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
2023.03 - 2024.03
- 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
2004.10 - 2022.06
- 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
2001.06 - 2004.06
- 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)
1987.10 - 2021.06
- 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)
2001.04 - /2001
Securities Institute Diploma - Regulation & Compliance, Investment Management, Investment Analysis
Securities Institute
2001.04 - /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)
2023.03 - 2024.03
Head of Charities, Investment Director, Partner
Ruffer LLP
2004.10 - 2022.06
Senior Investment Manager
Chiswell Associates
2001.06 - 2004.06
Master of Business Administration (MBA) -
Henley Management College (University of Reading)
2001.04 - /2001
Securities Institute Diploma - Regulation & Compliance, Investment Management, Investment Analysis
Securities Institute
2001.04 - /1990
Director & Investment Manager
Le Masurier, James & Chinn (STOCKBROKER)
1987.10 - 2021.06