Insight Analyst (Funds)
Patrick joined Defaqto in May 2013. His key responsibilities include producing, reviewing and developing Defaqto's Diamond Ratings and Risk Mappings for funds, writing publications and commentary on key issues within the fund management sector and working on bespoke case studies and consultancy projects. Patrick also represents Defaqto at industry forums and events.
Prior to joining Defaqto, he worked for Bank of Butterfield, Close Brothers and Watson Wyatt Investment Consulting, where he researched and selected funds and fund managers, across several asset classes. In addition, Patrick produced economic and financial market commentaries and articles on a regular basis and spoke at industry conferences for those firms. Patrick is a Chartered Financial Analyst.
Insight Consultant (Funds and DFM)
As a member of the Insight and Consulting (Funds and DFM) team, Paul works closely with various internal departments and external fund managers. His key role is to help fund managers gain a clear understanding, and therefore obtain the best value from the fund rating process.
Paul has a broad range of experience and expertise in all aspects of adviser propositions, including risk profiling and management, technology, such as back-office systems and platforms and what it takes to create, develop and run investment solutions.
Paul has held senior management positions in AXA Life Invest, Sesame Bankhall Group (SBG), SEI, Legal & General and Zurich (both IFA and direct sales). Gaining experience in tied, multi-tied, independent and network business models. Most recently, Paul has specialised in the design, development and delivery of advisory investment propositions and technology solutions. Whilst at SBG, Paul played a key role in the launch of the Optimum Investment Management, growing assets to £200m in less than 2 years, from a standing start.