Who are we?
SMILe Global Management is a company set up with only one thing in mind. Serving our clients, wether they are Investors, Money Managers or Institutions.
We were set up as part of the investement and trading business of Independent Portfolio Managers Limited (IPM) to ensure that our clients receive the best possible access to the right trading strategy that meets their needs, as well as the regulation that helps them to trade effectively.
IPM advises and manages multi million pound funds on behalf of clients, including model portfolios, visa portfolios and hedge funds.
The team has extensive backgrounds in trading, investments, wealth management and private clients. The average life in the industry of the team is well over 20 years.
All members of the team are authorised and regulated by Financial Conduct Authourity (FCA) in the UK 184115.
SMILe's management team is:
ANTHONY CURTIS - Chairman
Tony has over thirty years experience of working in the City of London for companies such as JO Hambro where he was appointed a Director of their IMRO regulated Investment Management Company. He has worked as an investment manager within the IFA community, managing broker funds, onshore and offshore.
He has a wide experience of all types of investment products with special expertise in investment trusts with particular reference to split capital investment trusts which was gained at Gartmore Investments. While at Hambros Bank he was Company Secretary of their Unit Trust Company as well as Hambro Generalli Unit Trusts. He was a founding Director and Company Secretary to The National Association of Broker Fund & Investment Managers Limited and is an member of the Securities Institute and a fellow of the Royal Society of Arts.
IAN LOCKWOOD - CEO
Ian has worked in the financial market place for over twenty years having started with companies such as Provident Financial and then AON. He has lived and worked in the UK, as well as Denmark, Germany, Portugal and France. He has been involved with Foreign Exchange as an 'asset class' since 1994 where he headed up the operations and sales for a tri-party of Swiss Banks.
Later he worked with major institutions across Europe in Portfolio and Investment Management. After returning to the UK from Paris, where he was Managing Director for a Portfolio and Trading business, he took up a career in Financial Systems and Consultancy, heading up the Sales for companies such as Misys plc. During this time Ian had continued to trade and manage investment strategies, and it was whilst working with IPM that brought Ian back into the trading market place again full time.
STEPHEN J MORGAN - COO
Steve started his career with a number of financial institutions, before becoming a pit trader on the LIFFE floor with Lloyds and then JP Morgan. He founded SMP Futures in 2000, which was then sold to RefCo six years later. He continued to work with a number of insitutions as well as managing his own large portfolio of investments.
He also set up a Foreign Exchange deliverable company, which he still maintains a personal stake in. His experience of the trading market place has ensured that he is known and well respected in the City and it was involvement with IPM that caused the three directors to decide to create SMILe as a company within the group of businesses that make up IPM.
JARRATT DAVIS - FX Consultant
Jarratt began trading FX in 2005 and is almost completely self taught, making him a unique participant within the city. He honed his trading skills on his own personal trading accounts whilst looking to forward his professional trading career.
He first started trading professionally for clients in 2008 after being head hunted into the Hong Kong based hedge fund, WealthbuilderFX. Within six months of trading client accounts for the fund he was promoted to head of trading based on his results and performance.
In 2010, Jarratt joined SMILe where he works closely with the trading team to offer profitable strategies and performance on client accounts through their managed account program. Jarratt also leads his own team of traders and analysts within SMILe to offer clients consistent FX trading performance, using both discretionary and algorithmic trading models within a professional, regulated environment.