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longley private asset management
LONGLEY ASSET MANAGEMENT

asset management for the professional and private client

 
MELISSA LONGLEY

Melissa Longley, Chartered MCSI

CEO & Chief Investment Officer

Melissa has worked successfully in portfolio management since the mid-1980s. Her investment management career began at EF Hutton which was subsequently taken over by Lehman Brothers. Prior to establishing Longley Asset Management in 2004, Melissa was a Director and Head of Advisory Fund Management at Kleinwort Benson Private Bank, where she was also a senior member of the monthly investment policy committee. Melissa has extensive experience of assisting UK and international investors, particularly individuals and family accounts.

Melissa's areas of expertise include US, UK and European equity markets, collectives including Exchange Traded Funds (ETFs), and fixed income markets. Melissa also has experience in commodities and derivatives trading. She holds the Private Client Investment Advice and Management Certificate is a Chartered Member of the Chartered Institute for Securities & Investment. Melissa holds a valid Statement of Professional Standing (SPS), as required by our regulator in the post RDR (Retail Distribution Review) era, from 31 December 2012.

 

   
MELISSA LONGLEY

Paul Stevens , Chartered FCSI

Investment Manager

Paul started working in the private client industry in 1985 at Grieveson Grant stockbrokers, and then joined Kleinwort Benson Private Bank (working with Melissa Longley) where he was Co-Head of Collective Investments. He founded 1st Port Asset Management in 2004 and, as branch principal, has successfully managed portfolios for third party intermediaries as well as direct clients.

Paul's expertise includes managing private client portfolios, including trusts and charities, as well as portfolios for corporations. He knows the collective investment market extremely well, having established the analytical and evaluation process for such investments at both Kleinwort Benson and 1st Port. He holds the CISI Diploma and is a Chartered Fellow of the Chartered Institute for Securities & Investment. Paul holds a valid Statement of Professional Standing (SPS), as required by our regulator in the post RDR (Retail Distribution Review) era, from 31 December 2012.

 

   
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