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

Lucy Chahil

Senior Wealth Planner

Meet Lucy

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 Services Manager

Meet Maylin

Richard Page

Head of Compliance
and MLRO

Meet Richard

Isabel Shirt

Head of Human Resources

Meet Isabel

Samantha Moore

Senior Operations Manager

Meet Samantha

Nathan Henry

Trade Support Assistant

Meet Nathan

Alicia Bryant

Senior Operations Assistant

Meet Alicia

Cameron
Bergstedt-Bares

Operations Assistant

Meet Cameron

Madiha Shah

Front of House/
Facilities Assistant

Meet Madiha

OUR INSIGHT

Pensions – what might happen in the UK Autumn Budget? Wealth Update

30 September, 2024

Numerous rumours have been circulating about the forthcoming budget. In this article, we concentrate on pensions and some of the options available to the Chancellor.

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Finally, some good news from China | Weekly Market Update

27 September, 2024

Probably the biggest macro development of the year happened this week and, for once, the…

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Progress in AI | Weekly Market Update

20 September, 2024

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