined Vermeer Partners in 2021. Ieda graduated from the European School of Economics with a BA (Hons) in International Business.
James began his career at James Capel Investment Management in 1996, moving in 2002 to Laing & Cruickshank Investment Management, which was acquired by UBS Wealth Management in 2004. In 2006 he joined Cheviot Asset Management where he was responsible for managing portfolios on behalf of individuals, trusts, charities and pension funds. James joined Vermeer Partners in 2019 in a similar role. He is a Member of the Chartered Institute for Securities and Investment.
James Harding - Chief Investment Officer
Job Titles:
- Investment Director
- PA to James Harding
James joined Vermeer Partners in 2019 as a founding partner and is responsible for managing investment portfolios for individuals, trusts, companies, charities and pensions. He started his career at Quilter & Co in 1998 before joining Laing & Cruickshank Investment Management in 2003 as an Associate Director. In 2006, He helped establish Cheviot Asset Management, where he made Partner in 2010. James is a member of the partnership's Investment Funds, Operations, Nominations & Remuneration, and Executive Committees. He also serves on the board of Vermeer Investment Management Limited. He graduated from Queen Mary University of London with a BSc (Hons) in Biology and is a Chartered Fellow of the Chartered Institute of Securities & Investment. In 2015, he was part of an expedition to the Magnetic North Pole. In doing so, he raised £97,000 for Wooden Spoon, the children's charity of rugby, and set a Guinness World Record for playing the ‘most northerly rugby match in history'.
James Mann - Chief Investment Officer
James began his career at James Capel in 1987, before moving to UBS Laing and Cruickshank in 2002 as an Investment Director. Both a founding partner of Cheviot Asset Management and Vermeer Partners, he manages portfolios for private clients, trusts, pension funds and charities. James is a member of the partnership's Investment Funds and Executive Committees. He also serves on the board of Vermeer Financial Products Limited. He graduated from Westminster University in Business and is a Chartered Fellow of the Chartered Institute of Securities & Investment. James is a trustee of and manages The Vermeer Partners Charitable Trust.
Job Titles:
- Head of Trade Support & Systems Development
Jason started his career in 1998, installing telephony systems for financial institutions within the City of London. He then joined Collins Stewart in 2001 as IT Support gaining knowledge of the front office environment. In 2006 Jason moved to Cenkos Securities as a Senior IT Systems Analyst, supporting all areas of the business with a core focus on front office users and market data. He joined Vermeer Partners in 2019 and was promoted to Head of Trade Support & Systems Development in 2022. Jason is a member of the partnership's Operations Committee.
John has many years experience in investment management having started his career in 1982 at Laing & Cruickshank and becoming a member of The Stock Exchange in 1986. His career has spanned investment roles at UBS Wealth Management, Cheviot Asset Management and Quilter Cheviot before joining Vermeer Partners in 2019 as a founding partner. He is responsible for managing portfolios on behalf of individuals, trusts, charities and private pension funds. John is a member of the partnership's Equities & Strategies, Nominations & Remuneration, and Executive Committees. He graduated from Bristol University with a BA (Hons) in Ancient Mediterranean Studies and is a Fellow of the Chartered Institute of Securities & Investment.
Job Titles:
- Chief Administrative Officer
Following an early career in equity sales with a number of US and Asian investment banks, Julia joined the executive search firm Baines Gwinner as a consultant to focus on investment banking and capital markets. She eventually moved into operational roles at TMP and Whitehead Mann, latterly as Chief Operating Officer for a number of boutique firms. Since 2008 Julia has consulted to a variety of SMEs and charities across business development and business strategy issues, she joined Vermeer Partners in 2018. Julia is a member of the partnership's Operations Committee. She graduated from St Andrews University with a MA (Hons) in French. She is a Trustee of both the Fondation Franco-Britannique de Sillery and the Franco-British Colony For Convalescents.
Job Titles:
- Head of Client Operations & Settlements
Julie began her career at NatWest Stockbrokers in 1993 with roles in the back, middle and front office until moving to Collins Stewart as part of its acquisition of NatWest Stockbrokers in 2001. There she headed the Client Liaison Team working closely with all departments within the private client business. Julie is a member of the partnership's Operations Committee. She has passed the Securities Institute Examinations in: Securities and Investments, the FSA Regulatory Environmental, and Private Client Administration.
Job Titles:
- PA to Avril Barnes & Gerald Rothwell
Lisa started her career as a PA in 1989 at a French perfume house and has worked in various sectors including charitable, legal, property estates and accountancy. She joined Vermeer Partners in 2023.
Job Titles:
- Deputy Head of Client Operations & Settlements
Louise began her career working for Lawshare Ltd before moving to Collins Stewart Stockbrokers in 2002. There she worked in the client liaison team working closely across all aspects of the private client business. Louise subsequently transferred into a compliance role, working between the London and Channel Islands. In 2006 Louise moved to Macquarie Securities initially in trade support working directly with all trade desks, before transferring to and managing the regulatory reporting team, including setting up the offshore office in the Philippines. She subsequently transitioned to Client Lifecycle Management, leading the KYC team, and joined Vermeer Partners in 2020. Louise is a member of the partnership's Operations Committee.
