Paul Meadows, ASIP (CFA Institute)

Paul has been working with Taylor Associates providing financial programmes across a wide variety of clients, including blue chip corporates, banks and hedge funds, both in the UK and abroad.

His specialities are:

• Investment Management
• Equity Analysis
• Hedge Funds
• Technical Analysis
• Private Banking

Paul started his Investment Management career at Royal Insurance in 1983. Following an extensive & thorough hands-on grounding in the subject & successful completion of the Society of Investment Analysts Associateship Paul joined the small team managing Royal’s in-house long term UK Equity portfolios. In 1990, following the lifting of exchange controls in Stockholm, he joined the Swedish insurer Trygg-Hansa’s London start-up operation to manage its UK Equity exposure.

In 1994 Paul moved into the Private Client arena, as part of the Investment Unit of Lloyds Private Banking & over a two year period diversified away from an exclusive analytical/Fund Management role to incorporate an extensive presentational package on the Bank’s investment strategy delivered ‘on the road’ to its network of offices around the country.

In 1996 Paul took the opportunity offered by the Bermuda-domiciled Bank of Butterfield to head up the global Equity research effort in London in support of the Bank’s (offshore) private client base. By this time that he had also developed training material covering most aspects of Portfolio Management & the behaviour of institutional investors for delivery (as a freelance consultant) to a wide range of audiences in the UK & abroad. This was subsequently extended to incorporate the Private Client Asset Management area.

While his freelance financial training commitments grew, Paul had a spell with an international high-risk security company analysing the operations of quoted oil & mining corporates worldwide. In 2000 Paul moved into full time training with DC Gardner, the in-house tailored training arm of Euromoney Institutional Investor, specialising in Fund Management, Equity Valuation, Private Banking & Hedge Funds

Finally, in 2004 he set up his own company, structured to work with existing training providers in the market place.