Sam built a career advising private clients and businesses on how to manage their money and build their wealth. With a decade of financial advice under his belt he decided that it was time to change the game and combine his great passions in life (technology, writing and helping people to make money).
He joined our Australian affiliate Port Phillip Publishing in 2013 and has since become one of Australia’s most recognised financial editors.
As a child he revelled in the wonders of the Apple 2e and Macintosh. A life-changing trip to Japan’s ‘Electric Town’, Akihabara set him on a discovery of technology that will never end. Starting a small tech business in his 20’s, registering a patent in Australia and running several websites are just some examples of how he immerses himself in the world of technology.
But his real talents lie in uncovering, researching and investigating the world’s most revolutionary technology companies and trends before they hit the big time. He predicted the rise of 3D printing, the arrival of augmented reality and most notably the incredible shift to self-driving cars and artificial intelligence.
He first bought bitcoin in 2011, and ever since he has followed the cryptocurrencies 'wild west', becoming an authority in this new field of digital assets. Recently, Southbank Investment Research published his book Crypto Revolution: Bitcoin, Cryptocurrencies and The Future of Money
He travels the world meeting and engaging with inventors, founders, innovators and the most influential people in tech. His unique combination of financial acumen with an unwavering devotion to the most cutting edge technology makes Sam one of the most prodigious talents in our stable of Editors.
Rashpal Sohan is also a managing editor of Dynamic Investment Trends Alert. He works as a Senior Macro & Quantitative Strategist at ECU, specialising in building fundamental and technical quantitative modes for use in global tactical asset allocation.
He has over a decade of experience in Asset Allocation, having initially started his career in 2005 at Rathbone Brothers, one of the UK's largest discretionary investment management firms. During this time he supported the Head of Asset Allocation and later progressed to become the Senior Asset Allocation Analyst for the firm, working closely with the Research Team. Rashpal has presented at a number of investment conferences and has co-authored a chapter in the book Technical Analysis & Behavioural Finance in Fund Management: Discussions with Investment Managers and Analysts and Breakthroughs in Technical Analysis.
He holds a first-class honors degree in Actuarial Science from the London School of Economics, is a qualified Financial Risk Management (FRM) professional and has passed the CFA program exams. He is a big proponent of the use of data to guide investment decisions and has gained a certification in Data Science and Machine Learning to this end. Rashpal has developed a sophisticated, adaptive asset allocation model which he uses to advise City clients, to help them make better data-driven investment decisions.
James Allen has over a decade’s experience as an expert energy analyst.
He reported on the main trends affecting global wholesale energy markets as head of Montel’s real-time newswire bureau in Manhattan for five years, covering areas such as LNG, pipelines, coal, carbon, power, oil, generation spreads, utility hedging and regulation.
Prior to joining Montel, he was Team Leader of the power markets desk at Platts, a huge energy price reporting agency.
He brings a wealth of expertise and a rolodex of key contacts, including energy insiders, CEOs, analysts and experts to his role as Editor of Exponential Energy Fortunes here at Southbank Investment Research.
Eoin Treacy is a career analyst, writer, strategist, commentator, lecturer and fund manager. Following a degree in Philosophy from Trinity College Dublin, Eoin spent 4 years at Bloomberg terminal sales travelling all over Europe teaching seminars and meeting the firm’s clients.
In 2003 he transitioned to working together with David Fuller to specialise in his unique approach to research – combining technical, fundamental and behavioural factors – covering global markets. Together they bought out FullerTreacyMoney in 2014.
Eoin took The Chart Seminar over from David in 2007 and has taken it on sell-out tours to the USA, UK, Australia and Singapore since. He published Crowd Money – a Practical guide to Macro Behavioural Technical Analysis in 2013 to act as a companion guide to the seminar.
Eoin is globally recognised for his encyclopaedic knowledge of asset classes, sectors and thematic investing. He has been quoted in the Wall Street Journal, and appeared CNBC, Bloomberg TV, CNN, NDTV Profit and Reuters India. He has been interviewed by the BBC World Service and Ireland’s TodayFM and FinancialSense Online.
He is the Investment Director for Trigger Point Trader and he also sits on the board of Nevada Trust Company.
In 2013 he was awarded an Extraordinary Ability green card by the US Citizenship ad Immigration Service for his work in the field of financial analysis and now lives in Los Angeles. In his spare time Eoin is an avid scuba diver and is never happier than when spending time with his wife and two young daughters.
Brian Christopher has an extensive background in finance. He has an MBA in finance, he has analysed companies from the inside-out as a forensic accountant over the last 25 years… he worked for 12 years as a ‘turnaround consultant’ tasked with assessing the value of scores of businesses… and he has shared trading opportunities using his breakthrough insider-buying strategy with thousands of private investors. Brian understands, better than most, what really makes a company tick. And he uses his effective Follow the Money indicator to lock-on to stocks with the potential to make investors outsized returns. Joining Brian, as investment director of Follow The Money, is award-winning family wealth manager Eoin Treacy. Eoin is a world-class trader in his own right. Together, he and Brian will share decades of invaluable market know-how.
Nickolai Hubble is chief strategist of The Fleet Street Letter Monthly Alert, editor of Gold Stock Fortunes, and editor of Fortune & Freedom, which are published by Southbank Investment Research. He’s also the editor of Jim Rickards Strategic Investment in Australia and a contributing editor of The Daily Reckoning Australia.
After finishing his degrees in finance and law at Bond University in Australia in 2009, working for an investment bank didn’t seem so enticing any more. An internship with his scholarship provider Goldman Sachs during the height of the financial crisis was quite enough of that.
