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Top 100: the full list of the UK's brightest wealth stars

After delivering the UK's top 100 wealth management stars in four bite-sized pieces over the last few days, we provide the full list of the UK's best wealth talent in alphabetical order.

Hugh Adlington

Rathbone Investment Management

Number of years in industry: 24

If Hugh Adlington had not succeeded in wealth management, he would like to have been a farmer. ‘In many ways, the skill sets required are similar – trying to grow crops efficiently and turn a profit, despite the vagaries of the weather and variable prices,’ he says.

But the wealth profession came calling in 1989 after he graduated in business studies from Bristol Polytechnic, and he has since gone on to chalk up a long career in the industry.

Hampshire-based Adlington took up a post with Fleming Private Asset Management, where he initially spent three years as an analyst before managing private client portfolios.

In 2001, he joined Rathbones, where he has built up a sizeable client book. As an investment director at the firm, he runs a private client fund team and is chairman of the asset allocation committee.

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Hugh Adlington

Rathbone Investment Management

Number of years in industry: 24

If Hugh Adlington had not succeeded in wealth management, he would like to have been a farmer. ‘In many ways, the skill sets required are similar – trying to grow crops efficiently and turn a profit, despite the vagaries of the weather and variable prices,’ he says.

But the wealth profession came calling in 1989 after he graduated in business studies from Bristol Polytechnic, and he has since gone on to chalk up a long career in the industry.

Hampshire-based Adlington took up a post with Fleming Private Asset Management, where he initially spent three years as an analyst before managing private client portfolios.

In 2001, he joined Rathbones, where he has built up a sizeable client book. As an investment director at the firm, he runs a private client fund team and is chairman of the asset allocation committee.

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Craig Allen

Credit Suisse

Number of years in industry: 14

In his role as managing director of Credit Suisse’s asset management division, Craig Allen divides his time between Guernsey and London. He is responsible for the global multi-asset solutions business in the UK, the Channel Islands, Gibraltar and the Bahamas, and also sits on the bank’s Guernsey principal management board.

Allen’s career began at Credit Suisse with a role on the portfolio management team in 1998, but he sought pastures new in 2004 and left to join RMB Asset Management (now Momentum Global Investment Management). There he headed up the portfolio management business for three years, rejoining Credit Suisse in 2008.

Allen holds a degree in mathematics and French from Exeter University and is a proud dad to sons aged two and four, and says the demands of switching from finance to Peppa Pig gives him a good work-life balance.

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Dickson Anderson

Adam & Co

Number of years in industry: 25

Adam & Company’s head of investment management Dickson Anderson cites Sir John Templeton as one of the biggest influences of his career due to his ‘firm belief in looking at fundamentals and ignoring the noise, while conducting himself with the highest integrity and being respectful to others’.

Anderson doubtless got to understand Templeton’s philosophy well, having enjoyed a large part of his career at Franklin Templeton, where he rose up the ranks to managing director of Europe, having established the firm’s pan-European business. He later enjoyed stints at Scottish Widows Investment Partnership and was a partner in the financial advisory practice at Robson Rhodes.

Best lesson learnt during career:

‘Never lose sight of long-term goals.’

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Malcolm Andrew

Investec Wealth & Investment

Number of years in industry: 44

When it comes to experience, Investec Wealth & Investment’s senior investment director Malcolm Andrew has it in spades – nearly four and a half decades’ worth.

After he graduated from the City of London Polytechnic, where he studied foundation and Stock Exchange examination courses, he got his first role in wealth management back in 1968, where he started as a private client department trainee.

He subsequently joined a small private client broker as a partner’s assistant before joining L Messel & Co in 1977. He headed a private client fund management team from 1984 before he joined Sheppards in 1988. In 2011, he continued to enjoy a senior role at Investec Wealth & Investment after it acquired Rensburg Sheppards.

Andrew cites global strategist David Fuller and George Soros as his biggest inspirations.

Best lesson learnt during career:

‘No matter how good analysts’ reports appear, their recommendations should often be ignored.’

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Jaime Arguello

Barclays

Number of years in industry: 25

Ecuador-born Jaime Arguello has been head of multi-management in Barclays’ wealth management division since 2009, having built up a 25-year career in manager selection and portfolio management. He currently provides the bank’s clients with single asset class manager of manager funds, as well as multi-asset fund of funds.

Prior to Barclays, he spent 10 years at Pictet as their Geneva-based head of fixed income asset management and headed the firm’s third-party mutual funds offering.

Arguello studied at École National des Ponts et Chaussées in Paris and graduated with a first class degree, majoring in economics and finance.

If he had not ended up in wealth management, he would have liked to have been a modern art dealer, attracted by the diversity and depth of the market.

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Ian Bakewell

Investec Wealth & Investment

Number of years in industry: 30

Ian Bakewell clearly enjoys his job, having spent his 30-year investment career at the same firm.

Lancashire-based Bakewell joined his current employer as a partners’ assistant, back in 1982 when the firm was known as BWD Rensburg.

Promoted to partner in 1987, he established the group’s personal equity plan the same year, and went on to form its Liverpool fund management desk in 1992.

In 2011, Rensburg was acquired by Investec Wealth & Investment, which rewarded Bakewell’s loyalty and expertise with a new contract.

As an investment director at the group he heads the Liverpool office’s discretionary desk and manages segregated portfolios for pension funds and charities. He also oversees the firm’s internal pension fund and is a member of its investment, asset allocation and stock sector committees.

Bakewell graduated in modern history from Oxford University and is a fellow of the Chartered Institute for Securities and Investment.

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Lord Anthony Balniel

James Hambro & Partners

Number of years in industry: 30

Anthony Balniel, a partner at James Hambro & Partners, has been able to watch two boutiques grow to success from their genesis.

He was a founder director at JO Hambro Investment Management and ultimately chief executive officer, where he was instrumental in building a business that managed almost £3 billion of assets.

