Jock is responsible for the development and delivery of strategy across both research and consulting functions as well as team and project management. Prior to joining Square Mile, Jock was a Managing Director at JP Morgan Asset Management, where he worked in the Investment Trust business for 7 years and the European Equities team for 6 years. He was previously sales director of investment trusts at Close Finsbury Asset Management and before that was a private client investment manager at Rathbones. Jock is a Chartered Fellow of the Securities & Investment Institute and holds the SFA Registered Securities qualification.
Peter began his career at Holden Meehan, an independent wealth manager, in 1989. He joined Forsyth Partners in 1994 as a senior mutual fund analyst and was appointed Chief Investment Officer in 2000. He was responsible for the management of traditional and alternative multi asset funds, with assets at their peak in excess of £1.5 billion. He was co-founder of the original Forsyth-OBSR Ratings Service in 2002. He joined OBSR in 2008 and was responsible for establishing the firm’s fund advisory business as well as continuing to conduct manager research. As Investment Director, he worked closely with Head of Investment Consultancy, Gill Hutchison, and they were responsible for the delivery of services to an array of different clients and were important influencers of fund flows in the UK. The Adviser Centre was launched in May 2014 whilst Peter was employed by City Financial. He transferred to Embark in October 2016, following the group’s acquisition of The Adviser Centre.