Credentials


SOVEREIGN WEALTH FUNDS


The CEO of SUMMA Limited occupied senior expatriate roles at the following funds between 1996 and 2009:


  • Senior Investment Adviser in the Office of the Managing Director at Abu Dhabi Investment Authority, UAE.
  • Adviser to the Government of Singapore Investment Corporation, London & Singapore.
  • Head of Group Asset Management, reporting to the board of the Qatar Investment Authority, Doha.
  • Principal Adviser and Chief Investment Officer for Emirates Investment Authority, UAE.


PENSION FUNDS


The CEO of SUMMA Limited has managed funds across asset classes, currencies, markets and countries for a diverse clientele. 

He has used fundamental, quantitative and derivative techniques, including overlays, structured and indexed products.

These are some of the clients for whom the CEO has directly invested private, pension, family office, endowment, local authority and sovereign wealth portfolios as either investment manager or account director:


Aeroquip

Ann Arundel County

AT&T (NCR)

Bankers Trust

Bass

BET

British Petroleum

Burmah

Bush Boake

Cargill

De Beers (CSO)

Debenham, Tewson

Digital Equipment (DEC)

Du Pont (Conoco)

Elangeni

Esso

Ford

WR Grace

Hackney Borough

Honeywell

HK Hospital Authority

IBM

Inco

ITT

John Lewis Partnership

Kimberley Clark

Leicestershire County

Leyland Staff & Works

3M

Maytag

Mercedes-Benz

Monarch Airlines

Mowlem

Nabisco

Nationwide

Paccar

Philip Morris (Kraft)

Price Waterhouse

Rabobank

Rank (Mecca)

Rolls Royce

Rover

San Diego County

Siemens

Standard Triumph 

Tate & Lyle

Tootal

Trinova

Twentieth Century Fox

Westland

Yorkshire TV