Wayne is one of the co-founders at Collins Sarri Statham Investments, with 25 years of financial services experience; Wayne is predominantly responsible for the strategic leadership and financial planning of the company. Wayne is the Manager of the ‘Active Portfolio’ in the Discretionary service, which allows him to give back his expertise to CSS’s clients. He is a qualified Stock broker having passed both the IMC and IAD securities diploma.
“Our aim is to bring a structured approach to our clients investment portfolio’s that exceeds their investment goals within the required time frame.
I believe that an old fashioned traditional stockbroker perspective is still needed in the ever changing world we live in – and experience has to be earned and lived, it cannot be taught or replaced”.
Luca is one of the founders of Collins Sarri Statham Investments and has been a private client Stockbroker in the City of London for over 16 years.
“I have many years of experience in dealing in equities and derivatives, and am well versed in running dealing teams in difficult and challenging market conditions” Explains Luca “Our vision at Collins Sarri Statham Investments is to create a leading brand that is able to provide the private investor with a wide range of products at competitive prices. We have built a talented team here at CSS and we are committed to providing an exceptional level of service to our clients”
Nick is an Associate Director of CSS, responsible for the day to day running of the trading floor. He has worked in the industry for the past 17 years advising a broad cross section of private clients. His qualifications include the IMC and the CISI Investment Advice Diploma in Securities and Derivatives. Nick is a vital asset in ensuring that the brokers who work at CSS meet the requirements of excellence.
Nick says “I was attracted to CSS by its conservative approach to stockbroking and trading and the small company ethos. I believe that small companies can deliver a truly unique level of service that is hard to find with large companies”.
Thomas Bourke joined CSS in February 2014. He has a wealth of compliance experience having worked within the financial services sector for over 20 years and has worked in the UK, Ireland and the United States. His compliance work has covered both retail and institutional business from brokerage to fund management. As well as managing the compliance team at CSS, he is responsible for the company’s awareness, understanding and compliance with its regulatory responsibilities. Thomas holds a Master’s Degree in Business, the IMC, the CISI Securities Diploma and the ICA Advanced Certificate in AML.
Ravi Lockyer has over 20 years’ experience in the financial sector, both in broking and journalism. As Senior Analyst at Collins Sarri Statham Investments, Ravi has a broad remit advising private clients and producing the majority of in house analysis. In addition he has written extensively about smaller UK companies and trained staff in research techniques. Other experience includes shipping operations and real estate following the award of his MSc in Shipping, Trade & Finance at City University in 1996. Widely travelled, Ravi considers his key skills to be in building and maintaining lasting relationships. Ravi has appeared on Bloomberg TV, and other TV channels as well as being quoted in major UK newspapers. His insights are always informative and well researched.
Ravi says: “Collins Sarri Statham represents an outstanding trading platform coupled with real know how that will deliver market beating solutions for clients in a fast moving environment and I’m pleased to be part of the team.”
Damien has joined CSS after four successful years at a private client stockbrokers, where Damien left as a Senior Broker providing concise and knowledgeable advice on existing portfolios and providing advice for structuring portfolios for income and growth. During this time Damien has become adept with dealing with the needs of a wide spectrum of clients and developed a broad knowledge of the U.K. Stock market.
Damien says “Given the volatility of the world economic situation, clients demand clarity and expediency in the advice they receive from their broker and here at CSS Investments this is what we strive to deliver in a professional manner”.
Initially joining CSS in 2011 Rob entered the company as one of the first account executives. Working closely with two of the senior brokers, Rob studied vigorously to complete the required regulatory exams, becoming RDR compliant whilst expanding his market knowledge. Rob is now in charge of his own portfolio of clients at CSS and uses his knowledge of varying security and derivative strategies to provide his clients with a balanced and well managed approach to portfolio construction and maintenance.
Rob says: “I believe the two most important components to a successful stockbroker are service and performance. My commitment to provide clients with the tailored approach they deserve, I hope, will in turn lead to their individual objectives being met. This, alongside the experienced team and resources that are available to each of us at CSS, ensures the client always comes first and expectations are exceeded.”