Asset Management

Our Team
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jones@bridportjersey.net

Senior Vice-President
Asset Management
+44 (1534) 844 115

Jason Jones

Jason has 30 years of portfolio management experience, having worked at senior levels for a number of major global institutions, managing a wide range of multi-asset, and fixed interest, portfolios for Pension Funds, Corporate, and High Net Worth private clients.

He is chairman of the Group’s Investment Policy Committee, and is a Fellow of the Chartered Institute for Securities and Investment.

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smart@bridportjersey.net

Chief Investment Officer
+44 (1534) 844 123

Peter Smart

Peter has been involved in bond markets since 1985, working within the private client areas of two global banks and for the last 22 years as the fixed income specialist for a major UK Wealth manager. As an integral part of his last position, Peter set-up and managed with his team, several Jersey domiciled bond funds on behalf of key clients.  Peter has been actively involved in helping to establish the nascent London Stock Exchanges UK Retail Bond Market.

Peter is responsible for developing client relationships and investment strategy.  He is an MCSI (Member of Chartered Institute for Securities & Investment).

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duncan@bridportjersey.net

Asset Manager
+44 (1534) 844 124

Gary Duncan

Gary started his career in finance in 1987 and spent the next 15 years working for Chase Manhattan, UBS and SG Hambros private banks, developing roles specialised in managing dedicated fixed income portfolio’s. The following 15 years were spent with a leading UK based wealth manager as a fixed income investment manager, typically on behalf of private, trustee, pension and corporate client portfolio’s.

He is a Chartered Member of the Chartered Institute for Security and Investments.

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phillips@bridportjersey.net

Asset Manager
+44 (1534) 844 117

Andrew Gillham

Andrew’s career in finance began on HSBC Private Bank’s graduate programme before moving to the bond desk at Insinger de Beaufort in 2000.  Since then he has worked in a specialist fixed income role at leading UK wealth managers, managing directly invested bond mandates for private and institutional clients.

Andrew holds an Honours degree in Economics and is a Fellow of the Chartered Institute for Securities and Investments (CISI).