 |
Stephen Jones
Chief Investment Officer
Stephen joined Principal in April 2010 following a 15 year career with Gartmore, where was the Head of pan-European Equities (including the UK) and previously had been Interim Head of UK Equities and a member of Gartmore’s board. Prior to this Stephen spent ten years at Prudential, first as Personal Assistant to the group’s Chief Executive and then as a European Fund Manager.
|
|
|
 |
|
|
|
 |
|
|
|
 |
Peter qualified as a Chartered Accountant with KPMG in Edinburgh in 1993, where he gained significant experience in both corporate recovery and corporate finance. He then entered the fund management industry, initially working for companies such as General Accident and Scottish Amicable. Prior to joining Principal, he ran the Smaller Companies Unit Trust at Murray Johnstone in addition to other specialist mandates. Since 2000, he has been based in the Bath office, managing Directly Invested portfolios for Principal's West Country clients and is a key member in both the asset allocation and stock selection process.
|
|
|
 |
Richard has worked in the investment industry since 1985, initially in stockbroking and then in institutional asset management. He has 24 years’ investment experience managing both UK and continental European equities for, amongst others, the British Petroleum Pension Fund, NM Funds Management (Europe), MGM Assurance and Pavilion Asset Management. He joined Principal in 2004 and is based in the London office.
|
|
|
 |
|
|
|
 |
|
|
|
 |
A graduate in Economics from Bath University, Simon has worked in the investment industry since 1983. He has 26 years’ investment experience having worked at Tyndall, BZW Investment Management, Prolific and Aberdeen Asset Management. During his career he has managed various UK funds across the full market capitalisation range. More recently he worked at RC Brown Investment Management where he managed the European assets of a large ethical charity. He was also involved in the management of ethical, retail and pension funds. He joined Principal in October 2007.
|
|
|
 |
Robert started his investment career with NatWest Investments and subsequently moved to Coutts & Co as an investment manager. Latterly he worked as a Senior Account Manager with Close Wealth Management, a division of the Close Brothers Group, before joining Principal in January 2006. Working from the London office, he is an Investment Manager in the balanced team.
|
|
|
 |
Craig has over 12 years’ investment experience, qualifying as an Associate of the UK Society of Investment Professionals in 2001 and becoming a Chartered Financial Analyst in 2003. Prior to Principal, Craig was an Investment Director at Scottish Widows Investment Partnership, an Associate Director at WestLB Mellon Asset Management and a Senior Fund Manager at HSBC Investment Management. Craig graduated from Exeter University in 1997 with an MA in Finance and Investment.
|
|
|
 |
Philip graduated with a degree in economics from Liverpool University in 1984 and has worked as a private client investment manager ever since. Initially joining the private client stockbroking firm, Grieveson Grant (now part of Commerzbank Group), he has also worked at NatWest Stockbrokers as well as Cripps Harries Hall, the first solicitors' firm in England with an in-house investment management arm. Joining Principal in 2009, Philip has, throughout his career, focused exclusively on private client, trust and SIPP portfolios.
|
|
|
 |
Michael started his investment career in 1987 with the private client team of merchant bank Lazard. In 1995 he was recruited by Investment Research of Cambridge, a long established investment consultancy house, to manage the investment portfolios of the recently formed private client department using mainly direct equity investments and managed funds. In 2001 the business was acquired by private bank Brown Shipley from where Michael joined our Bath office in 2009. |
|
|
 |
Scott graduated from Aberdeen University with a degree in Economics, and went on to complete an MSc in Finance at the University of Strathclyde. Prior to joining Principal in early 2006, he worked on the Japanese equities desk at Baillie Gifford for almost four years and has also gained experience at both Aegon and HSBC. He passed the IMC in 2001 and works from our London office managing portfolios with a growth bias.
|
|
|
 |
Dominic graduated from the University of Cambridge in 2006, attaining a degree in Natural Sciences. Following a gap year travelling, Dominic joined Principal as a Trainee Investment Manager in late 2007. He works with the Directly Invested team in Sevenoaks, assisting in model performance analysis and supporting the Investment Managers.
|
|
|
 |
Duncan studied Economics and Finance at the University of Aberdeen, graduating in 2008 before working as an Investment Manager on the European Equity desk at AEGON Asset Management. He joined Principal in February 2010 as a Trainee Investment Manager and supports Investment Managers on the Directly Invested team, working from the London office.
|
|
|
 |
After graduating from Exeter University in 1986 with a degree in Classics, Richard joined Leopold Joseph as a trainee investment manager. He moved to Granville in 1992, and in 2000 was part of the MBO that formed Nevile Merriam, which became part of the Principal Group in 2003. He assists in stock selection and in Principal's Targeted Return Portfolio service and is responsible for some of Principal's written output.
|
|
|
Back to top
Back to Our Team |
|
About Principal