 ANDREW TEASDALE
Andrew Teasdale is an Economist (BA Honours Economics, University of Newcastle Upon Tyne, UK) and an Investment Planning and Asset Management expert with over 20 years experience in the financial services industry. He has significant expertise in the key areas of the asset and wealth management process. He has managed high net worth private client portfolios, been responsible for a top 5 accountancy firm’s portfolio management service, ran an Investment Counselling firm (UK), advised professional firms on asset management and the structure of their operations and provided economic, market and fund research and analysis for to up to 20 firms of advisors. He has researched and developed systems, processes and methodologies for the integrated management of assets and financial needs over time, developed software for the UK financial services market and his advanced systems were adopted in 2000 by a European Virtual Private Banking venture, headed by academics from Cambridge and Chicago and senior investment bankers. He has written investment planning courses for the Bristol Business School and the Institute of Financial Planning (UK) in the early 1990s. In Canada he holds the Canadian Investment Managers designation (Honours), which he took to assess the primary educational standards of the wealth management industry. He is also a member of the Small Investors Protection Association, a Canadian organisation set up to promote the needs and interests of Canadian Investors.
Andrew Teasdale has lived in East, West and North Africa, the Middle East, Great Britain and currently lives in Canada. He speaks French, German, basic Spanish, Italian and Arabic and a smattering of Swahili. His early education was in the French system and has been to a number of schools across the world, including Durham and Gordonstoun. "Plus est en vous", the Gordonstoun school motto is a central theme in his life. "More is in you" than you think. We are not on this earth just to consume, but to add our own special contribution, to make a difference and, to question and challenge that which makes no sense and stands in our way. We owe this to the those in history who have given us our democracy and our freedom. He is a lateral thinker and believes in the importance of thinking "out of the box". But most people fail to understand what thinking "out of the box" actually means. It means not accepting a solution or theory without first addressing the basic facts that comprise the basic problem. If the solution you would arrive at complies with the accepted theory and the accepted solutions, then there is no need for new ways of doing things. If not, then independent thinking is the only way incorrect theories and solutions can be challenged. Thinking out of the box means not being constrained by existing theories and solutions. It means coming independently to the same or a different conclusion. Most use accepted theory and accepted solutions when coming up with "out of the box ideas". Too many in the financial services industry accept without question all they are taught and deliver without compunction solutions without regard for their consequences. Today most financial training deals with the education of the solution. Only a cursory understanding of the theory and the structure of the theory is required. Worst of all, no education is directed to the problems underlying the theories and the solutions. TAMRIS is truly "Independent, Impartial and Objective", because that is the way we think, not the way we are told to think and, not the way we think the market place would like us to think.
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