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Top 30 under 30: the 2016 class of new wealth talent

After receiving a huge number of entrants this year, we reveal the individuals to make the cut for our exclusive annual league of rising wealth talent.

From trolley boys to farm labourers and lifeguards, some of the rising stars of wealth management may have had humble beginnings, but they have gone on to great things.

Wealth Manager has once again combed the UK private client sector to identify the young guns who are really making their mark.

In what is its sixth year, Top 30 Under 30 is garnering more interest than ever and we received more than 200 entries, which is a new record.

The quality has been outstanding and boiling the number down to 30 proved a very tough task. The individuals selected are all excelling in their field. They have worked hard to build their knowledge and their work is having a tangible impact on their employers.

The final list is based on a combination of professional qualifications, which range from the CFA to chartered wealth manager status, academic achievements and the scope of the responsibilities they hold at their companies.

The latter includes personally running client money, being members of investment committees and other decision-making duties they have day-to-day.

Of course, it is not all work and for a bit of fun we have asked our entrants to tell us what would be the soundtrack of their lives and what their first jobs were, as well as how they are investing their clients’ money.

What became abundantly clear when we were scrutinising the entrants was the sheer number of talented individuals that the industry attracts. This suggests to us that wealth management remains as appealing as ever and clients will be in safe hands for generations to come.

Here is this year’s Top 30 Under 30 in alphabetical order.

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From trolley boys to farm labourers and lifeguards, some of the rising stars of wealth management may have had humble beginnings, but they have gone on to great things.

Wealth Manager has once again combed the UK private client sector to identify the young guns who are really making their mark.

In what is its sixth year, Top 30 Under 30 is garnering more interest than ever and we received more than 200 entries, which is a new record.

The quality has been outstanding and boiling the number down to 30 proved a very tough task. The individuals selected are all excelling in their field. They have worked hard to build their knowledge and their work is having a tangible impact on their employers.

The final list is based on a combination of professional qualifications, which range from the CFA to chartered wealth manager status, academic achievements and the scope of the responsibilities they hold at their companies.

The latter includes personally running client money, being members of investment committees and other decision-making duties they have day-to-day.

Of course, it is not all work and for a bit of fun we have asked our entrants to tell us what would be the soundtrack of their lives and what their first jobs were, as well as how they are investing their clients’ money.

What became abundantly clear when we were scrutinising the entrants was the sheer number of talented individuals that the industry attracts. This suggests to us that wealth management remains as appealing as ever and clients will be in safe hands for generations to come.

Here is this year’s Top 30 Under 30 in alphabetical order.

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Elizabeth Barrett

Investment manager, Rathbones

Top qualifications: CFA, IAD

Key responsibilities: Member of charities portfolio construction committee and developed equities sub-committee.

Personal clients: Co-manages £380 million.

Profile: Barrett joined Rathbones in 2012, where she works with investment director Alex Dow. The pair have grown their predominantly charities client book from £100 million to nearly £400 million in the last four years.

Outside of the office: She has an eye for a bargain and enjoys trawling markets and making her own clothes.

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Emma Black

Investment manager, Tier One Capital

Top qualifications: Chartered wealth manager, PhD

Key responsibilities: Member of fixed income committee.

Personal clients: 50 clients, £50 million.

Profile: As well as her role as investment manager at Tier One, Black is also managing director of sister firm Cascade Cash Management. A published academic, she has previously worked as a lecturer and has a PhD in behavioural finance.

First investment: Involved with a private funding opportunity in whiskey makers, the Lakes Distillery.

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Noelle Cazalis

Assistant fund manager and credit analyst, Rathbones

Top qualifications: CFA, two masters degrees with distinction

Key responsibilities: Assistant manager of the Rathbones Ethical Bond, Strategic Bond and Multi-Asset funds, as well as two specialist discretionary bond mandates. Member of the fixed income committee.

