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Crossing Point is changing the direction and expectation of investment management.

Dr Tomiko Evans

Dr Tomiko Evans

   

CHIEF INVESTMENT OFFICER

   

Tomiko is a BSc graduate of the Wharton School of Business at the University of Pennsylvania. She holds an MSc in Financial Forecasting and Investment Management and a PhD in Finance from Swansea University.

   

Tomiko has extensive experience in capital market analysis and investment management. She worked in International Prime Brokerage for Citigroup in Canary Wharf and was part of the technology team on the International Finance Desk with Salomon Smith Barney in London and Salomon Brothers in New York.

   

Her extensive, validated research and analysis forms the basis of Crossing Point’s unique investment strategy.

   

Tomiko is Chief Investment Officer of Crossing Point and holds the IMC qualification for Investment Management.

Prof Mike Buckle

Professor Mike Buckle

   

INVESTMENT MANAGER

  

Mike is a Professor of Finance at Swansea University. He has been a university academic for over 30 years having previously held senior academic posts at Liverpool University and Swansea University. He has published extensively in both academic and practitioner journals on a wide range of financial and economic issues.

   

Mike has been an academic advisor to CFA UK for over 20 years and was involved in the development of the Investment Management Certificate (IMC). He is an author of the Official Training Manual for the IMC.

   

Mike chairs Crossing Point’s Investment Management Committee and holds the CII Certificate in Discretionary Investment Management. He is responsible for the due diligence and fund selection within our Green Path and Heritage portfolios.

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Chris Davies 

   

INVESTMENT MANAGEMENT COMMITTEE, CHAIRMAN OF THE BOARD

 

Chris is a Chartered Financial Planner and a Discretionary Investment Manager specialising in investment management, retirement planning, and estate planning. For the past 20 years, Chris has been managing director and founder of Estate Capital, where he has been the sole investment manager for a range of risk-related portfolios. Prior to setting up Estate Capital he worked for two major national insurance companies for fourteen years.
 

Chris, Tomiko and Mike set up Crossing Point in 2018. Chris is the Chairman of Crossing Point and part of the Investment Management Committee which takes responsibility for the research, selection, publication and performance of the range of six investment portfolios. Most of Chris’ career has been spent advising clients on the most suitable options for pension, savings, and investments. His extensive knowledge and experience of the pensions and investment markets helps Crossing Point create relevant products and solutions for IFA clients.

  

Carl Hagger

Carl Hagger

   

BUSINESS DEVELOPMENT MANAGER

  

Carl graduated from Bournemouth University in 1988 where he gained HND in Business and Finance. After university, Carl started his career in financial services originally with Sun Life Assurance and then AXA where he worked alongside small, medium, and national brokerages throughout Wales and the South West of England. In this role Carl forged long lasting and mutually beneficial relationships with many IFA’s. Carl enjoyed a successful 25 year career with AXA / Sun Life before joining Aegon in 2014 as a platform broker consultant, again working with IFA firms in South Wales. Carl has always prided himself in helping IFA firms build and grow their businesses through a focus on service.

   

Carl has gained numerous financial services qualifications including the CII AF3 Advanced Diploma in pension planning the CII Diploma and (J11) Wrap and Platform services. He is currently studying for the CFA UK Investment Management Certificate (IMC.) Carl enjoys socializing with family and friends, all sports and travel. Sadly he is an addicted Swans fan.

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