Peter was formerly the UK Chief Strategist and permanent member of the Global Investment Committee for Deutsche Bank and the Chief Economist and Chairman of the Investment Strategy Group for Tilney Investment Management.
Today, Peter has primary responsibility for interpreting the global macro-environment and setting the overall asset allocation strategy for use within the Group’s wide range of risk rated investment portfolios.
Head of Asset Allocation – Independent External Specialist
Asset allocation is probably the most important part of portfolio construction. If you get it right you will probably be able to withstand any shocks that are coming along, if you get it wrong at the beginning you are always going to be behind the curve.
Graham brings a wealth of knowledge and experience to the Committee.
After obtaining a post graduate degree from the London School of Economics, Graham worked for HSBC, the Caribbean Development Bank and the Bachmann Group in Guernsey before leading the management buy-out of Asset Risk Consultants (ARC) in 2002.
ARC provide investment consulting, fund manager research and performance reporting services to the financial industry. ARC are also the leading provider of investment management performance benchmarks via their Private Client and Charity Indices.
Having worked with members of Group IFA in the past Graham is also familiar with the ethos of the business.
Co-founder and Group Managing Director
of Asset Risk Consultants (ARC) – Independent External Specialist
My role on the Investment Committee will be to challenge, question and bring a truly impartial viewpoint to the discussions and decisions we make.
Simon was formerly Director and Chief Investment Officer at Parmenion. His professional approach to investment management has allowed him to ensure that every investment is fit for its intended purpose. Simon has been in the industry for over 30 years, gaining far-reaching experience and knowledge that he uses within the Group IFA Investment Committee.
He is also associated with the Chartered Securities Institute.
Independent External Specialist
Being responsible for all investment solutions ensures that every investment is fit for purpose
What our clients say
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Phil Rose and his team at IFA Ltd are the first port of call in the North West in managing wealth for high net worth individuals and entrepreneurs. With an accountancy and tax advisory background Phil...
Hill Dickinson LLP
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John and Cecilia Parker
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Huddersfield Town FC
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Mr Winston Alladin
British International Helicopter Services Ltd
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Davidson Site Services Ltd
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Robert and Petia North
Pure North Cider Ltd
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I have had the good fortune to have been advised by IFA for many years and by Steven Banks even longer. I have been really pleased by the way they have always started with trying to fully understan...