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Psigma Investment Management


Key Personnel
 Board of Directors  Management Board  Key Personnel  Investment Management Staff  Client Relationship Staff 
Board of Directors
 John Howard-Smith CEO
John graduated with a Masters in Management Science from Imperial College in London before joining the private client department of Buckmaster and Moore in 1983. His career in the City has focused on the management of international investment portfolios for private clients, charities and pension funds. John became a Divisional Director at Credit Suisse Asset Management, before leaving in 1996 to join James Capel (subsequently renamed HSBC Investment Management), where he was a Senior Director and member of the Management Team. John left HSBC in 2001 to head up Psigma Investment Management. John is a Chartered Fellow of the CISI.
Management Board
Matthew Sharp Managing Director
Matthew gained an honours degree in Economics and Finance before graduating from Southampton University in 1999 with a Masters degree in Econometrics and International Financial Markets. He undertook extensive research into the equity risk premium before joining HSBC Investment Bank on a graduate training programme. He settled in the Private Client division, where he managed investment portfolios, as well as specialising in portfolio construction, tactical asset allocation and research, at both sector and stock level. He joined Psigma Investment Management in September 2002 to manage a variety of investment mandates and to develop and implement inflation-based dynamic asset allocation solutions. Matthew is a Chartered Fellow of the CISI.
 Darrell Mercer Managing Director
Darrell graduated from Loughborough University with an Honours degree in Economics in 1984 and completed his graduate training with Hoare Govett Limited, before taking a permanent position in their Private Client Division. Darrell moved on to Robert Fleming before being approached to work for Credit Suisse, where he joined up with John Howard-Smith, Adam Side and Tim Gregory. In 1996 he moved to James Capel and Co. (latterly HSBC Investment Management) where he became a Senior Director. He was responsible for the management of client portfolios as well as heading up the Investment team responsible for the Midlands and Northern Division. Darrell joined Psigma Investment Management in July 2002 and is a Chartered Fellow of the CISI.
 Adam Side Managing Director
Adam obtained an Honours degree in Economics from Cardiff University in 1985 and following graduation started his career in the City at J.M Finn. Adam has been actively involved in the management of private client portfolios since 1987 when he moved to Buckmaster and Moore (subsequently acquired by Credit Suisse). In 1996, he was part of a team of fund managers’, who moved to James Capel, which was renamed HSBC Investment Management in 1999. Adam was a Senior Director responsible for client portfolios, as well as heading up the fund management team responsible for the Southern Division. He joined Psigma Investment Management in July 2002 and manages a mixture of private client, charity and pension fund business. Adam is a Chartered Fellow of the CISI.
Key Personnel
 Thomas Becket Fund Manager
Thomas graduated from Trinity College, Dublin with an MA (Hons) in Classics in 2003. Thomas joined Psigma Investment Management in 2005 and started working on individual portfolios within the private client team, before quickly moving on to the Investment Team. As well as working on overall asset allocation, he has spent his career developing Psigma's Investment Process and a network of contacts throughout the UK, Europe, America and the Far East. Thomas is Chief Investment Officer, heading up Psigma's Investment Process and managing Psigma's asset allocation decisions. He has been responsible for Psigma's highly successful Managed Portfolio Service (MPS) strategies, unit trust selection process and launched a retail fund, the Psigma Dynamic Multi-Asset Fund. Tom is a respected commentator in the Press, particularly on markets and economic matters, and is an Associate of the CISI.
Tim Gregory Research Analyst
Tim began his city career at AJ Bekhor in 1985 and worked within the private client departments of both Quilter Goodison and Buckmaster and Moore before changing direction to pursue a career in the Unit Trust industry. Tim was fortunate to start as part of the Bill Mott team at Credit Suisse and was instrumental in the success enjoyed by many of the funds which resulted in a number of industry awards. In 1994 Tim moved to Prolific as manager of the Extra Income Fund and Head of Smaller Companies. Tim joined Gartmore in 1997 where he was head of UK Retail funds (responsible for circa £2.5bn of assets) and was responsible for a number of Income Unit Trusts. Tim has won various investment awards and in both 1995 and 1999 was nominated for 'Income Fund Manager of the Year'. Tim founded Psigma Investment Management in 2002 along with John Howard-smith and his primary responsibility is long-term investment strategy. Tim is a Chartered Member of the CISI.
James Knowles Fixed Interest
James began his city career in 1983 at Buckmaster and Moore (later taken over by Credit Suisse) where he worked within the private client department. During his time there he managed investment portfolios for private clients, their trusts, charities and pension funds. In 1996 he was part of a team who moved to James Capel, (subsequently renamed HSBC Investment Management), where he became an Investment Director. James joined Psigma Investment Management in November 2002 to continue with his existing areas of expertise as well as working closely with Tim Gregory and other Group members to develop bespoke investment solutions. James, along with Tim, formed the Investment Committee (now headed by Thomas Becket) where he remains a key member. James is Chartered Fellow of the CISI.
Daniel Adams Research Analyst
Daniel joined Psigma Investment Management in 2007 and initially trained as an Investment Manager, specialising in private client portfolio construction before moving to the Investment Team in 2008. Daniel now works as an Investment Analyst principally focusing on the collective investments and asset allocation. Daniel is also an Assistant Fund Manager on the Psigma Dynamic Multi-Asset fund. Daniel works closely with the Chief Investment Officer and also sits on the company's global equity committee. Daniel is a Chartered Fellow of the CISI and is a CFA level III candidate.
