Grahame is the senior partner and founder of the Investment Research Partnership and Managing Director of Investment Research EW Limited. He has worked within financial services since 1982 and brings a varied and detailed wealth of experience to assist his clients.
Grahame is trained and certified as an Investment Manager and is currently a full member of the CFA UK. Although his background covers investment advice and investment performance analysis, his current areas of specialisation are in writing Expert Witness reports and acting as an investment consultant and market analyst for Pension, Trust and Private Portfolios. He holds the Investment Management Certificate, CFA UK Level 3, and the Pension Management Institute Level 3 Certificate in Pension Trusteeship. He is a member of CFA UK, the CII and the PMI.
He is a fully accredited member of the Academy of Expert Witnesses and currently sits on the Academy’s governing council. In addition he is a member of the Expert Witness Institute (EWI) and Society of Expert Witnesses. Grahame also holds the Cardiff University Bond Solon (CUBS) certificate confirming his ability to understand and report to CPR 35 standard and in court presentation/cross examination as an expert witness.
A short biography.
Starting in 1982, Grahame worked for 10 years as an Independent Financial Advisor (IFA) eventually becoming UK General Manager for Burton Group Financial Services retail division.
Following this time, Grahame spent 13 years with Standard & Poor's (formerly Micropal) where he was an Associate Director. Whilst with S&P, he was able to work with many of the largest investment institutions in the UK and offshore (Channel Islands and Isle of Man) advising them on risk/return performance, quantitative analysis and peer group analysis of investment managers. He was also closely involved in a number of research projects working with FIMBRA, PIA and the FSA.
From 2001 to 2003, he was Consulting Development Director for Skandia Global Funds (a Dublin based offshore fund management company) where he designed and implemented a new global website.
Since 2001, Grahame has worked as an independent consultant and investment performance analyst. The specialist projects he has covered include a detailed report for the ABI on inflation linked performance returns, plus investment portfolio analysis and monitoring, fund manager selection, and investment fund selection for Trust and Pension companies and academia.
With regard to expert witness reports, Grahame has completed over 250 reports, requiring detailed case analysis for both Claimants and Defendants, during the last 15 years. He continues to be one of the most sought after experts in his field.
You can view Grahame’s detailed CV here.