The PAM 50 Most Influential 2016 began with an open call for nominations for UK and Crown Dependency based professionals. In selecting the 50 Most Influential, the quality and quantity of nominations were considered. Factors such as the nominee’s position, achievements, career progression and who made the nomination were taken into account. These, and most importantly, PAM Insight’s knowledge of the sector, were used to draw up the definitive list of those deemed to be at the forefront of shaping private client work.

Paul Abberley
Chief executive
Charles Stanley
Paul became chief executive of Charles Stanley in December 2014. A graduate of Keble College, Oxford; he joined Charles Stanley as chief investment officer-designate in June 2014. Prior to this he was the interim chief executive of Aviva Investors Holdings Ltd and Aviva Investors Global Services Ltd, and a member of the Aviva Group Executive Committee. Paul spent eight years at ABN AMRO Asset Management as chief investment officer for the company’s fixed income and investment solutions division as well as being chairman of the company’s London board and a member of the global executive management team.

Martin Andrew
Chief executive
Close Brothers Asset Management
Martin was appointed chief executive of Close Brothers Asset Management division in May 2008 having joined Close Wealth Management in 2005 as head of the private client business. Previously he was with Merrill Lynch Investment Managers (MLIM) where he worked in a range of roles both in the US and UK, including strategy, distribution and marketing, culminating in his appointment to run MLIM’s European private client business.

Sir Henry Angest
Chairman
Arbuthnot Latham
Sir Henry is chairman and chief executive of Arbuthnot Banking Group PLC as well as chairman of Arbuthnot Latham & Co., Limited and Chairman of Secure Trust Bank PLC. He gained extensive national and international experience as an executive of The Dow Chemical Company and Dow Banking Corporation. He was chairman of the banking committee of the London Investment Banking Association and a director of the Institute of Directors. He is a past Master of the Worshipful Company of International Bankers.

Martin Baines
Chief investment director
Old Mutual Wealth
Martin became chief investment director of Old Mutual Wealth in August 2015. Prior to this, Martin was chief executive at Quilter Cheviot for over a decade, with over 25 years’ experience in the stockbroking and investment management industry. Following the purchase of Quilter by Morgan Stanley in 2001, he was appointed as a managing director of Morgan Stanley in 2002 and chief executive of Quilter in 2003. He then led the deal process that followed, where Quilter Cheviot became part of Old Mutual Wealth. After graduating in Economics, Martin began his training with KPMG before beginning a career in stockbroking and investment management. He is also a fellow of the Securities Institute.

Eric Barnett
Chief executive
SGPB Hambros
Eric started his banking career in 1983 at NatWest in London as a graduate trainee. In 1986 he joined Hambros Bank Limited and undertook a variety of roles in investment banking and acquisition finance. He then moved to the Guernsey office in 1996 as head of private banking, and continued in this role following Société Générale’s acquisition of Hambros Bank Limited in 1998 before moving back to London in 2000. After a stint as group head of private banking and managing director of the firm’s London office, he took over as SGPB Hambros’ chief executive in September 2007. Eric has an MBA from the City University Business School in London.

David Bellamy
Chief executive
St. James’s Place Wealth Management
David joined the SJP Group in 1991 and was appointed to the board in 1997, before becoming chief executive in 2007. He previously fulfilled a number of roles at St. James’s Place including group operations director and managing director. David has worked in the financial services industry since 1973 and is a Trustee of the St. James’s Place Foundation. He is also a member of the Financial Conduct Authority’s practitioner panel.

Akshaya Bhargava
Chief executive
Barclays W&IM Global
Akshaya began his career at Citibank in India in operations and relationship management roles before moving into Transaction Services, based out of London. He was chairman and country manager of Citibank in the Czech Republic for four years, before heading back to London as global product management head for small business banking. After 22 years with Citibank, he was approached by Infosys to set up a business process outsourcing offering in India. He led the business from a start up to No 7 rank in the industry in four years by focusing on the more complex and high value segment of the market. In 2006, he took on the chief executive role for the hedge fund administrator Butterfield Fulcrum. He saw the business through the financial crisis, restructuring it into a profitable business. In 2010 he set up InfraHedge, a hedge fund managed account platform, which was acquired by State Street Corporation at the end of 2013. He took on his current role at Barclays in 2014.

