I've been an investment writer since 2004, spending nine years working in-house for two leading global asset managers and operating on a freelance basis since 2013.
Today, I specialise in helping asset and wealth management companies across the world to maximise the impact of their investment and corporate communications.
Whether you represent a major global asset manager or a boutique operating in niche markets, I can help you speak clearly to your clients by producing engaging, persuasive information about your products and services.
- 2013 to date: SMH Investment Writing
- 2010–12: Investment writer at UBP
- 2005–10: Editor at Fortis Investments
- 2004–05: RFP writer at Fortis Investments
- 2001–03: Investment analyst at Mercer Investment Consulting
- First class honours degree in biological anthropology from the University of Cambridge
Steve has proven indispensable to us over a number of years now as an outstanding freelance investment writer.”Lynn Pattinson, Head of Corporate Communication, Media & Branding at Unigestion
INVESTMENT WRITING & EDITING
I have vast experience writing about investment products, services and solutions, always doing my utmost to make complex ideas seem interesting, relevant and easy to understand whatever the target audience may be.
I also have lots of experience editing text that other people have written. That's not just a case of checking that it's in perfect English, but also making sure that whatever I'm working on adopts the right tone and style and is structured so that it tells a convincing, logical story.
Whether I'm writing something from scratch or polishing something you've already started, I'll make sure everything in your document is clear, factually accurate and compelling to your investors.
- Fixed income
- Hedge funds
- Factor investing / smart beta
- Sustainable investments
- Private equity
- Funds of funds
- White papers
- Trade press articles
- Fund manager interviews
- Ghost writing
- Web copy
Steve was an invaluable member of the Marketing teams at both Fortis Investments and UBP Asset Management, able to produce high–quality, accurate and engaging content to tight deadlines.”Emmy Labovitch, former Head of Marketing at Fortis Investments and UBP Asset Management
I don't just write about investment products – I can also help you communicate to your clients, prospects and staff about what your company believes in, your recent successes and future plans, and the approach you take to help them achieve their goals.
And having worked with many asset managers over the years, I'll use my experience to make your company stand out from the crowd by highlighting what really makes you unique – all the while avoiding the kind of clichés that could turn your clients off.
- Corporate brochures
- Corporate websites
- Company presentations
- Awards submissions
- Annual and CSR reports
- Press releases
- Internal and external newsletters
Steve has played an important role in helping us develop our content library over the past year.”Noreen Dillon, International Client Relations at Quoniam Asset Management
Having spent two years working in a full–time RFP role, I understand how important it is to make sure you get your messages across succinctly and convincingly in what can be very long, dry documents – and that you always provide relevant answers to the questions your prospects are asking.
I currently work with Robeco's RFP team on a freelance basis, helping it fill out RFPs and DDQs at busy times. I also work with the company's investment teams to develop standard RFPs for some of its newest strategies, including quantitative multi–asset solutions and multi–factor credit and equities.
I also have experience working on private placement memoranda for private equity launches.
- Filling out client RFPs and DDQs
- Developing standard RFPs
- Drafting answers to difficult questions for your database
- Private placement memoranda
I work with the following companies.
Please get in touch if you'd like to find out more about how I could help you.
tel: +44 7411 479 531
Steve has proven indispensable to us over a number of years now as an outstanding freelance investment writer. He has an impressive, in–depth knowledge of the asset management industry and an extraordinary ability to apply this across a broad range of written genre – from editing complex white papers, to developing investment copy from interviews, to crafting winning awards submissions. Steve works quickly and professionally – and is our leading "go–to" person for any and every question about the English language!”
Lynn Pattinson, Head of Corporate Communication, Media & Branding at Unigestion
Steve was an invaluable member of the Marketing teams at Fortis Investments and UBP Asset Management, able to produce high–quality, accurate and engaging content to tight deadlines. He is equally at home with retail documentation, thought leadership pieces and B2B materials, while his scientific background means he never lets an inaccurate number slip through into client–facing material. Steve worked with several different teams across Europe and Asia and they all appreciated his practical advice and skilful editing of a wide variety of publications and formats.”
Emmy Labovitch, former Head of Marketing at Fortis Investments and UBP Asset Management
Steve has played an important role in helping us develop our content library over the past year, writing and editing several documents designed to educate our UK and continental European clients about Quoniam's factor–based approach to investing. He's also helped us enhance the way we describe and explain our products in our RFPs.”
Noreen Dillon, International Sales and Client Service at Quoniam Asset Management