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
