Summary
Overview
Work history
Education
Skills
Timeline
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CHRISTOPHER QUERÉE

Saffron Walden,Essex

Summary

A highly experienced multi-asset investor with over 38 years spent in financial markets. 24 years dedicated to the charity and endowment sector, with a strong record of communicating investment ideas across diverse audiences. Accustomed to engaging with both Investment Committees & full Trustee Boards.


Currently serving as Investment Advisor (pro bono) & Investment Committee member to four UK charities. Also an experienced Charity Trustee and Chair.



Overview

36
36
years of professional experience

Work history

Investment Consultant - Charities

Lane Clark & Peacock (LCP)
London
03.2023 - 03.2024
  • Worked with the Charities & Endowments Team at the UK's largest Investment Consultancy
  • Part- time contract
  • Worked with asset allocation & macro-economic team
  • Assisted Charity Team with asset allocation reviews & benchmarking analysis
  • Sat on internal panel review of Charity Investment Managers

Head of Charities, Investment Director, Partner

Ruffer LLP
London, UK
10.2004 - 06.2022
  • Responsible for £2bn of charity assets across 200 clients
  • Managed a team of 10 charity investment professionals
  • Direct market experience in global equities, fixed interest, gold & commodities, currencies and hedging strategies
  • Established Charity Asset Trust (Common Investment Fund) in 2012
  • Lead manager of the the Charity Assets Trust for 10 years
  • Developed an ethical screening service to incorporate customised policies within segregated portfolios
  • Cultivated partnerships with major UK foundations, including universities and medical bodies and grant makers
  • Collaborated with various entities within the Church of England on investment strategies

Senior Investment Manager

Chiswell Associates
London
06.2001 - 06.2004
  • Chiswell Associates was a specialist charity investment manager (later merged to form Sarasin)
  • Responsible for the Management of a range of Charity Investment mandates for Universities, Professional Bodies & Religious Orders
  • All mandates targeted return either benchmarked to RPI + or WM Charity index +
  • Responsible for the stock selection of European equities that formed part of charity investment portfolios across the firm

Director & Investment Manager

Le Masurier, James & Chinn (STOCKBROKER)
10.1987 - 06.2021
  • Management of multi asset Private Client portfolios valued at £200m
  • Responsible for European equity selection (1992-2001)
  • Main Board Director (1992-2001)


Education

Master of Business Administration (MBA) -

Henley Management College (University of Reading)
04.2001 - /2001

Securities Institute Diploma - Regulation & Compliance, Investment Management, Investment Analysis

Securities Institute
04.2001 - /1990

Skills



Investment Advisor:

  • National Emergencies Trust (2021-date)
  • Normandy Memorial Trust (2021-date)


Investment Committee memberships:

  • The Stroke Association (2022-date)
  • The Monday Charitable Trust (2024-date)


Previous Trustee & Chair positions:

  • Bread & Water for Africa UK - Trustee & Chair (2013-2022)
  • Street Child - Trustee (2022-2024)

Timeline

Investment Consultant - Charities

Lane Clark & Peacock (LCP)
03.2023 - 03.2024

Head of Charities, Investment Director, Partner

Ruffer LLP
10.2004 - 06.2022

Senior Investment Manager

Chiswell Associates
06.2001 - 06.2004

Master of Business Administration (MBA) -

Henley Management College (University of Reading)
04.2001 - /2001

Securities Institute Diploma - Regulation & Compliance, Investment Management, Investment Analysis

Securities Institute
04.2001 - /1990

Director & Investment Manager

Le Masurier, James & Chinn (STOCKBROKER)
10.1987 - 06.2021

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CHRISTOPHER QUERÉE