Jamie Broderick
Chief executive
UBS Wealth Management
Chief executive of UBS Wealth Management in the UK and Jersey, Jamie spent his formative years studying languages and computing before building on his Arabic language skills to translate IT documents. He then went on to spend 19 years at JP Morgan Asset Management, rising to become head of Europe, Middle East and Africa. In 2012 he joined UBS, where he has striven to provide a service which is more “focused on clients and clients’ experiences” as well as boosting the firm’s philanthropic services. Jamie is also a regular commentator at industry events and within the media.

Robert Candler
Head of discretionary wealth management
HSBC Global Asset Management
Robert has been head of discretionary wealth management since 2006 at HSBC Global Asset Management, having been a veteran of the bank for nearly 30 years as a discretionary wealth manager. He has spearheaded the growth of the group, which now managed £3.7 billion for over 5000 clients. Robert started his investment career at Scrimgeour Vickers Stockbrokers, where he assisted private client relationship managers, and worked there for seven years before joining HSBC as an investment assistant.

Richard Charnock
Chief executive
Standard Life Wealth
Richard joined Standard Life in February 2007 with a brief to create and launch Standard Life Wealth to the market. He has since established Standard Life Wealth as a major provider of discretionary fund management in the UK wealth management sector, overseeing the acquisition of Newton’s private client business in 2013. Now chief executive of Standard Life Wealth and executive director of Standard Life Investments, Richard was also a member of the Standard Life UK executive board from 2010 to 2014. He was previously chief executive of Williams de Broe and, prior to that, chief executive of Lloyds TSB Private Banking.

Giuseppe Ciucci
Group chief executive
Stonehage Fleming
Giuseppe is the group chief executive of international family office Stonehage Fleming. Having joined in 1991, he was made a partner in 1995 and became chief executive in 1997. In his almost 20 years’ heading the business, its reach has expanded to 13 offices in eight jurisdictions. He also negotiated the transformational merger with Fleming Family &Partners in 2014. Employing over 500 people, Stonehage Fleming now looks after the affairs of around 250 families, and is responsible for the administration of £27 billion of assets.

David Cobb
Co-chief executive
Smith & Williamson
David moved into investments after studying Electrical Engineering at King’s College London. In 1985 he joined Smith & Williamson and in 2007 he became head of investment management and banking. Now co-chief executive of Smith & Williamson Holdings Limited he shares responsibility for the firm’s investment management and banking division. He is also a member of the board, chairman of the investment management and banking subsidiary board and a member of Smith & Williamson’s tax and business services subsidiary board.

Russell Crichton
Chief executive
Speirs & Jeffrey
Chief executive of Glasgow-based Speirs & Jeffrey, Russell Crichton studied economics at the University of Wales and worked for ten years in the institutional fund management industry, working with Murray Johnstone and then Norwich Union (Aviva). In 1997 he joined Speirs and Jeffery, becoming director in 1999 and chief executive in 2011. He also acts as chair of the firm’s investment and operations committees and leads policy implementation.

Rob Devey
Chief executive
Towry
Having studied engineering at Cambridge, Rob started his career in building design before moving into consultancy at Boston Consulting Group (BCG). He later went on to work at Lloyds Banking Group in a number of senior leadership roles across insurance and retail banking before joining Prudential Plc as chief executive, Prudential UK & Europe from 2009-2013. In April 2014 he joined Towry as chief executive, where he is responsible for developing the firm’s market position and implementing growth plans. Rob is also a non-executive director of Octopus Investments.

James Edgedale
Chairman
JM Finn & Co
James has spent 31 years at JM Finn & Co, from joining in 1984 after graduating from Bristol University. He became a partner in 1990, senior partner in 2000 and has been chairman since incorporation. He currently focuses on board matters, as well as looking after a large number of client portfolios, including private clients, trusts, pension funds and charities.

David Esfandi
Chief executive
Canaccord Genuity Wealth Management
David Esfandi was previously a senior leader in the asset management business for Ashcourt Rowan, where he played a significant role in restructuring the business and acquired a leading private client team from a large European bank. Prior to that, he spent 10 years with Deutsche Bank, latterly as director of proprietary pan European equity investment. He also played a key role in starting the private institutional client business. David began his career at Goldman Sachs International as a financial analyst. He holds an MA from Oxford University and he is currently an executive with Dwyer Asset Management, a participant in the UK real estate market.

Stephen Felle
Director, head of regional offices (Ireland & UK)
Davy Private Clients
Stephen is head of regional offices and part of the Davy Private Clients senior management team. He has 18 years\' investment experience and prior to joining Davy in 2004 worked in senior client management and investment roles with another Irish firm. Stephen is a registered stockbroker, a member of the Institute of Banking and a member of the board of J&E Davy.

