Investment Planning & Asset Management

Andrew Teasdale has managed portfolios in both risk/return and liability space developing both investment planning and portfolio management techniques.

Without this experience a complete understanding of the integration of the management of assets and the management of liabilities and the effects of liabilities on structure planning and strategy would not have been possible.

This wider portfolio management brief is also reflected in the services he has provided and the reporting in which planning and management has been delivered.

In the late 1980s Andrew Teasdale was responsible for Ernst & Whinney’s private client portfolio management service. The service was like most private client services at the time. It was characterised by decentralised asset management with individual portfolios being constructed from a recommended list and a recommended allocation. There was no formal portfolio structure and liability relationship in which portfolios could be uniformly constructed and managed. Financial planning and portfolio management were effectively separate.

In 1990 he set up TAMRIS to develop asset and liability management systems and processes based on the problems he had experienced and the work he had gone some way to developing. In 1990 he agreed a joint venture to develop investment planning software, part of this agreement involved the development of an investment planning & asset management service for the high net worth private clients of a UK Investment Counsellor.

Over the period 1991 to 1997 he developed and ran a total asset wealth management service via his systems and software. Portfolios values ranged between C$500,000 to C$4m.  At the same time he also ran the central investment service for up to 20 firms of financial advisors including a number of brokerage companies that used the software

He maintained his direct commitment to the management of private client portfolios until early 1997 when he started development work on his advanced asset and liability management systems and processes.

This advanced system was applied to the management of high net worth private client portfolios in the City of London (Portfolios ranged between C$1m to C$4m), for which he remained directly responsible for investment planning and asset management decisions delivered by the system.

It was this advanced system which went under development in 2001 and 2002 for integration within an internet based Virtual Private Bank.