In this week's video interview for Professional Adviser's Investment Influencers series, where we chat to the most respected individuals who select funds, decide ratings or otherwise influence the allocation of investor fund flows, we hear from Simon Nicholas of Brown Shipley.
Nicholas, who joined the firm in 2010 as senior fund manager, leads the management of its five-strong range of multi-asset funds. He is also head of third-party fund research in the UK and a member of the third-party fund research team for KBL (Kredietbank Luxembourg) at group level.
He sits on the Asset Allocation Committee at local, UK level, interpreting group asset allocation decisions for the Brown Shipley client base, and was appointed to manage the KBL Key US Fund of Funds in December 2015.
Before Brown Shipley, Nicholas was managing director, private clients for Mercater (now Saltus) Capital Management, where he was responsible for private client portfolio management and the firms' investment strategies, a modular offering using third-party funds.
A Chartered Fellow of the Securities Institute, Nicholas has also worked for Aberdeen Asset Management on the multi-manager side of the business and spent 13 years at Cazenove Fund Management with portfolio management roles within the various fund management departments, private client, charities and pension funds.
The Investment Influencers series, which has most recently featured Anthony Gillham of Old Mutual Global Investors, Ben Wattam and Ian Goodchild of Mattioli Woods and Enrique Pardo of Allfunds Bank, offers insights into how key players in the asset management sector see the world of investing and expect to deal with such challenges as greater market volatility, increased regulation and a growing trend towards short-termism.
After 20 years in Westminster
Retired in 2014
Dividend tax hike also stayed
Advisers lacking knowledge
Five short video interviews with RLAM’s head of multi-asset