Jonny Holmes

Investment Manager @Rathbones

Winchester, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2019 — Present

Investment Manager @Rathbones

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Winchester, GB

I am an Investment Manager at Rathbones working out of the Winchester office. I am a Chartered Financial Technician (CFTe) and a member of the Society of Technical Analysts (MSTA) as well as a fellow of the Chartered Securities Institute (FCSI).

EDUCATION

2018 — 2018

University of Oxford

Oxford Algorithmic Trading Programme

N/A

Bristol Business School

Bachelor of Arts (BA), Economics

2018 — 2018

Society of Technical Analysts

Diploma, Technical Analysis

2012 — 2013

FSTP

Bachelor of Arts (BA), Economics

SKILLS

PensionsInvestment StrategiesAlternative InvestmentsHigh Net Worth IndividualsFixed IncomeWealth ManagementAsset AllocationInvestmentsFinancial ServicesRetirement PlanningInvestment AdvisoryEquitiesInvestment ManagementWealthPortfolio ManagementAsset Management

ABOUT JONNY HOLMES

I previously worked on a team with three other Investment Managers where I was jointly responsible for managing in excess of £500million of client assets across almost multi asset portfolios. When I joined Quilter in 2011, the team managed a little over £300million. I have recently moved to Rathbones in Winchester to undertake a new challenge and to be with my young familyI am actively involved in relationship management with both clients and professional contacts and am also largely responsible for the development of new business and the formulation and implementation of investment strategy within the team and regularly place bulk orders across the client bank for sums of £1 million plus in the process of rebalancing portfolios. Over a short space of time I have been able to develop an extensive network of IFA and professional contacts.I am a keen technical analyst and regularly use techniques I have honed over recent years in order to add value to client portfolios by identifying companies and funds that I believe will either outperform or underperform their relevant benchmarks.

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Jonny Holmes — Investment Manager at Rathbones in Winchester, GB | Unifers