BAGGOT Investment Partners is wholly owned by its management since 2016. We are investment advisors who utilise modern products and execution to create low to medium risk investment portfolios to meet our client’s individual investment requirements.
Peter has over 35 years’ experience in the financial markets and has managed treasury operations in financial institutions including Barclays, BNP, Ulster Bank and ACCBank.
Peter is an expert in foreign exchange, interest rate and market risk and has implemented treasury processes and procedures for a number of financial institutions. Throughout his banking career he advised clients on best practice with regards their treasury operations and has continued this work as a consultant.
As chief dealer and subsequently general manager of treasury, pensions and investments he became expert in structured finance, funding, trading, investments and risk management.
Peter’s economic analysis and expertise about the financial markets, is highly sought after by the Irish and international media. His direct manner, alongside his honest and clear assessments of present economic conditions, makes him very popular with the general public and the media alike, he features regularly on RTE, TV3, BBC World, RTE Radio, Today FM and NewsTalk.
Tony is an accountant, Qualified Financial Advisor (QFA) and Chartered Wealth Manager.
Tony began his career with MMI Stockbrokers & Liberty Asset Management in financial management and compliance during which time he became a Securities Representative of the London Stock Exchange. At the height of the DotCom boom Tony worked in IT startups CR2 Internet Banking, Nebula Technologies and DaytaTree where he raised second and third stage equity funding and setup international finance functions.
Tony returned to financial services in 2002 joining Money Markets International, Irelands largest treasury brokerage as Finance Director and Head of Compliance.
Tony’s expertise is in equities, investment structures, corporate finance, foreign exchange, risk management and regulation. As a Chartered Wealth Manager Tony has a particular interest in Financial Planning and assisting our clients in developing a road-map to secure their financial future.
David has over 25 years of experience in Financial Markets. Originally from the US David started out in the Treasury Bond Pit at the Chicago Board of Trade and has worked as a Senior Trader in Geneva Trading, Fortis Bank, Merrion Stockbrokers and most notably, the iconic hedge fund Brevan Howard where in 2008, he posted positive returns of nearly 20% while the S&P 500 lost nearly 40%.
David holds an APA with the Institute of Bankers. Super Trader graduate designation from the esteemed Tharp Institute (also served as a guest lecturer on the Super Trader Course, in the late 1990s on the subject of Technical Analysis).
He has held Series 3, Eurex Exchange, Xetra Exchange and Registered Investment Adviser (RIA) licenses.
David also serves as a lecturer at the IIFT on Seasonality & Advanced Stock Investing and the Diploma in Investing. He has written investment pieces for The Sunday Independent & The Examiner.