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

Julia Young

Investment Manager

Meet Julia

Roger Ballard

INVESTMENT MANAGER

Meet Roger

Anna Gillespie

Associate Wealth Planner

Meet Anna

Tiziana Maida, CFA

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

Aimee Shipp

Senior Wealth Planning
Assistant

Meet Aimee

Cameron
Bergstedt-Bares

Operations Assistant

Meet Cameron

Madiha Shah

Front of House/
Facilities Assistant

Meet Madiha

OUR INSIGHT

Achoo | Weekly Market Update

29 November, 2024

As this is a weekly note, I am always acutely aware of the issue of interest fatigue by the people who receive it. There are…

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A glass half-full market | Weekly Market Update

22 November, 2024

The markets are in a very glass half full mood at the moment. As our…

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Listening to what the markets are telling us | Weekly Market Update

15 November, 2024

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