Investment team
Our investment team has over 80 years market experience - dedicated to you
Keith Edwards
FCSI, CEO & Lead investment manager
Call me on my mobile 07710534271
Call me in the office on 01722 466 110
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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
Jonathan Smith
CFA, Head of Research & Sustainable Impact Portfolio Manager
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Will de Baer
FCSI, Chartered Wealth Manager & Investment Manager
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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Call me on my mobile 07917080361
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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