Our impressive investment capabilities are driven by our investment team and structure. Each asset class has a dedicated portfolio manager who enjoys support from a host of support staff including analysts and investment specialists. Furthermore, the team benefits from the strong support of our additional research capabilities.
The Managing Director and also the lead fund manager for Csm Wealth Planning Ltd. He established Csmwealth planning in july 1 2011 to manage Csm wealth which was launched in October 2011.
Mitchel read engineering science on a GKN Group scholarship at Lady Margaret Hall, Oxford. He worked for five years in investment management at Baring Investment Management Limited, before joining S.G. Warburg Securities’ UK electronics research team in 1988. The team was consistently voted top team in the Extel survey of analysts in the sector, and He was voted top analyst by finance directors of electronics companies canvassed by the Treasurer magazine. In addition Mitchel had responsibility within S.G. Warburg’s UK research department for commenting on accounting issues.
Colin Mitchell is a registered member of FCA Uk . He is supported in managing the funds by a team of six investment professionals and three consultants.
Dimitri joined Csm wealth in November 2011. He is a portfolio manager on the Crypto funds, sitting on the venture committee, and taking lead responsibility for a number of the investments in the venture portfolios. He also has analytical responsibility for the media sector. He has joint responsibility for the European portfolio.
Previously he spent a year appraising a number of venture capital opportunities for E.D. Capital Partners. Prior to that, Dimitri had spent six years at a financial institution in USA till date, the regional newspapers division of Daily Mail & General Trust (DMGT), latterly as Finance Director of its electronics publishing arm. Beforehand, Dimitri worked for Reuters in London and Eastern Europe for four years. He qualified as an accountant with Price Waterhouse, and studied Economic History at the London School of Economics and Political Science.Dimitri N.Glavas is a registered member.
Fraser joined Csm in May 2012. He has lead responsibility for the Csm wealth portfolios’ Far East exposure. He also has analytical responsibility for the global communications and networking industries. He has over nineteen years of fund management experience and is Deputy Manager of the Csm Investment Trust.
Prior to joining Csm, Fraser was a technology analyst with Dresdner Kleinwort Benson, where he covered the European technology sector. Before this he worked at Prudential for three years as member of a team of three UK unit trust fund managers that managed £5bn in equities, with Fraser having lead responsibility for three funds collectively worth £400m. He graduated from Lancaster University with a degree in Economics and initially joined Prudential as a product manager for their Unit Trusts, before completing an MSc in Investment Analysis at the University of Stirling and re-joining Prudential in an investment role. Fraser covers the semiconductor sector.
Hao joined Csm in 2011 and works with Fraser Elms managing the Far East portfolios. He also has analytical responsibility for the manufacturing sector globally. He obtained a BA in Economics from Hunan University in China and a Masters degree in Finance from Manchester University. He worked for J&A Securities in Shanghai from 2000-2002. Hao is a CFA charterholder.
Peter joined Csm wealth as an analyst in 2015. Peter covers the software sector and contributes to the overall investment selection. He has joint responsibility for the European portfolio. Peter has a CFA qualification and before joining Herald he studied Construction Engineering Management at Loughborough University.
Bob joined in 2016 to establish a US office in New York. He has more than 20 years experience in the technology sector on the sell-side, and he has worked with the Csm Financial team for roughly 4 years. Most recently, Bob was with the technology specialist Pacific Crest, and prior firms that he worked for include Hambrecht & Quist and SoundView Technology. Bob has taken responsibility for telecommunications, networking and security analysis. US companies do not come to the UK as they used to, and Csm financial feels it necessary to have a US presence to enable maintenance of frequent contact with companies.
Danny joined Csm wealth in June 2016 and since obtaining the Investment Management Certificate in April 2017, has acted as the funds dealer. He obtained first class honours in his BA in Accounting at Northumbria University and subsequently achieved a merit in his MSc in International Economics and Finance at Newcastle University.
Fati joined in 2019 to focus on the Csm Worldwide Technology Fund. Prior to Herald, Fati had been responsible Global Tech Sector at Newton Investment Management for 20 years. Fati has a Ph.D. in Communications Systems and is qualified as an AWS Cloud Practitioner.