Profile: Cazalis previously worked as a financial analyst for the Bank of France, and also spent five months in Cambodia, where she undertook due diligence on the Cambodian banking sector on behalf of the French embassy. She achieved two masters with distinction in international finance and financial assets trading in 2010, before joining Rathbones in 2011.

Biggest influence on your career: ‘Thierry Bangratz – he worked for the IMF in Cambodia and helped me a lot for my thesis on the Cambodian banking system. A great inspiration.’

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Willam Dickson

Investment manager, P1/Prydis Wealth

Top qualifications: Chartered wealth manager, IAD

Key responsibilities: Head of fund selection.

Personal clients: 200+ clients, over £50 million.

Profile: Dickson started out as a trainee investment manager at Brewin Dolphin’s Plymouth office before moving to Prydis Wealth in Exeter. A chartered wealth manager, he oversees the firm’s fund selection process, helping build its outsourced discretionary service for IFAs.

Outside of the office: You will find him yacht sailing.

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Louie French

Research analyst, Tilney Bestinvest

Top qualifications: IMC level 4

Key responsibilities: Lead fund analyst in ethical, infrastructure and renewable sectors with extra research responsibilities for the UK All Companies funds.

Profile: French initially monitored Tilney Bestinvest’s fund manager database, before being promoted to research analyst, where he covers a numbers of sectors. He also co-authors the firm’s monthly market and economic commentary publication and is working towards a masters in finance.

Outside of the office: French is one of London’s youngest elected councillors, representing the Bexley ward as a Conservative. He is also vice-chairman of a local authority pension committee.

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Andrew Gilbert

Investment manager, Parmenion Capital Partners

Top qualifications: CFA

Key responsibilities: Member of ethical oversight and assorted investment committees.

Personal clients: Lead manager on £275 million of assets and co-manager on a further £830 million.

Profile: Gilbert did a short stint at ethical specialists Rathbone Greenbank before joining Parmenion in 2010. His role involves developing and managing a range of investment solutions, with a particular focus on ethical portfolios, as well as broader macro and fund research.

Outside of the office: ‘At home with my beautiful wife, our adorable one-year-old, our crazy two-and-a-half-year-old toddler and our slightly nutty chocolate Labrador!’

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Michael Greenwood

Director and investment counsellor, RBC Wealth Management

Top qualifications: CFA, Finra Series 65 (SEC) registered

Personal clients: 25 clients, $1 billion (£670 million).

Profile: Greenwood had placements at Barclays Capital and Fidelity before joining RBC in 2009. In late 2015, he was promoted to director, running $1 billion in bespoke portfolios for international ultra-high net worth individuals, families and trusts with connections to the US.

Biggest influence on your career: ‘The biggest influence on my career came from my now retired team head, Lynne Jones. She allowed and encouraged me to realise my potential and for that I will be forever grateful.’

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Harry Garrett

Investment analyst, Parmenion Investment Management

Top qualifications: CFA one, working towards charterholder status

Key responsibilities: Fund selection and asset allocation.

Profile: Parmenion has a collegiate approach to running money with Garrett, who joined in 2013, involved in both fund selection, asset allocation and blending strategies across the firm’s model and bespoke portfolios. He graduated with a first in accounting and business from Bournemouth University in 2011.

First investment: ‘A house in Bath as soon as I had enough money.’

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Adam Greaves

Investment manager, Brooks Macdonald

Top qualifications: Chartered wealth manager, Icas chartered accountant

Key responsibilities: Member of the asset allocation committee and European fund research team.

Personal clients: Co-manager on £200 million in multi-asset portfolios and £50 million in private client and institutional portfolios.

Profile: Greaves qualified as a chartered accountant while working at Ernst & Young in Jersey, before joining Brooks Macdonald in 2013. He is now co-manager on the group’s international managed portfolio service and has recently moved over to its Africa team, working closely with IFAs in South Africa and other parts of the continent.

