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Top 30 under 30: the 2017 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.

Wealth Manager has once again scoured the UK private client investment management industry to identify the young stars that are really starting to make their mark.

Now in its seventh edition, Top 30 Under 30 was more competitive than ever this year, with more than 210 applicants, which set a new record.

The quality of the applications also keeps on rising, making it a very tough task to whittle them down to just 30. All are excelling in their jobs and have worked hard to build the knowledge and qualifications that have seen them advance in their fields so quickly.

The select list is based on a combination of professional qualifications, with an ever-growing number having attained either CFA charterholder status or the chartered wealth manager designation, and in some cases both.

We also consider their academic achievements and the importance of the role that they play at their current companies. This includes personally running client money, being members of different investment committees or other ways in which they influence their businesses day to day.

We also learn about their best and worst investment calls and their current favourite funds. But it is not all just about work and, for a bit of colour, we asked our entrants to tell us a bit more about themselves, such as what they enjoy doing out of the office and who they would want to play them in a movie of their life.

The selection process proved, if anyone still needs convincing, that there is a whole new wave of young professionals that are committed to improving the industry and ensuring wealth management is in safe hands for generations to come.

Here is this year's Top 30 Under 30, listed in alphabetical order.

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Wealth Manager has once again scoured the UK private client investment management industry to identify the young stars that are really starting to make their mark.

Now in its seventh edition, Top 30 Under 30 was more competitive than ever this year, with more than 210 applicants, which set a new record.

The quality of the applications also keeps on rising, making it a very tough task to whittle them down to just 30. All are excelling in their jobs and have worked hard to build the knowledge and qualifications that have seen them advance in their fields so quickly.

The select list is based on a combination of professional qualifications, with an ever-growing number having attained either CFA charterholder status or the chartered wealth manager designation, and in some cases both.

We also consider their academic achievements and the importance of the role that they play at their current companies. This includes personally running client money, being members of different investment committees or other ways in which they influence their businesses day to day.

We also learn about their best and worst investment calls and their current favourite funds. But it is not all just about work and, for a bit of colour, we asked our entrants to tell us a bit more about themselves, such as what they enjoy doing out of the office and who they would want to play them in a movie of their life.

The selection process proved, if anyone still needs convincing, that there is a whole new wave of young professionals that are committed to improving the industry and ensuring wealth management is in safe hands for generations to come.

Here is this year's Top 30 Under 30, listed in alphabetical order.

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Adam Barber

Research analyst, City Asset Management

Top qualifications: CFA charterholder

Key responsibilities: Member of the asset allocation and fixed income committees

Profile: After being awarded a first class degree in economics from Bath, Barber joined City Asset Management in 2014 and now specialises in fixed income investment within mixed asset, real return portfolios. He completed the technical elements of his charter last year and expects to complete the practical component this summer.

What was your first investment? Buying Bitcoin was both his first and worst investment decision.

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Libby Barrett

Investment manager, Rathbones

Top qualifications: CFA charterholder

Key responsibilities: Developed equities committee, charity committee

Personal clients: 180, running £400 million

Profile: Following a first class degree in chemistry from Bristol, Barrett joined Rathbones' charity team in 2012, and was promoted to investment manager last year after completing the route to a CGA charter in three years. In addition to her client work, she serves on the committee of the grant-giving Rathbones Foundation.

Outside of the office: Her charity interests extend into her personal life as a trustee of Charterhouse in Southwark, supporting vulnerable young people across the borough, alongside Troy's Sebastian Lyon.

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Shane Bennett

Research analyst, Cathedral Financial Management

Top qualifications: Working towards CFA charterholder status

Key responsibilities: Member of the fund selection, asset allocation and portfolio construction committees

Team's clients: Part of a team of five, running £190 million

Profile: Bennett joined Cathedral in 2012, after spending a year work placement at the company before going to university. As a research analyst, he assists in running the firm's discretionary portfolios and has a broad research focus.

Outside of the office: 'I spend a fair amount of time hiking on Dartmoor, at least when the weather holds up!'

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Dan Benzimra

Investment manager, Connor Broadley

Top qualifications: CFA charterholder

Key responsibilities: Member of the asset allocation and fund selection committees

Personal clients: £35 million in assets for 57 families

Profile: 'History doesn't repeat itself, but it often rhymes'. Borrowing the words of Mark Twain, Benzimra explains that looking for 'statistically significant historical relationships that may help place the current investment environment into perspective' is how he approaches research. After joining Connor Broadley in November 2012 as an investment analyst, he was promoted to investment manager in 2015.

Outside of the office: 'Usually something sport based, basketball, rugby and skiing are the big three for me.'

