ABOUT

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 content about your products and services.

I can also help if you need any design services as I’ve formed a close working relationship with some highly skilled graphic designers. They have several years of experience working with major financial services brands.

Steve Henderson Steve Henderson
CV AT A GLANCE

Work history
  • 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
Education
  • First class honours degree in biological anthropology from the University of Cambridge

 

TestimonialsSteve 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 clients.

Asset class experience:
  • Sustainable investments
  • Equities
  • Fixed income
  • Hedge funds
  • Factor investing / smart beta
  • Private equity
  • Private debt
  • Real estate
  • Funds of funds
  • ETFs
I can help you with:
  • White papers
  • Brochures
  • Articles
  • Flyers
  • Fund manager interviews
  • Product presentations
  • Web copy
  • Social media
  • Blogs
  • Monthly, quarterly and annual reports
  • Competitor analysis

 

TestimonialSteve 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

 

CORPORATE COMMUNICATIONS

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 successes and future plans, and the approach you take to help them achieve their goals.

And having worked with many asset and wealth 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.

I can help you with:
  • Corporate brochures
  • Corporate websites
  • Company presentations
  • Awards submissions
  • Annual and sustainability reports
  • Press releases
  • Internal and external newsletters
  • Advertisements

 

Testimonial Steve made a huge contribution to a number of our guides on investment-related topics. He adopted our brand guidelines and made full use of his broad financial services expertise. We were always very pleased with the great quality of his work.”Fabio Peyer, Senior Marketing Manager at Morningstar

 

RFPs

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.

In the past I've worked with Robeco's RFP team on a freelance basis, helping it fill out RFPs and DDQs at busy times. I also worked with the company's investment teams to develop standard RFPs for some of its new strategies, including quantitative multi-asset solutions and multi-factor credit and equities.

More recently, I've been working with one of the world's biggest asset managers to completely overhaul the answers in its RFP database for several of its strategies to ensure it's conveying information to its prospects in the most effective way possible.

I also have experience working on private placement memoranda for private equity launches.

I can help you with:
  • Filling out client RFPs and DDQs
  • Developing standard RFPs
  • Drafting answers to difficult questions for your database
  • Private placement memoranda

 

Testimonial Steve made a huge contribution to a number of our guides on investment-related topics. He adopted our brand guidelines and made full use of his broad financial services expertise. We were always very pleased with the great quality of his work.”Fabio Peyer, Senior Marketing Manager at Morningstar

 

DESIGN

Over the years I’ve often been asked if I provide design services in addition to writing and editing. Previously I didn’t, so the companies I was working with had to look elsewhere.

So to make your life easier if you need help with design as well as content, I’ve now teamed up with a handful of highly talented graphic designers with many years of experience working in financial services. They produce captivating, eye-catching work that’s sure to quickly gain your clients’ attention.

We can help you with:
  • Reports
  • Magazine design
  • Website design
  • Presentation design
  • Data visualisation
  • Infographics
  • Event design

 

TestimonialSteve's work for us has been exemplary. He is precise, thorough and timely. He was very quick to adapt to the tone and style of our publications and always writes to the highest standard.”Kalina Moore, Head of Investment Communications at Pictet Wealth Management

 

CLIENTS

I work with the following companies.

clients

 

CONTACT

Please get in touch if you'd like to find out more about how I could help you.

email steve@smhinvestmentwriting.com
tel: +44 7411 479 531

LinkedIn

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Get in touchSteve made a huge contribution to a number of our guides on investment-related topics. He adopted our brand guidelines and made full use of his broad financial services expertise. We were always very pleased with the great quality of his work.”
Fabio Peyer, Senior Marketing Manager at Morningstar

Get in touchSteve's work for us has been exemplary. He is precise, thorough and timely. He was very quick to adapt to the tone and style of our publications and always writes to the highest standard.”
Kalina Moore, Head of Investment Communications at Pictet Wealth Management

Get in touchSteve 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

Get in touchSteve 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

Get in touchSteve 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