Daniel Freedman
Founder and managing director
London and Capital
Daniel spent six years as a partner at Allied Dunbar, and then founded London & Capital with Richard Leigh. As managing director, he is also head of the firm’s US Family Office division, which accounts for nearly a third of total assets under management of the business. Daniel is a member of the International Tax Planning Association (ITPA), and a founding member of the Fédération Europécnne des Conseils et Intermediaries Financiers (FECIF). His total 34 years of experience resides in providing strategic investment solutions to wealthy families globally and US/UK wealth planning. His specialty lies in providing investment solutions to US expatriate citizens and green card holders living outside the US.

Christopher French
Head of private wealth management
Goldman Sachs
Christopher heads private wealth management for Goldman Sachs in Europe, Middle East and Africa. The bank says it helps “clients pursue their wealth management goals through careful advice, astute investment management and access to the capabilities and network of Goldman Sachs.” Mr French oversees a team of “carefully” selected advisers who undergo a “rigorous training curriculum that continues throughout their careers”.

Alexander Friedman
Group chief executive
GAM
Prior to joining GAM in September 2014, Alexander Friedman served as the global chief investment officer of UBS Wealth Management and Wealth Management Americas, as chairman of the UBS global investment committee and as a group managing director. He was previously chief financial officer for the Bill & Melinda Gates Foundation, as well as a White House Fellow in the Clinton administration and an assistant to the US Secretary of Defense. He is a board member of several non-profit organisations and a member of the Council on Foreign Relations. Alexander Friedman holds a Juris Doctor from Columbia University School of Law, an MBA from Columbia University Business School and a BA from Princeton University.

Ian Gorham
Chief executive
Hargreaves Lansdowne
Ian joined Hargreaves Lansdowne in 2009 as chief operating officer and became chief executive in September 2010. Ian qualified as a Chartered Accountant in 1996, and previously he helped build Deloitte’s financial services operations and was head of Grant Thornton’s UK financial services business. He has worked across many financial services companies on a range of strategic and operational matters.

Jon Gumpel
Co-founder
Brooks Macdonald
Jon was a founder of Brooks Macdonald in 1991, having worked in the industry since 1986.
Mr Gumpel is one of the investment directors responsible for overseeing investment management strategy and asset allocation for Brooks Macdonald Asset Management Ltd and is a member of the group executive management committee. He serves as portfolio manager of Brooks Macdonald Funds Limited, IFSL Brooks Macdonald Fund - Defensive Capital Fund and Brooks Macdonald Investment Funds plc - Brooks Macdonald Defensive Capital and Income Fund.

Peter Hall
Chief executive
Tilney BestInvest
Peter, chief executive of Tilney Bestinvest, joined the firm in 2010 from UBS Wealth Management, where he was managing director of the investment management and UK regional businesses. Previously, he was managing director of Barclays Investment Management, Advisory and Stockbroking businesses as well as Barclays Trust Company. Prior to working in the investment management industry Peter worked for Boston Consulting Group, SG Warburg and served as an officer in the British Army. Peter has a degree in Politics, Philosophy and Economics from the University of Oxford and an MBA from INSEAD.

James Hambro
Chairman
James Hambro & Partners
Jamie is chairman of James Hambro & Partners, having previously been an executive director of Hambros Bank, co-founder of the original J O Hambro Group and managing director of J O Hambro Magan before going on to found J O Hambro Capital Management. He is chairman of Hansteen Holdings and a director of Primary Health Properties plc and Wiltons Holdings Ltd. He recently stepped down as chairman of the Henry Smith Charity, a large grant-making charity, after almost 25 years of service, and is a graduate from the Harvard Business School.

Philip Harris
UK chief executive
Credit Suisse
Philip was previously the head of private client wealth management UK at RBC. Before starting at RBC in 2009, he spent five years at UBS as the head of UK high net worth clients. In 1998, he co-founded IFA boutique Scott Goodman Harris, and also spent nine years working in a number of blue-chip financial businesses including Equitable Life, Scottish Widows and AXA.

