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Profile
Mr. Mark W.
Atherton is a Director at EFG Private Bank Ltd.
He launch a career in stockbroking in 1986 in The City where he traded equities and options for clients of several London firms.
However, in the 1990s Mr. Atherton returned to the Midlands to provide discretionary management solutions for companies, trusts, local government and wealthy individuals regarding their pensions (SIPPs, SSASs), off-shore bonds, taxable portfolios and ISAs.
Previously at Albert E Sharp, then Quilter and having set up the Rathbones' Birmingham office, EFG Harris Allday recognised the opportunity that is RDR and tasked him to build a business focussing on discretionary investment management for clients of professional advisers.
Mr. Atherton's investment solutions adopt an absolute return overlay utilising a "matrix" of risk management inputs and diversification.
Former positions of Mark W. Atherton
| Companies | Position | End |
|---|---|---|
EFG Private Bank Ltd.
 EFG Private Bank Ltd. Investment ManagersFinance EFGIUK utilizes a wide range of asset classes for portfolio construction and draw from a broad range of resources across the company. They specialize in managing internationally based investment portfolios following an investment process which combines in-house asset allocation skills with the selection of leading external investment managers. The firm follows an income-oriented investment style. They invest across all market caps and sectors with the bulk of their assets allocated to the UK in addition to trading in international markets. | Portfolio Manager-Equities | 2014-05-31 |
Rathbones Investment Management Ltd.
 Rathbones Investment Management Ltd. Investment ManagersFinance RIM’s investment processes include asset allocation and investment selection. Their stock selection process focuses on the characteristics of each asset class: fixed interest stocks and bonds, equities, and Collective Investment Vehicles (CIVs), including property CIVs. | Portfolio Manager-Equities | 2010-05-31 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
27
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Rathbones Investment Management Ltd.
Rathbones Investment Management Ltd. Investment ManagersFinance RIM’s investment processes include asset allocation and investment selection. Their stock selection process focuses on the characteristics of each asset class: fixed interest stocks and bonds, equities, and Collective Investment Vehicles (CIVs), including property CIVs. | Finance |
EFG Private Bank Ltd.
EFG Private Bank Ltd. Investment ManagersFinance EFGIUK utilizes a wide range of asset classes for portfolio construction and draw from a broad range of resources across the company. They specialize in managing internationally based investment portfolios following an investment process which combines in-house asset allocation skills with the selection of leading external investment managers. The firm follows an income-oriented investment style. They invest across all market caps and sectors with the bulk of their assets allocated to the UK in addition to trading in international markets. | Finance |
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