Investment committee

Ari Towli

Portfolio Manager, Smartim

Ari has over 19 years’ experience in the area of multi-asset, multi-manager investing. He has worked at Singer & Friedlander, Quilter & Co., Rothschilds, Gartmore and more recently North Investment Partners Ltd. where he was responsible for fund selection and the management of North’s multi-asset portfolios and funds. Whilst at Gartmore, Ari developed the risk tools that were critical to the construction and management of the Gartmore multi-manager funds and was instrumental in the design and development of Gartmore’s Multi-Manager Absolute Return Fund and, later, North’s range of risk-graded multi-asset portfolios.

Alongside Tactical Asset Allocation and fund selection, his role on the Smartim Investment Committee is to provide technical and quantitative analysis of the portfolios, focusing in particular on risk.

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Nick Stanhope

Portfolio Manager, Smartim

Nick has over 13 years of experience in the investment management industry and specialises in the area of multi-asset, multi-manager investing. Nick has worked for Abbey, Legal & General, Chiswell Associates, Cazenove and more recently North Investment Partners Ltd. where he spent over six years as a senior fund manager responsible for fund selection and the management of all North’s multi-asset funds and their range of risk-graded multi-asset portfolios.

Alongside Tactical Asset Allocation and fund selection, his role on the Smartim Investment Committee is to provide assessment of the prevailing macro views in the market place, along with market momentum.

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Andrew Shaw

Head of Research & Strategic Planning, Phoenix Wealth Management Ltd. and Phoenix Temple Wealth Management Ltd.

Andrew has 25 years’ experience in financial services, many spent as an adviser specialising in the more technical aspects of financial planning, and has been a Chartered Financial Planner for nearly 10 years. He became Head of Research at Phoenix Wealth Management Ltd in 2005, where he heads an Investment Team with a strong investment track record.

Alongside Tactical Asset Allocation and fund selection, his role on the Smartim Investment Committee is to provide insight into the needs of individual investors. He also oversees the way in which we communicate with our investors and ensures that the information we provide is clear, concise and relevant.

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Jennifer Dackombe

Investment Analyst, Phoenix Wealth Management Ltd

Jennifer obtained her BSc (Econ) in Geography and Business from Queen Mary University of London and completed a Graduate Diploma in Law before deciding that financial services was where her future lay. She joined Phoenix Wealth Management Ltd in 2010 as an administrator and, because of her drive and natural talent, quickly worked her way up to Investment Analyst. She is a member of the investment team at Phoenix Wealth Management Ltd, and, alongside Tactical Asset Allocation and fund selection, her role on the Smartim Investment Committee is to provide quantitative analysis on the funds under consideration for inclusion in the portfolios.

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William Brewis

Founder – Tenma Ltd

 William Brewis has over 23 years’ experience of advising and working in financial services businesses. Throughout his career he has been heavily involved with developing retail investment platforms and investment management solutions (including open ended collective investment schemes and investment trusts).  This has involved him working closely with wealth managers, financial intermediaries, insurers and other regulated businesses.

 William was Governance & Commercial Director of Praemium’s UK and Jersey businesses until founding his consulting business, Tenma Ltd at the end of 2016.  William’s relationship with Praemium began when he acted as the company’s external legal adviser supporting Praemium in establishing their presence in the UK market.  Prior to joining Praemium William was a Director of International law firm, Wragge & Co.  He joined Praemium in 2008  where he has been instrumental in developing and launching Smartfund, Praemium’s unique range of multi asset funds, and establishing Praemium’s International platform in Jersey.  During his time at Praemium William has been key to the development of Praemium’s operational and custodian arrangments.

 William continues to sit on the Investment Committee for Smart-im, Praemium’s investment management arm. His unique understanding of Praemium, the mechanics of the retail investment market combined with his governance and regulatory expertise makes him a valued member.  He acts as advisor to the Committee on how best to discharge its responsibility for the oversight of the management of our clients’ investments. 

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Raymond Sham

Fund Analyst

Raymond obtained his BSc (Hons) in Economics from the University of Nottingham before joining Smartim in 2015. Raymond assists the investment management team with research and provides support for the team’s quantitative analysis and quarterly reporting. He has completed the Investment Management Certificate (IMC) and is studying towards the CFA program.

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The Smartim Investment Committee consists of people from a range of backgrounds, as we believe that a multi-discipline approach provides greater depth of understanding. Our investment professionals come from both the institutional and retail parts of the industry, ensuring that your clients benefit from detailed investment analysis alongside a genuine understanding of the needs of the retail investor. This unique combination of skills and experience allows us to deliver a proposition that is entirely focused on investor needs.

The committee meets every month to review the progress of the portfolios and developments in the global economy. However, we will adjust the positioning of our portfolios at any point in between if we believe that circumstances have changed significantly.

Contact Praemium

4th Floor, Suite 643-659
Salisbury House,
London Wall
London EC2M 5QQ

+44 (0)207 562 2450