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Meet the team

Private Office Asset Management Directors & Team

Phil Simmonds

Managing Director

Phil is a stockbroker, investment portfolio manager and a qualified lawyer. He gained his MBA (with Commendation) from Kingston University Business School. Phil has worked in the financial services industry for the past 35 years, and has worked at a senior level with Close Brothers Merchant Bank, Brewin Dolphin Securities, Collins Stewart Hawkpoint Plc and Canaccord Genuity Financial Inc. Phil is a Chartered Wealth Manager (Chartered Institute for Securities & Investment) and a Chartered Financial Planner (Personal Finance Society). Phil is a fanatical lifelong supporter of Millwall Football Club and enjoys heavy metal and rock music.

Graham Crawford

Investment Director

Graham has worked in the financial services industry for the past 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 three other colleagues to Merrill Lynch International Private Client. Graham is a fan of Glasgow Rangers Football Club.

Vincent Caratalla

Vincent Carratala

Business Development Director

Vincent was previously an investment adviser at HSBC Bank for 7 years, where he looked 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 is a keen supporter of Arsenal Football Club (having not quite made the grade at Millwall!).

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. Louise is a keen equestrian and owns a number of thoroughbred horses at her private stables.

Sebastian Simmonds

Assistant Investment Manager

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!

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.

Harry Elliman

Research Analyst

Harry graduated with a 2.1 BA(Hons) from Bristol University Business School in Business Management with Accounting and Finance. Harry has concentrated his areas of study in mathematical finance, equity and debt analysis, portfolio management and statistics.

Looking for our associated partner firms?

Visit our associated partner firms via the links below.

gladstone-morgan-po-logo

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.

Visit Gladstone Morgan Private Office | Offshore external site
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.

Visit our associated external legal site
simmonds-hk-logo

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.

Visit Simmonds Private Office (Hong Kong) external site
The FCA stipulate that all investment managers must benchmark their investment performance against a relevant benchmark, so whereas we manage multi-asset client portfolios across a range of risk profiles, we will measure our performance against the toughest industry benchmarks so that our clients can easily see just how effective our investment performance is compared to the industry as a whole. 
Our investment management mandates range across the following risk profiles:
We use the latest industry risk profiling tools to ascertain our clients attitude to risk and tolerance for any loss in capital over a given a given time.  These produce risk profiles ranging between 1 and 10.  Below are the risk profile outputs and how we may manage a clients portfolio subject to in-depth discussions to ensure that we fully understand our clients objectives as well as their appetite for risk:
 
Risk Profiles:
1 & 2:    Bespoke Alternative to Cash (BACA) which we benchmark against the bank of England base rate plus 2%
3&4:       Cautious
5&6:       Balanced
7&8:       Growth
9&10:    Aggressive Growth
 
So “above benchmark performance” means that we regulatory outperform the toughest industry benchmarks for our clients across all risk profiles.

“BACA” – for company funds, charity funds, pension funds, trust settlements and private portfolios that need to be managed very conservatively with above inflation returns net of fees,  along with capital preservation being the overriding objectives – we are pleased to be able to put together a bespoke Private Office Asset Management low risk “Bespoke Alternative to Cash Accounts”  – typically benchmarked against the Bank of England Base Rate + 2%.

We have a consistent and successful track record of protecting capital and providing real returns after inflation (although past performance is not necessarily a guide to future performance).

Ask us today about our proprietary low risk Bespoke Alternative to Cash Accounts (“BACAs”) as a potential alternative to some of your cash holdings that may be earning less interest than the annual rate of inflation – and causing your capital to be diminishing in value on an annual basis in real terms. We can tailor the portfolio to your individual specific risk requirements & return objectives.