We reveal Britain's Top 30 wealth managers under 30
1. Evangelos Assimakos – Turcan Connell
Assimakos calls himself a ‘gamekeeper turned poacher’ as he began in the wealth management profession with a role in Turcan Connell’s compliance department, before moving internally to take on a trainee investment manager role two years later.
According to colleagues, Assimakos made an impact on the business from an early stage, providing thorough and insightful research in his area of specialism: fixed income and commodity markets.
He holds a bachelor’s degree in actuarial mathematics and statistics, alongside a range of professional qualifications, with CFA Charterholder status his next aim.
2. George Bromfield – Brooks Macdonald
Chemistry graduate Bromfield moved into investment management after a job advert caught his eye, and cites his greatest professional achievement as rising to head up Brooks Macdonald’s emerging markets research team. He thinks the current market conditions are best described with the song
Double Dippin’ by Merle Hazard, and says his professional ambition is to take over the management of Berkshire Hathaway.
3. Hannah Buxton – Coutts & Co
Mathematics graduate Buxton has been with Coutts for eight years, and has risen to become a senior private banker and chair of Coutts’ 350-strong women’s network, which she helped to found.
She says her greatest professional achievement has been providing the firm with links to specific PLCs for the referral of top earners. The initiative has brought new business to Coutts and raised the bank’s profile within the sector.
4. Camilla Carson – Cheviot Asset Management
Former opera singer Carson counts her greatest professional achievement as speaking to a group of over 200 experienced investors in the very early stages of her career.
She was lured into the investment world during her politics degree, when she was offered an internship designed to encourage more women to consider a career in investment banking.
Carson believes the investment arena is too dynamic to hold a ‘five year plan’ as opportunities present themselves daily, and prefers to continue pushing herself in an environment which encourages innovation.
5. Ben Chance – Morgan Stanley
Chance joined Morgan Stanley after graduating from Durham University with an economics degree. He managed to increase his revenues by 178% in his first full year as an investment adviser with his own client base, and he has topped this with a 2011 year to date total of 226%.
He is an active recruiter for Morgan Stanley and has also built what he describes as a ‘concurrent career’ in charity work, becoming the youngest trustee of One World Media with hopes to become an adviser to a number of charities and foundations.
6. Jane Coghlan – PSigma
Coghlan joined PSigma in 2007 after completing a degree in accounting and finance at Oxford Brookes University. She counts her greatest professional achievement as pitching to a client for the first time and winning the business, and she hopes to be considered as a leading female manager in an industry which has been traditionally dominated by men.
A keen rower during her school days, Coghlan once represented England at the Home International Regatta.
7. Douglas Considine – Balmoral Asset Management
Considine went to Heriot-Watt University in Edinburgh on a golf scholarship and football bursary, and after taking a summer job at an IFA practice decided wealth management was the profession for him. He joined the Balmoral Asset Management’s graduate scheme and is now working as a wealth management specialist, building up a strong client bank and good relations with various professional practices.
His professional ambitions are to become a director at Balmoral and reach £100 million in assets under management.
8. Jessica Crane – London & Capital
Private client associate at London & Capital, Crane is responsible for the team’s relationships with intermediaries. Her greatest professional achievement is introducing a $15 million case to the firm through one of her contacts.
Crane started her career at Merrill Lynch, before taking on a marketing role at London & Capital. She then made the move into the private client team, and now hopes to become a director at the firm over the next five years.
9. Nathan Delaney – Brooks Macdonald Asset Management
Delaney joined Brooks Macdonald in 2006 as a trainee investment manager and was promoted after completing the training scheme early.
He is now head of hedge funds and alternatives, reporting to the investment committee and finding the right investments to match private client expectations. He finds looking after such a niche sector both rewarding and challenging.
10. Chris Fletcher – JP Morgan
Fletcher has been nominated by industry peers for having ‘tremendous experience for his age’.
He first trained as an accountant with PricewaterhouseCoopers but moved into wealth management after taking on a portfolio manager role at Schroders. Recruited to J.P Morgan a year ago, Fletcher is seen as a rising star of the UK Private Wealth Management team through his responsibilities for managing client portfolios and winning new business.
His colleagues consider him ‘diligent, focused and good with clients and ‘a key member of the investor desk’. He also won the CISID award in 2010.
