Barras Capital Management

Your partners for performance

Who we are

Barras Capital Management, or BCM for short, is a specialist discretionary fund management company with a narrow focus; we work in close partnership with our clients to design and operate high-quality investment management practices.

Who we are

Barras Capital Management, or BCM for short, is a specialist discretionary fund management company with a narrow focus; we work in close partnership with our clients to design and operate high-quality investment management practices.

What we do

  • Portfolio design
  • Portfolio management
  • Risk analysis
  • Security selection
  • Long-range capital market projections
  • Macro economic reports
  • Interest rate forecasts

We make time for our clients and we save time for our clients.

Our clients are British-based investment professionals comprising FCA-regulated financial advisers and wealth managers. They demand time-saving portfolio management solutions which fit with their business model, respond well in an ever-changing regulatory environment and which meet the demands of increasingly sophisticated investors.

We go further, providing all that is required for our clients to make better-informed decisions, communicate those decisions more effectively, implement them faster and assess their efficacy more accurately. Ultimately, we help to deliver a profitable, high-value proposition into the investor market place.

We make time for our clients and we save time for our clients.

Our clients are British-based investment professionals comprising FCA-regulated financial advisers and wealth managers. They demand time-saving portfolio management solutions which fit with their business model, respond well in an ever-changing regulatory environment and which meet the demands of increasingly sophisticated investors.

We go further, providing all that is required for our clients to make better-informed decisions, communicate those decisions more effectively, implement them faster and assess their efficacy more accurately. Ultimately, we help to deliver a profitable, high-value proposition into the investor market place.

Why we do it

We believe that thoughtful, long-term investment is a good for society. We also believe that thoughtful, long-term investment is best accommodated inside a sound financial plan. We work with the best financial planners because we want to be the best investment manager.

How we do it

We engage with our clients to fashion solutions that fit and which foster a close partnership over time.

When it comes to the practice of investment management, we are proactive and we take a holistic approach to risk, seeing beyond volatility and emphasising ‘portfolio survivability’ in the face of unpredictable events. Building on that foundation, we employ a ‘full-cycle’ approach, damping market exposure when conditions are less favorable and raising exposure when conditions are more favourable.

Get in touch

Get in touch

Scott Mordrick, CFA

Co-founder and Investment Research Director

Scott is responsible for the fund/investment research, as well monitoring and managing the portfolios on a day-to-day basis.

Scott has managed portfolios for over 10 years. In his previous role as Chief Investment Officer, Scott headed a portfolio management team that was responsible for investment fund research and decision making on tactical asset allocation and investment fund selection. Scott is a Chartered Financial Analyst® charterholder. His other qualifications include Certified Financial Planner™, CISI Masters in Wealth Management and Investment Management Certificate.

Steve Williams

Co-founder and Asset Allocation Director

Steve is responsible for asset allocation design, research and analysis. Steve is also responsible for macro-economic research and client communication. Steve has been directly involved in portfolio management for over 20 years.

In his previous roles he has managed portfolios for retail investors, designed centralised investment propositions for professional investors and served on dozens of investment committees with various responsibilities including chair roles. Steve’s qualifications include G20 (Personal Investment), G70 (Portfolio Management), Investment Management Certificate and Bonds & Fixed Interest Markets (CISA).

Jeremy Askew

Company Director

Jeremy is responsible for providing oversight and his experience of running a financial services firm for many years to the board. Jeremy has 27 years’ experience in the financial services sector. Jeremy is a Fellow of the Personal Finance Society. His qualifications include Chartered Financial Planner, Investment Management Certificate, CII Certificate in Discretionary Investment Management and BA (Hons) in Financial Services.

Phil Whaley

Co-founder and Commercial Director

Phil is a corporate financier and holds the Corporate Finance Qualification (CF) and is a fellow of the Institute of Chartered Accountants in England & Wales (FCA). He has transacted over £1bn of deals buying and selling companies, predominantly in the mid-market, as well as helping business scale up and raise finance for growth.

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