Yellow Capital belongs to a group of investment practitioners who do not share the common beliefs of many investment managers and academic scholars who equate risk with scientific formulas developed by U.S. scientists in the 1950’s that now form part of the industry’s academic syllabus. The principals of Yellow Capital follow a practical and realistic manner in managing money which follows a business-like approach.
Our company originates from our passion for providing professional money management and investment advice, both delivered through a unique and personalized service. Our unique service level has established our brand as a financial concierge.
Our name stems from our philosophy that the precious metal gold has been the medium of exchange for over 1000 years and is still the ultimate accepted means of payment. Often Gold is referred to as the yellow metal because of its lustre and shine. We believe in gold and silver as real money and an exceptional store of wealth.
Throughout history no paper currency (fiat money) has survived in its original form. Paper currencies are normally inflated away until they are worthless. The purchasing power of the US dollar has declined by 90% since 1950. The situation is the same for most currencies. When governments come under financial pressure they can never resist printing money to pay for debts, be they war debts or just excessive spending.
Yellow Capital Wealth Management is a trading style of Yellow Capital Investment & Financial Planning Ltd and is an appointed representative of ValidPath Limited which is authorised and regulated by the Financial Services Authority.
HAYDN ELLWOOD Cert. CFP, IMC, ACSI
Managing Director & Chief Investment Officer
Haydn started his financial career in the Channel Islands where he was employed as a private equity fund administrator. Here he formulated a sound grasp for valuating securities and investments. Following on from this he added to his skills in the private client department and offshore trusts.
Haydn follows the principle of value investing and was the first UK national to attend the University of Western Ontario’s Ivey Business School & Ben Graham Centre for Value Investing, the only other recognized Business School apart from Columbia Business School in New York to teach the principles of Benjamin Graham ‘the father of value investing’.
After 4 years working as an IFA at an international financial services firm in London, Haydn added to his areas of practice including retirement planning strategies and investment management for private clients.
When the opportunity arose to join a small group of professionals, Haydn decided to move on and become a founding Director of Yellow Capital. Haydn provides specialist advice to an exclusive group of high net worth private clients and organizations.
Haydn lives in Surrey with his wife and son and enjoys F1 and sport including rugby and cricket.
PRACTICE AREAS
• Wealth Management
• Strategic Financial Planning
• Retirement Planning
• Investment Portfolio Advice
• Alternative Investment Strategies (Hedge Funds, Private Equity)
• Offshore Investing
PROFESSIONAL ASSOCIATIONS
• Member of the CFA Society of the UK
• Associate member of the Chartered Institute of Securities & Investments
• Member of the Chartered Insurance Institute
• Member of the Personal Finance Society (Dip PFS)
• Member of the Pensions Advisory Service
• Member of the Institute of Directors
QUALIFICATIONS
• CF1,2,3,4,5,6, J06, AF4 (CII)
• Investment Management Certificate (CFA Society of the UK)
• Certificate in Securities (Retail & Wholesale) (CISI)
• Certificate in Value Investing & the search for value
CONTACT DETAILS
Mobile: +44 (0)79 1030 4915
Email:
ANTHONY R McGAREL GROVES BSc. (Hons) Economics, ACA
Director, Head of Portfolio Services
A Graduate of Bath University, qualifying as a Chartered Accountant with Deloitte then Haskins & Sells, Anthony has had a successful and varied career in investment management, supervising and managing assets in excess of US$5billion.
Anthony has over 30yrs experience in the financial services industry; recently as a founding partner in Mark Capital LLP a long/short hedge fund. Previous positions include Head of American Portfolio Investments at the Kuwait Investment Office, Assistant Director at Hambros Fund Management responsible for both Institutional and Private Clients’ portfolios where he was an active member of the Investment Strategy Committee.
Anthony brings to Yellow Capital a wealth of experience and knowledge in both asset allocation and security selection. Anthony is a member of Yellow Capital’s Investment Committee and has general responsibility for setting and overseeing the investment policy in a non-executive position.
Anthony enjoys history, theatre, gardening, country pursuits and vintage cars.
PRACTICE AREAS
• Wealth Management for UHNW/HNW individuals and charitable organizations
• Portfolio construction, investment policy, security selection, asset allocation
PROFESSIONAL ASSOCIATIONS
• Member of the Institute of Chartered Accountants in England & Wales
• Member of the Finance and Management Faculty of the Institute of Chartered Accountants
QUALIFICATIONS
• BSc (Hons) Economics
• ACA (ICAEW)
CONTACT DETAILS
Telephone: +44 (0)207 887 6592
Email:
MARTYN INGRAM
Investment Committee Member
Martyn Ingram joined the financial services industry in 1976 and he has been an enthusiastic investor in collective investment vehicles since the early 1980s. In 1996 he became a founding director of Independent Portfolio Managers (IPM), where he heads up IPM’s institutional wealth management division. Martyn has worked both as a discretionary investment manager and as a fund analyst, but he now prefers to be regarded as a return-driven investment asset allocator. His investment views are strongly guided by the analysis of prevailing macro-economic conditions and assessing the investment outlook over an eighteen-month to two-year time horizon.