Instead, Nickolai went to work for independent publishers that allow their analysts to predict the financial crises that investment bankers cause.
In 2012 Nickolai exposed the sub-prime practices of Australian banks to his readers at The Money for Life Letter. His accusations that bankers and mortgage brokers routinely manipulate their customers’ loan applications were vindicated by a Royal Commission in 2018.
In 2018 Nickolai predicted Italy’s budget battles would lead to “Bloody October” and successfully warned his subscribers about the worst period in financial markets since 2008. In August he compiled his predictions into a book called How the Euro Dies.
Nickolai doesn’t just investigate financial markets and predict crises and opportunities. He’s also a flying trapeze, juggling and chin balancing performer and instructor. He’s lived in England, Ireland, Scotland, Austria, Germany, Australia, Thailand and Japan, stubbornly refusing to identify with any nationality.
Nickolai is the only person to have spun a plate on a stick while playing the bagpipes while swinging on a flying trapeze bar eight metres up in the air.
Gerard has worked for US and European drug development companies for 23 years, most notably as a senior executive of #1 ranked pharma group Pfizer Inc. As a pharmacist dealing with the regulatory authorities, he was actively involved in the launch of blockbuster drugs.
In 1999, he moved to the brokerage and investment banking sector as a sell-side analyst, heading the pharma/biotech equity research team at Banca Fideuram (#1 Italian ranked Intesa San Paolo Bank).
Gerard has pursued his analyst career for French, Belgian and UK brokerage firms as an origination banker for IPOs on Euronext. During these last two decades, he has also acted as a senior advisor for CEOs of biopharma and medical devices companies based in Europe and the US, helping the management in corporate strategy and fundraising.
He was also an active day-trader taking advantage of his charting and qualitative analysis expertise for long/short trading on biopharma, gold, utilities and tech stocks.
Bringing a dual seasoned experience as pharma insider and financial analyst, Gerard now enjoys sharing his sharp vision and insight of the pharma industry with private investors as Editor of New Drug Speculator at Southbank Investment Research.
William may be the only financial analyst who first came into his position by writing a dating profile for Match.com. In 2013, his Baltimore-based firm tested his writing abilities by assigning him a dating profile in his interview, reasoning an extensive financial education could come later.
While we can't share his profile here, William has uncovered and written about financial markets and unique, under-the-radar investment opportunities for readerships numbering in the hundreds of thousands ever since. His research has led to him delving into the options trading universe, where he has shown thousands of American and British investors ways to collect income streams far greater than dividends, sometimes from stocks they don't even own.
In 2020, William transferred to Southbank Investment Research's London office, where he authors the daily investment e-letter Southbank Investment Daily, dedicated to explaining risks and opportunities for its readers' money, and uncovering plays and trends mainstream investors don't see, or even understand.
John Butler has 25 years experience in international finance. He has served as a Managing Director for bulge-bracket investment banks on both sides of the Atlantic in research, strategy, asset allocation and product development roles, including at Deutsche Bank and Lehman Brothers. He has advised some of the world’s largest institutional and private investors in matters ranging from wealth preservation to enhancing returns through a wide variety of innovative strategies, and he has been a #1 ranked Investment Strategist by Institutional Investor magazine. His past publications include his popular Amphora Report investment newsletter, The Golden Revolution (John Wiley and Sons, 2012) and The Golden Revolution, Revisited.
Fleet Street Letter investment director Charlie Morris is a highly experienced investor. After a career as an officer in the Grenadier Guards, Charlie spent 17 years as the Head of Absolute Return at HSBC Global Asset Management, managing more than £3 billion in client funds.
During his time, Charlie helped both protect and grow the wealth of scores of wealthy investors. In fact – and keeping in mind that past performance is no guide to future results – between 2003 and 2015, his fund made a cumulative return of more than 100%.
To be blunt, what Charlie Morris doesn’t know about the financial markets just isn’t worth knowing. He knows how to succeed in the financial world.
He’s known and respected as a specialist on gold, cryptocurrencies and momentum investing. In fact, he’s made over 200 appearances as a guest expert on various financial television programmes. In short, he’s not an ‘armchair pundit’… he’s a battle-hardened investor with real experience making money in the financial markets.
Rob Marstrand is the investment director of UK Independent Wealth and an experienced private investor.
Rob has 15 years of experience inside the financial markets, working for UBS, a leading investment bank and the world’s largest wealth manager. During that time he was based in London, Zurich and Hong Kong and worked in many countries around the world.
Rob’s main role was in corporate strategy, working closely with the bank’s top management. This gave him a unique insider’s view into how big corporations are run and the inner workings of the global financial industry (both good and bad). Along the way he worked on a number of large acquisitions and complex joint ventures. In particular, he gained expertise in Asia, a huge and fast-growing region of the world.
After that he spent five years as Chief Investment Strategist for a business aimed at helping wealthy families, mainly from the USA and Europe, to keep and grow their money.
Later Rob founded OfWealth, where he wrote investment newsletters for private investors. His aim was (and is) to demystify complex financial issues through the use of clear language and common sense analysis.
Rob has helped the wealth elite – and the man on the street – find success on the markets. In UK Independent Wealth, he aims to do the same for you.
You don’t need more information to be a better, more profitable investor. You need better research. Here you’ll find investment ideas and strategies from some of Britain’s most experienced investors produced specifically for investors like you. Learn more about independent stock market research and advice from one of the UK’s oldest financial publishers.