Since joining James Hambro & Partners since 2010, he has watched assets grow to around £480 million.

After graduating from the University of Edinburgh, he joined Rowan Investment Managers in 1982, which later became part of Mercury Asset Management.

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Rupert Baron & Andrew Hess

Rathbone Investment Management

Number of years in industry: 25 & 29

Andrew Hess (pictured right) started his career in investment management at Smith Keen Cutler in 1987, and joined Gerrard Vivian Gray three years later. He then moved to Albert E Sharp as a director in 1997 before moving to Rathbones in 2000, where he now runs portfolios for private clients, their pensions, trusts and charities, alongside mandates for city livery companies.

Hess sits on the firm’s strategic asset allocation committee alongside the fixed income, macro and credit fund selection committees. The investment manager cites his mentor Giles Currie, a former partner of Savory Milln, as an inspiration during his career. ‘This time it is not different’ is the best lesson he has picked up during his career.

Investment director Rupert Baron (far right), meanwhile, has worked in the industry for 29 years, having earned an economics degree from City of London University. He also holds an IEP diploma from Insead and has enjoyed spells at Heseltine Moss & Co, Savory Milln & Co and Albert E Sharp. He joined Rathbones in 2000.

If he hadn’t entered the world of investment, Baron can envisage himself as a mountain guide.

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Oliver Bates

Sarasin & Partners

Number of years in industry: 24

‘Never assume anything... it will always lead into trouble if you do’ is the most important lesson Oliver Bates, a partner at Sarasin, has picked up during his 24-year career.

The investment manager started his career at James Capel & Co in 1989, under the guidance of Andrew Ross (now CEO of Cazenove Capital Management). Latterly HSBC bought out Capels and Oliver stayed at HSBC Global Asset Management until 2008, by which time he had become head of charities. He went on to join the prominent charities team at Sarasin & Partners and was made a partner of the firm in June 2012.

If Bates hadn’t become a wealth manager, he would have liked to have gone into architecture.

Most inspiration figure:

‘Alistair Ross-Goobey made an early impression while at James Capel & Co, due to his extraordinary clarity. Otherwise Andrew Ross helped me to relate to and understand client needs and issues.’

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Haig Bathgate

Turcan Connell

Number of years in industry: 15

Turcan Connell’s chief investment officer Haig Bathgate joined the firm in 1997 after completing a degree in business at Heriot-Watt University. Rising through the ranks, Bathgate has led the firm’s investment process since 2009 and holds an MSc in investment analysis from Stirling University.

Bathgate says a number of legendary investors have influenced his career, including George Soros and Crispin Odey for their ‘incredible way of being able to hold positions irrespective of what the herd is doing’. He also cites Nassim Taleb as an influence for his alternative approach, and Steve Jobs for his ‘commitment and pursuit of all-round excellence’.

The best lesson learnt during career:

‘If your analysis is robust, don’t be scared to run against the herd and hold positions which are not consensus. Cut positions quickly and aggressively when the facts change. Always keep learning and never think that you’ve mastered it.’

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Jeremy Batstone-Carr

Charles Stanley

Number of years in industry: 27

Jeremy Batstone-Carr has been in the financial services industry for a little under three decades. If he hadn’t taken this route, his second career choice would have been as a vulcanologist.

As it is, he is currently chief economist and strategist at Charles Stanley, where he is responsible for overseeing global asset allocation and investment strategy, as well as running a dedicated team of analysts focused on a wide range of UK-listed companies, investment trusts and investment vehicles.

Batstone-Carr, who lectures to US and UK academic institutions, joined Charles Stanley in 2004 from NatWest Stockbrokers, where he was head of research. Prior to this he enjoyed stints at Fyshe Group and Coutts.

In addition, he is chairman of an investment analysis examination committee at the Chartered Institute for Securities and Investment.

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Tom Becket

PSigma Investment Management

Number of years in industry: 8

Football-mad Tom Becket combines his obsession with his role as chief investment officer (CIO) of PSigma Investment Management.

Besides trying to lead the PSigma football team to victory, he also subjects himself to the ‘monotonous disappointment’ of following the national football team across the world. However, all is not lost as he garners priceless investment information during these trips. ‘By following England I see many parts of the world which are beyond the sphere of tourism. Travelling and seeing the world is an integral part of an investment strategists’ appraisal of where to invest.’

An associate of the CISI, he graduated from Trinity College, Dublin, in classics. He joined PSigma in 2005, working on individual portfolios within the private client team before moving on to the investment team. A respected commentator in the press, Becket is responsible for the firm’s model portfolio service, unit trust selection process and Dynamic Multi-Asset fund.

Interesting fact:

Becket owns a collection of model soldiers and recreates battle scenes. Favourite battles include Agincourt and the Peloponnese campaign between Athens and Sparta in the fifth century BC.

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Richard Beggs

JPMorgan Private Bank

Number of years in industry: 24

Richard Beggs, head of UK Investors at JP Morgan, has spent almost a quarter of a century working in financial services since graduating from Exeter University with a degree in economics and statistics.

Over the course of his career, Beggs has worked for a number of leading names in the industry, including Cazenove, where he spent seven years, and Invesco, where he was credited with playing a significant role in establishing a global asset management team in London.

He gained extensive knowledge of global markets – particularly the US, courtesy of having run a number of US funds – before moving to Morgan Stanley, where he headed the multi-asset team within the UK’s private wealth management division.

Beggs joined JP Morgan in 2006 and is responsible for managing the investment portfolios of existing clients, as well as developing the business in the UK.

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Jonathan Bell

Stanhope Capital

Number of years in industry: 25

Stanhope chief investment officer Jonathan Bell is known for his thoughtful and measured views. His career has seen him enjoy spells as CIO at Newton, where he was a member of various committees which oversaw a combined $37 billion in assets under management.

