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Martin Andrew
Directeur/Membre du Conseil chez
Close Portfolio Management Ltd.
Profil
Martin Andrew currently works at Close Asset Management Holdings Ltd., as Director from 2006 and Close Portfolio Management Ltd., as Director.
Mr. Andrew also formerly worked at Close Brothers Group Plc, as Chief Executive Officer-Asset Management, Close Wealth Management Ltd., as Chief Executive Officer from 2005 to 2009, Close Asset Management Ltd., as Chief Executive Officer from 2008 to 2022, and Close Asset Management (UK) Ltd., as Chief Executive Officer.
Mr. Andrew received his Masters Business Admin degree in 1991 from Harvard University and undergraduate degree in 1986 from the University of Leicester.
Postes actifs de Martin Andrew
| Sociétés | Poste | Début |
|---|---|---|
Close Portfolio Management Ltd.
 Close Portfolio Management Ltd. Financial ConglomeratesFinance Functions as an investment holding company | Directeur/Membre du Conseil | - |
Close Asset Management Holdings Ltd.
 Close Asset Management Holdings Ltd. Financial ConglomeratesFinance Operates as an investment company | Directeur/Membre du Conseil | 01/08/2006 |
Anciens postes connus de Martin Andrew
| Sociétés | Poste | Fin |
|---|---|---|
Close Asset Management Ltd.
 Close Asset Management Ltd. Investment ManagersFinance TrinityBridge aims to generate the best possible returns, in line with expectations and appetite for risk. The firm’s investment process is unbiased, multi-asset, actively managed and diversified across regions and sectors. Their approach is always long-term. | Directeur Général | 01/03/2022 |
Close Wealth Management Ltd.
 Close Wealth Management Ltd. CWM's fundamental investment principle is based on a balanced investment portfolio constructed from cash, bonds and equities. They are prudent, value-oriented investors. The firm believes there are only two categories of investment - protected capital and risk. While both are essential components of a balanced investment portfolio, the variation in each is determined by the clients' investment objectives and their risk attitudes. CWM builds investment portfolios by applying their 'three box' approach. The objective is to divide capital thereby reducing risk concentration. Their first box consists of short-term interest bearing, capital-protected deposits. Their second box also provides protected income using a range of deposits and bonds. These are spread over a series of investment terms. Their third box introduces growth, with the risk element, through equity-based assets, both direct and through collectives such as unit trusts and investment trusts, in addition to traded fixed-interest securities. The firm invests in global equity and debt across all market caps, with the bulk of the firm's investments in UK large-cap equities. By using two-year forward consensus earnings estimates and dividends to calculate a prospective P/E or dividend yield for each company, they select from a universe of companies that is screened to identify stocks that are relatively cheap or expensive. Stocks are considered attractive if they have twice the upside potential to the downside risk and are defined as a source of funds if the downside is twice the upside. Where attractive stocks are identified, CWM carries out a discounted cash flow analysis using the McKinsey valuation model, which identifies companies that are not creating shareholder value and that would normally be avoided for investment purposes. Finally, a review of management's business strategy is considered by reference to secondary research sources. Risk is minimized by ensuring that weightings in the major sectors of financials, pharmaceuticals and oils do not deviate by more than 5% from the FTSE sector weights. The firm also ensures that they have a spread of investment across the remaining sectors. | President | 01/05/2009 |
| CLOSE BROTHERS GROUP PLC | Corporate Officer/Principal | - |
Close Asset Management (UK) Ltd.
 Close Asset Management (UK) Ltd. Investment ManagersFinance TrinityBridge is an active, long-term manager that offers a comprehensive range of asset classes, such as equities, bonds, unit trusts, property, commodities, currencies, structured products, and hedge funds. The firm invests globally, both directly and indirectly, and follows many investment strategies. They favor a diversified, multi-asset approach and delegate portfolios not directly related to their core competencies to boutique-sized firms with a proven track record. TrinityBridge focuses on real returns, the right balance of growth and income, and ways to preserve wealth with the use of intensive research to identify the strongest opportunities. The firm looks for attractively priced, high-quality companies with a business profile and a track record of growing shareholder value. | Directeur Général | - |
Formation de Martin Andrew
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
84
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Close Brothers Group Plc
 Close Brothers Group Plc Regional BanksFinance Provides banking, securities brokerage, asset management and property finance services | Finance |
Close Wealth Management Ltd.
Close Wealth Management Ltd. CWM's fundamental investment principle is based on a balanced investment portfolio constructed from cash, bonds and equities. They are prudent, value-oriented investors. The firm believes there are only two categories of investment - protected capital and risk. While both are essential components of a balanced investment portfolio, the variation in each is determined by the clients' investment objectives and their risk attitudes. CWM builds investment portfolios by applying their 'three box' approach. The objective is to divide capital thereby reducing risk concentration. Their first box consists of short-term interest bearing, capital-protected deposits. Their second box also provides protected income using a range of deposits and bonds. These are spread over a series of investment terms. Their third box introduces growth, with the risk element, through equity-based assets, both direct and through collectives such as unit trusts and investment trusts, in addition to traded fixed-interest securities. The firm invests in global equity and debt across all market caps, with the bulk of the firm's investments in UK large-cap equities. By using two-year forward consensus earnings estimates and dividends to calculate a prospective P/E or dividend yield for each company, they select from a universe of companies that is screened to identify stocks that are relatively cheap or expensive. Stocks are considered attractive if they have twice the upside potential to the downside risk and are defined as a source of funds if the downside is twice the upside. Where attractive stocks are identified, CWM carries out a discounted cash flow analysis using the McKinsey valuation model, which identifies companies that are not creating shareholder value and that would normally be avoided for investment purposes. Finally, a review of management's business strategy is considered by reference to secondary research sources. Risk is minimized by ensuring that weightings in the major sectors of financials, pharmaceuticals and oils do not deviate by more than 5% from the FTSE sector weights. The firm also ensures that they have a spread of investment across the remaining sectors. | |
Close Asset Management Holdings Ltd.
Close Asset Management Holdings Ltd. Financial ConglomeratesFinance Operates as an investment company | Finance |
University of Leicester
 University of Leicester Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Close Asset Management Ltd.
Close Asset Management Ltd. Investment ManagersFinance TrinityBridge aims to generate the best possible returns, in line with expectations and appetite for risk. The firm’s investment process is unbiased, multi-asset, actively managed and diversified across regions and sectors. Their approach is always long-term. | Finance |
Close Asset Management (UK) Ltd.
Close Asset Management (UK) Ltd. Investment ManagersFinance TrinityBridge is an active, long-term manager that offers a comprehensive range of asset classes, such as equities, bonds, unit trusts, property, commodities, currencies, structured products, and hedge funds. The firm invests globally, both directly and indirectly, and follows many investment strategies. They favor a diversified, multi-asset approach and delegate portfolios not directly related to their core competencies to boutique-sized firms with a proven track record. TrinityBridge focuses on real returns, the right balance of growth and income, and ways to preserve wealth with the use of intensive research to identify the strongest opportunities. The firm looks for attractively priced, high-quality companies with a business profile and a track record of growing shareholder value. | Finance |
Close Portfolio Management Ltd.
Close Portfolio Management Ltd. Financial ConglomeratesFinance Functions as an investment holding company | Finance |