Investment Management Staff
Seton Craven Director
Seton began his career in the private client investment industry in 1983 at Sheppard’s and Chase, where he became actively responsible for client portfolios in 1986. In 1987, he moved to Hoare Govett and when they ceased to offer private client services in 1990, he moved to Robert Fleming where he worked for ten years. In 2000 he was approached to join HSBC Investment Management and became a Senior Director in 2003, responsible for overseeing a fund management team of 22 people. Seton joined Psigma Investment Management in May 2006.
Julian Key Director
Julian studied law at Brunel University and began his career in the City with Britannia Group of Unit Trusts in 1983. He joined the private client stockbroker Quilter Goodison and Co. in 1985 to move over to private client fund management as part of a team managing over £250m of private client portfolios, including trusts, pension funds and charities. Julian joined Psigma Investment Management in 2007 and is a Chartered Fellow of the CISI.
Chris Catchpole Manager
Chris graduated with an Honours degree in Geology and applied Geology from Glasgow University in 1996. Following three years at Bloomberg Chris joined Quilter & Co., where he worked as part of a team of four investment managers looking after the assets of private clients, trusts, charities and pension funds - a role he continues to fulfill at Psigma Investment Management, whom he joined in June 2007. Chris is a Member of the CISI.
Andrew Cantouris Director
Andrew graduated with an Honours degree in Geography from Bristol University in 1999. He then joined the graduate training programme at Smith & Williamson Investment Management, assisting in the management of Private Client Portfolios. Whilst there, he gained a broad knowledge base working with a number of senior Partners, as well as specialising in research at both sector and stock level. Andrew went on to join HSBC Investment Management where he worked for 3 years as an Investment Manager, taking on direct responsibility for the Portfolio Management of private client, trust and pension portfolios. Andrew joined Psigma Investment Management in October 2005 and continues focus on the management of private client, charity and pension portfolios. Andrew is a Chartered Fellow of the CISI.
Rupert Stone Manager
Rupert graduated with an MA Honours degree in Economics from Edinburgh University in 2007 and joined Psigma Investment Management shortly thereafter. Rupert has completed the CISI Diploma and is a Chartered Fellow of the CISI, receiving a distinction in the Fund Management paper and a merit in the Private Client Advice and Management paper. Rupert has also obtained his IMC and is a Level III CFA candidate.
Toby Carpenter Director
Toby holds an Honours degree in Financial Services from NTU (1999). He started his career as an IFA, advising pension scheme trustees on investment strategy before joining Coutts & Co as a Private Banker where he advised high net worth individuals on their investment and borrowing requirements. Most recently Toby ran the Birmingham office of Charles Stanley Stockbrokers where he managed private client portfolios and a team of investment managers. Toby has recently joined the Birmingham office of Psigma and manages a mixture of private client, charity and pension portfolios. Toby is a member of the CISI and holds both the Masters in Wealth Management and Chartered Financial Analyst qualifications.
Jane Coghlan Manager
Jane graduated from Oxford Brookes University with a degree in Accounting & Finance in 2006. When Jane joined Psigma Investment Management in 2007 she initially assisted the Investment Managers and Investment Directors before moving on to manage her own investment portfolios. Jane was recently listed as one of Citywire’s Top 30 wealth managers under 30. Jane is a Chartered Member of the CISI.
Nick Grant Manager
Nicholas graduated with an Honours degree in Business Studies from Bristol Business School and started his career at an asset management boutique followed by a fund rating company. Nicholas joined Psigma Investment Management in 2008 to assist with managing John Howard-Smith’s clients, while gaining his CISI diploma. Nicholas currently manages the Managed Portfolio Service (MPS) and has a number of bespoke clients. Nicholas is a Chartered Fellow of the CISI.
Peter Haynes Director
Peter read Business Studies at Oxford Polytechnic and began his career in private client investment management at Raphael Zorn Hemsley. In 1994 he joined Quilter and Co. and became responsible for managing investments in 1997, running private client, trust and pension fund portfolios. Peter joined Psigma Investment Management in September 2007. Peter is a Chartered Fellow of the Securities Institute.
Geoff Cooper Manager
Geoff began his career in the City in 1996 with Fleming Private Asset Management. Flemings was acquired by Chase Manhattan in 2000 and then merged with JP Morgan Private Bank, where he was responsible for the ongoing relationship with the new Fleming Family & Partners business. In 2006 Geoff joined Fortis Private Investment Management as an Investment Advisor before joining Psigma Investment Management in 2009 as an Investment Manager and member of the Investment Committee. Geoff is a Chartered Member of the CISI.
Client Relationship Staff
Frank McGarry Business Development & Marketing
Frank has worked in financial services for the past 13 years and has extensive experience in investment management and a track record of consistently growing AUM. Frank began his career as a computer programmer working for The Department of Health, implementing A&E systems into major acute hospitals. After working for Cap Gemini on a number of projects e.g. Egg and Cofunds, Frank joined Cofunds to become their Sales Director. Following Cofunds Frank was the Director of Intermediary Distribution at Insight Investments now part of the BNY Mellon group where is successfully grew the Multi Asset/Fund of Fund range to £500m. Frank then moved to become the Sales Director at Legal & General Investments, focusing on intermediated routes to market. Frank holds a BSc in Computer Science, IMC and Cert PFS.
Lee McDowell Business Development Manager
Lee has worked in financial services since 1988, starting his career at a major bank where he spent 10 years in various sales and marketing roles. Lee later joined Norwich Union to develop the IFA business in London before moving to Legal & General. Initially he was a corporate pension specialist before helping launch L&G International Ireland, where his role included forming relationships with wealth management IFAs and setting up the appropriate discretionary fund management links. Lee joined Psigma Investment Management in 2010 to expand the companies reach into the IFA market. Lee holds the advanced financial planning certificate together with level 1 IMC and is working towards his Chartered MCSI.
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