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Biography |
Simon is a multi-asset portfolio specialist. His career began within private client wealth management at BWD Rensburg plc, followed by a transition into institutional fund management with Midas Capital plc, Miton plc and subsequently Seneca Investment Managers Ltd. Simon has been recognised by Citywire and Defaqto for his risk adjusted investment performance while fund manager of the multi-asset CF Seneca Diversified Growth Fund and co-manager of the Seneca Income & Growth Trust plc. He holds the CFA IMC and ESG certificate, is a Chartered Fellow of the CISI.
Simon graduated with a M.A. (Hons) from Edinburgh University and is a Chartered Fellow of the Institute for Securities & Investments, as a Chartered Wealth Manager. |
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Biography |
Anthony is a multi-asset investment manager. His career began at Deutsche Asset and Wealth Management before moving to Pershing (part of the BNY Mellon Group) as part of the International Settlements team, and then to WH Ireland, in Manchester. Anthony then joined Ascencia Investment Management in 2016. He holds the CFA UK IMC, Certificate in ESG investment and Investment Management Diploma. |