Our team is a blend of experienced and young investment specialists.
To maintain the Vertem culture we have invested a lot of time in ‘growing our own’, encouraging individuality and fresh perspectives. This coupled with our size, means that our team are specialists in all areas of the business giving investors the confidence that their investments are in safe hands. They are analysts with diverse asset coverage, idea generators, portfolio managers and relationship managers.
John Dance
As founder and principal of Vertem, John began his career at Wise Speke (now Brewin Dolphin) in 1996. He’s worked for international banks including Merrill Lynch and ABN Amro and, since launching Vertem, has built strong relationships with a number of Independent financial advisors, creating investment solutions for their clients. John’s strength is making sense of the economic and corporate outlook and translating it into sensible portfolios. He holds a number of industry qualifications including the CII Certificate in Discretionary Investment Management plus the CISI Diploma in Investment Advice and Masters in Wealth Management.
Mark Nicholson
Mark, our Portfolio & Research Manager, joined Vertem in 2015. His day-to-day responsibilities include appraisal of investment opportunities, asset allocation and portfolio management. Mark is incredibly adept at conducting detailed analysis and modelling of financial statements, which can unearth potentially over-optimistic or pessimistic forecasts being discounted into market prices. Mark has completed the IMC and has passed Level 1 of the CFA programme to date. Mark holds an MA in Economics from the University of Manchester after studying for a Bachelors’ degree in Economics.
Vinay Bedi
With over 35 years’ experience in investment research, analysis, finance and corporate broking, Vinay is our principal investment consultant. He spent most of his career at Brewin Dolphin as a senior investment adviser, managing large private client and charity funds and has also worked at UBS Wealth Management. Vinay focuses on developing and promoting our private client and charity offerings and also advises our committees focussing on the management of portfolios and asset allocation. He remains very “hands on “ ensuring client portfolios are receiving the best possible attention and care at all times. Vinay is a Fellow of the Chartered Institute for Securities and Investment.
Fiona Ratcliffe
Fiona graduated from Northumbria University in 2010 also with a degree in Finance and Investment Management. Fiona started with Vertem in January 2014 as an Investment Associate after spending some time travelling round south-east Asia, Australia and South Africa. She is covering many diverse sectors in her stock analysis and is also the local IFA and client point of contact.
Chris Eynon
Chris is an investment associate with principal responsibilities revolving around direct equity analysis, valuing stocks over a wide variety of sectors, liaising with fund managers/sales representatives and working collaboratively with the wider
investment team. Chris has completed both a Bachelor of Arts and Masters of Science in Business and Financial Management and has previous fund research experience from roles with Barclays Plc and True Potential. He holds a number of industry qualifications
including the CII Certificate in Discretionary Investment Management plus the Diploma in Regulated Financial Planning.