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

PARTNER,
HEAD OF WEALTH

Meet Anne

Lucy Chahil

Senior Wealth Planner

Meet Lucy

Nicola Horner

Senior Wealth Planner

Meet Nicola

Minal Kotecha

Wealth Planner

Meet Minal

Anna Gillespie

Associate Wealth Planner

Meet Anna

Aimee Shipp

Senior Wealth Planning
Assistant

Meet Aimee

Julia Young

Investment Manager

Meet Julia

Roger Ballard

INVESTMENT MANAGER

Meet Roger

Connor Dawson

Senior Client
Services Manager

Meet Connor

Maylin Ng

Client Services Manager

Meet Maylin

Tiziana Maida, CFA

Head of Research

Meet Tiziana

Ketan Gahir

Senior Research Analyst

Meet Ketan

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

Senior Trade Analyst

Meet Nathan

Alicia Bryant

Senior Operations Analyst

Meet Alicia

Dara Madden

Operations Analyst

Meet Dara

Madiha Shah

Office Manager

Meet Madiha

OUR INSIGHT

2025 Q1 ESG Market Review

17 April, 2025

Sustainability and financial returns: the case for senior care property The start of 2025 was both tumultuous for financial markets, with geopolitical tensions and trade…

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Tariffs, UK GDP and Mrs Lincoln | Weekly Market Update

11 April, 2025

I have in my head three basics scenarios for the Trump tariff saga: Trump doubles…

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What next after the Trump tariff shock | Weekly Market Update

8 April, 2025

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