RM Caldecott & Partners LLP (“RMCP”) was established as a partnership between Rupert Caldecott, Hugh Grootenhuis, Neill Blanks, Tom Chandos and a group of other investors from the financial world, following the acquisition of the private client business from Dalton Strategic Partnership (DSP) in 2017. DSP remains a partner in our business.
We bring together intelligence, expertise and imagination to really understand what’s happening in investment markets and the wider world, so your investment performance can go beyond the ordinary.
Meet the core team.
Our experienced team ensures we can offer a more
agile, individual and hands on approach to the
management of your wealth.
Chief Investment Officer
Formerly Managing Director of Schroder Group’s securities and private wealth management businesses, Rupert’s investment career spans over 30 years. He also has a wealth of experience serving on charity investment committees for the likes of The Royal Horticultural Society, Kidney Research UK and The Esmee Fairbairn and Khodorkovsky Foundations.
Chief Operating Partner
Prior to joining RMCP, Hugh worked in capital markets for the Schroder Group for over 15 years before joining Waverton Investment Management where he became Chief Executive in 2009. Hugh holds a number of other non-executive positions with investment management firms.
Neill Blanks CFA, MCSI
Senior Fund Manager
Neill started his career at Schroder Investment Management and has over 18 years experience in the investment management industry. Neill has a truly global focus having worked across the Pan European, Pan Pacific and Emerging Market equity teams.
Senior Fund Manager
Prior to joining RMCP, Jamie was Head of Authorised Funds at LGT Vestra where he was in charge of Long Only collective research covering Funds, Investment Trusts and Passive strategies. Jamie has over 10 years multi-asset research experience and was named in Citywire’s Wealth Manager Top 100 in 2016, 2017 & 2018.
Tom has forty years experience in investment banking, alternative investment and public and private company board membership. He is the chairman of investment committee of the £1 billion Esmee Fairbairn Foundation and a member of the House of Lords.
Our approach to investment is guided by three principles.
Small is powerful
We believe smaller teams create more powerful results. Our size brings us greater agility and allows us to respond to investment opportunities with greater speed and accountability. The effectiveness of asset allocation committees can be in inverse proportion to their size.
Every member of our executive team is a highly experienced investment professional.
Ambitious for you
Our business is focused on helping your investments outperform the mean on a risk adjusted basis. We’re ambitious for you and your wealth.
Our investment process is flexible, unconstrained and focuses on global asset allocation across both developed and emerging markets. We have a thematic approach, specifically using sectoral investment funds managed by third party managers.
Our investment objectives are to provide cash plus returns over a 3 to 5 year period with low volatility and minimal drawdown. We offer separately managed, discretionary portfolios for individuals, trusts and related wrappers like SIPPs and ISAs.
We also offer pooled investments via the Melchior Global Conservative Fund (on the Dalton Strategic Partnership platform).
The fund launched in 2009 with an aim to preserve capital and grow assets within a lower risk framework. We do this by creating a diversified portfolio of global equities, hedge funds, bonds and cash. The fund combines a top down country and sector allocation with bottom-up stock selection being delegated to selected third party specialists.
For more information on the fund click here.