First job: ‘My first job was working at the Royal Dorset Yacht Club as a barman and chef.’

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Marie-Alix de Grully

Portfolio manager, SGPB Hambros

Top qualifications: CFA

Key responsibilities: Member of resident non-dom and fund committees.

Personal clients: 30 clients, £45 million.

Profile: De Grully started out at Fortis Bank at the height of the credit crunch in 2008, before moving over to SGPB Hambros in 2010, while also completing a masters in finance. She works in the company’s portfolio management solutions team, running money for clients on a managed advisory basis.

First investment: ‘Air France and Vivendi when I was around 10 years old. I used to look at the newspaper every morning before going to school, looking for company news and updates and following the share price.’ 

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Gaurav Gupta

Fund and research analyst, Thesis Asset Management

Top qualifications: CFA 2, working towards charterholder status

Key responsibilities: Leads fund selection in fixed income, Europe, private equity and global sectors, and member of the fixed income committee.

Personal clients: Assistant manager of Thesis’s model portfolio service which has 550 clients and £100 million AUM.

Profile: Gupta got into online currency trading while at university and after a stint at Met Group, he joined Thesis in 2013, where he runs portfolios for each of the fund sectors he covers. These feed into the group’s Optima fund of funds and model portfolio services.

Outside of the office: Represented both India and Great Britain in fencing at a number of international competitions, including the World Championships and Commonwealth Championships, before ‘retiring’ to move into wealth management.

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Jamie Hayes

Fund specialist, RBC Wealth Management

Top qualifications: CFA, IAD

Key responsibilities: Analyses developed market and specialist equity funds, plus passives.

Personal clients: One offshore entity.

Profile: Hayes joined RBC Wealth Management’s graduate training scheme six years ago, rotating around a number of teams before settling in the manager research team. His role involves selecting funds, helping with portfolio construction and advising offshore trustees.

First job: ‘I was a trolley boy at Waitrose.’

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Isabel Howdle

Investment manager, Gale and Phillipson

Top qualifications: Chartered wealth manager

Key responsibilities: Leads US, Japan and UK property fund research and is a member of the investment committee.

Personal clients: Oversees a £100 million service with 250 clients and 500 accounts.

Profile: Howdle joined Gale and Phillipson in 2012, having started out at Jonathanfry. She helps oversee the implementation of the firm’s range of model portfolios and is its go-to expert on ethical investing.

Biggest influence on your career: ‘Angelica Carr, one of the company’s directors, is a business coach and she has given me invaluable insight and advice.’

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Christopher Hult

Fixed income analyst and portfolio manager, Coutts

Top qualifications: CFA

Key responsibilities: Fixed income specialist on Coutts multi asset funds.

Profile: Hult joined Coutts after completing a masters in finance and economics at the London School of Economics and has since gone on to cover both fixed income funds and individual issuers. He also runs the fixed income component of the private bank’s multi-asset fund.

Top fund picks: The Algebris Financial and Pimco UK Corporate Bond funds.

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David Kness

Investment manager, Rathbones

Top qualifications: Chartered wealth manager, PCIAM

Key responsibilities: Chairs the Winchester office’s weekly investment meeting.

Personal clients: £40 million.

Profile: Kness began his career with PSigma in London, before joining Rathbones’ Winchester office in 2012. He was promoted to investment manager in 2015 and helps oversee the group’s unitised portfolio service.

Outside of the office: ‘I am actively involved in the community in and around Winchester, having set up Winchester Young Professionals in 2012.’

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Ben Kumar

Investment manager, 7IM

Top qualifications: CFA

Key responsibilities: Portfolio management.

Profile: Kumar joined 7IM in 2011 as a junior analyst before rising to help with day-to-day management of the multi-manager range in addition to aiding the asset allocation team. As an investment manager he is co-responsible for around £10 billion.

First Investment: ‘Tesco shares on the rock solid premise that “these will never go down”. A bit of horse meat and an alleged accounting fraud begged to differ.’

