![Paul Roe](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Mr. Paul Roe is a Senior Investment Director at TrinityBridge Ltd. He is responsible for managing a range of private client assets, trusts, charities, pension schemes and SIPPs on a discretionary basis.
His career in private client services includes extensive experience in private client fund management working for Henry Cooke Lumsden from 1985.
Mr. Roe was recruited to specialize in pension fund management with actuarial practice DJT Group in 1991 and with this function moved to Rea Brothers in 1998.
He is a Chartered Fellow of the Securities Institute and a holder of its Diploma.
Paul Roe active positions
| Companies | Position | Start |
|---|---|---|
Close Asset Management Ltd.
 Close Asset Management Ltd. Investment ManagersFinance TrinityBridge aims to generate the best possible returns, in line with expectations and appetite for risk. The firm’s investment process is unbiased, multi-asset, actively managed and diversified across regions and sectors. Their approach is always long-term. | Director of Investments | 01/01/1999 |
Experiences
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Private companies
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59
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1
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Linked companies
| Private companies | 1 |
|---|---|
Close Asset Management Ltd.
Close Asset Management Ltd. Investment ManagersFinance TrinityBridge aims to generate the best possible returns, in line with expectations and appetite for risk. The firm’s investment process is unbiased, multi-asset, actively managed and diversified across regions and sectors. Their approach is always long-term. | Finance |
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