Andrew Bartles - Chief Executive Officer
In 1997, Andrew formed BPR Financial Management, the investment management division of leading Yorkshire based accountancy practice, Broadhead Peel Rhodes LLP. Having gained a BA Honours in Law, Andrew has worked in the financial services industry since 1984. He has been a specialist investment broker consultant with some of the UK's leading insurance companies such as Legal and General, Prudential and Scottish Equitable International. Andrew's specialist knowledge lays in both the derivatives market and Exchange Traded Funds.
Andrew McCarthy - Chief Investment Officer
Having gained a BA Honours in Economics and History in 1982 at Leeds University, Andrew started his career in financial services with Royal Life in the same year. Since then he has held the position of Northern Regional Investment Manager for the Prudential, Fidelity and Scottish Mutual, before joining BPR Financial Management in 1999. Andrew's specialist knowledge lays in derivatives, commodities and forex trading.
Simon Horsfall - Head of Operations
Simon started with us in October 2001, as a member of BPR Financial Management, the investment management division of leading Yorkshire based accountancy practice, Broadhead Peel Rhodes LLP. We incorporated to Barmac Asset Management in July 1996.
As Head of Operations for Barmac Asset Management , Simon organises and manages the operational and compliance functions of the business in such a way to ensure that the firm's service propositions are delivered in an efficient and robust way, whilst maintaining high levels of risk management, profitability, and operational effectiveness.
He began his career with the Halifax Building Society in 1991, after reading European Studies, Politics, and Law. Based at the Halifax’s Head Office, Simon gained a wide-range of knowledge and experience, working in customer relations and mortgage lending. Prior to leaving, he had the sole role of Product Transfer specialist and was responsible for maintaining an impartial overview of transfers from a legislative and administrative perspective.
He leads our Investment Management Committees (IMC) on a monthly basis and leads our compliance committee meetings on a quarterly basis. He also provides research and Fund management support in relation to The Castleton Growth Fund and our Model Portfolio Service.
His experience in the industry makes him the ideal person to manage the administrative and operational aspects of the company.