11. James Gardner – Signature
Gardner is a fund manager at Signature, the intermediary focused discretionary management arm of Rowan Dartington. He has worked on designing and implementing Signature’s collective investment strategy. He advises on £25 million of collective assets for Signature, directly managing £12 million of this in around 100 discretionary portfolios, and also advises on £100 million of collective assets for the Rowan Dartington group.
In his spare time Gardner enjoys poker and would love to try his hand as a professional player.
12. Esther Gilbert – SC Davies & Co
Gilbert started her investment career in institutional fund management and then opted to move over to wealth management as she wanted greater involvement with asset allocation, manager selection and more contact with the end client. She is now the lead manager on SC Davies’s fixed income fund of funds and counts running a charity and property business alongside investment management as her greatest personal achievement.
She has a first class degree in Mathematics, the IMC and is a CFA Charterholder and describes Dire Strait’s Money for Nothing as the song which best describes current market conditions.
13. Simon Hebb – Gore Browne Investment Management
Hebb had hoped to join the army but a knee injury cut short his ambitions, so he left his army-sponsored university course and, despite being told he would never make it without a degree, is now working as an investment manager at Gore Browne Investment Management.
He is looking to help turn Gore Browne into a £1 billion business and his ambition is to one day run an investment management firm.
14. Steven Keshishoghli – Fund Intelligence Ltd
A fund manager at Fund Intelligence Ltd, Keshishoghli counts his greatest professional achievement as leading investment strategy at NEST, the government body planning future pension provision in the UK. His goal is to run a global macro fund, and he says he has slightly unconventional views on markets, such as a preference for taking Beta decisions more often than Alpha decisions.
A keen runner in his spare time, Keshishoghli is training to run a half marathon in every city in Europe. If he could do any job other than wealth management Keshishoghli would like to direct an 80s style action movie.
15. Freddie Lait – Odey Wealth Management
Oxford alumni Lait joined Goldman Sachs as a financial analyst after graduating, before becoming a portfolio manager at Rothschild. He joined Odey Wealth Management at its inception and is proud to have helped build the business from its foundations. Lait’s colleagues describe him as ‘one of the most informed, macro-aware and decisive wealth managers’ around.
16. Jilly Mann – Moore Stephens Wealth Management
The youngest and first female director of Moore Stephens Wealth Management, Mann counts consistently beating the IMA benchmarks for each of the five risk-rated strategies she runs over the last five years as one of her greatest achievements.
She moved into wealth management after starting her career at an IFA firm. The firm later merged with a discretionary manager and Mann became head of investments.
With little growth expected from Western economies, Mann believes the investment management sector needs a new dynamic and less UK-centric approach.
17. Michael Matthews – Williams de Broe
Matthews always wanted to pursue a career in finance, and holds a bachelor’s degree in banking and finance from the University of Wales, alongside a master’s degree in investment from the University of Birmingham alongside several other professional qualifications.
During his master’s degree he secured a position at Gerrard Investment Management and now works for Williams de Broe. Matthews cites his greatest professional achievement as co-managing a platform based fund of funds solution for an adviser in the Channel Islands, with assets in excess of £15 million during its infancy.
18. Will McIntosh-Whyte – Rathbones
McIntosh-Whyte began his career on the charities desk at Rathbones and now takes a leading role on building the firm’s internal recommendation list for all fixed income asset classes.
A graduate in management from UMIST, McIntosh-Whyte completed all three levels of the CFA relatively early in his career.
He once did the largest bungee jump in the world in South Africa, and when he offered to bowl at his first cricket match with the firm the batsman ended up in hospital.
19. Ben Moore Brabazon – Brewin Dolphin
Moore-Brabazon started his career at management consultancy Accenture but opted to move into wealth management, taking up a post at Brewin Dolphin where he is now an assistant director at the firm.
He is a keen sportsman in his spare time and if he wasn’t working in wealth management, Moore-Brabazon would have liked to have become either a professional football, cricket, tennis or golf player.
20. Lauren Moss – Williams de Broe
Moss counts her greatest professional achievement as playing an active part in the creation of WdB’s Edinburgh office and is now focusing on building up her client bank. Moss holds a bachelor’s degree in animal biology from Napier University, alongside the CISI diploma.
She cites ‘The only way is up’ by Yazz as the song name which best sums up current market conditions.