He has also worked as a senior investment manager at Principal Investment Management and assistant director at BZW Portfolio Management.

Bell is a fellow of the Securities Institute, and holds a degree in economics and politics from the University of Wales and an MBA from Cranfield School of Management.

Interesting fact:

Bell is author of Start with the Map the Right Way Up, an introduction to investment.

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Jamie Berry

Berry Asset Management

Number of years in industry: 39

Jamie Berry entered the industry in 1973 and cut his teeth as a trainee investment manager at GT Management.

Just three years later, aged 21, he was appointed managing director of the unit trust business.

In 1981 he set up Berry Asset Management, an independent private wealth manager, adopting a multi-manager approach, which he notes was novel at the time.

In 2010, after almost 20 years at the boutique’s helm, former Skandia chief Jamie MacLeod was hired as CEO to spearhead the next stage of growth for the company. Berry remains involved with the business in an executive chairman role, looking after existing clients, intermediaries and professional introducers.

If he had not entered the world of investment management, Berry says he can envisage himself carving out a career as a divorce lawyer, noting that ‘family law embraces such a wide variety of skills and talents in dealing with individuals at a difficult time’.

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Jamie Black

Sarasin & Partners

Number of years in industry: 25

Jamie Black enjoys something of a double life, commuting down to London for his job as head of private clients and a partner at Sarasin, while at the weekend he returns to his family farm in Fife.

The two lives are certainly a contrast, but he takes the view that he has the best of both worlds.

Eton-educated Black read Spanish and French at Fitzwilliam College, Cambridge, before getting a job at NCL Investments, now part of Smith & Williamson.

He joined Sarasin in 1996 and has broad responsibility for the management of the private client department, product and new business development, and a number of private, charity and institutional client relationships.

He is also chief executive of Sarasin Asset Management, one of the early adopters of the now-popular global thematic approach to investing.

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Chris Boon

Close Brothers Asset Management

Number of years in industry: 28

In a career of nearly three decades, Chris Boon has met many inspirational figures. Among these, he counts his first client from 25 years ago – a retired entrepreneur in his eighties – as one of his most valuable contacts.

After graduating in ancient history from the University of Nottingham, Boon first worked at Rea Brothers, which was bought by Close in 1999. In 2000, he accepted an offer from Close to run the high net worth business, and played a key role in helping the firm establish a presence in this field.

In 2007, Boon – who says he would have been a fishing guide if he were not a wealth manager – was appointed managing director of investments.

Best lesson learnt during career:

‘If you are not moving forward in business, you are moving backwards.’

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Peter Botham

Brown Shipley

Number of years in industry: 28

Peter Botham has played a key role in driving Brown Shipley’s investment process since joining the private bank as CIO in 2008. Prior to this, he spent 10 years at Tilney Investment Management, where he was head of UK equities and ran pension and charity portfolios. He also enjoyed a stint at Manchester-based Henry Cooke Lumsden, having started his career in its institutional research department.

A graduate of medieval and modern history from Birmingham, Botham says if he hadn’t ended up in wealth management he would like to have divided his time between being a carpenter and a jazz musician.

Best lesson learnt during career:

‘Listen and observe. The City is full of enough arrogant people who think they always know best without me adding to their numbers.’

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Simon Brett

Parmenion

Number of years in industry: 25

Simon Brett, Parmenion’s head of investments, has over 25 years’ experience in the industry, playing a key role in a company that has experienced rapid growth.

Having started his career at County NatWest in the mid 1980s, Brett joined James Capel in Gibraltar, followed by a stint at Commercial Union as a senior UK analyst. He moved to Lincoln Investment Management where he ran life, pension funds and unit trusts and then moved to Equitable Life to head the mid cap team, managing £1.5 billion.

He cites Keynes as someone who has inspired him during his career, highlighting his quote: ‘When the facts change, I change my mind. What do you do, sir?’

Best lesson learnt during career:

‘Admit you can be wrong.’

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Daniel Briggs

Fleming Family & Partners

Number of years in industry: 24

Fleming Family & Partners’ CIO Daniel Briggs started out at NM Rothschild as a graduate trainee, after achieving a history degree at Bristol.

His career has taken in periods at Schroders where he worked on the specialist equity team and JP Morgan, where he was a balanced portfolio manager. He also managed retail equity and property mandates at Henderson.

Pulling all his experience together, he joined Sarasin where he was head of balanced funds and later deputy chief investment officer. He then made the jump to Fleming Family & Partners.

If he hadn’t had a career in wealth management, Briggs would have liked to have been an academic or industrialist.

Best lesson learnt during career:

‘Be patient and have an enquiring mind.’

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Matthew Butcher

Brewin Dolphin

Number of years in industry: 12

If Cambridge University graduate Matthew Butcher had not entered the world of research, he can envisage himself as an ‘Olympic wiff waff champion’ – a far cry from his current role as head of research at national wealth management firm Brewin Dolphin.

Butcher has powered the firm’s research capability since joining as head of fund research in 2004. Four years later he was appointed head of group research.

Prior to Brewin, he joined the Merrill Lynch Global Analyst training programme and worked in a variety of roles within the asset management division, which later became BlackRock.

During his formative years there, he was inspired by Richard Royds, who taught him that ‘office life needn’t be dull, and that being yourself is essential’.

Best lesson learnt during career:

‘Conflict with colleagues is okay, but you must remain respectful of their point of view.’

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Robert Candler

HSBC Global Asset Management

Number of years in industry: 33

Robert Candler joined HSBC Global Asset Management as an investment assistant in 1986 and has been instrumental in the transformation of this business from a traditional private client stockbroker firm into a more structured discretionary wealth management business.

Now head of discretionary wealth management, Candler oversees a business that works more closely with the group’s internal networks and provides support to other departments.

