The strength of WM Capital Management is in the partnerships it has developed with a team of highly experienced, investment specialists. Each of these specialists has a unique investment approach that has been developed from academic analysis, research and from an understanding that a new approach is required to investing money.
Cass Professors - Provide the research on Trend Following and Momentum investing
Professor Andrew Clare is Associate Dean and the Professor of Asset Management at Cass Business School. He was a Senior Research Manager in the Monetary Analysis wing of the Bank of England which supported the work of the Monetary Policy Committee.
While at the Bank Andrew was responsible for equity market and derivatives research. Andrew also spent three years working as the Financial Economist for Legal and General Investment Management (LGIM), where he was responsible for the group's investment process and where he began the development of LGIM's initial Liability Driven Investment offering. He has published extensively in both academic and practitioner journals on a wide range of economic and financial market issues. In a survey published in 2007, Andrew was ranked as the world's ninth most prolific finance author of the past fifty years.
Andrew serves on the investment committee of the GEC Marconi pension plan, which oversees the investments and investment strategy of this £5.0bn scheme, and is a trustee and Chairman of the Investment Committee of the £2.5bn Magnox Electric Group Pension scheme.
Steve Thomas is Professor of Finance and Associate Dean for MBA Programs at Cass Business School, London; he joined Cass in February 2007, after being Professor of Financial Markets at Southampton University since 1996, and prior to that at the University of Wales, Swansea, from 1992. He was Houblon-Norman Fellow at the Bank of England, 1988.
Steve is a member of the editorial board of the Journal of Business Finance and Accounting and in 2005 was ranked 11th in Europe for finance research. He was a director of Bear Stearns' Global Alpha macro hedge fund, 2005-7, and Firecrest Hambro investment management, 2002-6.
Steve is on the education committee for CFA UK, an examiner for their Investment Management Certificate and co-author of the accompanying Official Training Manual.
Unicorn Asset Management - Provide the research for WM Unicorn AIM IHT Portfolios
Unicorn Asset Management is an independent boutique asset management business established in 2000. We specialise in managing funds investing in UK quoted small to mid-cap companies. Our approach is traditional, long term, team based, conservative and unashamedly old fashioned, only investing in businesses that we understand and which we believe have long term potential to grow.
Eoin Treacy - Assists in Global Equity research and the Third Industrial Revolution Portfolio
Eoin is a career analyst, writer, strategist, commentator and lecturer at the Fullermoney Global Strategy Service. He specialises in combining technical, fundamental and behavioural factors using the service's unique approach to research. As well as being a daily contributor to Fuller Treacy Money's written and audio commentary, he was instrumental in designing the service's fully customisable chart library which contains more than 12,000 instruments, including stocks, bonds, commodities and most stock market indices as well as funds, spreads, ratios and multiples.
Eoin is globally recognised for his encyclopaedic knowledge of asset classes, sectors and thematic investing and is regularly quoted and interviewed on the financial news channels and radio. He has also published Crowd Money: A Practical Guide to Macro Behavioural Technical Analysis, which has been nominated for the Technical Analyst Book of the Year award.
Eoin will specifically be consulting on a new fund that will be launched shortly.
Independant Financial Advisers - Responsible for ensuring products are suitable for clients
Chris graduated in Sports Business from Loughborough University in 1993. His first job introduced him to trading commodities at one of the largest privately owned traders in the world. He then worked for various investment companies before setting up his own investment business, in 2005.
The business was set up to provide "intelligent investment solutions" to clients and during the last financial crisis the strategies were put to the test, all coming through with flying colours. Chris formed WM Capital Management in order to allow other IFA's and wealth management businesses the opportunity to employ some of the best researched and proven investment solutions with their clients.
Nick has over 11 years’ experience working in Financial Services and specialises in managing investments for individuals, charities and professional firms. During his career, Nick has provided investment consultancy services to professional intermediaries primarily focussed on the topics of constructing/reviewing their centralised investment proposition and improving operational efficiencies in key areas such as client review processes.
He is a Chartered Member of the Chartered Institute for Securities & Investment (CISI). In addition, he has completed a Masters of Business Administration (MBA) at the University of East Anglia (UEA), for which he was awarded a Distinction.
In 2018, he was appointed as a Non-Executive Director of a local social enterprise specialising in supporting young people with the skills, confidence and knowledge to live safe and securely.
Roderick held senior management roles with NM Rothschild and James Capel. He was the Chief Executive of the private banking activities of Matheson & Co, 1985 - 2000. He sits on the board of an investment trust managed by JP Morgan and is an Absolute Return sector specialist. Roderick has had a long and distinguished career in financial services and wealth management. He held senior management positions with NM Rothschild and James Capel and was the Chief Executive of the private banking activities of Matheson and Co. Roderick manages the Absolute Return and Global Momentum Funds and is a director of Solent Systematic Investment Strategies. He has particular expertise in absolute return strategies and hedge funds.