David Oakes
Corporate Officer/Principal at The Chartered Institute For Securities & Investment
Profile
Mr. David Oakes is the Chief Investment Officer & Co-Founder at Mercater Capital Management Ltd.
He has over 25 years of experience in assessing and selecting funds.
He started his career with Manchester-based stock broker Henry Cooke Lumsden (HCL) where he worked for twelve years.
At HCL, he was responsible for the management of the company's Portfolio Management Service (PMS), a forerunner of the multimanager concept, as well as becoming Managing Director of the company's unit trust subsidiary, Arkwright Management.
He left HCL in 1994 to establish a northern office for Cazenove Fund Management, based in Chester.
After a stint with Aberdeen Asset Management, he formed Mercater Capital Management with Alaric Gordon in 2003 and is the Chief Investment Officer, responsible for asset allocation and fund selection.
Mr. Oakes is a Member of the Chartered Institute for Securities & Investment.
David Oakes active positions
| Companies | Position | Start |
|---|---|---|
The Chartered Institute For Securities & Investment
 The Chartered Institute For Securities & Investment General GovernmentGovernment The Chartered Institute For Securities & Investment operates as securities and investment educational institute. It is the professional body for those who work in the securities and investment industry in the UK and in a growing number of major financial centres round the world. The company was founded in 1992 and is headquartered in London, the United Kingdom. | Corporate Officer/Principal | 2009-12-03 |
Former positions of David Oakes
| Companies | Position | End |
|---|---|---|
Mercater Capital Management Ltd.
 Mercater Capital Management Ltd. Financial ConglomeratesFinance Mercater Capital Management Ltd. provides multi managing investment services. It offers institutions, intermediaries and private clients access to sophisticated asset management systems, global institutional research and leading edge administration processes. The company was founded in 2003 and is headquartered in Nantwich, the United Kingdom. | Founder | 2012-07-20 |
Experiences
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1st degree connections
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Linked companies
| Private companies | 2 |
|---|---|
Mercater Capital Management Ltd.
Mercater Capital Management Ltd. Financial ConglomeratesFinance Mercater Capital Management Ltd. provides multi managing investment services. It offers institutions, intermediaries and private clients access to sophisticated asset management systems, global institutional research and leading edge administration processes. The company was founded in 2003 and is headquartered in Nantwich, the United Kingdom. | Finance |
The Chartered Institute For Securities & Investment
The Chartered Institute For Securities & Investment General GovernmentGovernment The Chartered Institute For Securities & Investment operates as securities and investment educational institute. It is the professional body for those who work in the securities and investment industry in the UK and in a growing number of major financial centres round the world. The company was founded in 1992 and is headquartered in London, the United Kingdom. | Government |
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