Key personnel

Bob Haville – ANALYSIS

FCSI, MBA

Bob has over 30 years experience in equity research and business consulting. He was formerly a number one rated equity research analyst at James Capel (now HSBC) and Morgan Stanley, and later on was global head of equity research at WestLB Panmure. He also had a nine year period at Smith New Court/Merrill Lynch as a director in equity sales, broker dealing and research management. In 2002, he left stockbroking and operated as a business consultant primarily in the investor and public relations fields.

Bob has a BA (Honours) in Politics and an MBA in International Business. He is a Fellow of the Chartered Institute for Securities & Investment, a member of the Association of MBA’s and the Investor Relations Society. Bob is a guest lecturer at the Sir John Cass – City University business school in London and an honorary lecturer at Lancaster University Management School.

 

Steven Percival – ALLOCATION STRATEGY

ACSI

Steven has twenty-eight years experience in the Financial Services Industry. He was formerly a Senior Executive at BNP Paribas managing institutional relationships and reciprocal agreements with Investment Banking firms, such as HSBC, Goldman Sachs, Barclays Capital and JP Morgan and Cazenove. Prior to that, he spent eight years as an Executive with Hong Kong and Shanghai Bank (HSBC) managing relationships in Europe, Middle East and Asia.

Steven spent the early part of his career in Wealth Management, most notably working with Merrill Lynch International Bank for 10 years during which time he rose to the position of Senior Vice President in London. Responsible for $600 million in client assets, Steven developed and managed private banking services offered to high net worth individuals and institutional clients domiciled in Continental Europe and the Middle East.