Investment team

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

Keith Edwards

FCSI, CEO & Lead investment manager

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Annie Borg

BSc, MSc, Research Analyst
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Julian Menges

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


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Jonathan Smith

CFA, Head of Research & Sustainable Impact Portfolio Manager
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Will de Baer

FCSI, Chartered Wealth Manager & Investment Manager


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James O'Hara

Junior Investment Manager
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Head office Team

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

Claude Weston

MSCI, Compliance Officer & MLRO
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Lisa Cox

Head of Operations
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Stacey Metcalfe

Investment Administrator
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Victoria Stones

Operations assistant
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Ella Knight

Client Administration Team leader
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Matthew Cheek

Managing Director & Head of Distribution
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Richard Atkins

finance assistant
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Ali Edwards

Social Media & Marketing Assistant
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Anna Saunders

Trainee Research Analyst
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