Ascencia Investment Management’s Chief Investment Officer, Simon Callow, and Director of Investments, Anthony Holt, attended Deputy Day 2023 to discuss financial advice, investments and how we measure value alongside Frenkel Topping Limited’s Managing Director, Mark Holt.
This training aims to empower you to provide fair and effective solutions for your vulnerable clients.
Anthony is a multi-asset investment manager. His career began at Deutsche Asset and Wealth Management before moving to Pershing (part of the BNY Mellon Group) as part of the International Settlements team, and then to WH Ireland, in Manchester. Anthony then joined Ascencia Investment Management in 2016. He holds the CFA UK IMC, Certificate in ESG investment and Investment Management Diploma.
Anthony is a multi-asset investment manager. His career began at Deutsche Asset and Wealth Management before moving to Pershing (part of the BNY Mellon Group) as part of the International Settlements team, and then to WH Ireland, in Manchester. Anthony then joined Ascencia Investment Management in 2016. He holds the CFA UK IMC, Certificate in ESG investment and Investment Management Diploma.
Simon is an experienced investment specialist with over 25 years of experience. He started his career in private client stock broking and later moved into institutional investment management. He is currently the Chief Investment Officer at Ascencia Investment Management. Simon leads the monthly Investment Management Committee meeting and has been recognised for his consistent risk-adjusted investment performance by Investment Week, Citywire, and Defaqto.
Simon is an experienced investment specialist with over 25 years of experience. He started his career in private client stock broking and later moved into institutional investment management. He is currently the Chief Investment Officer at Ascencia Investment Management. Simon leads the monthly Investment Management Committee meeting and has been recognised for his consistent risk-adjusted investment performance by Investment Week, Citywire, and Defaqto.
Mark joined Frenkel Topping in 2010 and has since risen through the ranks to his current position as Chief Operations Officer for Frenkel Topping Group and Managing Director for both Frenkel Topping Limited and Obiter Wealth Management. Mark is considered a leading mind in the area of periodical payments/structured settlements and has lectured nationwide on the discount rate, receiving industry-wide recognition for his expertise.
Mark joined Frenkel Topping in 2010 and has since risen through the ranks to his current position as Chief Operations Officer for Frenkel Topping Group and Managing Director for both Frenkel Topping Limited and Obiter Wealth Management. Mark is considered a leading mind in the area of periodical payments/structured settlements and has lectured nationwide on the discount rate, receiving industry-wide recognition for his expertise.
