Vassilis is an experienced chief investment officer and portfolio manager with 14 years of experience managing equity, credit, global macro, and systematic strategies. He has held CIO positions at Dolfin (wealth manager) and Blacktip (single family office) overseeing discretionary, advisory, and research functions.
Stephen has 38 years of investment experience in global equity portfolio management. Initially at Flemings/JPMorgan Asset Mgmt and Private Bank for 24 years then at Caledonia Investments plc and Jupiter Asset Management, Stephen brings a wealth of experience when it comes to stock picking.
Paul is an associate lecturer, chartered financial planner, tutor and examiner with 25 year of experience in the IFA space. Paul is a pensions transfer specialist, agile project manager, and source of knowledge for all aspects of personal, corporate and trustee financial planning.