"Successful investment is based on many skills"

The investment professionals at Fieldings Investment Management have an average 30 years City experience. Their backgrounds range from Fixed Income to Global Equity Markets and the whole range in between. This expertise is combined to offer our clients a personal service.

Successful investment management cannot be left to chance - although an element of good fortune should never be ruled out. We like to think we have our share of good fortune, but we rely on a mixture of experience, hard work, natural flair and common sense to build successful investment portfolios.

There are no short cuts. It takes years of experience to build up the fund of knowledge and contacts required. We believe our recommendations are always logical and easily understood based on our specialist experience.

Our specialist team

Our firm is headed by Robert Bourne FSI (Managing Director, Fund Manager and Compliance Officer), who has been managing and advising institutional, charitable and private funds since 1970. A qualified solicitor, he established RB Investments in 1989, which subsequently became Fieldings Investment Management in January 1992, converting to a limited company in December 1994. He is a Fellow of the Securities Institute.

Tony Pattison FSI (Chairman, Fund Manager) who was previously a main Board Director of Capel Cure Sharp Ltd, joined the firm in 2001. Starting in 1968 as a trainee with stockbrokers Capel-Cure Cardon, in 1978 he became one of the original members of the Capel-Cure Myers fund management division, specialising in institutional asset management. A Fellow of the Securities Institute and Chairman of Capital Gearing Investment Trust plc, he has over 30 years experience in managing both private client and the institutional investment portfolios.

Christopher Clayton MSI (Director, Fund Manager) joined the firm in June 2001. He has been managing and advising Charities and Private Funds since 1964. A qualified solicitor, he became a Director of NatWest Stockbrokers which he left in 1988 to join Cazenove Fund Management from which he retired in 2001. He is a member of the Securities Institute.

Paul Carter MSI (Administration Director, Fund Manager and Compliance Officer) joined the firm at its inception in October 1989. He has worked in the institutional clients, pension funds, private clients and charities area since 1982. Whilst heading I.T. and administrative areas of the firm, he is also qualified for investment management by passing the Investment Management Certificate.

Barry Melton (Senior Executive) who was previously a main Board Director of County NatWest Investment Management, joined the firm in March 1993. He brings to the firm widespread experience of international stock and bond markets, together with specialist asset allocation and portfolio construction expertise. He has studied theoretical finance at the London Business School and IMI, Geneva.

Jonathan Adams FSI (Senior Executive) joined the firm in May 1993 after spending some years working in City financial markets. Starting in 1973 as a gilt specialist with Laurie Milbank / Chase Manhatten Securities, he joined Panmure Gordon in 1976, becoming assistant Director with responsibilities for institutional gilt sales and private client liaison, bond portfolio management and corporate finance relationships. In 1986 he moved to Baring Brothers with specialist responsibilities for UK and US clients and was a member of the strategy committee. He is a Fellow of the Securities Institute.

Peter Willis (Senior Executive) has over 20 years' experience in international private banking and asset management in Europe, the Middle East and Asia. At Banque Indosuez, Peter was head of private banking for Saudi Arabia, based in Riyadh. Subsequently he headed Indosuez's Southeast Asia private banking business, based in Singapore, where he launched dedicated investment services for private clients, family trusts and pension funds. Now based in London, Peter most recently worked for Baring Asset Management in the investment companies department managing the formation, operation and sale of investment trusts and offshore funds to institutional and private clients. Peter is a Chartered Accountant and holds an MBA from INSEAD. He is a director of Scorpio Partnership Limited, a wealth management strategy consulting firm.

Peter Ashton (Senior Executive, Investment Manager) has over 20 years experience in managing private client portfolios. He became a trainee at Cazenove in 1980 and joined the private client side in 1983. He managed over £150 million of private client, trust, charity and private pension funds and, also, latterly represented the department on the strategic asset allocation committee and helped to develop a hedge fund solution for the client base. He became a partner of the firm in 2000. He left Cazenove at the end of 2002 and spent 18 months with Morgan Stanley Quilter before joining Fieldings. He is a member of the Securities Institute.