Profile
Mr. Peter S.
Smart is a Head of Investments & Co-Chief Investment Officer at SaSo Strategic Advisers Ltd.
He is responsible for investment management and strategy.
Mr. Smart has been involved in investment markets since 1985, working within the private client areas of two global banks and for 22 years as the fixed income specialist for the UK Wealth manager, Brewin Dolphin.
More recently he formed part of the investment team at bridport in Jersey specialising in the provision of specialist, income focussed portfolio’s.
During his time at Brewin Dolphin, Mr. Smart formed part of the Company’s Group Asset Allocation Committee, advising on fixed income and credit markets.
He has set-up and managed several Jersey domiciled bond funds on behalf of key clients.
He has been involved in helping to establish the London Stock Exchanges UK Retail Bond Market, with an active role on the APCIMs Bond Committee and guest speaker roles at several high-profile LSE events used to promote the Retail Bond Market.
During his career, he has been a Director for R&H Fund Services in relation to BD Portfolios – a range of more than 45 open ended investment companies established on behalf of high net worth clients and was a Non-Executive Director on RAB Capital’s Strategic Range Hedge Funds.
Peter Simon Smart active positions
Companies | Position | Start |
---|---|---|
SaSo Strategic Advisers Ltd.
SaSo Strategic Advisers Ltd. Investment ManagersFinance SaSo Strategic Advisers Ltd. provides investment advice. The British company was founded in 2017 by Sachin Punit Patidar. Sachin Punit Patidar has been the CEO since 2017. | Chief Investment Officer | 2020-02-29 |
Former positions of Peter Simon Smart
Companies | Position | End |
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Brewin Dolphin Ltd.
Brewin Dolphin Ltd. Investment ManagersFinance Brewin Dolphin Ltd. (dba RBC Brewin Dolphin) is a wealth management firm headquartered in London, UK. The firm was founded in 1987 as Hill Osborne & Co. and was acquired by Brewin Dolphin Securities Ltd. in 2000. In 2008, they changed their name to Brewin Dolphin Ltd. In 2022, the firm was acquired by Brewin Dolphin Holdings Ltd., a subsidiary of Royal Bank of Canada (TSE: RY), and added RBC Brewin Dolphin as their trading name. RBC Brewin Dolphin offers personalized wealth management services from bespoke, discretionary investment management to retirement planning and tax-efficient investing. They serve affluent, high net worth and ultra-high net worth clients. | Head-Fixed Income Invts | 2016-12-18 |
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Private companies | 2 |
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Brewin Dolphin Ltd.
Brewin Dolphin Ltd. Investment ManagersFinance Brewin Dolphin Ltd. (dba RBC Brewin Dolphin) is a wealth management firm headquartered in London, UK. The firm was founded in 1987 as Hill Osborne & Co. and was acquired by Brewin Dolphin Securities Ltd. in 2000. In 2008, they changed their name to Brewin Dolphin Ltd. In 2022, the firm was acquired by Brewin Dolphin Holdings Ltd., a subsidiary of Royal Bank of Canada (TSE: RY), and added RBC Brewin Dolphin as their trading name. RBC Brewin Dolphin offers personalized wealth management services from bespoke, discretionary investment management to retirement planning and tax-efficient investing. They serve affluent, high net worth and ultra-high net worth clients. | Finance |
SaSo Strategic Advisers Ltd.
SaSo Strategic Advisers Ltd. Investment ManagersFinance SaSo Strategic Advisers Ltd. provides investment advice. The British company was founded in 2017 by Sachin Punit Patidar. Sachin Punit Patidar has been the CEO since 2017. | Finance |
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