Profil
Mr. Robert P.
Merrifield is the Head of Investment Management for Sevenoaks at Sanlam Private Investments (UK) Ltd.
He joined the City in 1985 and trained as a Private Client Stock Broker before moving to the institutional side of the business.
In 1991, Mr. Merrifield was appointed Fund Manager of Majedie Investment Trust and subsequently joined Hansard Fund Managers where he was responsible for UK and international equity funds.
He also worked as Head of Sales at Savoy Investment Management Ltd., Head of Business Development at Ashcourt Asset Management Ltd., and Head of Research at Morgan Stanley Quilter.
He joined Sanlam Private Investments from Legal & General where he was responsible for managing key relationships, fund research and selection and for model portfolios.
Mr. Merrifield holds an MBA from Imperial College and is a Fellow of the Chartered Institute for Securities & Investment.
He served three years as an Army officer and remains actively involved in his regiment’s charities.
Anciens postes connus de Robert P. Merrifield
| Sociétés | Poste | Fin |
|---|---|---|
Atomos Financial Planning Holdings Ltd.
 Atomos Financial Planning Holdings Ltd. MiscellaneousMiscellaneous Atomos Financial Planning Holdings Ltd. offers inflation-linked bond exposure across different economic regimes and inflation environments. The company is based in London, UK, and has subsidiaries in the UK. The fund also selectively invests in corporate inflation-linked bonds. The British company was founded in 1999, and Jonathan Charles Polin has been the CEO of the company since 2015. | Director of Investments | 01/06/2015 |
Savoy Investment Management Ltd.
 Savoy Investment Management Ltd. Investment ManagersFinance Savoy Investment Management Ltd. (SIM) is the Great Britain-based investment management subsidiary of Ashcourt Rowan Asset Management Ltd., itself a subsidiary of Ashcourt Rowan plc (LSE: ARP) in the UK. Established in 1978 as Ridgefield Financial Management Limited, the firm became Savoy Investment Management Ltd. in 2000 and became a subsidiary of Ashcourt Rowan plc. In 2012. SIM is located in London and provides discretionary and a managed advisory portfolio investment management services to a range of clients including high-net worth individuals, trusts, pension funds and charities. | Sales & Marketing | 01/08/2011 |
Ashcourt Asset Management Ltd.
 Ashcourt Asset Management Ltd. Ashcourt Asset Management Ltd. (AAM) is the London-based wholly-owned subsidiary of Ashcourt Rowan Asset Management Ltd., ultimately owned by Syndicate Asset Management Plc (LSE: SAM) in the UK. The firm was formed in 2000 following the de-merger of the asset management arm of Brachers solicitors. In 2002 AAM acquired the investment management team of Lawrence Graham, a major London legal practice. AAM is an independent asset management company which provides regulated investment and financial planning services to a wide range of private individuals, trusts, charities and pension funds. | Sales & Marketing | 01/07/2009 |
Quilter & Co. Ltd.
 Quilter & Co. Ltd. Investment ManagersFinance Quilter & Co. Ltd. (Quilter) is the investment management subsidiary of Quilter Cheviot Ltd., itself a subsidiary of Quilter Cheviot Holdings Ltd. in Great Britain. The firm, which traces their ancestry back to 1777, was acquired by Morgan Stanley in 2007 and in 2012, the firm's management and private equity firm, Bridgepoint, partnered to purchase them from Morgan Stanley Smith Barney. The firm is headquartered in London and has a network of regional offices around the UK, Jersey and Ireland including Belfast, Birmingham, Bristol, Dublin, Edinburgh, Glasgow, Jersey, Leicester, Liverpool, Manchester, North Wales and Salisbury. They provide discretionary portfolio, managed portfolio, stockbroking, SIPP and ISA services to a range of clients including private investors, charities and trusts, pension funds, corporate bodies and life insurance companies. | Directeur de la Recherche - Actions | - |
Expériences
Fonctions occupées
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Quilter & Co. Ltd.
Quilter & Co. Ltd. Investment ManagersFinance Quilter & Co. Ltd. (Quilter) is the investment management subsidiary of Quilter Cheviot Ltd., itself a subsidiary of Quilter Cheviot Holdings Ltd. in Great Britain. The firm, which traces their ancestry back to 1777, was acquired by Morgan Stanley in 2007 and in 2012, the firm's management and private equity firm, Bridgepoint, partnered to purchase them from Morgan Stanley Smith Barney. The firm is headquartered in London and has a network of regional offices around the UK, Jersey and Ireland including Belfast, Birmingham, Bristol, Dublin, Edinburgh, Glasgow, Jersey, Leicester, Liverpool, Manchester, North Wales and Salisbury. They provide discretionary portfolio, managed portfolio, stockbroking, SIPP and ISA services to a range of clients including private investors, charities and trusts, pension funds, corporate bodies and life insurance companies. | Finance |
Ashcourt Asset Management Ltd.
Ashcourt Asset Management Ltd. Ashcourt Asset Management Ltd. (AAM) is the London-based wholly-owned subsidiary of Ashcourt Rowan Asset Management Ltd., ultimately owned by Syndicate Asset Management Plc (LSE: SAM) in the UK. The firm was formed in 2000 following the de-merger of the asset management arm of Brachers solicitors. In 2002 AAM acquired the investment management team of Lawrence Graham, a major London legal practice. AAM is an independent asset management company which provides regulated investment and financial planning services to a wide range of private individuals, trusts, charities and pension funds. | |
Savoy Investment Management Ltd.
Savoy Investment Management Ltd. Investment ManagersFinance Savoy Investment Management Ltd. (SIM) is the Great Britain-based investment management subsidiary of Ashcourt Rowan Asset Management Ltd., itself a subsidiary of Ashcourt Rowan plc (LSE: ARP) in the UK. Established in 1978 as Ridgefield Financial Management Limited, the firm became Savoy Investment Management Ltd. in 2000 and became a subsidiary of Ashcourt Rowan plc. In 2012. SIM is located in London and provides discretionary and a managed advisory portfolio investment management services to a range of clients including high-net worth individuals, trusts, pension funds and charities. | Finance |
Atomos Financial Planning Holdings Ltd.
Atomos Financial Planning Holdings Ltd. MiscellaneousMiscellaneous Atomos Financial Planning Holdings Ltd. offers inflation-linked bond exposure across different economic regimes and inflation environments. The company is based in London, UK, and has subsidiaries in the UK. The fund also selectively invests in corporate inflation-linked bonds. The British company was founded in 1999, and Jonathan Charles Polin has been the CEO of the company since 2015. | Miscellaneous |