Candler started his investment career at Scrimgeour Vickers Stockbrokers, providing support to private client relationship managers. He worked there for seven years before joining HSBC.

When not working, Candler tries to spend as much time as possible with his wife, children and latest addition to their family, the dog.

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Peter Carew

Ruffer

Number of years in industry: 30

Working with veteran wealth manager Jonathan Ruffer is something Peter Carew counts as a privilege. ‘He has a meaningful historical perspective, complete integrity, and an excellent sense of humour. I try to follow his example,’ he explained.

Carew himself has 30 years’ wealth management experience. After graduating with an English literature degree from Oxford, he completed an MBA at the London Business School. He spent the bulk of his career – 20 years – at Credit Suisse, where he headed the UK private client team, before joining Ruffer in 2002.

Had Carew not gone into investment management, he would have perhaps been ‘a rather indifferent sculptor’.

Best lesson learnt during career:

‘Humility, as the markets make one such an ass so quickly.’

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Duncan Carmichael-Jack

Vestra Wealth

Number of years in industry: 20

Duncan Carmichael-Jack was part of a team that followed David Scott from UBS to set up Vestra Wealth. At UBS, he was joint head of UBS UK and gained a Citywire AA-rating for his strong risk-adjusted performance on the Elite Balanced and Income unit trusts.

He began his career in 1991 at JP Morgan Investment Management then switched to Credit Suisse as an equity fund manager in 1994. He joined investment boutique Laing & Cruickshank in 1999 before its takeover by UBS in 2004.

At Vestra, Carmichael-Jack looks after a number of clients with ethical demands, working closely with the ethical investment group to ensure their needs are met. He also manages direct equity portfolios for a range of private clients and charitable trusts.

He completed a masters in finance at the London Business School and achieved a grade A distinction in his PCIAM exam. He cites Warren Buffett as among his inspirations.

Since qualifying for a Citywire Rating, he has been rated on 35 separate monthly occasions.

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Noland Carter

Heartwood

Number of years in industry: 30

Noland Carter joined Heartwood in 2008 as its CIO and has been instrumental in evolving the firm’s investment process.

He started his investment career on the institutional side and worked as head of global equities at Mercury Asset Management before moving on to the private client side with a role as global chief investment officer at Barclays Private Bank.

He then took on the role of CIO at Barclays Wealth and later CIO of investment services. More top-tier roles followed, culminating in the CEO post at Rothschild Private Management and global chief investment officer of Rothschild Private Banking and Trust.

Carter holds a degree in politics from Reading University, and would have liked to have been a cameraman or photographer if he hadn’t followed the wealth management path.

Best lesson learnt during career:

‘The importance of humility and perseverance.’

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David Chaplin

J O Hambro Investment Management

Number of years in industry: 41

After stints at Mercury Asset Management and Rowan Investment Managers Limited, David Chaplin went on to found JO Hambro Investment Management (Johim) alongside Richard Hambro and Lord Anthony Balniel in 1986. Since then, the company has grown from strength to strength.

In 2000, the discretionary investment management company was acquired by the Credit Suisse Group, but remains a separately managed entity from other divisions within Credit Suisse Private Banking. Chaplin continues to be a driving force in the business as chairman of Johim’s management board, and continues to manage UK private client portfolios, including some of the largest at the firm.

The Harrow-educated investment manager cites his first boss, Julian Martin-Smith, as one of his biggest inspirations during his 40-year plus career.

If he hadn’t gone into wealth management, Chaplin says he would like to have been a sports commentator.

The best lesson learnt during career:

‘Tall oaks from little acorns grow.’

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John Chatfeild-Roberts, Algy Smith-Maxwell & Peter Lawery

Jupiter Asset Management/Private Clients & Charities

Number of years in industry: 22, 19 & 22

Under the watch of Jupiter CIO John Chatfeild-Roberts, the Merlin fund of funds team has evolved into one of the most respected group of asset allocators in the business. The team provides a key input for the private client division. An economics graduate from Durham, Chatfeild-Roberts served in the army before working at Henderson and Lazard. At the turn of the century he became one of Jupiter chief executive Edward Bonham Carter’s first signings after he took control of the business from founder John Duffield.

Chatfeild-Roberts was joined by Algy Smith-Maxwell and Peter Lawery, who both worked alongside him at Lazard. (Pictured left to right: Chatfeild-Roberts, Smith-Maxwell and Lawery)

Statistic:

In the five years to the end of August, the trio’s Citywire Selection Jupiter Merlin Income fund has returned 30.1%, more than double the 12.7% rise posted by the LCI UK Balanced index.

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Julian Chillingworth

Rathbone Investment Management

Number of years in industry: 35

Had Rathbones’ chief investment officer Julian Chillingworth not taken up a post with James Capel 35 years ago, he could have likely been a property developer specialising in inner city redevelopments, something his family had been involved in since the turn of the 20th century.

However, he chose wealth management and, after his graduate traineeship at James Capel, he became a capital goods analyst at Philips Electronic Pension scheme. This was followed by stints with GAM, Bankers Trust, Hambros as head of equities and Investec, where he became head of funds. He joined Rathbones in 2001.

Based in Mundford, Norfolk, Chillingworth graduated from Southampton University with a chemistry degree.

He dreams of running a mountain restaurant in ski resort St Anton, which he suspects would be hard work but equally very profitable.

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Colin Chisholm

Jupiter Private Clients & Charities

Number of years in industry: 38

Colin Chisholm, director for private clients and charities at Jupiter, has been involved in the fund management world since the early 1970s and he has worked for many of the most illustrious names in the profession.

Having studied at Eton College and then Oxford University, where he gained a degree in philosophy, politics and economics, Chisholm started his career at Schroders in 1974, before moving to Hambros five years later.

Since the mid-1980s he has specialised in dealing with private clients – a decision that led to him co-founding Thornhill Investment Management in 1985. He stayed there for nine years before going to work for Rothschilds and then on to Jupiter.