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Emma Black

Investment manager, Tier One Capital

Top qualifications: Chartered wealth manager

Key responsibilities: Fund manager on the group's Property Backed Lending trust

Personal clients: Runs £68 million for 115 clients

Profile: Having begun her career in M&A consultancy, Black joined Tier One in 2012 and completed a doctorate in behavioural finance and M&A a year later. In addition to client fund management she helped originate its structured product service and its cash saving service Cascade.

Who would play you in the movie of your life? Reese Witherspoon would be the perfect casting in a film of her life: 'She's my double!'

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Dan Boardman-Weston

Head of portfolio management, BRI Wealth Management

Top qualifications: CISI level 4 derivatives

Key responsibilities: Board director and chairs the investment committee

Clients: Part of a team of three which manages £320 million

Profile: Boardman-Weston is responsible for BRI's research, overall portfolio strategy and implementation. He chairs the weekly investment committee and contributes to the company's client investment publications. He also sits on the Wealth Management Association's benchmark committee.

Who would play you in a movie of your life? 'Damien Lewis (the only red-headed actor I can think of).'

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Stefan Cooksammy

Investment manager, Henderson Rowe

Top qualifications: Working towards chartered wealth manager status

Key responsibilities: Member of the international asset allocation committee

Personal clients: Co-manages £100 million

Profile: Cooksammy's background is in corporate finance. He worked at both Deutsche Bank and PwC, providing strategic advice to FTSE 100 and FTSE 250 companies. As an investment manager at Henderson Rowe, he co-manages £100 million.

Outside of the office: 'I am a keen sportsman, currently playing rugby (both 15s and 7s) at a semi-professional and international level.'

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Emma Corbishley

Fund research analyst, UBS Wealth Management

Top qualifications: CFA charterholder

Key responsibilities: Fund research and portfolio management

Profile: Corbishley graduated with a masters in economics and international relations from the University of St Andrews. She joined UBS as a fund analyst in 2011 and she also manages the funds exposure for a number of asset classes within UK discretionary mandates.

What was the first thing you ever invested in? 'I used to invest student union money in plays produced and directed by students at university, as treasurer and a member of the drama society's committee.'

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Rory Cumming

Cazenove Capital, associate portfolio manager

Top qualifications: CFA charterholder

Key responsibilities: Member of the fund selection committee

Profile: Cumming joined Cazenove from university in 2011 and worked in its specialist charities team before switching to focus on high net worth individuals. He also chairs the firm's emerging markets equities asset class group, is vice chair of its passive group and sits on its Asian equities group.

Outside of the office: 'I love travel photography and maintain a website to share this with friends.'

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Will Dickson

Head of portfolio management, P1 Investment Management

Top qualifications: Chartered wealth manager

Key responsibilities: Member of the fund selection and asset allocation committees

Personal clients: Runs £60 million on behalf of over 250 clients

Profile: After starting out as a trainee investment manager at Brewin Dolphin, Dickson joined Prydis, which has since set up its own discretionary arm, P1. He runs the firm's nine model portfolios and is in charge of its fund buy list. A chartered wealth manager, he graduated in accounting and finance, and then completed a masters in finance and investment.

What was your first ever job? 'Chicken farmer.'

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Shiwen Gao

Fund selection specialist, Investec Wealth & Investment

Top qualifications: Level III candidate in the CFA program

Key responsibilities: Member of the fund selection committee

Profile: After graduating with a masters in accounting and finance from London School of Economics, Gao joined Quilter Cheviot and was responsible for global equity fund research as part of Old Mutual Wealth's multi-asset team. She joined Investec W&I in May 2016 and focuses on global and Japanese equities.

Who would play you in a movie of your life? 'A hybrid of Lucy Liu and Emilia Clarke.'

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Harry Garrett

Investment manager, Parmenion Capital Partners

Top qualifications: Level III candidate in the CFA program

Key responsibilities: Member of the tactical asset allocation and fund selection committees

Team's clients: Part of a team of eight that runs £3.2 billion

Profile: Garrett has recently been promoted to investment manager, quickly rising through the ranks after joining Parmenion as an investment assistant. His first investment was his first house, which he bought while working at a platform in Bath straight out of university.

What was your first job? Waiter at a local hotel.

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Andrew Gilbert

Investment manager, Parmenion Capital Partners

Top qualifications: CFA charterholder

Key responsibilities: Member of the asset allocation and fund selection committees. Chair of the ethical oversight committee, member of the Aberdeen innovation committee and several other investment committees.

Personal clients: Lead manager on approximately £600 million and lead/co-manager on £2.5 billion.

Profile: Gilbert joined Parmenion in 2010 after working for Rathbone Greenbank. He started his career in finance after completing an economics degree at the University of York. Gilbert is the lead manager and creator of Parmenion's ethical portfolios.

