Influential investment trust analyst Paul Locke dies


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Locke worked for several leading brokers during his career, gaining respect for the quality of his analysis and his personal integrity.

His death was announced by Jamie Lowe, who head’s Investec’s investment trust business. He added: “I knew Paul as a friend and a colleague for over 20 years, including his short spell working for Investec. He made an enormous impact both on a professional level but more importantly as a kind, considerate person and a fun one too. His loss is enormous to his friends, to us, the sector and more importantly his family".

Paul Locke had a long career as a closed-end fund analyst. He joined Investec only in February this year from Westhouse Securities, but he worked as an investment trust analyst for more than a quarter of a century, included spells at a number of the sectors leading broking houses including Panmure Gordon, Canaccord Genuity, Cantor Fitzgerald and Teather & Greenwood.

In a statement issued by Investec they said: “We would like to pay tribute to the outstanding contribution that Paul has made to the sector over a number of years. Paul was a passionate and prominent supporter of investment funds and was widely regarded for his integrity and his high quality insightful research and we wish to recognise this very significant achievement. He will be a loss to the sector.

“Paul was a kind and considerate man, with many friends in the sector and will be remembered with much fondness.

The thoughts of our team are today with Paul’s family”.

I first met Paul Locke when setting up He was extremely knowledgeable about the sector and keen to share his knowledge. What impressed me most about Paul however was his quiet integrity, and his open and friendly demeanour. Upon meeting him you couldn’t help coming away from the occasion by thinking anything other than that he is one of the good guys, a point you understand even more when you socialise with him as I did on a couple of occasions. Very sadly he has been taken too soon, which must incredibly hard for his family and friends.




You indicate what he died from, he looked young. Like tributes I’ve read about many people when they’ve died I wish I had known him because he sounded like he was a fine fellow.


Yes I agree with you @mammon. He sounds like a really lovely person. Must be terrible for his family.