Chisholm, who lives in Gloucestershire, is a trustee of the Nelson Trust, which is a long established drug and alcohol abstinence-based treatment provider.

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Mouhammed Choukeir

Kleinwort Benson

Number of years in industry: 13

Kleinwort Benson pulled off something of a coup when it managed to convince Mouhammed Choukeir to leave a nine-year career with Morgan Stanley to join the firm as chief investment officer in autumn 2011.

At Morgan Stanley, Choukeir had a key role as head of multi-asset investing across Europe, Middle East and Asia, where he was responsible for managing client portfolios for individuals, endowments, charities and family offices. Prior to this, he spent his early career in the fixed income division of Citigroup’s investment bank in New York, London and Madrid.

Choukeir holds a masters in finance with distinction from London Business School and a bachelors in computer science from University of London, King’s College. He is also a CFA charterholder and a member of the CFA Institute.

Outside of investment, his interests include playing the guitar, running marathons, climbing mountains and solving sudoko puzzles.

He cites Kleinwort Benson boss Sally Tennant as one of the biggest influences of his career.

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Peter Clark

Ingenious Asset Management

Number of years in industry: 36

Peter Clark joined Ingenious Asset Management in 2006 and is responsible for global economic research and tactical asset allocation, with a particular focus on bonds and currencies.

Clark started out at stockbrokers Hoare Govett in 1997, before leaving to found the UK private client division of Amvescap in 1988. He worked as chief investment officer of the private client business.

The firm was later sold to Singer & Friedlander and he moved to the then three-year-old Ingenious Asset Management, along with five other senior investment figures who have all successfully powered growth in the business.

Clark is a photography fan in his spare time and enjoys taking pictures of anything from landscapes to wildlife.

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Lord Ivo Clifton

Rathbone Investment Management

Number of years in industry: 19

If Ivo Clifton had not entered the world of investment management, he can envisage working as an architect, highlighting the job’s dual focus of overseeing a grand creative plan to completion, coupled with the minutiae to ensure the vision works on a day-to-day basis.

Clifton joined Rathbones after graduating from Edinburgh University in 1991, having attended Marlborough College prior to this. He set up the London charity team in 2000 and now enjoys the title of head of the charities team.

Clifton, who also chairs the Rathbone client committee, highlights the importance of building relationships to establish long-term trust as the best lesson he has learnt over the years.

Most inspirational figure:

‘My first boss, who taught me how to look for a good investment, and was fanatical about the importance of putting the client first. Both remain the cornerstones of my philosophy to this day.’

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Hilary Coghill

City Asset Management

Number of years in industry: 24

Hilary Coghill, the chief investment officer of City Asset Management, has worked in financial services, pharmaceuticals and teaching, but her secret passion is gardening – and she insists it requires the same dedication and commitment that is needed for her career in wealth management.

The challenge of putting together a combination of shrubs, flowers, trees and water features that are specific to an individual climate and terrain make it an extremely challenging yet satisfying job, in much the same way as her professional role.

Coghill started her working life as a research assistant at French pharmaceutical company Roussel Uclaf, before moving to SmithKline Beecham as part of a team researching cannabis derivatives as neuroleptics.

She then spent two years in Kuwait working as a teacher before taking up fund analysis in the late 1980s, which was followed by portfolio management.

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Charles Cohen

Sanlam Private Investments

Number of years in industry: 26

Charles Cohen’s investment career spans 26 years, including stints spent at Cazenove as a private client manager in London and Geneva.

He joined UBS Warburg in 1989, working as an Asian investment specialist in London and then Singapore. Cohen joined Border in 2002 and was appointed a director in 2004. He has been responsible for driving investment strategy at the northerly-based firm in his role as chief investment officer.

In September of this year, the firm was rebranded Sanlam after its acquisition by the South African-based firm, with Cohen appointed Sanlam Private Investment UK’s head of private clients in the North. C holds an MA in history from Oxford University.

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David Coombs

Rathbone Unit Trusts

Number of years in industry: 28

Having experienced various market crashes, a healthy dose of cynicism and honesty provides the backbone for David Coombs’ approach to investment.

Coombs, who is head of research at Rathbones, started his career at Hambros Bank in 1984 in banking and private client investment management. He spent four years in the role before joining Barings, where he spent the bulk of his career during a 19-year stint. In 2007, he joined Rathbones, where he runs a range of multi-asset funds.

Coombs, a former Citywire Wealth Manager cover star, went straight into investment management rather than going to university and recalls why he was attracted by the investment management.

‘Looking at stocks and shares, what you are really looking at is businesses and it doesn’t matter whether it is a small or large business because all of the issues are relevant – for example, problems with managers, products and diversification. This is why I became fascinated by investment.’

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Nigel Cuming

Collins Stewart Wealth Management

Number of years in industry: 36

Nigel Cuming, chief investment officer at Collins Stewart Wealth Management, would have liked to have been an advertising copywriter if he hadn’t joined the ranks of the financial services industry.

His career started in 1975 when he joined stockbrokers Laurie Milbank and Co in London in 1975, before relocating to Jersey in 1983. Following the acquisition of the business by Chase Manhattan, he became head of investment management for Chase Bank and Trust Company.

In 1990 he was appointed head of investment management for ANZ Grindlays before setting up an investment department for Jardine Matheson in 1997, which was then acquired by Collins Stewart in 2005.

Cuming credits his late friend Richard Chatfield, an excellent technical analyst, with teaching him the basics and giving him a good feel for markets.

The best lesson learnt during career:

‘Always be distrustful of a consensus.’

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Nancy Curtin

Close Brothers Asset Management

Number of years in industry: 20

Nancy Curtin was appointed chief investment officer at Close Brothers Asset Management in 2010 following a period as CIO at Close subsidiary Fortune, where she had worked since 2006, heading up the firm’s hedge fund and alternative advisory business.

