Spearpoint is a people powered firm. Everybody understands their individual role and is empowered to deliver the service that you require making sure that your experience at Spearpoint is second-to-none. The senior management team have worked together for up to 10 years at Collins Stewart and have a consistent track record of success. All staff are shareholders in Spearpoint. Shared ownership ensures shared accountability and a strong desire to exceed client expectations. The surety that all members of the team are focused and fully incentivised towards your success comes with aligning our interests with yours.
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John Davey, Chief Executive Officer
John was the CEO of Collins Stewart (Cl) Limited and a parent company director with responsibility as head of the Wealth Management Division. He has a first class honours degree in Economics, is an Associate of the Chartered Institute of Bankers, having qualified in the top 10 students worldwide, and is a Fellow of the Securities Institute.
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Kevin Boscher, Director & Chief Investment Officer
Kevin was the CIO at Collins Stewart (CI)
Limited
and was responsible for managing the Collins Stewart Absolute Return Plus Fund. He has considerable industry experience, particularly in the areas of global asset allocation, multi manager and absolute return investing, hedge funds and other alternative asset classes. Kevin is a Fellow of the Securities and Investment Institute and is a regular speaker at investment events globally.
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Mark Despres, Head of Fixed Income
Mark was a Fund Manager at Collins Stewart for 7 years responsible for a number of listed Funds, institutional and private client portfolios as well as sitting on various investment committees. Mark has a first class honours degree in Mathematics.
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Richard Larner, Head of Fund Research
Richard was head of fund research for Collins Stewart and was instrumental in the development of the multi-manager fund research function. He was a key member of the investment policy committee and monitored the effectiveness of investment policy throughout the Wealth Management Division.
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Frank Le Maistre
Frank was at Collins Stewart for 15 years and was a Director of the Channel Islands business. He is co-head of the Stockbroking Division with specific responsibilities for all trading on behalf of institutional, fiduciary and high net worth private clients.
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Gregory Powell
Greg was at Collins Stewart for 10 years and was a Director of the Channel Islands business. Greg qualified as a Chartered Accountant, has an Honours degree in Economics and is a fellow of the Securities Institute. He is co-head of the Stockbroking Division at Spearpoint.
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Michael Caetano
Michael was an Associate Director of Collins Stewart (CI) Limited. He has an Honours degree in European Business with French and is an Associate of the Securities Institute. Michael has specific responsibility for dealing and advising on behalf of private, institutional and intermediary clients.
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Sarah Whelan
Sarah joined Spearpoint in January 2009 after nearly 8 years at Collins Stewart where she was a Director of the Channel Island Board and chaired the Investment Performance Measurement and Monitoring Committee. Sarah has particular responsibility for Risk Management and Control within the Portfolio Management Division. She is a Fellow of the Securities and Investment Institute.
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Timothy Dallas-Chapman
With 30 years experience in the industry, Tim has responsibility for the Jersey Portfolio Management Division. His investment career started with Barclaytrust International Limited before he became a Director and Chairman of the Investment Committee at Le Masurier James and Chinn. Tim was on the Board of the Collins Stewart (CI) operation before joining Spearpoint in July 2008. He is a Fellow of the Securities and Investment Institute
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Richard Ramskill, Senior Portfolio Manager
Richard was a Senior Portfolio Manager at Collins Stewart (CI) Limited. Richard has a degree in Business Administration and is a member of the Securities Institute
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Paul Stephens, Head of Business Development
After 22 years at Kleinwort Benson, Paul joined Spearpoint in August 2008 as Head of Business Development. Paul brings with him extensive experience of Wealth Management for Private Clients and Institutions, having been Managing Director of Kleinwort Benson’s (CI) investment business and a Director of the Bank. He holds a Bachelor of Science Honours Degree, is an Associate of the Chartered Institute of Bankers and a Member of the Securities and Investment Institute.
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Jacqueline Sholl, Chief Operating Officer
Jackie was the Head of Compliance at Collins Stewart (CI) Limited, reporting to the Board of Directors. Before taking on the Head of Compliance role Jackie fulfilled a number of operational roles at Investec Bank, Rowan & Co and Hoare Govett. Jackie is a member of the Securities Institute.
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Lisa Stolte, Head of Client Liaison
Lisa was with Collins Stewart for nearly 7 years as head of investment administration in Jersey. Previous employers include Matheson Securities and Lloyds International private bank.
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Jack
Gervaise
-Brazier,
Stockbroker
Jack worked previously within Collins Stewart’s Stockbroking division in Guernsey for 5 years, dealing for, advising and being responsible for a number of institutional, intermediary and private clients. He joined Spearpoint in December 2008, Jack is an Associate Member of the Securities Institute.
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Matt Watson,
Stockbroker
Matt was at Collins Stewart in London for 2 years before joining Spearpoint in July 2008. He is an Associate Member of the Securities Institute, a
CFA
candidate and a member of the stock selection committee at Spearpoint,
Matt has specific responsibility for dealing and advising private, institutional and intermediary clients.
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David Le Cornu
David has 20 years investment experience having previously held senior positions at Corazon Capital, Kleinwort Benson and Barclays Private Bank and Trust. He is a member of the Jersey Portfolio Management Division and is a Fellow of the Securities and Investment Institute and an Associate of the Chartered Institute of Bankers.
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St John Burke
St.John has over 15 years experience in the investment industry. The majority of this time was spent in Switzerland managing discretionary portfolios for high net worth private banking clients with Coutts and Sarasin before returning to the Island to set up Corazon Capital’s Jersey office. St.John works on the stockbroking desk, has an Honours degree in Business and is a Member of the Securities Institute.
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