Meet the team

Investment Team​

Our investment team has over 80 years market experience - dedicated to you​

Keith Edwards

Keith Edwards

CEO & Lead Investment Manager

Julian Menges

Julian Menges

FCSI, DipPFS Head of Strategy and Head of Hardy Managed Portfolios

Will DeBare

Will de Baer

FCSI, Chartered Wealth Manager & Investment Manager

Jonathan Smith

Jonathan Smith

CFA, Head of Research & Sustainable Impact Portfolio Manager

James O'Hara

James O'Hara

Junior Investment Manager


Anna Saunders

Anna Saunders

Trainee Research Analyst

Relationship Manager

Matthew cheek

Matthew Cheek

Managing Director & Head of Distribution

Head Office Team​

Our head office team is made up from experts across financial services, here to support you​

Claude Weston

Claude Weston

MSCI, Compliance Officer & MLRO

Lisa Cox

Lisa Cox

Head of Operations

Stacey Metcalfe

Stacey Metcalfe

Investment Administrator

Victoria Stones

Victoria Stones

Operations assistant

Richard Aktins

Richard Atkins

finance assistant

Ali Edwards

Ali Edwards

Social Media & Marketing Assistant

Contact us

Designed for you

"Hardy Managed Portfolios aim to offer Advisers and their clients something different: we think outside the box on macro and political issues and build portfolios with differentiated allocations and funds – fit for the new era we’re entering.”

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