Why Fowler Drew?
Our origins are Stuart Fowler’s book No Monkey Business: what Investors need to know
and why (FT Prentice Hall 2002). Described by one adviser as ‘an excellent blueprint for
modern wealth management’, the book was an institutional fund manager’s view of the
technical and ethical shortcomings in investment services for private investors.
Stuart formed Fowler Drew in 2004 to put his blueprint into practice.
In a recent survey, our clients said the qualities they value most highly in us are our 'openness' and 'integrity' and that the most valuable thing that we bring them is 'peace of mind'. These were target outcomes for investors that featured strongly in No Monkey Business.
Successful goal-based investing is a process that ties together the visualisation, description and quantification of the benefits sought from your money with a continuous, dynamic decision-making method that can deliver these benefits.
A key benefit of using models to inform choices is that risk preferences become specific and obvious instead of abstract and opaque.
There is a precedent for goal-based investing aimed at realising quantified outcomes, within agreed tolerances, at defined time horizons: Liability Driven Investing or LDI. We did not need to invent it.
Planning to maximise wealth benefits
The benefits money can provide take both hard forms (meeting a spending or gifting target) and soft forms (clarity and peace of mind). The benefits sought are unique to each individual or household.
To build a good planning model that dynamically links time, risk and resources, we had to build a portfolio model that would apply the same dynamic rules in practice.
Active asset allocation is the key to generating the required returns within a tight regime of risk control. Passive,
index-tracking funds are the cheapest means of implementing exposures. Combining the two, often known as Active/Passive, increases the reliability of the overall process.
Founder and Managing Director
Director and Head of Financial Planning
Stuart has worked in the investment industry for over 40 years. As an institutional fund manager with Touche Remnant in the 1970s and Hill Samuel in the 1980s, he managed money for a wide range of clients, from overseas governments and pension funds to wealthy families and foundations.
In 2004, Stuart started Fowler Drew as a wealth management firm, embodying the thinking, principles and techniques drawn from his earlier career as an institutional money manager and business consultant.
As well as writing the book from which the business took its original name, Stuart has contributed articles to the Financial Times, wealth management publications and journals of his own professional body, The CFA Institute. He is a graduate of Oxford University.
David is a Director and Head of Financial Planning responsible for financial planning for new clients and handling relationships with established investment clients.
He is a Chartered Financial Planner with expertise in tax, pensions, insurance and trusts and has a BA in Economics and Business. David has been involved in financial advice since 2002, advising both individual and corporate clients and working with professional firms as referrors.
He joined Fowler Drew from consulting actuaries Alexander Forbes and previously worked for various independent advisers including the advisory arm of a large UK accounting practice.
Director and Head of Investment Management
Chris is a Director and Head of Investment Management. He is authorised to manage discretionary portfolios and advise on investments, where his experience extends across both conventional and alternative investment classes.
He leads our investment research activities in both modelled and non-modelled assets. Chris previously worked for the US money manager Alliance Bernstein for seven years, latterly as a senior associate portfolio manager.
His first experience managing portfolios was with pensions advisers David Booler & Co, looking after both SIPPs and small employer schemes. Chris has a degree in Economics from University College, London.
As Quantitative Strategist, Sa has overall responsibility for the design of our mathematical decision processes and the technology infrastructure in which they operate. Her role extends from quantitative analysis to the development of adopted solutions, including writing programme code and contracting bought-in services such as user interface design and database build and maintenance.
Sa previously spent 10 years in London and Beijing with UBS and private- equity manager Actis, designing and implementing investment solutions covering each of portfolio allocation, portfolio analysis and risk management, across conventional and alternative asset classes.
Sa’s first degree is a BA (Economics) from Renmin University of China, Beijing, followed by MSc Distinction in finance and banking disciplines from each of Salford and Reading Universities, and a PhD in Finance from Reading. Her doctoral thesis was on portfolio diversification with hedge funds. She is a CFA® charterholder.
Client Service Manager
A qualified investment manager and adviser with previous responsibility for many of our client relationships, Sophie brings this experience to bear on her role ensuring the highest possible standards of client service delivery. As Client Service Manager, reporting to senior management and liaising closely with clients, she contributes to the design of the advice, management and business processes underpinning service delivery; monitors compliance with those processes; has primarily responsibility for client-data privacy.
Prior to joining Fowler Drew Sophie worked for four years in Luxembourg for a large insurance-owned fund and investment-bond provider (formerly Scottish Equitable) dealing with high net worth individuals and companies. Sophie has a degree from Manchester Metropolitan University in Retail Marketing.
Shameer is an investment manager in the team that manages our quantitative, discretionary, investment process and is qualified to give advice on securities and investments.
He came to us from Brewin Dolphin where he was a trainee investment manager in one of the largest London teams managing discretionary portfolios for private clients.
Shameer has a BSc Computer Science from University of Surrey and holds CISI Masters in Wealth Management.
Mike has been in the Financial Services industry for over 30 years and has worked both in Senior Management roles for FTSE 100 Companies as well as building and running a successful practice in the City of London advising both individual and corporate clients. Mike has specialised in working with both professional sports people and those involved in the entertainment and media industries.
Mike’s role is to develop new client relationships and to work with other professionals to ensure that Fowler Drew clients receive seamless holistic advice in every area relating to their financial position.
Educated in Canterbury and based in London, Mike is a passionate rugby fan, likes to travel, ski and attend music festivals.
T: 0207 736 2434
M: 07768 444609
Client Relationship Manager,
Sports and Media
Marvin is an ex-professional footballer whose career spanned 13 years, with over 400 appearances for Millwall, Bristol City and Jamaica. After retiring from professional football in 2015, Marvin pursued his interest in the financial markets. He set-up his own brokerage firm, offering investment advice, portfolio structuring and hedging execution to private clients. More recently, he worked for TS Capital, a private-client brokerage, as a retail investment adviser.
As a relationship manager at Fowler Drew, Marvin’s role is to develop and maintain long-term client relationships, by understanding his clients’ financial ambitions and developing, with them, the financial solutions that best meet their needs and preferences. Marvin’s clients benefit from a clear and bespoke plan developed collaboratively using Fowler Drew proprietary financial modelling, continuously adapted as circumstances change and delivered as a bespoke portfolio by the investment team.
Marvin has an investment advice diploma in securities and derivatives.
T: 0207 736 2434
M: 07566 150984
Information for decision makers
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