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Jonathan Blain

Managing Partner

Meet Jonathan

Paul Tarran

Finance 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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Matthew Hunt

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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Minal Kotecha

Wealth Planner

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Joannie Grenade

Paraplanner

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James Harvey-Gajda

Paraplanner

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Julia Young

Investment Manager

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Roger Ballard

INVESTMENT MANAGER

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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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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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Nathan Henry

Senior Trade Analyst

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Dara Madden

Operations Analyst

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Madiha Shah

Office Manager

Meet Madiha

You?

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Insight and analysis

Case study: Giorgio Armani and the art of legacy planning

11 November, 2025

Giorgio Armani was the “first post-modernist fashion designer” and a “revolutionary”, according to the BBC’s obituary. [1] After his death in September 2025 at the…

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The IPS Capital team’s ultimate Christmas film recommendations

11 November, 2025

As Christmas draws closer, you will be looking forward to certain annual traditions – whether…

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Everything you need to know if you’re named the executor of an estate

11 November, 2025

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