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Top 30 under 30: the 2014 class of new wealth management talent

After receiving a record number of entrants for this year's Top 30 under 30, we reveal the individuals to make the cut for our exclusive league of rising wealth talent.

Wealth management’s rising stars revealed

Wealth Manager has scoured the UK wealth management sector to identify those who are blazing a trail and making an impact on the businesses they work for. Judging by the quality of entrants this year, the industry’s commitment to developing new talent is stronger than ever.

The individuals selected have studied hard to pass their exams and have impressed their more seasoned peers. The final list is based on a combination of professional qualifications, ranging from the CFA to the CISI’s Masters, academic success, and most importantly, the scope of their responsibilities within their companies.

We have devised a proprietary scoring system, which ranked these responsibilities, awarding additional points to those who are involved in firm-level decision making processes, asset allocation committees, fund selection teams and other research functions.

We ranked the qualifications they have attained, with several wealth management companies helping us to assess their relevance to their day-to-day roles. We also rewarded their academic achievements.

To add a bit of colour, we also asked these rising stars to let us know about their extracurricular achievements. Many have revealed themselves to be just as driven outside of the workplace. This year’s Top 30 includes three qualified ski instructors, a pilot and a powerboat licence-holder.

Here we reveal this year’s Top 30 in alphabetical order.

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Sara Allan: Bestinvest

Relationship manager

Responsibilities

Fund selection.

Industry qualifications

PCIAM (distinction), CISI Masters in wealth management

Career to date

A year in New York after graduation kick-started Allan’s career in finance, working as an analyst on Deutsche Bank’s prime brokerage desk. Returning to London, she joined Bestinvest.

Best moment

Seeing the discretionary managed portfolio service reach £200 million, having worked on it from launch.

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Michael Barr: Brooks Macdonald

Investment manager

Responsibilities

Portfolio construction and research teams.

Industry qualifications

IMC, CISI - Investment Advice Diploma, PCIAM.

Career to date

Joined Brooks Macdonald in October 2013 from his homeland, America, where he worked as part of an investment management team responsible for £2 billion of pension and charity assets. Prior to this, he worked at Ernst & Young as a chartered accountant, specialising in financial services.

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Emma Black: Tier One Capital

Investment manager

Responsibilities

Asset allocation, fund selection, portfolio construction and research teams.

Industry qualifications

Masters and PhD in behavioural finance and mergers and acquisitions, IMC.

Career to date

MD at 16 of a company called Blink! under the Young Enterprise scheme. Joined Tier One Capital in 2012 towards the end of her PhD. Involved in new business, portfolio construction and managing client relationships.

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Dan Bland: Quilter Cheviot

Investment manager

Responsibilities

Constructs and manages portfolios.

Industry qualifications

CISI – Masters in wealth management, Certificate in Investment Management, CII - CF4 Pension Planning.

Career to date

After a spell at RBS, joined Quilter Cheviot in 2013 from Bestinvest, where he worked as an investment manager for six years.

Best advice

‘If you do not understand, do not invest in it. There is no place for hubris when looking after people’s money.’

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Andrew Bennie: Brooks Macdonald

Investment manager

Responsibilities

Fund selection, portfolio construction, research.

Industry qualifications

CISI Diploma, IMC, CF1 & CF2.

Career to date

After finishing his degree, joined Brooks Macdonald’s Manchester office. He now manages over £20 million for clients across the North of England and Scotland.

Best advice received

‘Listen to your boss!’

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George Bromfield: Brooks Macdonald

Investment manager

Responsibilities

Heads research for the Far East and emerging markets.

Industry qualifications

IMC, CISI Masters in wealth management, chartered wealth manager.

Career to date

Joined Brooks Macdonald in 2007 as a trainee investment manager, qualifying in 2009 and becoming a director in 2012.

Best advice received

‘Sell bank holdings in early 2008.’

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Lale Can: Ashcourt Rowan

Fund researcher & analyst

Responsibilities

Equities and funds analysis.

Industry qualifications

CFA level 1

Career to date

Joined Marshall Wace in equity research after graduating in 2009. Moved to work in both research and equity sales at KBW before joining Aschcourt last year.

Best advice received

‘Work hard, do your job well, don’t get into too much politics, be presentable and always smile.’

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David Currier: Brown Shipley

Investment manager

Responsibilities

On the asset allocation and portfolio construction teams.

Industry qualifications

CISI Diploma level 6.

Best advice received

‘Do not get drawn into the hubbub often surrounding various stocks without carrying out the required due diligence. Do not catch a falling knife.’

