Board of Directors

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Lyndon Trott

Lyndon Trott

Non Executive Chairman

Tom Wiseman

Tom Wiseman

Chief Executive Officer

James Painter

James Painter

Non-Executive Director

Justin Simpson

Justin Simpson

Chief Operating Officer

Investment Consultancy

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Dr Ruzhen Li

Dr Ruzhen Li

Head of Investment Consultancy

Zac Lu

Zac Lu

Research Analyst

Ilinca Man

Ilinca Man

Investment Consultant Assistant

Ning Pan

Ning Pan

Associate

Steven Keshishoghli

Steven Keshishoghli

Senior Analyst

Managed Portfolio Services

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Barry Hardisty

Barry Hardisty

Head of Managed Portfolio Services

Gary James

Gary James

Investment Consultant

Conor Wood

Conor Wood

Investment Consultant Assistant

Said Davlatov

Said Davlatov

Investment Consultant Assistant

Investment Reporting

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Lee Quemard

Lee Quemard

Head of Investment Reporting

Michael Moretta

Michael Moretta

Senior Relationship Manager

Carmen Tyler

Carmen Tyler

Relationship Manager

Natasha Gates

Natasha Gates

Assistant Relationship Manager

Niamh Martin

Niamh Martin

Assistant Relationship Manager

Operations & Analysts

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Justin Simpson

Justin Simpson

Chief Operating Officer

Tom Blanchard

Tom Blanchard

Operations Manager

Paul Tanguy

Paul Tanguy

Research Analyst

Lee Carpenter

Lee Carpenter

Research Analyst

Adrian Rafa

Adrian Rafa

Research Analyst

Caren Yates

Caren Yates

Investment Analyst

Chris Riley

Chris Riley

Investment Analyst

Andy Little

Andy Little

Data Analyst

Gary Britton

Investment Analyst

Jemma Harrison

Research Analyst

Nicole Pearson

Data Analyst

Dan Traian

Data Analyst

Joanna Mila

Data Analyst

Compliance & Finance

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Fergus Gibson

Fergus Gibson

Financial Controller

Mark Hill

Mark Hill

Compliance Officer

Katrina Stewart

Accounts Assistant

Office Services

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Denise Barham

Denise Barham

Executive Assistant & HR Administrator

Our Services

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Investment Reporting

Managed Portfolio Services

Investment Consultancy