- Marc Sharpe
- Keith Long
- Stuart Jamieson
- John Oakes
Founder and Director - Member of the CISI (UK) & CIMA Registered Director
Born in 1985, after leaving South Kent College, Marc obtained the London Institute of Banking and Finance (IFS) qualifications in Financial Studies, Economics and Business studies. Freelance Proprietary Trader, responsible for buying and selling commodities, identified trading strategies and created new strategies. Provided statistical knowledge to better evaluate executions for best execution subcommittee.
In 2012, Marc began trading his own private account, actively managing a multi-asset portfolio targeted at medium to long-term growth with low risk strategy being deployed. He developed his own strategy based on short term and event-based trading opportunities.
In 2014 he was asked to become Head Trader of a private company where he primarily traded US and European equities in retail accounts, managed client relationships, served as senior consultant for mitigating high-risk positions and conducted financial and technical analysis to determine lucrative trading situations; increasing profitability. Marc has been a professional trader with almost 10 years’ experience in trading and operations, strategic planning, risk management, negotiations, and public relations and proven track record of increasing revenue and profitability.
Member of the Chartered Institute for Securities & Investment (UK) & CIMA Registered Director
Born in 1966, Keith left Selby High School, Yorkshire after his A levels to join the UK Armed Forces and served 12 years in the RAF Police Regiment, specialising in High Level Security Clearance operations including managing security and investigations in Berlin 1988 – 1990, RAF Cranwell and major RAF operational bases in the UK and overseas. On leaving the services, in 1996, Keith trained and qualified as an Independent Financial Advisor (IFA) beginning with Colonial Financial Services providing Protection, Investment and Pension’s advice to public sector union members for the Police and Prison Service before moving to manage a satellite office for Whitehall Financial Independent.
In 2003 he joined Paramount Group, which was subsequently acquired in 2009 by Towergate Financial Ltd. with whom he worked for a further 5 years until 2014. Over this 11-year period he successfully built up and managed his own client bases as well as being the Financial Planning Manager for Towergate; this involved setting up several large Group Pension Schemes, and being responsible for creating those companies template portfolios for passive investment strategies alongside Evidence Based Investing and working closely with Dimensional Fund Advisors of the US and Vanguard. Keith Developed the Towergate Lifestyle Planning process in house.
In 2014, Keith left to join Rixon’s Wealth Management as a consultant managing his own client base, and bringing over 20 years’ experience working with High Net Worth individuals, SME’s, and business owners, specialising in Investment & Pension Planning, Estate Planning and Group and the management of their pensions & investment portfolios.
CFA, FRM – Chief Investment Officer
Stuart graduated from the University of Liverpool in 2002 after studying Economics and obtaining his BA with Honours.
Stuart began his career at Thomson Reuters as an Investment Data Analyst before moving to a brokerage to take up a role as a Junior Trader managing the company risk and execution of trade orders. Following this Stuart worked at several boutique investment houses and hedge funds as a Senior Trader and Investment Manager, dealing with a wide range of asset classes and investment strategies.
Most recently Stuart was working at a CTA fund helping manage a systematic mean reversion strategy for corporate clients and HNW individuals.
Stuart is both a CFA Charterholder (CFAI) and a Certified Financial Risk Manager (FRM GARP) and has over 15 years experience as a financial trader/analyst, investment manager and risk manager.
John Oakes graduated from Oxford University having read Engineering Sciences at Brasenose College before qualifying as a solicitor with international City law firm Ashursts in 1977. He then joined CIBC/Wood Gundy as Head of Eurobond & Euro Equity Syndications in 1979. In 1982, he joined JP Morgan Chase as a Director in their Capital Markets, Structured Finance and Asset Finance Departments leaving JPM in 1987 to join Wallace Smith Trust Co., a City based international Strategy Consultancy /Corporate Finance house, as a Director.
Over the last 20 years he has subsequently undertaken corporate finance and strategy consultancy work for several commercial organisations in the UK, Europe, USA and internationally, latterly operating as a successful corporate “turnaround” specialist within the Private Equity sector.
He has been General Counsel on a part time basis to another specialist Asset Investment Manager for over 8 years and is a Director of their BVI based Funds