Job Titles:
- CLIENT OPERATIONS & SETTLEMENTS ADMINISTRATOR
Michael joined Vermeer Partners in June 2018 as Financial Controller, having previously worked as Financial Controller for the Ravenscroft Group in Guernsey and Vartan Ravenscroft in the UK. He began his career at Deloitte in 2013, where he was an Assistant Manager in external audit, working primarily in the financial services department. Michael is a member of the partnership's Operations Committee. He graduated from Exeter University with a BA in Accounting & Finance and is a member of the Institute of Chartered Accountants in England and Wales (ICAEW).
Job Titles:
- Deputy Head of Compliance
Michael started his career at Coutts & Co in 2004 working in account opening and providing administrative support for the private banking team. He then joined Lloyds Banking Group where he worked within the Forensic Data Analysis, Trade Finance and Sanctions Investigations departments. Michael then joined Close Brothers Group in 2014 performing AML, KYC and client onboarding duties in relation to retail and corporate clients. He then undertook a number of projects for Santander CIB and BNP Paribas CIB working within a regulatory environment in relation to MiFID II. Before joining Vermeer Partners in 2019, Michael was a Data Migration Team Leader at HSBC Private Bank.
Mike Bowden - Chief Compliance Officer
Mike started his career in 1988 with Close Brothers Registrars before moving to the oil & gas exploration industry. Mike returned to the financial markets in 1994 and in 1998 he joined GNI Limited to work within its new CFD Middle Office. GNI was acquired by Man Group and Mike then led the Man Securities middle office. He spent 14 years at the firm being promoted to Head of European Business Administration for Man Securities. Mike Joined Cantor Fitzgerald Europe in 2012 as the Business Manager for the front office and was promoted to Director and Chief Administration Officer in 2016. He joined Vermeer Partners in 2018. Mike is a member of the partnership's Investment and Operations Committees.
Paul began his career in investment management at Cheviot Asset Management in 2013 having spent seven years as a professional cricketer playing for Kent and Leicestershire. He joined Vermeer Partners in 2018 and manages discretionary portfolios for private clients, charities and trusts. Paul is a member of the partnership's Equities & Strategies and Fixed Income & Alternatives Committees. He graduated from Durham University with a BSc in Natural Sciences, is a Chartered Financial Analyst Charterholder and a Member of the Chartered Institute for Securities and Investment. Paul is a Trustee of Milestone (www.teammilestone.co.uk) a charity that seeks to normalise the conversation around mental health through a sporting medium.
Peter has over 30 years' experience in the investment management industry having started his career at Grieveson Grant in 1985 before joining Laing & Cruickshank Investment Management in 1986. Peter became an Investment Adviser with UBS in 2004 before taking on the role of Investment Manager with Cheviot Asset Management from 2006 before its subsequent merger to form Quilter Cheviot in 2012. He joined Vermeer Partners in 2018 where he manages portfolios on behalf of private clients, trusts and foundations. Peter is a member of the the partnership's Investment Funds Committee. He is a Chartered Member of the Securities & Investment Institute.
Rebecca joined Vermeer Financial Planning in 2023 as a Senior Paraplanner. She has over nine years' experience across various paraplanning roles most recently at Westminster Wealth Management and prior to that at Partners Wealth Management. Rebecca graduated from the University of East Anglia with a BA (Hons) in History and Politics. She holds a Diploma in Financial Planning and is studying for her Chartered Financial Planner status as a member of the Chartered Insurance Institute and the Personal Finance Society.
Rebecca began her PA career with Sir Robert McAlpine in 1994 remaining there until 2007 when she joined Stork & May in a similar role. Rebecca then moved to Shionogi five years later, before taking on a role with The Girdlers' Company. She joined Vermeer Partners in 2020 as PA to James Harding's team. Rebecca graduated from Wolverhampton Polytechnic with a BA (Hons) in English & History.
Simon has over 30 years' experience in the securities industry having started his career working on UK Government privatisation programmes. He then joined SG Warburg & Co where he was seconded to Mercury Asset Management. His formal career in private client investment management began in 1988 when he joined Laing & Cruickshank Investment Management where he became a Manager. Simon was promoted to Associate Director at UBS Wealth Management when Laing & Cruickshank was taken over in 2004. In 2006 he moved to Cheviot Asset Management and managed bespoke portfolios on behalf of private clients, trusts, pension funds and charities. Simon joined Vermeer Partners in 2019. He is a member of the partnership's Equities & Strategies Committee. He attended King's College, London and Birkbeck College, studied for his Stock Exchange exams at City University in 1987 and is a Chartered Member of the Chartered Institute for Securities and Investment.
Simon King - Chief Investment Officer
Simon is a Chartered Accountant with extensive experience working in senior roles within the finance sector having begun his career at KPMG in 1984. Since the early 1990s, he has held roles at board level. During his career to date he has held the role of CEO of AIM listed stockbroker Cenkos Securities Limited, previously serving as its Chief Operating Officer and Finance Director following its listing on AIM in 2006. During his time at Cenkos, Simon was directly responsible for the running of the finance, risk control, IT and operations departments - senior roles which he has also performed within a number of other organisations. He has had significant involvement with devising and implementing the corporate strategy of the organisations that he has worked for. In recent years, Simon has served as a non-executive director on the boards of a number of companies outside the finance sector, including property investment, waste management and consumer finance companies.
Job Titles:
- PA to Tom Lahaise & James Mann
Job Titles:
- Client Operations & Trade Support Officer
Tom joined Vermeer Partners in 2019 having completed his secondary education at Greensward Academy.
Tom Lahaise - Chief Investment Officer
Job Titles:
- Head of Fund Research & Investment Director