Prior to joining Fortune, Curtin was managing director at Schroders Investment Management North America and head of global investments for its $20 billion (£12.37 billion) global mutual fund business. She has also worked as head of emerging markets at Baring Asset Management, and held a number of other roles during her 20 years in the business.

Curtin studied at Princeton University and holds an MBA from Harvard Business School.

Best lesson learnt during career:

‘To give back to communities through charity. My family and I travel to Siem Reap in Cambodia each year to teach English and provide food and medicine as volunteers for the Ponheary Ly Foundation.’

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William Cussans

Smith & Williamson Investment Management’s

Number of years in industry: 29

Smith & Williamson Investment Management’s William Cussans amassed diverse experience before joining the firm in 1999, where he is head of charities.

Cussans gained a liberal arts degree from Reed College, in Portland, Oregon, before enjoying a five-year spell at Henderson Administration and three years as the UK and Continental European analyst at the Central Board of Finance of the Church of England. He had a subsequent stint as an investment manager with Barings and US-based Bessemer Trust, where he was vice president for UK and European investments before joining Smith & Williamson.

A member of the Chartered Financial Analysts Institute, Cussans is responsible for managed investments on behalf of charities and oversees around £200 million in assets. He is also managing director of the firm’s Irish-domiciled open-ended investment company fund range.

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Mary-Anne Daly

Cazenove Capital Management

Number of years in industry: 28

Brought up in Beirut and fluent in French and Italian, as well as some Arabic, Mary-Anne Daly has almost three decades of experience in the industry.

Currently head of wealth management at Cazenove Capital Management, Daly joined the firm in 2001 from Baring Asset Management, where she was head of client service and business development for private clients. Previously she worked at Baring Brothers and Chase Manhattan Bank.

During her 11 years at Cazenove – where she is also a director – she has helped bring the brand’s private client business up to date by creating a fully integrated investment and tax planning operation.

She graduated with a degree in economics from London University.

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Dina de Angelo

Pictet

Number of years in industry: 25

Dina de Angelo graduated from Bucknell University, in Lewisburg, Pennsylvania, with a first class degree in economics, art history and French. She began her career in wealth management at Bessemer Trust in New York, where she trained to work on complex asset allocation strategies for business-owning families around the world.

As part of her role, she moved to London in 1993 and has continued to work in this field ever since. After Bessemer, she moved to NM Rothschild and joined Pictet in 2008 as a director in 2008.

If she hadn’t gone into the world of investment management, she can see herself working as an aid worker in Africa.

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Charles Dixon

Brooks Macdonald Asset Management

Number of years in industry: 12

Charles Dixon, a director of Brooks Macdonald, joined the business back in 2001 as a graduate trainee, and qualified as an investment manager three years later before managing his own client bank. In 2008, he was appointed to lead his own investment team iand recently gained further responsibility by being named head of the firm’s five London private client investment teams.

In 2010 Dixon established the Brooks Macdonald Charitable Foundation, and is head of the foundation committee. Having spent four years in Namibia, he learned of the precarious fate of rhinos in the wild, and has run the London Marathon for the charity Save the Rhino, dressed as one.

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James Edgedale

JM Finn & Co

Number of years in industry: 28

James Edgedale has been at JM Finn & Co as man and boy. He joined the investment boutique straight from university in 1984 – just before the Big Bang – armed with a degree in politics and economics from Bristol.

Six years later he was appointed partner and named senior partner in 2000. He was given the job of managing the firm’s transition from a partnership to a privately owned investment manager when he was named chairman in 2006, just as the firm became incorporated.

A former Citywire Wealth Manager cover star and self-confessed racing buff, Oxfordshire-based Edgedale now divides his time between board matters and looking after a large number of client portfolios, including private clients, trusts, pension funds and charities.

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Robert Farago

Schroder Private Banking

Number of years in industry: 24

Scientist-turned-wealth manager Robert Farago heads asset allocation strategy at Schroder Private Banking. A chemistry graduate from Bristol University, he is responsible for developing the firm’s strategic and tactical asset allocation policy, while keeping the team abreast of news and developments in financial markets.

Farago’s investment career started in 1987 when he joined Bankers’ Trust. He moved to Schroders in 1994 and his 18-year career at the firm has seen him work as a senior Pacific Basin fund manager, a member of the global equity team, head of the Schroder & Co investment unit and an alternatives analyst for the multi-asset team.

He is an associate member of the UK Society of Investment Professionals and a chartered alternative investment analyst.

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Peter Fernandes

Smith & Williamson Investment Management

Number of years in industry: 25

If Peter Fernandes had not gone into private client investment management, he would have liked to have become a pilot. In fact, Smith & Williamson’s head of private clients has navigated many stormy periods for markets and helped to build the accountancy firm’s private client investment management division up from £5 billion in assets in 2002 to around £10 billion today.

Kenyan-born Fernandes joined NCL in 2001, which was taken over by Smith & Williamson a year later, after a 12-year stint at Flemings’ private client division preceding its takeover by JP Morgan. A former Citywire Wealth Manager cover star, Fernandes takes the view that CIOs can suppress the talent among other portfolio managers.

‘I feel that when you talk to a client they want to see the whites of the eyes of the person who is making investment decisions on their behalf – not a CIO that is stuck in a smoke-filled room somewhere with a white coat on or a client relationship manager,’ he says.

Who has inspired you most during your career?

‘My clients.’

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Rupert Tyler & Stephen Ford

Brewin Dolphin

Stephen Ford (right), an investment manager and board director at Brewin Dolphin, is responsible for the day-to-day delivery of the organisational wide transformation programme derived from the board’s strategic review. While also tasked with co-managing the national wealth manager’s London office, Ford is a contributing author to the Institute of Directors’ Handbook of Personal Wealth Management.

