- Marc Sharpe
- John Whatmore
- Stuart Jamieson
- John Oakes
Founder and Director - Member of the CISI (UK) & CIMA Registered Director
Born in 1985, after leaving South Kent College, Marc obtained the London Institute of Banking and Finance (IFS) qualifications in Financial Studies, Economics and Business studies. Freelance Proprietary Trader, responsible for buying and selling commodities, identified trading strategies and created new strategies. Provided statistical knowledge to better evaluate executions for best execution subcommittee.
In 2012, Marc began trading his own private account, actively managing a multi-asset portfolio targeted at medium to long-term growth with low risk strategy being deployed. He developed his own strategy based on short term and event-based trading opportunities.
In 2014 he was asked to become Head Trader of a private company where he primarily traded US and European equities in retail accounts, managed client relationships, served as senior consultant for mitigating high-risk positions and conducted financial and technical analysis to determine lucrative trading situations; increasing profitability. Marc has been a professional trader with almost 10 years’ experience in trading and operations, strategic planning, risk management, negotiations, and public relations and proven track record of increasing revenue and profitability.
Director, Chief Operating Officer & CIMA Registered Director
After leaving Sixth Form College, John worked as an Engineer before re-qualifying to work in the Financial Services sector, in which he has over 30 years experience.
Starting in 1988 as a Financial Advisor with Wesleyan General, John moved to Royal London, where he gained the Financial Planning Certificate (FPC) Qualifications Levels 1, 2 and 3 before joining Zurich Financial UK.
Since 2004 John has been a Director and board member of a number of private financial services companies; his achievements include establishing and building a sales & marketing team of over 300 agents throughout the UK for which he had specific responsibility and then developing a successful tax strategy for individuals and private company owners, before HMRC changed the legislation.
Subsequently John performed a similar role in building up a professional pension advice network which was fully authorised and regulated by the UK’s FCA (Financial Conduct Authority) achieving a pipeline of just under £100 million of client funds in its first year of operation.
Apart from his experience and knowledge of compliance and regulatory requirements, John has specific expertise in property development financing from niche commercial investments held within pension portfolios through to capital raising from, and for, high net worth individuals; he also advised on project developments from the planning stage to implementation and final completion for projects in the Hotels and Biomass and Oil sectors, in the UK and Worldwide.
John joined MS Wealth Group in January 2016
CFA, FRM – Chief Investment Officer
Stuart graduated from the University of Liverpool in 2002 after studying Economics and obtaining his BA with Honours.
Stuart began his career at Thomson Reuters as an Investment Data Analyst before moving to a brokerage to take up a role as a Junior Trader managing the company risk and execution of trade orders. Following this Stuart worked at several boutique investment houses and hedge funds as a Senior Trader and Investment Manager, dealing with a wide range of asset classes and investment strategies.
Most recently Stuart was working at a CTA fund helping manage a systematic mean reversion strategy for corporate clients and HNW individuals.
Stuart is both a CFA Charterholder (CFAI) and a Certified Financial Risk Manager (FRM GARP) and has over 15 years experience as a financial trader/analyst, investment manager and risk manager.
John Oakes graduated from Oxford University having read Engineering Sciences at Brasenose College before qualifying as a solicitor with international City law firm Ashursts in 1977. 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 20 years he has subsequently undertaken corporate finance and strategy consultancy work for several commercial organisations in the UK, Europe, USA and internationally, latterly operating as a successful corporate “turnaround” specialist within the Private Equity sector.
He has been General Counsel on a part time basis to another specialist Asset Investment Manager for over 8 years and is a Director of their BVI based Funds