Alexander Hoare
Partner and director
C. Hoare & Co
Alexander graduated from the University of Edinburgh with a B.Comm with honours in marketing and is the first of the eleventh generation of C. Hoare & Co. Partners. He was a marketing consultant for PA Consulting Group until 1987 when he joined the bank. He served as chief executive of the bank from 2001 until 2009. Formerly he was a trustee of Training for Life and Trinity Hospice, a non-executive director of Jupiter Green Investment Trust, president of the Groupement European de Banques, and a member of the Westminster Abbey Finance and Advisory Council. He is also active in the field of social and impact investing.

Adam Horowitz
UK chief executive
Julius Baer
Having spent twelve years at Merrill Lynch, Adam joined Julius Baer with the acquisition of Merrill Lynch’s international wealth management business, having intended to retire for good in 2007. His most recent role at Merrill Lynch was head of UK, Ireland and Israel wealth management. Previous roles included head of Europe, Middle East and Africa, global client coverage, with an additional responsibility as acting head of UK, Ireland and Israel wealth management, head of emerging market equities for EMEA, chairman of the emerging market steering committee and chief executive of Merrill Lynch South Africa.

Peter Horrell
Managing director UK Financial Services
Fidelity Worldwide Investments
Peter Horrell was chief executive of Wealth & Investment Management at Barclays, having spent 24 years at the bank but departed in 2014. Mr Horrell’s role at Barclays saw him handle a business providing private banking, investment management, brokerage and fiduciary services to over 1.5 million private clients and financial intermediaries around the world. He will join Fidelity Worldwide Investment on 1 April 2015 to oversee the group’s £70 billion UK business.

Philip Howell
Chief executive
Rathbones
Having been appointed as chief executive in March 2014, Philip has over 30 years’ experience in investment banking and private banking. 24 of those years were at Barclays, where he was regional chief executive in Asia, then regional chief executive in South Africa and finally as head of strategy & corporate development, where he was focused on the international and private banking divisions. In the last eight years, he has been chief executive of Fortis Private Banking and chief executive of Williams de Broe. Philip graduated from Harvard Business School, where he did an Advanced Management Programme.

Nick Hungerford
Founder and chief executive
Nutmeg
After doing a business degree at Exeter University, Nick was a banker, working at Barclays in the areas of product, banking and wealth management before becoming a divisional director at Brewin Dolphin. After being awarded an MBA from Stamford in 2010, he delved into entrepreneurialism and became founder and chief executive of Hungry Finance, which is now Nutmeg. He is also currently the non-executive director of Innovate Finance, an industry body for FinTech in the UK.

Jeremy Knowland
Head of private banking UK Ireland
Citi Private Bank
With over 10 years of service at Citi Private Bank, Jeremy has overall responsibility for the bank’s relationships with ultra high net worth clients in the UK. Previously, he was at Barclays Private Bank as head of the onshore investment advisory team. Jeremy is a qualified accountant, holds the Chartered Financial Analyst designation, and is an affiliate member of the Chartered Institute for Securities & Investment.

Brett Lancaster
Chief executive
ACPI
Brett has been a chief executive of ACPI since 2009, with responsibility for the organisation’s private wealth management and global distribution functions. He joined ACPI in 2007 as managing partner. He was previously with Goldman Sachs for 14 years. His last role at the firm was that of managing director and head of UK business for the private wealth management division. Before he joined Goldman Sachs, he spent three years with the accountancy firm KPMG.

Keith Loudon
Senior partner
Redmayne-Bentley
Keith joined the Redmayne-Bentley in 1956 after qualifying as a Chartered Accountant, and for 50 years has been a figurehead in the stockbroking industry, both regionally and nationally. Keith was awarded an honorary doctorate for Business Administration by Leeds Metropolitan University in recognition of his contribution to business and the community. He was recently appointed an Officer of the Order of the British Empire (OBE) in the New Year 2015 Honours List.

Jamie MacLeod
Chief executive
Bordier (UK)
Jamie started his career at Laurentian Life/Unit Trust Management in 1986, he then joined Scottish Widows Fund Management (SWFM) in 1990 and in 1997, aged 29, went on to become managing director and head of global business and client services for Scottish Widows Investment Management. In 1999 he joined Investec Asset Management where he was the head of UK and European retail business and managing director of Investec Fund Managers and Investec Management Limited as well as a member of the global executive. In June 2002 he joined Skandia Group and founded Skandia Investment Management as chief executive. In 2007 he went on to form Skandia Investment Group, which he led as chief executive. He also served on the global executive management board of Skandia Group. He joined Bordier (UK) in September 2010 as chief executive and became a member of the group executive team with Bordier & Cie, the 160 year old Swiss private bank, that is the majority shareholder. Jamie is a member of the T Rowe Price investment services advisory board.