In 1996, before joining IPM, Martyn gained the rare distinction of first decile performance over seven years as manager of a Skandia Pension Broker Fund. In 2007 he led IPM’s team which took the decision to remove its clients first from property and then from the bond and equity markets. As a result, IPM’s clients were largely protected from the ravages of the ‘credit crunch’.
Martyn was a founding Director of The National Association of Broker Fund & Investment Managers Limited, a member of the London regional panel of the Association of Unit Trusts and Investment Funds (AUTIF) and is an Affiliate of the Securities Institute. Martyn enjoys golf and has a handicap of 9.
PRACTICE AREAS
• Asset Allocation (Strategic & Technical)
• Investment Portfolio Design, Analysis & Management
PROFESSIONAL ASSOCIATIONS
• Affiliate of the Chartered Institute of Securities & Investment
CONTACT DETAILS
Telephone: +44 (0)207 887 6592
Email:
IAN HART
Investment Committee Member
Ian Hart has been working in the City since 1983 in varied financial and investment roles. Ian has worked for many years on the sell side as well as the buy side.
In 2003 he founded Unbiased Financial Analysis an independent investment advisory providing investment analysis and related services to retail clients and other IFAs.
Ian became a qualified Chartered Electrical Engineer before moving into the City to use his analytical skills. He worked as a Stock Exchange Registered Representative, and holds the IMC qualification from the CFA Society of the UK and is a Chartered Fellow of the Chartered Institute for Securities & Investment.
Ian is exceptional at providing input to the prevailing economic and capital markets and brings a wealth of experience and diligence to the investment committee.
PRACTICE AREAS
• Technical analysis
• Investment Analysis, Research and Management
• Market & economic analysis
PROFESSIONAL ASSOCIATIONS
• Chartered Fellow member of the Chartered Institute of Securities & Investment
CONTACT DETAILS
Telephone: +44 (0)207 887 6592
Email:
GLYN WILLIAMS
Investment Analyst
Glyn holds the IMC qualification from the CFA Society of the U.K. and has been in the investment industry for over 30 years.
Glyn’s primary role is the analyses of investments, investment products and investment portfolios. This has resulted in Glyn developing new investment products, effective combinations of existing investments and more efficient investment portfolios.
Glyn always questions the “accepted wisdom” and often finds solutions years ahead of the industry. This has led to him often being in the likes of Investors Chronicle and also writing a report for the Japanese FSA. He has also been interviewing fund managers for nearly 30 years, and sees this as being a very important element to achieving better returns.
Glyn brings to Yellow Capital a wealth of experience and knowledge in both investment analysis and performance measurement. Glyn is a member of Yellow Capital’s Investment Committee and heads up the internal review service for Yellow Capital’s clients and investment advisors.
PRACTICE AREAS
• Investment Analysis, Research & Comparison
• Investment Portfolio Analysis & Reporting
• Investment performance & measurement
PROFESSIONAL ASSOCIATIONS
• Member of the CFA Society of the UK
CONTACT DETAILS
Telephone: +44 (0)207 887 6592
Email:
RUSHIL RAMJEE IMC
Client Relations
Rushil joined Yellow Capital in 2011 after graduating and working for 2 years in research and analysis. Following the completion of his business studies with Honors, Rushil completed the CFA Society of the UK’s Investment Management Certificate following his true passion and interest in securities, investments and the financial services sector.
Rushil holds a BA (Hons) in International Business from the private Regents Business School London and an Msc in Management and Internal Auditing from Cass Business School London. Rushil has lived and studied in South Africa, Australia and the UK.
Rushil’s role at Yellow Capital is the introduction, marketing and promotion of Yellow Capital’s holistic wealth management service to private clients and the maintenance of client relationships. Rushil is Yellow Capital’s first graduate trainee in the company’s graduate program, as he completes his studies for the CISI Investment Advice Diploma.
Rushil lives in London and is an avid supporter of sports which include football, cricket, rugby and tennis.
PRACTICE AREAS
• Financial Planning
PROFESSIONAL ASSOCIATIONS
• Member of the CFA Society of the UK
QUALIFICATIONS
• Investment Management Certificate (CFA Society of the UK)
• BA (Hons) International Business
• Msc in Management and Internal Auditing
CONTACT DETAILS
Telephone: +44 (0)78 2106 0444
Email: rushil@yellowcapital.co.uk
KEVIN MOSS
Network Principle & Compliance Officer
Kevin has twenty seven-years experience in the financial services industry, of which he has been a successful IFA for twenty-one of those years. At only 50 years old, Kevin is the on the Investment Committee for the Pension Review Service, the author of two IFA guides titled Fee-Based Advice & Professional Ethics.
Kevin is also the Managing Director for ValidPath Ltd which is a UK network dedicated to the accountancy-based IFA community. Kevin brings an abundance of experience in ‘new model’ practice ‘know how’ to wealth-management and financial planning services within an accountancy and compliance backdrop.
PRACTICE AREAS
• Compliance oversight
• Treating Customers Fairly (TCF)
• RDR Oversight
• Money Laundering Reporting Officer
PROFESSIONAL ASSOCIATIONS
• Member of the Chartered Insurance Institute
• Member of the Personal Finance Society (Cert. PFS)