21. Oliver Murray – C Hoare & Co
Murray wanted to be involved in finance from an early age and after completing a degree in economics at the University of Birmingham, he joined C. Hoare & Co in 2005 as a graduate trainee.
Murray now works as a senior portfolio manager with £200 million under management, the majority of which he says has come from competitors.
His greatest personal achievement is being accepted on to Harvard Business School’s Programme for Leadership Development which aims to train future leaders. He is due to finish the course in 2012 and hopes to be influential in the growth of C. Hoare going forward.
22. Robert Pickford – Collins Stewart
Pickford had been investing in blue chip equities through university and joined Collins Stewart Wealth Management’s trainee scheme after graduating with a first class degree in economics from the University of Nottingham. He went on to become the youngest CFSI in the company, and has been the sole permanent Guernsey based equity investment manager for the past three years.
He has been nominated as someone who offers an interesting perspective on stocks, preferring to question the consensus rather than follow it.
23. Alexander Pollen – Cheviot Asset Management
Assistant to the chief investment officer at Cheviot Asset Management, Pollen is instrumental in the firm’s investment policy and the success of its ARC rated top quartile model portfolios. He is a key analyst supporting CIO Alan MacIntosh, and his colleagues say he adds huge value to Cheviot’s process, especially through delivering high quality research.
In spite of this, Pollen has a rather modest ambition to ‘develop into a pragmatic and intelligent manager of money’.
24. Nady Salame – Crossbridge Capital
Salame received his FSA approval in October 2008 and went on to attract over £100 million in assets during his first three years at Crossbridge Capital.
He started his career in wealth management with an internship at Credit Suisse UK in early 2008, and then followed the team into Crossbridge Capital for its launch.
Salame holds a bachelor’s degree from the American University of Beirut and his vision is to make Crossbridge’s model the wealth management standard.
25. Luca Serino – Thurleigh Investment Managers
Serino became involved in wealth management ‘by a happy accident’ following his degree in mechanical engineering, and has risen to become a partner and portfolio manager at Thurleigh Investment Managers – something he describes as his greatest professional achievement.
Serino now hopes to play a key role in taking Thurleigh to £5 billion in assets under management. A musician in his spare time, he was also once spotted by style scouts from the Britain’s next top model website.
26. Oliver Smith – Sarasin & Parners
Smith started his career in research at Forsyth Partners before becoming an investment manager at Sarasin & Partners. He is responsible for manager selection in emerging markets and is described as ‘very talented with a good track record’.
Smith qualified as a scuba diving instructor before starting his career, and if he didn’t work in wealth management would likely be running a diving shop in a far flung corner of the world.
27. Robert Tiffin – RT Financial Planners
Tiffin was brave enough to forego a place at university in favour of pursuing a career in wealth management, and in spite of initial scepticism from his parents, he is now a qualified adviser at RT Financial Planners.
A restaurant critic and motoring columnist for a veterinary magazine in his spare time, Tiffin has taken a wealth of professional qualifications and hopes to achieve Chartered status by the end of 2012.
28. David Treen – AllianceBernstein Global Wealth Management
Treen works as an assistant vice president and client relationship manager at AllianceBerstein Global Wealth management. His colleagues say he challenges others to be better and to do more for their clients.
He counts among his greatest achievements the two years he spent working with his father on the family farm, and thinks ‘Don’t Panic’ by Coldplay is the song that gives the best advice in terms of managing current market volatility.
29. James Tussaud – Citi Private Bank
Tussaud began his career in investment banking at Barclays, but found credit derivatives were not his calling. He then enrolled on the two-year ACA training programme at UBS, but completed the course in just one year, ahead of his intake. He has gone one to become vice president at Citi Private Bank, and according to one of his nominators has ‘generated a huge amount of admiration among his colleagues and industry peers’.
With a specialism in commodity related clients, Tussaud has been described as ‘the ultimate financial GP’.
30. Charlotte Yonge, Ruffer
Yonge is the youngest candidate to receive a distinction in the intake for the Chartered Institute for Securities & Investment’s QCF level six Private Client Investment Advice and Management qualification this year.
Yonge, who is aged 23, is an investment associate at Ruffer and is based in London. Commenting on completing the PCIAM with a distinction, she said: ‘It served as a good challenge and a complement to the practice of private client wealth management.’