Away from wealth management, he enjoys watching Formula One or other petrolhead activities, and skiing.

National director Rupert Tyler (above), a graduate from Oxford with an MA in classic and modern languages, has enjoyed many different roles at Brewin. He was a partner (pre-flotation), forming part of the firm’s investment committee, while also managing portfolios for domestic and international clients.

Outside of his day job Tyler is a trustee of the Jerwood Charitable Trust and a governor of Ravensbourne College of Design and Communication.

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Fred Fulcher

Premier

Number of years in industry: 22

Premier’s Fred Fulcher currently heads the firm’s discretionary management division, having joined the firm in 2002.

Prior to this he was a senior portfolio manager at Govett Investment Managers, looking after a range of private client pension fund and charity portfolios.

He was also tasked with marketing portfolio services through the Allied Irish Bank’s branch network in Britain and First Trust Bank network in Northern Ireland.

Fulcher, who lives in Surrey, studied law at the South Bank University and has enjoyed a career in financial services, which spans 22 years.

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Jonathan Gumpel

Brooks Macdonald Asset Management

Number of years in industry: 26

Jonathan Gumpel was a founder director of Brooks Macdonald Group back in 1991 and is currently one of the investment directors responsible for overseeing investment management strategy and asset allocation.

He also manages the Defensive Capital fund, which aims to achieve consistent long-term capital growth through a portfolio of defined return assets, such as preference shares, structured notes and other defined return investments.

Gumpel, who joined Deloitte straight from school, left to join the investment management arm of Chase de Vere in 1986. Five years later he started Brooks Macdonald with Chris Macdonald, Richard Spencer and Martin Mullany.

Who has most inspired you during your career?

Chris Macdonald, the chief executive officer of Brooks Macdonald Group.

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Duncan Gwyther

Quilter

Number of years in industry: 36

Duncan Gwyther joined Quilter in 1987 and has watched the business grow from a comparatively small private client manager to one with over £7.8 billion in funds under management and more than a dozen offices across the country.

During that time, Gwyther has risen through the ranks from senior investment manager to chief investment officer, and is now responsible for the firm’s investment proposition, fund selection and asset allocation calls.

He previously worked at Barclays, and is a keen mountain biker and photographer in his spare time.

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Symon Hawken

Collins Stewart Wealth Management

Number of years in industry: 26

In his role as head of wealth management, Symon Hawken has played an instrumental role in growing assets and driving the investment proposition at Collins Stewart. He is also responsible for the firm’s London office and sits on the wealth management division’s executive committee.

Hawken’s 26 years in the industry have all been spent at the firm, where he has built up impressive experience in portfolio management, specialising in bespoke discretionary mandates.

With most recent acquisition Eden Financial under the belt of Collins Stewart’s parent company Canaccord, the firm can now claim a more prominent role in the UK wealth management space, with some £9 billion in assets under management.

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Charles Heaton

Investec Wealth & Investment

Number of years in industry: 26

If Investec Wealth & Investment’s Charles Heaton had not ended up in wealth management he can envisage himself as a ‘farmer breeding rare sheep and contemplating how to pay the school fees and dreaming of the Lancias I would like to collect’. This fantasy has been blocked (or delayed) by a 26-year career in wealth management, however, after Heaton completed a geography degree from Lancaster University.

He started out at Scrimgeour Vickers in 1986, managing European equity portfolios, and moved into private client investment management in 2004 when he joined Rathbones. In 2006, he joined Singer & Friedlander, which was acquired by Williams de Broë two years later, and has since become part of Investec Wealth & Investment.

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Jeremy Hervey

Cazenove Capital Management

Number of years in industry: 19

Life could have been very different for Jeremy Hervey. Having started out as a trainee accountant, he abandoned his place on an Ernst & Young graduate scheme in favour of setting up a polo business in New Zealand. After realising how difficult it was to establish a business in an industry without unlimited resources behind you, he turned his attention to financial services by joining James Capel Investment Management in 1993, working for both charity and private clients.

Hervey joined Cazenove Capital Management in 2002, where he is currently a director of the business and head of charities, with responsibility for managing UK charity and private client portfolios. He is also the vice chair of the private client investment committee.

He graduated from University College London with a first class degree in economics and philosophy.

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Alan Higgins

Coutts & Co

Number of years in industry: 25

Coutts’ chief investment officer Alan Higgins began his career in fixed income, including a stint at ABM AMRO, before taking on a role at a multi-strategy hedge fund ORN Capital.

He joined Coutts from Morgan Stanley Wealth Management, where he specialised in asset allocation and alternative investments.

Higgins cites his first boss, Robert Matthews at Sun Alliance, as a career inspiration. He says Matthews toughened him up and gave him the first taste of real responsibility. He also points to Morgan Stanley chief investment officers Chris Godding, Paul Marson and Simon Brewer as strong influences.

Best lesson learnt during career:

‘The best trades are the painful trades and the worst trades are the ones that make you feel better.’

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Chris Hills

Investec Wealth & Investment

Number of years in industry: 38

Chris Hills graduated from Cambridge with a 2:1 in maths, statistics and econometrics, having studied at City of London school. He entered the City as a graduate trainee at Sun Life, where ultimately he ended up managing the firm’s portfolio of investment trust shareholdings and its unit-linked equity funds. He then moved to the unit-linked associate company of Jacob Rothschild, where he managed a range of funds, before joining Barings.

Hills, whose career spans 38 years, joined Carr Sheppards in 1995, which is now part of Investec Wealth & Investment. As CIO he provides investment leadership to the firm, advises clients on the appropriate risk parameters for their portfolios and chairs the committee responsible for selection of third-party funds.

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Charles Hoare Nairne

C Hoare & Co

Number of years in industry: 20

Just as private bank C Hoare & Co can boast a long heritage, having been founded back in 1672, so Charles Hoare Nairne can lay claim to being a member of the eleventh generation of family involved in its management.

