Peter Smart
Head of Investments & Co-CIO
Direct Phone:
01534 488778
Email:
Address:
Oak Walk, Mont Fallu, St Peter
Jersey, JE3 7EF
A Bit About Me
Peter has been involved in investment markets since 1985, working within the private client areas of two global banks and for 22 years as the fixed income specialist for the UK Wealth manager, Brewin Dolphin. More recently, Peter formed part of the investment team at Bridport in Jersey, specialising in the provision of specialist, income-focused portfolios.
During his time at Brewin Dolphin, Peter formed part of the Company’s Group Asset Allocation Committee, advising on fixed income and credit markets. He has set up and managed several Jersey-domiciled bond funds for key clients.
Peter has been involved in helping to establish the London Stock Exchanges UK Retail Bond Market, with an active role on the APCIMs Bond Committee and guest speaker roles at several high-profile LSE events used to promote the Retail Bond Market.
During his career, he has been a Director for R&H Fund Services in relation to BD Portfolios – a range of more than 45 open-ended investment companies established on behalf of high net worth clients and was a Non-Executive Director on RAB Capital’s Strategic Range Hedge Funds.
Peter is responsible for investment management and strategy. He is a Chartered Member of the leading professional body for securities, investment, wealth and financial planning professionals, “The Chartered Institute for Securities and Investment”, and holds specific qualifications in Bond and Fixed Interest as well as the Investment Advice Diploma.