Tim Hale
Director @Albion Strategic Consulting
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WORK HISTORY
Director @Albion Strategic Consulting
At Albion, we’re passionate about investing and understand the challenges and pitfalls that investors face putting in place - and living with - their investment strategy. We work with high quality, financial planning boutiques to build systematic, risk-focused investment strategies to use with their clients and help them to put in place strong ongoing governance of their investment process. Building quiet confidence in your investment process through our SmarterSuccess programme- A robust centralised investment process that you know will work for your clients- Total confidence in why it is structured as it is- A bespoke, fully referenced Investment Process Manual based on empirical evidence- The ability to help your clients to understand their portfolios- Branded client-facing documents- A robust ongoing governance process that works smoothly- Access to market leading research from Albion- A programme of client communication, based around useful investment topicsWorking with us- Personal, bespoke, serious yet fun- Systematic process to get you up and running – usually between 12-16 weeks- Induction day, tasks list, online meetings, document delivery- A monthly subscription based service, based on a matrix of service options- Project and ongoing relationship managed via Basecamp (a great piece of software)- Ongoing attendance (online and in person) at your Investment Committee meetings- Regular document updates
EDUCATION
University of Oxford
BA, Zoology
Cranfield School of Management
MBA, Business
SKILLS
ABOUT TIM HALE
Director at Albion Strategic Consulting
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