Henry Maxey
Chief executive
Ruffer
An economics and management graduate from Oxford University Henry joined investment management firm Ruffer in 1998. With further accreditation as a CFA charter holder under his belt, he went on to co-develop the CF Ruffer Investment Funds, an open ended investment company (OEIC) which has several sub-funds including the European, Pacific and Baker Steel Gold Fund. In April 2012, Henry was appointed as the firm’s chief executive.

Guy Monson
Managing Partner and chief investment officer
Sarasin & Partners
Guy has over 30 years of investment experience and joined Sarasin & Partners in 1984. In 1988 he became manager of Sarasin & Partner’s flagship GlobalSar family of balanced investment funds, winning awards for their investment performance and risk profile. He is also recognised for his use of thematic investment in the management of global equity portfolios, resulting in the successful launch of the firm’s EquiSar family of funds in 1996. In 2007, Guy was made a chief executive of Sarasin Chiswell and subsequently managing partner of Sarasin & Partners LLP. Guy completed his MA in Politics, Philosophy and Economics at Oxford University.

Michael Morley
Chief Executive
Coutts & Co
Michael joined Coutts & Co as chief executive in 2009. Prior to this, he was head of international private banking at Barclays Wealth and chief executive of Barclays Switzerland. Michael also spent eight years with Merrill Lynch, becoming managing director and director of private wealth services for Europe and the Middle East. He is also a director of Forces in Mind Trust, a charity dedicated to helping Service personnel make a successful transition to civilian life. He is a board director of Walpole British Luxury and in 2014 became a founding member of the China Advisory Council of the Judge Business School, University of Cambridge.

John Morton
Executive chairman and director
European Wealth
John is both the executive chairman of European Wealth Group and an executive director of European Wealth Management Group. Previously, he was chief executive of Syndicate Asset Management, prior to which he was the chief executive of Ashcourt Asset Managment. Mr Morton has over 32 years’ experience in managing institutional and private client investments, as well as in the management and acquisition of wealth management businesses.

David Nicol
Chief executive
Brewin Dolphin
David is a chartered accountant. He was a director of Morgan Stanley International PLC from 2004 to 2010. He worked for Morgan Stanley for 26 years in a number of Operations and Finance roles and was appointed EMEA CAO in 2004. David was a non-executive director of Euroclear plc from 1998 to 2010. He trained and qualified in 1980 as a chartered accountant with Ernst & Young and spent two years working for KPMG in Hong Kong before joining Morgan Stanley in London in 1984. He is on the board of the Chartered Institute of Securities and Investments, the Council of the Institute of Chartered Accountants of Scotland and is a member of the Appointment Committee of the Hermes Property Unit Trust. He joined the board of Brewin Dolphin as a non-executive director in March 2012 and was subsequently appointed as chief executive in March 2013.

Daniel Pinto
Founding partner & chief executive
Stanhope Capital
Having studied in both Paris and at Harvard Business School, Daniel went on to hold senior banking positions at UBS Warburg in London and Paris, concentrating on mergers and acquisitions, as well as gaining considerable experience in wealth management and merchant banking. In 2004 he co-founded global investment office Stanhope Capital, where he is now chief executive. He is also the founder of the New City Initiative, a think tank comprised of the leading independent UK and European investment management firms, and is a member of the wealth management executive committee.

Jonathan Polin
Chief executive
Sanlam UK
Jonathan’s listing as a 50 Most Influential is based not least on his transformation of Ashcourt Rowan Plc from a loss making entity to a business worth £129 million. Leaving his post as chief executive of Ashcourt Rowan Plc, Jonathan then took over as UK chief executive of Sanlam Private Wealth, the discretionary fund manager, in November 2015 and, in January 2016, became the chief executive of Sanlam’s restructured UK group. Jonathan previously also held roles at Aberdeen Asset Management, Ignis Asset Management and HSBC.

Andrew Ross
Chief executive
Cazenove Capital Management
Andrew serves as director and chief executive at Cazenove Capital Management, and is responsible for the UK, Channel Islands, Italy and Asia. He is also deputy head of wealth management for the group and sits on the group Management Committee of Schroders PLC. Prior to this, Andrew served as chief executive at HSBC Asset Management (Europe) Limited from 1998 to 2001. Previously, he served as a managing director at James Capel Investment Management, and prior to that, he served as an investment manager from 1985 to 1997. He has been executive director at Cazenove Capital Holdings Limited since October 2005, and is a member of the FSA Practitioners Panel.

