WHO WE ARE
IPS Capital LLP is a boutique, multi-asset investment manager that aims to provide consistent returns within a strong risk-controlled framework. An independently owned Partnership, IPS Capital was originally founded in 1999 as an investment adviser and consultant for UK pension funds.
WHAT WE DO
AN ACTIVE INVESTMENT APPROACH
Our firm was born out of an understanding of our clients’ requirements and expectations and providing an investment solution that fulfils them.
HOW WE DO IT
OUR INVESTMENT PHILOSOPHY
Growing your wealth and protecting your capital when the markets take fright is why we exist. Achieving this is down to our passion for constantly assessing the strength of different asset classes. Extensive market research from both our in-house team and some of the world’s leading economic consultancies is what drives this assessment.
WHY INVEST WITH US
A DIFFERENT APPROACH
We understand the importance of client relationships and will listen to clients’ requirements and do our best to accommodate them. We pride ourselves on our superior level of service and an ability to treat each client as an individual. Our risk-managed investment strategies are designed to produce a consistent level of return for the level of risk employed.
MEET THE TEAM
IT TAKES EXPERIENCE TO FIND A FRESH APPROACH.
Jonathan Fennell, Private Client Partner
Jonathan joined IPS in 2004 and is a member of the Investment Committee. He uses over 20 years of experience in banking and private client wealth management to build effective relationships with third-party professional advisers, trustees, consultants and their respective clients.
Tiziana Maida - Head of Research
Tiziana has been a member of the investment team since she joined IPS Capital in 2016. She is currently responsible for fund research and due diligence. She focuses on alternative investments, including real assets and target return strategies.
Chris Brown - Partner, Chief Investment Officer
Chris Brown is responsible for formulating investment strategy and allocations across all client portfolios, chairing the Investment Committee.
Simon Moriarty - Investment manager – Head of Intermediary relations
Simon joined IPS in 2017, from a boutique investment firm in Mayfair, London. He has been looking after private clients and their family investments since 2011, with a particular focus on UK entrepreneurs and business owners.
Our small size allows us to be agile and responsive, which means you have unrivalled access to the key decision makers on our team. Your investment manager is just a phone call away and you can also arrange quarterly meetings with our chief investment officer.
A partnership with IPS Capital comes with the highest quality of service. We will provide you with regular updates and communications on performance and activity in portfolios, including changes to risk parameters. You will also receive factsheets and client communications that support your brand and keep your clients informed. Strategies can be accessed through FE Analytics.
We combine institutional-quality research with an active approach to multi-asset investing that places an emphasis on risk management and protecting the downside. Our team tactically allocate across a wide range of assets while ensuring portfolios always remain within their specified parameters.
Why Choose IPS Capital
Martin Smith - Compliance Officer
Martin joined IPS in 2012 and has responsibility for both regulated compliance and money laundering. He has 30 years financial services experience including as a Vice President of Merrill Lynch International Private Bank in both London and Frankfurt and as Head of Compliance for Union Bancaire Privee in London. Martin holds an MBA from the University of Strathclyde.
Peter Speak - Risk Management
Peter advises on the structure of the risk policy for the firm. He provides advice and assessment of potential assets for inclusion in client portfolios independently of the Chief Investment Officer and is a member of the firm’s Investment Committee. Peter was previously Head of Credit and Market Risk Management for Cantor Fitzgerald, London and Gerrard Group Plc. Before that he was a Principal in the Financial Risk Management Practice for Coopers & Lybrand, London.
Harry Grumbar - Research Analyst
Harry is a member of the investment team and fulfils roles in fund research, risk management and development of in-house systems and processes to improve portfolio management. Before joining IPS in 2012 he worked for two years at a London-based hedge fund having graduated from Bristol University with a Masters in Engineering.
Paul Tarran - Finance Partner
Paul has been with IPS since its formation and is Finance Partner responsible for all financial planning, reporting and controls within the Partnership. Prior to joining IPS Paul was Finance Director of a listed stockbroker, Savoy Asset Management for over 10 years. He is a Chartered Accountant, having qualified at Coopers & Lybrand and has been involved in financial services for over 25 years
Valerie Girdlestone - Client Services Manager
Valerie joined IPS in 2004 and uses her over 20 years of experience in financial services and asset management to lead the IPS administration team. She devised, and is now responsible for, the implementation of all back and middle office processes at IPS. Prior to IPS she was a Divisional Director at Robert Fleming, with responsibility as Head of Operations. Prior to IPS she was a Divisional Director at Robert Fleming, with responsibility as Head of Operations.
Paul Miles - Head of Intermediary Relationships
Paul has over 30 years of experience in financial services having owned his own Financial Intermediary business for 15 years and more recently holding the position of Director of Intermediary Services at Ashcourt Rowan. As Head of Intermediary Relationships at IPS Paul provides outsourced investment solutions to meet the requirements of both adviser and client.
Jonathan Fennell - Client Relationship Partner
Jonathan joined IPS in 2004 and is a member of the Investment Committee. He uses over 30 years of experience in banking and private client wealth management to build effective relationships with third-party professional advisers, trustees, consultants and their respective clients.
Chris Brown - Partner, Chief Investment Officer
Chris Brown is responsible for formulating investment strategy and allocations across all client portfolios, chairing the Investment Committee. Prior to joining IPS, in 2009, he was a credit specialist at several financial institutions, including Goldman Sachs. Chris was also the founding partner of Cinnamon Capital, a credit hedge fund and is a Fellow of the Institute of Actuaries. He holds a first class degree in Economics from the University of Bristol and a Masters in Economics from the University of Cambridge.
Jonathan Blain - Partner, Chief Executive Officer
Jonathan was the founding Partner of IPS Capital and has worked in the private client asset management industry for 21 years. He is a member of the IPS Investment Committee and the relationship partner for the firm’s larger individual and family clients whilst also managing key intermediary relationships. With a background in foreign exchange during his years at Citibank, Jonathan instigated the multi-asset investment strategy of the business and held the position of Chief Investment Officer until the beginning of 2009.
For us, protecting the downside is key and to do this, we use a comprehensive risk analysis and management system - IPS Analysis, Risk and Trading (ART). Using IPS ART, we are able to: 1. Apply our risk policy to all clients to ensure that we adhere to their investment requirements. Limits and restrictions are pre-programmed, so any potential conflict or breach can be identified in advance. 2. Stress test portfolios and run potential scenarios, thereby highlighting any possible areas of concern to ensure that our clients are comfortable with their investment strategies. We are in the business of ‘no surprises’, so it is important to us that our clients completely understand the potential risks to their portfolios.
To determine which assets are the most appropriate for our strategies, we use independent investment, economic and market research from respected agencies around the world. This information is assimilated and analysed by the Investment Committee who use their judgement and expertise to decide what and how much to invest in.
Our investment philosophy was formed from the belief that portfolio losses are reduced through diversification. By investing in a range of different asset classes that complement each other, acting independently in different market conditions, it is possible to produce more consistent returns at a lower risk. However, it is important to remember that returns do not come risk-free and therefore understanding our clients’ attitude to risk is fundamental to us.
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Everything we do is about you, the client. We take pride in building close relationships, providing exceptional client service and open access to the team to give you the peace of mind that your wealth is in the right hands.
You will always be kept up to date with clear, succinct and informative communications on how your portfolio is performing and where it is invested.
We firmly believe that to meet your investment objectives you should invest in a portfolio that is highly diversified and continually monitored to ensure it remains aligned with your risk parameters.
+44 (0)20 7469 6830