Investment Management

Our client base

We look after a diverse range of client monies including private wealth, inherited estates, pension fund portfolios and investment held in trusts.

Our experience

Paul Farrant and Umesh Raj Daswani are discretionary investment managers and Joint Managing Directors of IFPC Ltd. They are both professionally qualified and regulated by the Financial Services Authority to manage investment portfolios.

Umesh has 20 years of experience in financial markets and has been with IFPC for over 17 years, most notably as the investment director for IFPC Ltd from the early 1990s. He holds the Investment Management Certificate and is an IMC member of the CFA Society of the UK.

Paul is a CFA Charterholder and a member of the CFA Institute. He has spent over seventeen years of his career working for some of the most well respected financial institutions in the City before joining IFPC Ltd from Morgan Stanley Quilter where he was Vice President of the Global Wealth Management Division.

The CFA designation (Chartered Financial Analyst) is globally recognised and attests to a Charterholder's success in a rigorous and comprehensive study program in the field of investment management and research analysis.

Please do not hesitate to contact either one of us on 01727 837 128, if you would like to know more about this service.