Peter Smith

Researcher
DISC Type : Cs

Investment Director at TPT Investment Management

London, England, United Kingdom

Overview

Peter is the Investment Director at TPT Investment Management, where he chairs the Investment Committee and is a member of the Executive Committee. With over 16 years at TPT, he has deep expertise in investment strategy, risk management, and responsible investment. He holds a BA in Economics from the University of Exeter and is a CFA charterholder.


He played a key role in the development and launch of TPTIM, creating a new investment proposition and a range of asset-class-specific funds for the firm.

Personality Overview

Cost Conscious

ROI Seeker

Perfectionist

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  They do not like taking risks at all and go for proven options in the end. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Topics They Care About

Pension Consolidation
Actively promotes and shapes strategies for pension scheme consolidation, including the development of TPT's Superfund and Master Trust offerings to drive market consolidation.
Sustainable Investing
Holds certifications in sustainable finance and has spoken on panels about mobilizing capital for sustainable infrastructure, reflecting a core part of TPT's investment decisions.
Fiduciary Management
Was instrumental in launching TPT's fiduciary management service, creating a new offering to provide schemes with access to scaled investment opportunities and expertise.

Media Appearances

Peter has no verified media appearances

Work History

12-2024
Investment Director at TPT Investment Management
10-2023 - 12-2024
Head of Investment at TPT Investment Management
6-2021 - 10-2023
Senior Investment Manager at TPT Retirement Solutions
6-2014 - 6-2021
Investment Manager at TPT Retirement Solutions
10-2008 - 6-2014
Investment Analyst at TPT Retirement Solutions

Education

BA Economics from University of Exeter

More Information

Social Presence :

Prographics :

Exp : 19 Location : London, England, United Kingdom Job Level : Mid-senior Designation : Investment Director at TPT Investment Management
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Insights For Selling To Peter

During A Call Or A Meeting

DO's

  • Use a presentation with information before getting into a live product walkthrough
  • Actively address their concerns around change, risk, and acceptance by users
  • Preferably use email to follow up with them instead of phone or Linkedin, engage by asking question or opinions

DONT's

  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Give it some time before you try to build rapport and a relationship, it doesn't come to them naturally
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Peter is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Peter

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Peter move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Peter take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Peter

Personality Compatibility


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