2002-2012 BlackRock Global Equity Team

Andrew was recruited internally from the UK private client team to help turn around the performance of the global equity product.  The previous five years of poor performance were reversed with positive 3- and 5-year numbers against relevant benchmarks of MSCI World and MSCI All Country.  The team’s assets were doubled rising from US$7bn when he joined to US$14bn in 2012.  Andrew Williamson-Jones was also ‘buy’ rated by a number of investment consultants and involved in marketing to clients across the world.

2003-2006 Merrill Lynch Investment Management (now BlackRock)

Portfolio manager in the UK Private Client team. Lead role in stock selection for the UK private client model portfolio, which dictated which stocks other portfolio managers should own on behalf of their clients.  With a strong track record of out-performance over the three years, leading to the internal move to Global Equity Team.

Buy-side analyst on the Food, Beverage & Tobacco sectors for the UK institutional product. Extel no.1 rated buy-side tobacco analyst.  Very successful track record delivering strong positive alpha, within his sector coverage.

1997-2003 Singer and Friedlander

Managing UK equity portfolios against the FT All Share benchmark and providing buy-side analysis of the Pharmaceutical and Biotech sectors.

1993-1997

Qualified as a Chartered Accountant with PricewaterhouseCoopers (now PwC), specialising in the audit of the financial services industry.

Palvir Bahia was previously Vice President on the BlackRock Global Emerging Market team for 7 years which managed $2.5b in AUM. She was responsible for researching and recommending investment ideas from India, Indonesia, Taiwan, South Korea and the Philippines using in-depth fundamental company and industry analysis.She has traveled the region extensively meeting management under coverage and has developed an emphasis on normalized earning power, cash flow, competitive MOAT, good deployment of capital and strong corporate governance. Prior to BlackRock Palvir was at New Star Institutional Managers where she was responsible for researching and recommending stocks from India and South East Asia. Palvir began her career at New Star Asset Management as a graduate trainee. She earned a MSc in Financial Economics From the University of Exeter and BSC with honours in Mathematics from the University of Cardiff.

Francis oversees the business development and marketing for HALO IM . Prior to joining in 2016, he has over 25 years of experience in institutional Asian equity sales to UK and Continental European investors. He has led equities sales desks at ABN AMRO and BNP both in UK and US and has worked on sales desks with Deutsche Bank, JP Morgan and more recently Barclays . Working closely with analysts and regularly organising client Asian trips to meet emerging Asian corporates he has developed a deep understanding of the Far East business culture. Prior to this he worked as a China equities specialist at Sung Hung Kai Securities, and also in the Asia Pacific research department with Hoare Govett while based in Hong Kong

Rupert Perry is Halo’s Chief Operating Officer and oversees Halo’s FCA compliance and IT needs. He started his career as a chartered accountant at Ernst & Young and has worked in the financial markets since 1994, initially at S G Warburg (now UBS). In 2000, he set-up Pirum, a FinTech start-up focussed on automating operational processes in the global securities finance markets. He served as Pirum’s Chief Executive and Compliance Officer until 2015, when the business was successfully sold to a private equity buyer. Rupert remains involved with Pirum as both a consultant and a non-executive director.

Julian is Deputy Chairman of the 45,000 member / £2.5bn University of London pension scheme, and an independent non-executive director of the smaller company specialist investor, Montanaro Asset Management. He was formerly a London-based director of BNY Mellon, and a Director of BNY Mellon’s holding company that owned all its EMEA asset management businesses with AUM of US600 bn. He was Chairman of what is now the UK’s Investment Association, and went on to be President of the European Fund & Asset Management Association (EFAMA).