Hamilton Rose Wealth Management (HRWM) – Holly Farm, Clipstone Road, Edwinstowe, HG21 9JD - Authorised & Regulated by Financial Conduct Authority (FCA)
Founder & CEO
Born in 1966, Robert spent four years from 1987 to 1991 working in Iraq for Parc Administration, a subsidiary of Aer Lingus, before returning to Ireland where he was the owner of three successful businesses in the retail FMCG and Hospitality sectors from 1991 to 2005.
From 2006 to December 2016, Robert was the Sales / Business Development Director of “Learn About Shares”, an Irish based “start-up” provider of educational software and programmes on Financial markets.
This led Robert in 2014 to establishing an FCA regulated stockbroking firm, as the Sales, Marketing and Business Development Director. In addition to initiating appropriate mixes of both long- and short-term strategies, he brought in a systematic and disciplined approach to improving effectiveness of risk management, corporate governance and control processes.
In 2018, Robert with Mark O’Donnell, jointly established OS Wealth Management Ltd., as a sales company specialising in generating client pension and investment leads for regulated financial advisers. During this time the company has introduced clients generating a book value of over £10million.
Robert has decades of Executive and “People” Management experience with a 30 years track-record in fiscal, strategic and operational leadership in uniquely challenging situations and as a results orientated leader with strong inter-personal and motivational skills.
Founder & COO
Born in 1973, after leaving school is 1990 Nick was a footballer for Mansfield Town FC and had a few years in the account management arena for financial product companies which then lead Nick into entering the regulated UK Financial Services Industry in 1999, gaining his Financial Planning Certificate in 2000, his Advanced Diploma in Regulated Financial Planning 2008 (Taxation, Trusts, Pension Transfers) in 2008 and Level 6 Certificates (Financial Services; Securities Advice and Dealing; Discretionary Investment Management) in 2012.
In 2000, Nick started his own business in the IFA sector forming Peak IFA Limited which went on to merge with Sterling McCall Wealth Management LLP which was acquired by Tavistock Partners Limited in 2015. He is currently an owner and has investment adviser/manager roles for 2 current practices including the Sub-Investment Advisor, Hamilton Rose Wealth Management Limited.
As an investment adviser, Nick raised £50 million of FUM for 3 SICAV structures between 2016 to 2019, currently advises two Securitisation funds both with circa £10m AUM and in addition he has Investment oversight of circa £80m of private client funds currently held on “white labelled” investment platform with Credo Wealth.
Nick set himself Performance Benchmarks of 8-10%pa returns on low risk strategies which he reached and has maintained currently for all portfolios from 2016 to date.
John graduated from Oxford University having read Engineering Sciences at Brasenose College before qualifying as a solicitor with international City law firm Ashursts in 1978; He then joined CIBC/Wood Gundy as Head of Eurobond & Euro Equity Syndications in 1979. In 1982, he joined JP Morgan Chase as a Director in their Capital Markets, Structured Finance and Asset Finance Departments leaving JPM in 1987 to join Wallace Smith Trust Co. a City based international Strategy Consultancy / Corporate Finance house as a Director.
Over the last 40 years he has undertaken a wide variety of corporate finance and strategy consultancy work for a number of commercial organizations in the UK, Europe, USA and internationally, including MD roles in two “turn around” manufacturing companies within the Private Equity sector.
In 2008 John was asked to join a Swiss based Asset Manager as General Counsel and a Director of their offshore fund with a principal focus on the Due Diligence of potential corporate acquisitions, the financial structuring of commodity based and other transactions and the oversight of international regulatory, compliance and risk matters.
In late 2016 he was asked to take on a similar role as General Counsel / Head of Compliance to structure and prepare a new manager / adviser offshore fund co-ordinating all the service providers and associated documentation for the launch of a new international investment product.
Apart from private company directorships, John has also been a Non-Executive Director of a UK Trust Company that held securities and other collateral / guarantees on behalf of investors in Private Equity and Hedge Funds.
AML Reporting Officer
Born in 1961, after studying Business Studies at Brighton Polytechnic, Mark was recruited on to the highly respected Unilever Graduate Sales Training Programme where he worked as an Area Sales Representative for Van den Berghs covering the North East of England and Lincolnshire.
At the age of 26, Mark decided to transfer into the Financial Services industry working as a Broker Sales Consultant for mainline insurance companies including Sun Life a company specialising in SSAS and Self Invested Pension Provision (SIPPS) where he completed his Advanced Financial Planning exams which included the respected Pensions G60 exam.
Mark then became an Independent Financial Adviser working for the financial Services arm of Pole Arnold Chartered accountants in Leicester until this business sold out to Numerica.
He then started his own IFA business and built this successfully until he suffered a bout of serious ill health, from which he has now fully recovered.
Since 2015, Mark has operated as a Business Development Manager creating sales opportunities for other businesses. This developed in to setting up a new sales and marketing company called OS Wealth Management Ltd which works alongside regulated IFAs offering financial solutions to clients.
OSWM realised the potential demand for a regulated offshore fund marketed through its worldwide investment partners and based on advice through its network of supporting IFAs.