Top three fund picks: Rathbone Ethical Bond, Premier Ethical, Stewart Investors Asia Pacific Sustainability.

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Gaurav Gupta

Model portfolio manager, Thesis Asset Management

Top qualifications: CFA charterholder

Key responsibilities: Member of the asset allocation, fund selection and fixed interest committees

Personal clients: Runs £200 million for 1,000 clients

Profile: Gupta started his career in finance shortly after retiring from one in professional fencing in 2012. That is when he joined the Met Group to work at its proprietary trading arm, managing a portfolio of energy and short-term interest rate futures. A year later he joined Thesis, a company with £13.1 billion in assets under management.

Who would play you in the movie of your life? Dev Patel

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Oliver Harwood

Investment manager, Brooks Macdonald Asset Management (International)

Top qualifications: Chartered wealth manager

Key responsibilities: member of international stock group and asset allocation committee

Personal clients: 17, running £25 million

Profile: Harwood began his professional life on the Collins Stewart trainee portfolio manager scheme in 2011. He became a qualified private client manager in 2014, and moved across to Brooks Macdonald the following year. He currently works on the BMI balanced model strategy team.

Outside of the office: Finance is a bit of a left turn from his degree in sports coaching, although injuries have meant dropping rugby and boxing.

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David Kness

Investment manager, Rathbones

Top qualifications: Chartered wealth manager

Personal clients: 200, running £40 million

Profile: Kness started his life as a financial assistant at Punter Southall in 2008 and within a year had moved internally to the group's investment team at Psigma. He moved to Rathbones in 2012 and has rapidly built a book of connections in the local area.

What has been your best investment? His best investment decision was selling small caps high ahead of Brexit and buying low in the aftermath.

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Sam Lansdowne

Private client investment manager, Thesis Asset Management

Top qualifications: Level III candidate in the CFA program

Key responsibilities: Member of the client services committee

Personal clients: £68 million in assets for 300 clients

Profile: After studying to become a civil engineer, Lansdowne went on to obtain a masters in finance, focusing on equity research, specialising in the European mobile telecoms industry. Prior to taking on portfolio management he trained as a portfolio assistant and assistant investment manager after joining Thesis in 2013.

What was your first job? Operations assistant at House of Fraser 'It was mostly office work, but I became very good at fixing broken tills!'

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John McDougall

Research analyst, Rathbones

Top qualifications: CFA charterholder

Key responsibilities: UK & overseas stock selection, stewardship, networks and charity committees

Profile: McDougall joined Rathbones in 2012 having begun his career in Deloitte's corporate finance team, following a degree in financial mathematics. He is a voting member of several committees, takes an active role in shaping the company's investment process and its internal staff mentorship programme.

Outside of the office: Proud and grateful to have passed all CFA exams on his first attempt.

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Jonathan Moyes

Private client investment manager, Whitechurch Securities

Top qualifications: Chartered wealth manager

Key responsibilities: Member of the asset allocation and fund selection committees

Team's clients: Part of a team of four that manages £380 million

Profile: Moyes is currently building a program to utilise big-data analytics to roll out Whitechurch's portfolio review and risk management process to advisers. He specifically focuses on risk management on portfolios, in addition to investment research and fund selection responsibilities.

Outside of the office: 'I love cooking, so I'm in the kitchen mostly.'

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Sophie Muller

Head of research, EQ Investors

Top qualifications: CFA charterholder

Key responsibilities: Member of the asset allocation committee and investment management committees

Profile: Muller became head of research in 2016. She joined EQ Investors in 2015, after a four year stint at Tilney Bestinvest. She heads up a team of six and is responsible for setting the research agenda across the firm. She focuses on quantitative and qualitative fund and strategy research and covers open and closed ended funds.

Outside of the office: While she enjoys working out, specifically running along the South Bank, she can also be found at the Emirates 'watching Arsenal lose'.

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Jamie Philip

Research analyst, Saltus

Top qualifications: MSc Finance

Key responsibilities: Partner of firm and member of the investment committee

Personal clients: 300, running £600 million

Profile: Following a first class honours economics degree from Leeds and a masters in finance, Philip joined Saltus in 2011, rising to become a partner in the business. He is in charge of new investment research and vetting, ensuring portfolios remain within pre-agreed risk and return profiles.

What has been your best investment decision? Philip recognises the challenge of market timing, saying his best investment call was London property, but his worst was buying just before Brexit.

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Tom Planterose

Investment manager, Sanlam Private Wealth

Top qualifications: Chartered wealth manager

Key responsibilities: Member of the fund selection committee

Personal clients: £60 million for 120 clients

Profile: Planterose joined Sanlam from university and obtained chartered wealth manager status in 2016. He has built a book of clients, which includes trusts and corporate accounts and also runs a suite of portfolios for the firm's other investment managers to use with their clients.

