Ravi Lockyer MSc LLB ACSI
Ravi Lockyer has over 10 years’ experience in the financial sector, both in broking and journalism. As Senior Analyst at a medium-sized broker, Ravi had a broad remit advising private clients, market makers, dealing floors and corporate finance. In addition he has written extensively about smaller UK companies and trained staff in research techniques. Other experience includes shipping operations and real estate following the award of his MSc in Shipping, Trade & Finance at City University in 1996. Widely travelled, Ravi considers his key skills to be in building and maintaining lasting relationships.
Ravi says: “Collins Sarri Statham represents an outstanding trading platform coupled with real know how that will deliver market beating solutions for clients in a fast moving environment and I’m pleased to be part of the team.”
Ross Sando Chartered MCSI
Ross joined Collins Sarri Statham Investments after five years at a well established London stockbroker where he started as a trainee broker in 2004. Ross was promoted rapidly to Associate Director after gaining valuable management and broking skills from professionally handling a wide range of clients.
“It is important in these markets to develop a good insightful relationship with clients who will trust your advice – its important to truly believe that you are acting in the client’s best interest and that the research and timing is right. At Collins Sarri Statham Investments we will be able to offer a variety of investment products tailored to each clients individual needs.”
Damien Brown LLB ACSI
Damien has joined CSS after four successful years at a private client stockbrokers, where Damien left as a Senior Broker providing concise and knowledgeable advice on existing portfolios and providing advice for structuring portfolios for income and growth. During this time Damien has become adept with dealing with the needs of a wide spectrum of clients and developed a broad knowledge of the U.K. Stock market.
“Given the volatility of the world economic situation clients demand clarity and expediency in the advice they receive from their broker and here at CSS Investments is what we strive to deliver in a professional manner”.
Nick Rennie ACSI BSc (Hons)
Nick joined CSS after 12 years advising private clients. He has experience in advising clients on a broad cross section of asset classes from equities to exchange traded funds, commodities and FX, constructing bespoke portfolios for long term capital growth. His wide ranging knowledge gives him invaluable insight into both the market and clients needs.
“I was attracted to CSS by its conservative approach to stockbroking and trading and the small company ethos. I believe that small companies can deliver a truly unique level of service that is hard to find with large companies”
Daniel Sawyerr ACSI
Dan began working in Stock broking in 2007 at a medium sized, well established London brokerage, he quickly rose through the ranks becoming a senior broker dealing with a range of clients across the UK Exchanges. He then went on to spend a year at a boutique brokerage; executing, advising on and researching trading ideas with High Net Worth Individuals and Small Hedge Funds.
“There are always opportunities in the stock market, I see my role as being able to source these opportunities and relay them to clients concisely and accurately where that opportunity is in line with the client’s overall objectives. When the markets are as volatile as they are currently it is essential to be on the ball at all times, putting your clients in a position to take well informed decisive action when appropriate.”
John Kershaw ACSI BA (Hons)
John graduated from Oxford Brookes University back in 2008. He initially gained insight into the industry through work experience at Investment Bank Arbuthnot Securities and fund manager Rensburg Sheppards. John then attended the Schneider Trader programme before joining Collins Sarri Statham Investments back in April 2010. John has passed the regulations, securities and risk exams provided by the Chartered Institute for Securities & Investments allowing for him to advise private clients.
“Understanding your clients needs and attitude to risk are fundamental before you even think about analysing any financial products. At Collins Sarri Statham Investments there is a friendly team of stockbrokers that not only posses the ability to pick great stocks but they also go out of their way, to understand the individual’s portfolio objectives to a very sophisticated level.”
James Holloway ASCI BSc (Hons)
After finishing university James went straight on to join a well known city brokerage as a trainee broker. After a successful year where he gained the necessary qualifications & experience he soon progressed to a broker where he predominantly advised clients on short term derivative trading strategies. James then went on to join a medium sized city brokerage for 18 months advising and managing client portfolios using equities, CFD’s, options and commodities.
“I feel with the present market uncertainty clients rely on their broker to take a proactive approach, recognising short term opportunities along with implementing a strategic longer term approach to portfolio construction is key in volatile markets. I was attracted to CSS by the wealth of knowledge and experience the analysts and brokers have and this I feel is an invaluable tool in todays markets”
Ozan Kazim ASCI BA (Hons)
Ozan joined Collins Sarri Statham Investments after completing his training at an independent investment house based in Mayfair dealing exclusively with professional and institutional investors, specialising in US, UK equities and Funds, Ozan holds a Degree in Business Management & Marketing which he gained at The University of Westminster.
Ozan says “I decided to join CSS Investments as I felt the organisation had the right resources and ethos to provide clients with a service that is efficient and effective which in my opinion is imperative considering todays challenging macro environment , I firmly believe diversification of geographical assets, coupled with the ability to be nimble in today’s markets is essential to long term success”.
Thomas Pattenden ASCI BSc (Hons)
After graduating from university in 2008 Thomas entered the financial markets as a junior broker at a small city based brokers and after six months he was approached by a medium size broker, there he passed all the required exams and completed the necessary training to start advising his own portfolio of high net worth clients.
Tom’s naturally fast progression as an advisor led him to seek a new challenge at a larger more established brokerage and so he joined Collins Sarri Statham Investments in 2011. Thomas is now in charge of his own portfolio of clients at CSS and utilises his knowledge of stock and derivative strategies to provide his clients with a structured and well balanced approach to portfolio construction and maintenance.
Tom says “I believe a solid foundation for a successful client relationship is built on, trust, communication and an understanding of our clients specific needs and investment objectives, as I feel establishing this enables the broking team at CSS to provide advice and quality of service that we feel sets us apart from our competitors”
Nicholas Eastham ACSI BA (Hons)
Nicholas Eastham joined Collins Sarri Statham Investments after seven years Broking in the City. He brings with him a wealth of experience of advising on client portfolios, equities, options, commodities and contracts for difference.
“I joined Collins Sarri Statham Investments as the company’s main focus and ethos is the client, an unparalleled customer service as well as an expanding product offering which will cater for their demands. I relish the opportunity to share in this development and with my extensive experience I am well placed to successfully guide clients through these uncertain economic times”
Please note that any performance figures / data / results / projections / graphs shown do NOT take into account any reduction in value of the investment (s) resulting from the remuneration* received by CSS or charges such as Stamp Duty (i.e. a ‘gross basis’). CSS believe this approach gives continuity with how we have shown such information during 2012 and reduces the possibility of clients finding comparisons of 2012 & 2013 data to be misleading or confusing, which could be the case if in 2013 CSS changed to showing such information on a ‘net basis’.
*remuneration covers any fees, commission, charges received by CSS.