After graduating from Cambridge, Hoare Nairne began his career at BZW Asia Pacific Equities. He went on to become a fund manager at Kleinwort Benson Private Bank in 1993, a role that had a strong emphasis on high net worth private clients, as well as research responsibilities for US equities.

In 2000 Hoare Nairne moved to Rathbones as an investment director and member of the investment committee, once again with a focus on high net worth clients. Finally he joined C Hoare & Co in January 2006, to provide family oversight of the bank’s investment management activities.

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Emma Horler

Smith & Williamson Investment Management

Number of years in industry: 28

Emma Horler has spent her entire career at Smith & Williamson, and her introduction to wealth management was a real baptism of fire. She joined the firm in 1984, shortly before the Big Bang on 27 October 1986 tested her mettle.

She mastered the new financial landscape expertly, and eight years later Smith & Williamson rewarded her resolve by giving her a directorship.

In this capacity, Horler manages discretionary portfolios for private clients and charities.

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Greg Horton

Fairbairn Private Bank

Number of years in industry: 30

Greg Horton has held a number of main board and senior management positions during his career. He joined Fairbairn in 1995, where he is managing director, and is also executive head of Nedbank Wealth International, which comprises the private bank along with Fairburn Trust Limited and Fairbairn Trust Company. He is also chairman of the bank’s investment and executive committees.

A holder of a Chartered Institute of Banking degree, Horton’s experience in both domestic and international banking was crucial as Fairbairn became the first offshore bank to be granted a banking and investment licence by the Financial Services Authority in September 2008.

Interesting fact:

Horton is a fellow of the Royal Society for the encouragement of Arts, Manufactures and Commerce.

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Stephen Jones

Principal Investment Management

Number of years in industry: 25

Before Gartmore was acquired by Henderson, former Citywire Wealth Manager cover star Stephen Jones fronted the UK’s most successful European fund management team. During a 15-year career at Gartmore, where as head of European equities he had the potentially tough task of managing Roger Guy and Guillaume Rambourg, Jones oversaw asset growth from around $650 million to $17 billion in a 10-year spell.

He left Gartmore at the end of 2009, shortly before the collapse that saw it bought out by Henderson in 2011. Principal Investment Management chief executive Hugh Titcomb was quick to seize the opportunity and hired Jones as chief investment officer in February 2010.

Born on the Wirral and still loyal to local football team Tranmere Rovers, Jones studied economics at the University of Manchester and won a place to study there for an MBA before being persuaded to gain a few years’ professional experience, joining the Pru as a business consultant in 1984.

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Robert Jukes

Collins Stewart Wealth Management

Number of years in industry: 16

Alongside his colleague Ed Smith, Collins Stewart’s global strategist Robert Jukes has been instrumental in developing the firm’s risk management system as a primary input into its private client portfolios. In its uncut form, it is the engine behind the company’s Remap (Risk enhanced multi asset portfolios) service.

Underpinning the task is Jukes’s view that modern portfolio theory is dead. ‘The single biggest problem is the assumption that volatility and correlation are constant. That seemingly innocuous assumption was what directly led to large losses [in 2008]. The problems have been obvious to economists for some time – but not how to fix them,’ Jukes explained to Wealth Manager in his profile interview.

Jukes, who has been at Collins Stewart for six years, also sits on the firm’s asset allocation and stock selection committees, and drives global investment strategy for the division.

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John Langrish

James Hambro & Partners

Number of years in industry: 24

Cycling fanatic John Langrish would doubtless have enjoyed Team GB’s success at the London Olympics. Off the saddle, Langrish has served as a private client manager for 24 years and is currently a partner at James Hambro & Partners, having joined in January 2011.

An economics graduate from Nottingham University, Langrish won his first role in the City back in 1988 as an investment analyst at Sun Life Canada Asset Management, where he eventually managed institutional portfolios including unit trusts, UK pensions, charities and life insurance funds.

In 1999, he joined JP Morgan Fleming Private Asset Management to assume control of £200 million worth of private client portfolios in his post as UK equity head.

This was followed by a stint at Rothschild Private Banking and Trust from 2002 where, as joint head of equities of portfolio management and equities, he played a leading role in the development of the firm’s investment process and philosophy.

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Kieron Launder

Schroders Private Banking

Number of years in industry: 25

Kieron Launder joined Schroders Private Banking as chief investment officer in late 2011 with a remit to work alongside head of multi-asset Nico Mareais to examine whether the firm’s private client and charity portfolios were leveraging the group’s expertise in multi-asset investing.

Schroders was also keen to utilise Launder’s eight years at Rothschild Private Management, where he headed up the firm’s strategic advisory service and investment strategy.

Launder holds a degree in economics with statistics from University College London, and began his career as a proprietary trader before moving in to wealth management. He started out at Montagu & Co, spent 15 years at Citibank and worked at Lazard for two years before joining Rothschild.

If he were not a wealth manager, Launder would have liked to have been a doctor or teacher.

Best lesson learnt during career:

‘Spend more time trying to understand and develop your gut feeling rather than trying to override it.’

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Kate Leppard

Schroder Private Banking

Number of years in industry: 25

A graduate of human environmental studies at King’s College University of London, Kate Leppard started her investment career in 1987 at Quilter Goodison.

She joined Schroders in 1990, and has worked her way up to head of private clients to become a driving force in the business, where she leads the team of client directors in the private bank’s core discretionary investment management business in London, as well as being a senior member of the private banking investment committee and on the board of directors for Schroder & Co.

Leppard manages portfolios for large private families, their trustees, as well as for charities.

As well as completing the London Business School investment management programme, she holds the Investment Management Certificate and the Securities & Investment Institute diploma.

If she hadn’t gone into wealth management, she can see herself working as a speech therapist.

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