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Dawn Li Wan Po

Director and portfolio manager, Julius Baer

Top qualifications: CFA

Key responsibilities: Lead manager of the global equity income strategy and member of the portfolio construction team.

Profile: Li Wan Po joined Julius Baer via its 2012 acquisition of Merrill Lynch WM, where she had worked for the previous five years. Part of the multi-asset team, she is also the private bank’s London representative for global equities.

Biggest influence on your career: ‘My father, who introduced me to stock picking when I opened my first ISA shares account at 18 years old.’

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Nathalie Krekis

Portfolio manager, Cazenove Capital

Top qualifications: Chartered wealth manager, PCIAM

Key responsibilities: Oversees European and Asian fund selection, and member of the charity committee.

Personal clients: 40 clients, £290 million AUM.

Profile: Krekis joined Cazenove Capital straight from university in 2008 and worked her way up from an operations role to becoming a portfolio manager in the firm’s charity team with her own book clients. Out of work she enjoys visiting both the gym and the pub.

First Job: ‘My first ever job was working on a Saturday in the local greengrocers – it was very good for the mental arithmetic!’

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Sam Lansdowne

Investment manager, Thesis Asset Management

Top qualifications: Chartered wealth manager

Key responsibilities: Portfolio management and member of the clients’ services committee.

Personal clients: £40 million, 130 clients.

Profile: Lansdowne joined Thesis in 2013 after completing an MSc in finance, focusing on European mobile telecoms analysis. He was promoted to investment manager last year and now has group-wide portfolio responsibilities.  

First investment: ‘The first direct equity I purchased was Williams Grand Prix, not the best investment, but as a lifelong F1 fan, I couldn’t resist!’

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Ben Minter

Assistant portfolio manager, Cazenove Capital

Top qualifications: Chartered wealth manager, PCIAM, CFA

Key responsibilities: Member of the equities and property committees.

Personal clients: £294 million across 134 clients.

Profile: Minter joined Schroders in 2009 as a client executive in the charities team. He has since taken on portfolio management responsibilities with a strong focus on fund selection and portfolio construction.

First investment: ‘A daily leveraged soybean exchange-traded fund.’

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Emily Monk

Portfolio manager, Cazenove Capital

Top qualifications: Chartered wealth manager, PCIAM

Key responsibilities: Member of the direct equity risk committee and hedge fund, specialist and multi-asset committees.

Personal clients: £414 million across 32 charity clients.

Profile: Monk joined Cazenove in 2010 and was promoted to become the company’s youngest portfolio manager in early 2014. She currently runs three hedge/multi-asset mandates and also has secondary responsibility for the asset leasing sector.

First investment: ‘I earned some money from the advance payment of a book I was involved with when I was 18 and bought some FTSE 100 stocks, such as GSK and National Grid. They’ve served me pretty well!’

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Jonathan Moyes

Investment analyst, Whitechurch Securities

Top qualifications: PCIAM, IAD

Key responsibilities: Asset allocation and fund selection.

Profile: Moyes started his career in 2010 as a trainee investment manager at Brewin Dolphin, before joining Whitechurch in 2011. He helps oversee qualitative and quantitative research, fund selection and portfolio risk management. 

First investment: ‘At 16, I set up my own limited company – importing and selling poker chips.’

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Sophie Muller

Senior investment analyst, EQ Investors

Top qualifications: CFA

Key Responsibilities: Member of asset allocation and fund selection committees.

Profile: After completing a masters in finance and economics, Muller joined Tilney Bestinvest as a research analyst. At EQ she carries out qualitative and quantitative fund research and also contributes to asset allocation decisions.

Outside the office: ‘On the football pitch, at the Emirates or having a nice glass of white wine.’

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Scott Mordrick

Director and head of portfolio management, Montage Portfolio Management

Top qualifications: Chartered wealth manager, working towards CFA charterholder status

Key responsibilities: Lead manager of 11 risk-rated model portfolios.

