Robert Merrifield
Robert is a highly experienced investor, senior manager and consultant in the financial services industry. He has a... | Wh Ireland Wealth Management, London, United Kingdom
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Robert Merrifield’s Emails ro****@bt****.com
Robert Merrifield’s Phone Numbers 44120297****
Social Media
Robert Merrifield’s Location Wh Ireland Wealth Management, London, United Kingdom
Robert Merrifield’s Expertise Robert is a highly experienced investor, senior manager and consultant in the financial services industry. He has a wide set of investment, business, communication and leadership skills, developed while working with leading FTSE 100 giants Legal & General Plc and Quilter Plc and unique experience working in turn-around and remedial situations, addressing Section 166 shortcomings, setting up investment propositions and leading cultural change. After training as an investment analyst and completing his MBA he successfully managed investments for Majedie Plc and Hansard Global Plc before being appointed Head of Research and deputy Chief Investment Officer of Morgan Stanley's Quilter business - with a remit to build a leading investment process. He has subsequently worked with companies to develop their investment proposition, investment process, governance, systems and controls. Most recently he was brought in by wealth management and corporate broking turnaround W H Ireland Plc to build a new, risk-graded investment proposition and a governance framework, operating both until the group’s first acquisition was integrated. He has written on industry issues and ethics for the Chartered Institute for Securities and Investment (CISI), on investment topics for the Investors Chronicle and contributed extensively to in-house and trade publications throughout his career. Robert holds an MBA from Imperial College Business School, is a Chartered Wealth Manager and Chartered Fellow of the CISI and is a former army officer.
Robert Merrifield’s Current Industry Whireland
Robert
Merrifield’s Prior Industry
Wh Ireland Wealth Management
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Majedie Investments
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Morgan Stanley
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Tilney
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Legal And General
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Wishstream
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Sanlam Private Wealth
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Whireland
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Work Experience
Whireland
New Investment Proposition And Governance Framework
Wed May 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Nov 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)
Sanlam Private Wealth
Branch Office Management
Sat Feb 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jul 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Wishstream
Investment Consultant And Investment Writer
Thu Aug 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)
Legal And General
Investment Proposition, Research And Governance
Mon Aug 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jul 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
Tilney
Investment Proposition And Development
Tue Apr 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jul 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)
Morgan Stanley
Investment Director, Head Of Research And Deputy Cio
Thu Jun 01 1995 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Mar 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time)
Majedie Investments
Senior Investment Manager
Mon Apr 01 1991 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jun 01 1995 00:00:00 GMT+0000 (Coordinated Universal Time)
Wh Ireland Wealth Management
Head of Research
— PresentSkills
Languages
Robert Merrifield Email Addresses
Robert Merrifield Phone Number
FAQ About Robert Merrifield
-
Robert Merrifield is located at
Wh Ireland Wealth Management, London, United Kingdom -
Robert Merrifield is a
Robert is a highly experienced investor, senior manager and consultant in the financial services industry. He has a wide set of investment, business, communication and leadership skills, developed while working with leading FTSE 100 giants Legal & General Plc and Quilter Plc and unique experience working in turn-around and remedial situations, addressing Section 166 shortcomings, setting up investment propositions and leading cultural change. After training as an investment analyst and completing his MBA he successfully managed investments for Majedie Plc and Hansard Global Plc before being appointed Head of Research and deputy Chief Investment Officer of Morgan Stanley's Quilter business - with a remit to build a leading investment process. He has subsequently worked with companies to develop their investment proposition, investment process, governance, systems and controls. Most recently he was brought in by wealth management and corporate broking turnaround W H Ireland Plc to build a new, risk-graded investment proposition and a governance framework, operating both until the group’s first acquisition was integrated. He has written on industry issues and ethics for the Chartered Institute for Securities and Investment (CISI), on investment topics for the Investors Chronicle and contributed extensively to in-house and trade publications throughout his career. Robert holds an MBA from Imperial College Business School, is a Chartered Wealth Manager and Chartered Fellow of the CISI and is a former army officer. Whireland -
Robert Merrifield currently works in the
Whireland -
Robert Merrifield specializes in
Robert is a highly experienced investor, senior manager and consultant in the financial services industry. He has a wide set of investment, business, communication and leadership skills, developed while working with leading FTSE 100 giants Legal & General Plc and Quilter Plc and unique experience working in turn-around and remedial situations, addressing Section 166 shortcomings, setting up investment propositions and leading cultural change. After training as an investment analyst and completing his MBA he successfully managed investments for Majedie Plc and Hansard Global Plc before being appointed Head of Research and deputy Chief Investment Officer of Morgan Stanley's Quilter business - with a remit to build a leading investment process. He has subsequently worked with companies to develop their investment proposition, investment process, governance, systems and controls. Most recently he was brought in by wealth management and corporate broking turnaround W H Ireland Plc to build a new, risk-graded investment proposition and a governance framework, operating both until the group’s first acquisition was integrated. He has written on industry issues and ethics for the Chartered Institute for Securities and Investment (CISI), on investment topics for the Investors Chronicle and contributed extensively to in-house and trade publications throughout his career. Robert holds an MBA from Imperial College Business School, is a Chartered Wealth Manager and Chartered Fellow of the CISI and is a former army officer. -
Robert Merrifield speaks the following languages:
No languages available. -
Robert Merrifield has prior experience in the following industries:
Whireland , Sanlam Private Wealth , Wishstream , Legal And General , Tilney , Morgan Stanley , Majedie Investments -
Robert Merrifield has the following professional experience:
Whireland , Sanlam Private Wealth , Wishstream , Legal And General , Tilney , Morgan Stanley , Majedie Investments , Wh Ireland Wealth Management . -
You can view Robert Merrifield’s
LinkedIn profile at LinkedIn URL. -
Robert Merrifield’s work email addresses are
[email protected] . -
Robert Merrifield works at
Whireland
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