Investment team

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

Keith Edwards

FCSI, CEO & Lead investment manager

James O'Hara

Junior Investment Manager

Julian Menges

Head of Managed Portfolio Service & Collectives Research

Jonathan Smith

CFA, Head of Research & Sustainable Impact Portfolio Manager

Will de Baer

FCSI, Chartered Wealth Manager & Investment Manager

Annie Borg

BSc, MSc, Research Analyst

Head office Team

Our head office team is made up from experts across financial services, there to support you in your business.

Claude Weston

MSCI, Compliance Officer

Lisa Cox

operations manager

Stacey Metcalfe

Senior Investment Administrator

Victoria Stones

Operations assistant

Ella Knight

Investment Administrator

Matthew Cheek

Head of distribution

Richard Atkins

finance assistant

Ali Edwards

Social Media & Marketing Assistant

Anna Saunders

Research Undergraduate