With over 30 years’ experience in investment research, analysis, finance and corporate broking, Vinay joined Vertem in 2016 as our principal investment consultant. He previously worked at UBS Wealth Management and Brewin Dolphin, as a senior investment adviser, based in the North East. Vinay focuses on developing and promoting our private client and charity offerings and has a real passion for unearthing that hidden gem of an idea that can make a real difference to client portfolios. Vinay is a Fellow of the Chartered Institute for Securities and Investment.
“Being a “stockbroker” in Margaret Thatcher’s 80’s was the dream of many graduates – it was considered both a “sexy” and lucrative career then…not entirely sure if either proved to be accurate, but I was luckily recruited as a trainee research analyst and loved every minute of it.
I have been very lucky to work across a large range of activities within the stockbroking spectrum and have found that wherever you are focussed no one day is ever the same. Even during a quiet period you are always on the look out for opportunities and the best way of doing this is to meet and talk to as many people as possible. I was once told that as a research analyst you are never “off work”, you are always on the look out for “growth ideas” to invest in or help to grow further. It’s a fantastic world to work in.
I have always been sport obsessed yet, like ones taste in food and drink, I have found that your focus on “favourite” sports tends to mature over the years. Right now I play more golf than I used to, probably watch less football than I did, have become more interested in rugby and remain very keen on cricket and racing. My biggest regret is not taking some time out after university and spending a season becoming a much more accomplished skier – ski trips now are focussed on finding the best mountain restaurants for lunch!”