Best fund ever invested in

Chelverton UK Equity Income

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Tristan de Gabiole: Tier One Capital

Portfolio manager

Responsibilities

Asset allocation, fund selection, portfolio construction, research.

Industry qualifications

BSc in business administration, MSc in finance & investment (distinction), IMC.

Best advice received

‘Sometimes when it feels so bad to buy, it may be the right time to buy’.

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Anastasia Diangelaki: RBC Wealth Management

Investment analyst

Responsibilities

Fund selection

Industry qualifications

Masters in finance from Warwick Business School, CFA charterholder.

Career to date

Worked at a brokerage firm in Athens before coming to the UK to study at Warwick Business School. Joined RBC Wealth Management’s discretionary investment management team before moving to the investment solutions team.

Best fund invested in

GLG Japan Core Alpha

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Matthew Dickens: Ingenious Asset Management

Fund researcher

Responsibilities

Funds analysis and selection, responsible for model portfolios.

Industry qualifications

CFA level 1, Investment Advice Diploma.

Best advice received

‘Take as many exams and get as many qualifications as you can while your brain is still young – always keep learning as much as you can. Also, never trust a thin chef: if a fund manager isn’t putting their money into their own choices, why should anyone else?’

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Alexander Fahie: Henderson Rowe

Investment manager

Responsibilities

Portfolio construction, manages discretionary portfolios using a core of ETFs.

Industry qualifications

Investment Advice Diploma, Diploma in Financial Advice, CII- R05, CF1.

Career to date

Began his financial career with an internship at Sarasin & Partners. Formed his own company, looking for opportunities in Zimbabwe, and then joined Caerus in the UK for two years before starting at Henderson Rowe in 2013.

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James Gardner: Alpha Portfolio Management

Head of propositions

Responsibilities

Asset management, collective investment research, assisting adviser clients.

Industry qualifications

IMC, chartered wealth manager.

Career to date

Joined the ex-Rowan Dartington team to start up Alpha after five years at Rowan Dartington. Prior to this worked as an asset manager at Investments Ltd.

Best advice received

‘Whatever is happening around you, make sure to look after your clients.’

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Andrew Gilbert: Parmenion Capital Partners

Investment analyst

Responsibilities

Investment analysis, portfolio construction, asset allocation, fund selection.

Industry qualifications

IMC, CFA level 1.

Career to date

Started at Rathbones as an investment assistant before joining Parmenion. Responsible for enhancing the firm’s range of ethical portfolios.

Best advice received

‘Always look for evidence that you’re wrong.’

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Debbie Hair: Brown Shipley

Investment manager

Responsibilities

Sits on portfolio construction team.

Industry qualifications

CISI – PCIAM, Diploma – Fund Management, Regulation and Compliance, IMC.

Career to date

Interned at Alliance Trust before joining Brown Shipley’s Edinburgh office in 2008. Moved to London, where her team manages over £300 million. As well as managing her own clients, Hair is liaison between the firm’s investment policy committee in Manchester and London.

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Nick Hawkins: Walker Crips

Investment manager

Responsibilities

Sits on portfolio construction team.

Industry qualifications

IMC, Certificate in Securities – Financial Derivatives, PCIAM, CFA level 1.

Career to date

Joined Walker Crips in 2008 and specialises in UK equities, fixed income, options and contracts for difference, managing the private client department’s equity options strategy. He also sits on the management team of the Walker Crips Corporate Bond fund.

Best advice received?

‘The harder you work, the luckier you get.’

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Martina Iannotti: James Hambro & Partners

Assistant portfolio manager

Responsibilities

Sits on asset allocation, fund selection, portfolio construction teams, with research responsibilities.

Industry qualifications

CISI - PCIAM, Regulations & Compliance modules completed

Best advice received

‘Silence is golden.’

Best fund

In 2013 – Hermes Asia ex Japan

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Fred Jones: Bestinvest

Assistant investment manager

Responsibilities

Helps run discretionary portfolios and supports managed portfolio team.

Industry qualifications

Masters in wealth management, Masters in management, working towards Investment Advice Diploma.

Career to date

Joined Bestinvest as a graduate trainee in 2012, focusing on tax-efficient investments before moving to the investment management team.

Best advice received

‘If you don’t know, ask.’

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Catriona Livingstone: Turcan Connell Asset Management

Investment manager

Responsibilities

Asset allocation, fund selection, portfolio construction and research.

Industry qualifications

IMC, CFA level 1.

