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After graduating with a business degree David started his career in private client portfolio management at Quilter Hilton Goodison in 1981. He joined Capel-Cure Myers in 1983 and took responsibility for the International Team in 1988. He has built a substantial client base of ex-patriate and international investors from all over the world and has unrivalled experience of working with offshore trust companies and international intermediaries. David regularly visits clients in the Middle East, South Africa, the Far East and the Channel Islands.
To contact David Bulteel email david.bulteel@rensburgsheppards.co.uk
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After graduating from Oxford University, John joined Capel-Cure Myers (now Gerrard) in 1982 and performed several different roles before becoming an account manager in 1986. Following a secondment of 18 months to Geneva, he joined the International Team in 1988 as the Portfolio Manager with responsibility for a wide range of portfolios in different currencies. In 1990, he became Chief Portfolio Manager for the London office and was a member of all the main investment committees. John joined Rensburg Sheppards Investment Management in 2001 and is a member of the investment committee of senior fund managers and strategists that meet to set the firm's stock and industry sector strategy.
To contact John Barkhan email john.barkhan@rensburgsheppards.co.uk
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Phil began his fund management career in 1985 when he joined Capel-Cure Myers (now Gerrard) and joined the international team in 1987. He became a Fellow of the Securities Institute in 1992. Phil is responsible for the management of the team's investment portfolios for non-UK resident private clients, trusts and offshore investment holding companies. Phil is a Divisional Director of Rensburg Sheppards.
To contact Phil Osborn email philip.osborn@rensburgsheppards.co.uk
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Nik began his fund management career in 1989 when he joined National Investment Group. After the acquisition of the firm by Capel-Cure Myers (now Gerrard) in 1990, Nik managed UK private client portfolios on a discretionary and advisory basis. He became a Fellow of the Securities Institute in 1993 and joined Gerrard's international team specialising in portfolio management for non-UK resident private clients, trusts and offshore investment holding companies. In May 2001 Nik joined Rensburg Sheppards. Nik makes regular trips to the Channel Islands and Switzerland.
To contact Nik Kidd email nik.kidd@rensburgsheppards.co.uk
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Tom began his investment management career with Shore Capital, where he joined in 2001. His primary responsibility was managing a number of UK and international advisory and discretionary clients within their private client and investment management division.
In November 2006, Tom joined the International Team as an investment manager and is responsible for UK and non-UK residents.
Tom is a member of the Securities Institute.
To contact Tom Foster email tom.foster@rensburgsheppards.co.uk
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Richard began his career with Investec Asset Management in 2000 before joining Rensburg Sheppards in 2001. He joined the PGO (Public Guardianship Office) team in 2003 where his primary resposibility was the management of discretionary portfolios for clients attached to the Court of Protection. In March 2008, Richard joined the International Team with resposibility for both UK and non-UK resident clients. Richard is a Member of the Securities Institute.
To contact Richard Johnson email richard.johnson@rensburgsheppards.co.uk
Research Team
David is the senior bond research specialist. He gained an honours degree in Mathematics and Statistics from Warwick University before joining the City in 1984 as an actuarial trainee with Abbey Life. Having progressed to become a fixed interest analyst, he joined Cornhill Insurance in 1987 as a fixed interest manager for its life funds. In 1995 he was recruited by Clerical Medical (now Insight - the asset management division of the HBOS Group) to become its senior bond manager for a £1.6bn range of life and retail portfolios. During his eight years there he managed several award winning funds and was one the top 100 fund managers in a Reuters' survey in 2002. In 2000 he became head of credit and developed a proprietary system to monitor credit risk and mandate restrictions. He was recruited by Rensburg Sheppards in 2003 and provides overall commentary on global bond markets, with a focus both on currency implications and credit ratings, and takes investment management responsibility for the firm's largest fixed interest mandates.
John graduated from Cambridge University with an honours degree in Chinese Studies before joining the City in 1986 and is now Senior Equity Strategist with Rensburg Sheppards. He spent ten years at Robert Fleming, initially as an analyst in the US market on the healthcare and technology sectors before becoming a US equity fund manager in 1989. He eventually became the lead fund manager for the Fleming American Investment Trust, a £300m fund at that time. He pioneered the development of quantitative research tools for the US team and also became its chief economist. In 1996, he joined Taube Hodson Stonex becoming a partner and taking responsibility for equity analysis in Asia and the US. Following a belated gap year in 1999/2000, in which he enrolled as a mature student in Chinese Studies at Shi Da University in Taiwan, he joined Rensburg Sheppards in 2001. He provides macroeconomic and equity coverage on the US market (with a regular Wall Street slot on Bloomberg TV) and oversees the development of the firm's research intranet systems.
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