Meet the team

Investment Analyst
BSc (Hons), MSc, IMC

Partner, Client Management
Chartered MCSI, ASIP

Portfolio Implementation Manager
BSc (Hons), IMC, ACSI

Partner, Investment Management
BSc (Hons), IMC, Chartered MCSI, CFA

Investment Analyst
MA (Hons), MBA, Chartered MCSI

Stewardship Assistant
BSc (Hons)

Chief Stewardship Officer
BA (Hons), MA, IMC

Investment Manager
MSc, MBA

Chair
BA (Hons), MBA, Chartered FCSI, Chartered Wealth Manager

Portfolio Implementation Specialist
MA (Hons)

Partner, Chief Investment Officer
MChem (Hons), Chartered MCSI, CFA

Partner, Head of Client Portfolio Services
MA (Hons), MSc, CFA, MCSI, ASIP