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Minutes of the Clarion Investment Committee April 2020

Minutes of the Clarion Investment Committee held at 2pm on 23rd April 2020 by video link. Committee members in attendance: –  Sam Petts (SP) IC Chairman and Financial Planner (Clarion Wealth Planning) Keith Thompson (KT) Chair/Director Ronald Walker (RW) Founding Director Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund […]

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Category: Financial Planning, Investment management

Video conference call on laptop in office

Minutes of the Clarion Investment Committee March 2020

Minutes of the Clarion Investment Committee held at 2pm on March 26, 2020 by video link. Committee members in attendance: –  Keith Thompson (KT) Chair/Director Ronald Walker (RW) Founding Director Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Sam Petts (SP) Financial Planner (Clarion Wealth Planning) Adam Wareing […]

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Category: Financial Planning, Investment management