Stuart Rutledge
Chief executive, international, RBC Wealth Management
RBC Wealth Management
Stuart joined RBC in 1999 and has held a number of senior roles during his time there. Prior to his appointment as chief executive, he was head of RBC Wealth Management’s global wealth services group, based in Toronto, where he developed and delivered best practice investment, credit and wealth solutions to clients. Stuart was also responsible for developing and executing RBC Wealth Management’s strategy, as well as global brand and marketing initiatives. He served as chief financial officer of RBC Wealth Management from 2007 to 2010, and he holds a Bachelor of Engineering from Canada’s McMaster University and a Masters in Business Administration from Wilfred Laurier University. Stuart heads up the British-Isles based business, and reports to Doug Guzman.

Faraj Saghri
Managing director, head of UK & Northern Europe
JP Morgan Private Bank
Before moving to London in 2014, Faraj founded, and continues to oversee, JP Morgan’s Private Bank’s global financial sponsor group, which provides wealth management and financial planning advice to partners in the private equity industry. Farah first joined one of JP Morgan’s heritage banks in 1987, then moving to the private bank and helping to establish the Los Angeles and Chicago offices. He later managed a private banking team, focusing on investment bank clients in New York. He is chairman of the London management committee and a member of the J.P. Morgan International Bank Board.

David Scott
Founder & senior partner
Vestra Wealth
David is senior and founding partner of Vestra Wealth LLP. He is a former managing director of UBS in London, where he headed up the high net worth wealth management division in the UK. Before UBS, he co-founded and was managing partner of Scott Goodman Harris, a boutique advisory business that was acquired by UBS in 2004. David launched Vestra in 2008 to act as an “impartial adviser”, providing a “more approachable” wealth management service for clients, rather than trying to shoehorn them into the model best suited to banks.

James Sellon
Managing partner
Maseco Private Wealth
James’ career began in 1999 with Citigroup, where he was part of the Smith Barney division in London 2001. He then went on to set up the US expatriate desk with Josh Matthews before leaving to establish Maseco, a US focused private wealth management firm, in 2008. James holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFPCM) qualification, and his expertise lies in US/UK investments and advising US citizens with multiple tax reporting requirements.

Justin Urquhart Stewart
Co-Founder & head of corporate development
Seven Investment Management
A charismatic and enthusiastic public speaker, Justin was involved in the development of Big Bang in 1986 with BZW and went on to co-found Broker Services, which eventually went on to become Barclays Stockbrokers. In 2001, he and his business partner of many years founded Seven Investment Management (7IM) to provide some “radical common sense” to change “a lazy, lethargic and self satisfied” investment industry, realigning the focus to clients. There he holds the role of head of corporate development. Justin trained as a barrister and is currently a senior adviser at equity investment platform VentureFounders.

Helen Watson
Chief executive
Rothschild
Having spent almost 20 years establishing her reputation at Morgan Stanley’s UK Private Wealth Management business through a series of roles including private client portfolio manager and senior client adviser, Helen joined Rothschild in May 2010. She was appointed chief executive of the firm’s UK wealth management business and head of its UK wealth management committee in July 2015. With two PAM Awards – Image and Reputation (UHNW) and Client Service Quality (UHNW) – under the firm’s belt in 2015, Helen says her next aspiration is to lead Rothschild to become a “top three wealth manager”.

Bob Woods
Executive chairman
Mattioli Woods
Bob founded Mattioli Woods in partnership with Ian Mattioli in 1991, and has been responsible for developing the firm’s group strategy and identifying new growth areas. Although scheduled to step down as executive chairman in October 2016, Bob will remain on the board as founding director and full-time ambassador to the company. He has over 30 years’ experience in investment planning and chairs the group’s investment committee.

Jonathan Wragg
Chief executive
Investec Wealth & Investment
Jonathan began his career with previous ‘Big Five’ member Arthur Andersen and SIG plc prior to joining the Investec group in 1997 as financial controller. Having held the position of company secretary from 1999 to March 2007, he was also appointed finance director on 1 December 2000, a position Jonathan remained in until May 2005. In June 2010, after Investec acquired the remaining shareholding of Rensburg Shepherds and formed the wealth & investment business unit, Jonathan was appointed chief executive in September. He is a qualified a chartered accountant.