Meet the team

Private Office Asset Management Directors & Team

Phil Simmonds
LL.B(Hons), MBA, FPFS, Chartered MCSI

Managing Director – Private Office Asset Management

Phil founded Private Office Asset Management in 2006 and is also the founder and significant shareholder of Simmonds Private Office (Hong Kong) - trading in Hong Kong since 1996.

Phil is a Chartered Member of the Chartered Institute for Securities & Investment and is a qualified CISI Chartered Wealth Manager. He is also a Fellow of the Personal Finance Society as is a qualified Chartered Financial Planner. Phil has worked both on the corporate side & private client side of the investment industry, specialising in bespoke strategies.

Phil spent 3 years working as an investment consultant at Close Brothers Group, – the UK merchant bank, – 2 years as a Director at Brewin Dolphin Securities, and for 6 years was Head of UK Intermediary Business Development and the Charities Division at the global financial services group Collins Stewart Hawkpoint Plc, which was taken over by Canaccord Financial Inc.

Phil worked for 2 years as a consultant for R&H Fund Services (Jersey) Limited, and has appeared regularly on television as the expert on BBC’s It’s Your Money and Sky Digital’s Simply Money program.

Graham Crawford
BA(Econ), MBA, ACIB, MCSI

Investment Director – Private Office Asset Management

Graham has a Bachelor’s Degree in Economics and a Master of Business Administration Degree (MBA). Graham is also member of the Chartered institute of Bankers in Scotland.

Graham’s chairs our monthly Investment Committee meetings which includes our asset allocation committee, out stock selection committee, our Fixed Interest committee, our Fund Selection Committee, Our Alternative Strategy Committee and our performance review Committee. Graham and Phil lead the research and analysis, ably assisted by Harry Elliman and Sebastian Simmonds.

Graham also authors the Private Office Asset Management weekly Global Market Update newsletter that we send out to our professional introducing partners and some of our clients who have requested this high level document.

Graham has worked in the investment industry for thirty-five years. He started with the Clydesdale Bank in Scotland before moving to Lloyds Private Banking in Mayfair. Graham, as the investment manager, moved with a team of 3 colleagues to Merrill Lynch International Private Client.

Graham managed the investment portfolios of celebrities, sportsmen and entrepreneurs, – reaching £2bn in assets under management. After leaving Merrill Lynch with another member of the team Graham set up a fund management company in Monaco where he worked for 8 years.

Shaun Melody - Private Office Asset Management

Shaun Melody
DipPFS

Compliance Director Head of Compliance & Paraplanning – Private Office Asset Management

Shaun has 37 years of varied experience within the financial services industry.

Shaun worked with the Mayfair Private Banking Office for 5 years where he looked after a business book of 80 Ultra High Net Worth clients, before moving to Lloyds Private Bank where he worked for 6 years on bespoke solutions for investment and banking clients, - liaising with the various inter-bank divisions including the paraplanners, client account teams, financial advisers and investment managers to produce the most appropriate advice to his clients which included wealth management, tax services, will writing and estate planning and management. Shaun was also involved in all of the compliance aspects of the advice.

Latterly Shaun ran his own financial services business, which he sold to a large organisation in 2019. We are delighted to that Shaun joined our business at the beginning of 2020 as Compliance Director - Head of Compliance and Paraplanning, - and he has already proven to be a real asset to the firm and looks forward to a long and progressive career with us. Shaun has played sports to a high-level including cricket and football, and has also braved the abuse to become a prominent referee in the south east. Shaun is also a keen supporter of Brighton & Hove Albion Football Club.

Vincent Caratalla

Vincent Carratala
BSc(Hons)

Business Development Director - VCIS | Vincent Carratala Intermediary Services

Vincent is a graduate of the University of Surrey, where he obtained a BSc. (Hons) in Economics

Vincent was previously an investment adviser at HSBC Private Bank, in the city of London, for 7 years. Vincent was responsible for looking after a business book of approximately £50M.

In total Vincent has more than 15 years of experience in the financial services sector, which also included him working closely with accountants and lawyers when advising his corporate and private clients.

Vincent’s role within the Private Office Group is that of the Business Development Director via VCIS (Vincent Carratala Intermediary Services), through which his remit includes introducing clients to Private Office Asset Management Limited, Private Office Legal Services | Solicitors and Private Office Consulting Limited to potential private clients, affiliated firms, strategic partners and SME’s. Vincent is not employed by Private Office Asset Management and he is not an authorised adviser.

Louise Weir

Client Liaison/Account set up and transitions

A client of Private Office Asset Management since 2006, Louise possesses a keen interest in investment and financial matters. Louise is a successful businesswoman in her own right and last year sold her business “Love Reading”, which she co-founded. Prior to that Louise was Marketing Director for a leading publishing firm for 7 years, where she led a team of 7 staff. Louise is currently studying for the Chartered Insurance Institute’s Diploma (Level 4) in Regulated Financial Planning - on her way to becoming a qualified paraplanner to assist our IFA’s and Investment team in putting together client reports.

Michelle Simmonds

PA to Phil Simmonds/Head of Administration

Michelle is an Associate Member of the Personal Finance Society (PFS) and is currently studying her exams en-route to becoming a para-planner. Michelle enjoys riding her horses, keeping fit and ballet.

Sebastian Simmonds

Assistant Investment Manager & Analyst

Sebastian graduated from Kingston University with BSc.(Hons) in Business management with Business Experience, - achieving a 2.1. Having joined the firm part time in 2015, Sebastian took up his position of Assistant Investment Manager in March 2019, where he works directly for Graham Crawford our Investment Director. Sebastian is currently studying for the Chartered Institute for Investment & Securities Level 4 Investment Advice Diploma (Securities).

Sebastian enjoys classic cars, and regular drives his 1964 Triumph TR4 to classic car shows. He also enjoys rock music, - and in particular his annual trek to Donnington Park for the Download Rock Festival. But most of all he loves investments and research!

Abigail Ashbee - Administrative Assistant

Abigail Ashbee

Administrative Assistant

Abigail first joined Private Office Asset Management Limited as an administrative assistant in 2016, but left temporarily to pursue some modelling and television work, and increased her profile in the world of professional blogging travelling to many exotic corners of the globe in the process.

Abigail was a top athlete gained her England vest for 1500 metres, and was also voted Freshman of the year at Murray State University in her first year during her scholarship in the US.

Now settled down and living in West Sussex with her long term partner and daughter, Abigail returned to work with us in 2019 as an administrative assistant to the investment administration team and is already proving to be a very useful, - and always popular – member of the team.

Looking for our associated partner firms?

Visit our associated partner firms via the links below.

Private Office Asset Management Limited and Gladstone Morgan Limited have formed a Partnership to offer Individual and Corporate wealth management solutions to their clients and professional introducers via Gladstone Morgan Private Office Offshore, a trading style of Gladstone Morgan Limited, offshore Independent Financial Advisors.

Gladstone Morgan have 11 offshore wealth managers and support staff working across their offices in Hong Kong, Shanghai, Bangkok and Dubai.

arpo-logo

Private Office acquired Austin Ryder Solicitors (established 1954) in 2018.

We provide legal services for Businesses & Individuals.

We have specialist teams working on the full legal aspects including Company Commercial, Real Estate, Dispute Resolution and Private Client.

Private Office Asset Management Limited and Simmonds (International) Financial Associates Limited have formed a Partnership whereby Private Office Asset Management provide bespoke investment management services to clients of Simmonds Private Office (Hong Kong) – which is a trading style of Simmonds (International) Financial Associates Limited.