Specialist Support

At the Russell Ulyatt Group of Companies, we enlist, where appropriate, external specialist support from experts to help us to continue to deliver the very best outcomes for you, our clients.

tim-hales1Spotlight on…

Tim Hale – consultant to the Russell Ulyatt Group of Companies

Tim has been working with the Russell Ulyatt Group of Companies for some time now, helping us to deliver a robust and tightly risk-managed investment programme for our clients. He sits on our Investment Committee as a guest member, providing a third party view on the investment world and an outside challenge and foil to our decision making. His philosophy on investing is very much in line with our own thinking and is one of the reasons that we engaged him in the first place.

Since 2001, his firm, Albion Strategic Consulting, has been working with a small group of high quality financial planning firms around the UK helping them to establish and manage a robust, risk-focused and low cost, passive approach to investing for their wealthy clients, similar to our own.

By way of background he graduated from the University of Oxford and holds an MBA from Cranfield School of Management. After a few years with Standard Chartered in Hong Kong working in Corporate Banking, he moved into the investment world, spending almost a decade at Chase Asset Management (now part of JP Morgan Asset Management) in a number of roles in London, Hong Kong and New York, where he became increasingly disillusioned with the world of active management (managers trying to beat the market).

Tim lives in Devon with his wife and two young daughters and enjoys the moors, the beaches and cycling in the South West. He can sometimes be spotted on his paddle board in the Exe estuary heading for a sun-downer at one of the waterside hostelries.

…….providing an independent view

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