Robert Winterton

I provide business development and relationship building capability sourcing new business opportunities within the Charities space, focusing on Trustees, Consultants and other Professional Intermediaries including Lawyers and Accountants. Therefore generating new business leads for both Charles Stanley's bespoke PCIM and collective Asset Management investment propositions.

As a freelancer I fulfill the Business Development and Client Management support role for The DrugAnalyst which is a top rated Independent Research Provider covering the Global Healthcare Sector

My role at Asset Match is two-fold. Firstly, to grow a relatively new business by both building relationships with a variety of Advisors (Lawyers, Accountants, Corporate Finance Boutiques etc.) and with shareholders of private companies (ie. HNW, Angels and VC). Secondly,it is to build up a network of investors on the Platform who want exposure to private companies (ie. HNW, Family Offices, Small cap fund managers and PE investors etc.).

* Marketed Apollo, a web based Equity valuation, risk and market timing tool to Global, Pan-European and UK Portfolio managers at both Long-Only and Hedge Funds. * Generated a significant revenue contribution to the firm annualizing at £350/- per annum. * Used Apollo to contribute investment ideas to a number of Alpha Networks, CQS, TwoSigma & UBS Alpha * Marketed individual stock ideas, Sector themes and Portfolio reviews to over 50 London based institutions.

* Set up German Equity Operation in London. Top revenue generator (£1.2m). Re-developed Research and Strategy product, and was responsible in driving the development of Research Communicator (internal internet research portal). * Involved in both designing training programmes for analysts and mentoring the Research team. * Played the primary role in the development of Alpha focus lists generating both Long and Short ideas. Developed GARP/cash-flow screens to generate new stock ideas.

* Helped establish the London office for both NCB and ESN (European Securities Network), building up a list of 30 plus clients generating over £1.3m in primary and secondary revenues in a team generating £10m. * Responsible for liaising with the 9 other partners within ESN, developing the the ESN-wide chat system on Reuters for both Sales and Research. * Established the Corporate/Analyst road-show programmes and ESN Alpha Products.

* Generated over £1.5m in secondary revenues. * Instrumental in helping BNP Paribas move up to 3rd place in French Equities from 6th place, in 2004’s Institutional Investor Survey. * Ranked 3rd in Specialist Sales for France (the only ranked Salesman at BNP Paribas) in the same II Survey.

*Ran London Sales team and was top commission generator (£2.5m), ranked 3rd for Specialist Sales for Nordic Region in the Institutional Investor Survey (2002), and was top ranked for Nordic Markets by a number of London Institutions. * Primary guiding force in moving ABGSC from 6th to 2nd place in both Nordic Equities Sales & Research. * A key driver in extensively expanding the London client base to well over 100 Institutions over a 3 year period.

3 A' Levels 9 O'Levels