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David Ferguson BSc, DipPFS

Dave has more than 30 years of investment and risk management experience.  He joined Citibank in 1988 and spent 5 years as a quantitative analyst and portfolio manager. From 1993 to 2002 he was primarily based in Bermuda where he was a principal and portfolio manager in the hedge fund industry managing institutional and high net worth investor money.  From 2003 to 2009 he was a principal and portfolio manager for institutional investment advisers including Fortress and Apollo in London, Montreal and New York.  Dave has a broad investment experience which includes value investing, global macro, relative value & arbitrage, investment companies & open ended funds, private equity, asset backed securities, fixed income, swaps, futures, options, debt structuring, equities and foreign exchange.  Dave graduated in 1988 with a degree in Mathematics from the University of London and holds the Diploma in Regulated Financial Planning and the Chartered Financial Analyst designation.

James Mottram BA, DipPFS, CertPFS (DM)

Jim has more than 25 years of financial experience including over 25 years specialising in tax.  He qualified as a solicitor in the tax department of a leading City law firm in 1995 developing a specialisation in funds and investment management taxation.  He spent 2 years as a hedge fund tax specialist at PwC before returning to law as a partner at Nabarro. After 10 years he moved to become a partner in global law firm K&L Gates. Jim was an active member of the International Fiscal Association from 2003 and founded a group of independent international tax advisers. Jim has been known throughout his career for giving good technical advice which takes care of the client’s practical needs while ensuring that the advice is delivered in a way that the recipient can understand and implement. Since 2013 Jim has concentrated on personal tax arising from investments. Jim graduated in 1991 from the University of Leeds with a degree in History, holds the Certificate in Discretionary Investment Management and the Diploma in Regulated Financial Planning.