Personal clients: 10 personal clients and responsible for £70 million group-wide.

Profile: Mordrick joined Montage as a portfolio manager in 2010 following two years as an investment analyst at Dart Capital. He helped the company gain its discretionary permissions in 2013 before being appointed director and head of portfolio management earlier this year.  

Outside the office: ‘Either at Upton Park watching West Ham or out for the day – like the zoo – with my wife and one-and-a-half-year-old daughter.’

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Edward Park   

Investment manager, Brooks Macdonald

Top qualifications: CFA, PCIAM

Key responsibilities: Member of the asset allocation and selection committees, and fixed interest and structured return teams.

Personal clients: 65.

Profile: Park joined Brooks as a trainee investment manager at the height of the financial crisis and began running money in 2011. A keen squash player, he cites US equities, healthcare and Japan as his top picks right now.

Soundtrack of your life: ‘Given my name, it’s impossible not to choose Parklife, but I wouldn’t read too much into the lyrics!’

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Mark Richmond-Watson    

Investment manager, James Hambro & Partners

Top qualifications: CFA, chartered wealth manager

Key responsibilities: Member of the asset allocation committee and co-head of fund research. 

Personal clients: 49 families.

Profile: Richmond-Watson joined James Hambro in 2011 with a focus on private clients and started running money in 2014. In addition to fund research, he also undertakes equity research with responsibility for the UK and US.

Top fund picks: Artemis Global Income, Mandarin Unique and Polar Capital Global Technology.

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Oliver Stone   

Research analyst and investment manager, Fairstone Private Wealth

Top qualifications: CFA

Key responsibilities: Asset allocation and fund selection. 

Personal clients: £110 million in the discretionary managed portfolio service.

Profile: Stone started his career as a paraplanner, but quickly rose up the ranks and moved over to investment management. He has been with Fairstone for four years and was appointed deputy portfolio manager on the group’s discretionary model portfolios.

Outside the office: He enjoys going to the gym along with playing a few tunes on the piano.

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Alexander Twiss   

Research analyst and investment manager, Connor Broadley

Top qualifications: CFA 2, working towards charterholder status

Key responsibilities: Member of the investment board and investment strategy committee.

Personal clients: 117 family groups with £61.5 million of assets.

Profile: Twiss is currently responsible for UK and Japanese equity and high yield and emerging market debt fund selection. He joined Connor Broadley in 2012 as a graduate investment analyst and has since been promoted to investment manager.

Biggest influence on your career: ‘Our CIO Chris Wyllie, whose experience as a fund manager has been invaluable in my development, particularly in realising the necessity of experience and academic knowledge and understanding in successful investment management.’

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Lucy Walker   

Head of third party funds, Sarasin and Partners

Top qualifications: CFA

Key responsibilities: Member of the investment policy committee and runs third party fund analysis.

Personal clients: More than £250 million of client money.

Profile: Alongside her responsibilities as head of third party funds, which she was recently promoted to, Walker is also on Sarasin’s fundraising team which raises money for KEEN London. She joined the company in 2011 and manages several fund of funds.

Biggest influence on your career: ‘I have found Howard Marks’ letters an invaluable resource. His discussions around the importance of being long-term, focusing on valuation, and understanding the true meaning of risk are incredibly thought-provoking and have undoubtedly helped to shape my investment style.’

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Matthew Yeates    

Investment manager, 7IM

Top qualifications: CFA

Key responsibilities: Fund selection and portfolio construction.

Profile: After finishing his degree at UCL, he joined Brewin Dolphin, working in its quantitative research team for two years, before moving to 7IM in 2014. He is a member of the firm’s systematic strategy team, supporting the 7IM equity value funds, along with a range of multi-asset portfolios.

First investment: ‘A plain vanilla US equity ETF – sometimes the simplest things make the most sense for the longer term.’

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