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Our People

Jonathan Blain

Managing Partner

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Chris Brown

Partner,
Chief Investment Officer

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Jonathan Fennell

Partner

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Simon Moriarty

Partner

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Mike Passfield

Partner

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Anne McClean

PARTNER,
HEAD OF WEALTH

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Lucy Chahil

Senior Wealth Planner

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Nicola Horner

Senior Wealth Planner

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Roger Ballard

INVESTMENT MANAGER

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Julia Young

Investment Manager

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Minal Kotecha

Wealth Planner

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Lee Bridgewater

Senior Paraplanner

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Joannie Grenade

Paraplanner

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Connor Dawson

Senior Client
Services Manager

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Maylin Ng

Client Services Manager

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Tiziana Maida, CFA

Head of Research

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Ketan Gahir

Senior Research Analyst

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Caroline Weir

Head of Finance

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Richard Page

Head of Compliance
and MLRO

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Isabel Shirt

Head of Human Resources

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Liberty Phillips

Operations Manager

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Sophie Rackham

Trade Analyst

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Dara Madden

Operations Analyst

Meet Dara

Oliver Bourne

Data Analyst

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Madiha Shah

Office Manager

Meet Madiha

Paul Tarran

Partner

Meet Paul

You?

We offer opportunities in all areas of investment management and wealth planning.

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Insight and analysis

Gilts, Oil, and Rogue AIs | Weekly Market Update

4 September, 2026

What is driving UK interest rates higher?   The interest rate on 10-year UK government bonds is back above 5% and at levels not seen…

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How worried should we be about government debt levels? (Part 2) | Weekly Market Update

28 August, 2026

Just a shorter note this week ahead of the UK bank holiday weekend. Last week…

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How worried should we be about government debt levels? | Weekly Market Update

21 August, 2026

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