Best moment of career so far

‘Seeing Turcan Connell’s new risk process go live and the positive impact it has had in terms of portfolio structuring, risk management and client reporting.’

Best advice received

‘This time is not different is one of our key principles at Turcan Connell.’

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Edward Lummis: Quilter Cheviot

Investment manager

Responsibilities

Specialises in multi-asset portfolios and sits on portfolio construction team.

Industry qualifications

Masters in wealth management, CFA level 1, IMC.

Career to date

Started as an equity analyst at an Icelandic investment bank. Following the banking crisis Lummis left to set up a business importing and retailing classic Dutch bicycles before rejoining the City as a trainee investment manager for what was then Quilter.

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Matthew McInerney: Unigestion

Investment manager

Responsibilities

Responsible for FX, fixed income and commodity research, providing quantitative and qualitative analysis.

Industry qualifications

IMC, CISI – PCIAM, CFA charterholder.

Career to date

Joined Duncan Lawrie following graduation, becoming a member of its asset allocation and equity research teams before joining Unigestion in 2010.

Best advice received

‘Be fearful when others are greedy, and be greedy when others are fearful.’

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Jonathan Moyes: Whitechurch Securities

Investment manager

Responsibilities

Sits on asset allocation, fund research and portfolio construction teams.

Industry qualifications

CISI - Diploma level 6, Investment Advice Diploma; Masters in finance and investment.

Career to date

Joined Whitechurch in 2011 as an investment analyst, having started out as a trainee manager at Brewin Dolphin in 2010.

Best advice received

‘Focus on what you are passionate about.’

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Sophie Muller: Bestinvest

Fund analyst

Responsibilities

Fund selection

Industry qualifications

CFA level 2 candidate, IMC, Masters in finance and economics.

Career to date

Joined Bestinvest in May 2011 after studying mathematics and economics at Newcastle University. Now focuses on fund selection, covering fixed income, UK small caps, Japan, venture capital trusts, private equity, passives, and cash products.

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James Priday: Prydis Wealth

Director

Responsibilities

Asset allocation.

Industry qualifications

CII - Diploma in financial planning, Masters in accounting and finance, CISI - Investment Advice Diploma (Securities).

Career to date

Involved in several start-ups, including financial guidance portal Strawberry Invest.

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Mark Richmond-Watson: James Hambro & Partners

Assistant manager

Responsibilities

Fund selection, portfolio construction and research.

Industry qualifications

CISI - PCIAM (distinction); CISI Diploma – fund management; regulation and compliance; IMC.

Best advice

‘You will make mistakes, just don’t make the same mistake twice.’

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David Rose: Brooks Macdonald

Investment director

Responsibilities

Research and managing private client portfolios for high net worth individuals, charities and trusts.

Industry qualifications

IMC; CISI – Diploma level 6, PCIAM; CII: CF1 and CF2.

Career to date

Joined Brooks Macdonald as a trainee investment manager in 2009 and qualified as an investment manager in 2011. Promoted to investment director in January 2014.

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Michael Stimpson: Smith & Williamson

Associate director

Responsibilities

Sits on fund selection and portfolio construction teams.

Industry qualifications

CISI Masters in wealth management (distinction), IMC.

Career to date

Joined Smith & Williamson as a trainee investment manager in September 2007 and is now the youngest associate director.

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Rupert Stone: PSigma Investment Management

Investment manager

Responsibilities

Asset allocation, fund selection, portfolio construction and research.

Industry qualifications

CFA charterholder; CISI, chartered fellow and chartered wealth manager, Diploma; IMC.

Best moment of career

Completing the CFA programme.

Best fund invested in to date

R&M UK Equity Long Term Recovery

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Nick Travis: Smith & Williamson

Associate director

Responsibilities

Sits on the portfolio construction team.

Industry qualifications

IMC, CISI – PCIAM, and chartered wealth manager.

Career to date

Joined Kleinwort Benson as a graduate, where he cut his teeth in investment management. Moved to Smith & Williamson in 2012, where he works across the firm’s financial services and markets, professional practices, private equity and entrepreneurs groups.

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Daniel Zegleman: Quilter Cheviot

Investment manager

Responsibilities

Fund selection.

Industry qualifications

CFA level 1, 2 & 3, IMC.

Career to date

After joining Cheviot in 2010 as an investment adviser, he became an associate director responsible for running money for individuals, trusts, charities and pensions. Has been a member of the alternative investments committee for Cheviot and the wider Quilter Cheviot group.

Best advice

‘Invest in things you understand. There are no prizes in investing for degrees of difficulty.’

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