Money Wise

INVESTMENT TEAM

Nick Bullman (Chairman of Investment Committee)


Nick was appointed to head the investment committee at Money Wise in July 2011 to bring his expertise in managing client money to our investment process, and to help us improve client returns during a particularly volatile period.  Nick has worked in the investment industry for Goldman Sachs, James Capel, Scrimgeour Vickers and was a founding member of TIR Securities, which was sold to E*Trade Financial. He also managed over $1 billion in his fund of funds group, Investor Select Advisors, which he sold in 2007.  Nick is also a non executive director of Zurich Bank, and separately Dunbar Bank, both part of the Zurich Financial Services Group and a member of the Chartered Institute for Securities and Investment, and is an occasional speaker on risk at the University of Bath’s School of Management.   

Ross Pepperell (Head of Investment Research)


Ross joined Money Wise in June 2004 having previously worked as a financial adviser at Chase de Vere. Ross has a degree in Economics from the University of Birmingham and is a member of the Chartered Institute for Securities and Investment (CISI).  Since 2007 Ross has had overall responsibility for our investment research function and overseeing our discretionary investment portfolios. Using a range of analytical research tools Ross keeps a breast of both macro and micro-economic data, regularly meets fund managers and has an in depth knowledge of the investment market.

Bashar Aboush (Investment Services & Dealing)


Bashar joined Money Wie in February 2008 following nine years investment experience with Chartwell, Rowan & Co Capital Management and Belgrave Asset Management. Bashar is a member of the Chartered Institute for Securities and Investment (CISI) and brings with him a wealth of technical investment knowledge and provides investment support to the investment committee which is used to help run our discretionary model investment portfolios. Bashar has over all responsibility for 'dealing' within the Money Wise investment portfolios and liaises regularly with our financial advisers when new clients invest.


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 Authorised and Regulated by the Financial Services Authority. Firm Reference No. 185778