What has been your best investment call? 'Investing in commodities in late February 2016.'

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Mark Richmond-Watson

Portfolio manager, James Hambro & Partners

Top qualifications: Chartered wealth manager

Key responsibilities: Member of asset allocation and fund selection committees

Personal clients: £120 million

Profile: Richmond-Watson became the ninth member of the James Hambro & Partners family after he joined in June 2011. During his tenure, the company has grown from only having a few hundred million in assets to managing £2.2 billion today, with 70-strong staff. Aside from portfolio construction responsibilities, he also holds the role of co-head of funds research.

Rising star pick: Citywire AAA-rated Kunal Desai, head of Indian equities, Neptune.

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Emma Saunders

Research analyst, Rathbones

Top qualifications: Level III candidate in the CFA program, chartered alternative investment analyst

Key responsibilities: Fund manager selection and member of the asset allocation committee

Profile: Saunders joined Rathbones in late 2014, having started her career three years earlier at Westhall Partners, where she specialised in analysing Asian hedge funds. Outside of her professional life she enjoys travelling, especially when combined with skiing or diving.

What has been your best or worst investment decision? She says her worst investment is her weekly lottery ticket.

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Oliver Stone

Head of research and deputy portfolio manager, Fairstone Private Wealth

Top qualifications: CFA charterholder

Key responsibilities: Asset allocation and stock selection

Personal clients: Manages £220 million of client money

Profile: Stone began working in financial services at a difficult time, starting as a paraplanner in September 2008. At Fairstone, he was promoted to group head of research in 2015, he also has shared responsibility for the company's £220 million model portfolio service.

What were your best and worst buys? 'Best – buying a mint condition set of original Pokémon cards, real assets that will no doubt be a 10-bagger for me in years to come. Worst – a copy of Halo 3 at university, nearly ruined my degree.'

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Harry Stothert

Private client investment manager, Killik & Co

Top qualifications: CFA charterholder

Key responsibilities: Member of the fund selection committee

Personal clients: £10 million in assets for 40 clients

Profile: Starting his career as a corporate finance analyst, Stothert then moved on to work in the hedge fund world as a prime broker. This was after earning an economics degree from Durham University. At Killik, which he joined in April 2014 working out of the Mayfair head office, he focuses on creating 'goal based' portfolios where he combines bottom-up company analysis with a long-term thematic approach.

What was the first thing you ever invested in? Brewdog

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Alex Sumner

Investment manager, Hargreave Hale

Top qualifications: Chartered wealth manager

Key responsibilities: Chair of the investment committee

Personal clients: 30

Profile: Sumner joined Hargreave Hale in 2009 in an administrative role before rapidly rising to the company's dealing desk and qualifying to work with personal clients. He is now focused on developing the firm's IFA portfolio service. Outside of work he is a big motorsports fan, which has taken him around the world to places including Monaco and Abu Dhabi.

What was your first investment? A 1986 Fiat Panda. It set a good precedent after a bit of capital expenditure paid off in a handsome profit.

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Rupert Webb

Investment manager, WH Ireland

Top qualifications: Chartered wealth manager

Personal clients: Personally oversees £40 million for 400 clients and supports on a further £300 million within the company

Profile: Webb had a summer internship at Rothschild before joining WH Ireland's Manchester office as a wealth manager. At WH Ireland, he directs asset allocation and sits on a range of committees, as well as having responsibility for global, Asian and emerging markets selection.

Outside of the office: A keen footballer, Webb once spent four months in Rio de Janeiro coaching football with the Vasco de Gama youth academy.

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Isobel Whalley

Investment manager, Brooks Macdonald Asset Management (International)

Top qualifications: Chartered wealth manager

Key responsibilities: Member of the international asset allocation committee

Personal clients: Part of a team that runs £170 million, she personally runs £15 million for 40 clients

Profile: Whalley joined BMI's graduate training scheme and fast-tracked through it in two years, passing her level 7 exams along the way. Her focus is on UK fund selection, monitoring performance, meeting managers, and fund research.

Outside of the office: Represents the Guernsey hockey team

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Ian Woolley

Investment manager, Hawksmoor Investment Management

Top qualifications: CFA charterholder

Key responsibilities: Direct UK equity research

Personal clients: £3 million for 20 clients

Profile: Woolley spent two years working in business consultancy in Asia before returning to the UK in 2012 as an equity analyst at family office Alaric Advisers in Exeter. He moved just around the corner to Hawksmoor the year after, where he manages the in-house Aim service and provides equity research.

Outside of the office: He makes the most of the Devon landscape and enjoys hiking, climbing and surfing.

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