Names to faces

Our People

Jonathan Blain

Managing Partner

Meet Jonathan

Paul Tarran

Finance Partner

Meet Paul

Chris Brown

Partner,
Chief Investment Officer

Meet Chris

Jonathan Fennell

Partner

Meet Jonathan

Simon Moriarty

Partner

Meet Simon

Matthew Hunt

Partner

Meet Matthew

Anne McClean

HEAD OF WEALTH

Meet Anne

Julia Young

Investment Manager

Meet Julia

Roger Ballard

INVESTMENT MANAGER

Meet Roger

Anna Gillespie

Associate Wealth Planner

Meet Anna

Tiziana Maida

Head of Research

Meet Tiziana

Ketan Gahir

Research Analyst

Meet Ketan

Connor Dawson

Senior Client
Services Manager

Meet Connor

Maylin Ng

Client Operations Manager

Meet Maylin

Guy Shirley

Head of Operations

Meet Guy

Richard Page

Head of Compliance
and MLRO

Meet Richard

Isabel Shirt

Head of Human Resources

Meet Isabel

Evelina Miller

Marketing Manager

Meet Evelina

Samantha Moore

Operations Manager

Meet Samantha

Nathan Henry

Trade Support Assistant

Meet Nathan

Alicia Bryant

Senior Operations Assistant

Meet Alicia

Emmanuel Chuku

Senior Wealth
Planning Assistant

Meet Emmanuel

OUR INSIGHT

Just cut rates already | Weekly Market Update

20 February, 2024

If you awoke from a coma and someone told you that the UK economy was in recession and inflation was negative, I’d hope that you’d…

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Trump or Biden? | Weekly Market Update

12 February, 2024

I was sent a client question this week: who will be better for my investments…

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Where are all the back-to-the-office people actually going? |Weekly Market Update

6 February, 2024

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