The 2023 PAM NextGen Leaders is based on PAM Insight's experience and knowledge of who is rising to the top quickly, and why.
An open call is made for nominations to allow readers to suggest those rising stars they feel should make the list.
Factors taken into account included the reputation or performance of the company that the nominee works for, feedback from senior executives, trajectory of promotion/business development success and relative years of experience, and active involvement in promoting good organisational culture.
Constituents are listed alphabetically by surname – use the ctrl+f function to search for a particular name or firm.
If you have questions about this initiative, please contact PAM Insight's managing editor Katie Royals on email@example.com
Wealth planning director, Arbuthnot Latham, 13 years’ experience
Chris joined Arbuthnot Latham's London office in 2014 where he manages professionals, entrepreneurs and international clients.
Prior to Arbuthnot Latham, he held paraplanner roles at RSM Tenon and Kingston Smith Advisers and then took on the same role at Arbuthnot Latham.
Within the same year of joining the firm, Chris was promoted to wealth planner and in 2018 was promoted to senior wealth planner.
In 2022, he was promoted to wealth planning director and now manages the wealth planning team.
He is a Chartered financial planner and provides advice to both private and corporate clients.
Additionally, he supports Arbuthnot Latham’s internship scheme where he aims to inspire and mentor the next generation entering the industry.
Investment director, Rathbones, 12 years’ experience
Libby was promoted to investment manager in 2016 and then to investment director in 2022 having joined Rathbones in 2012.
She is an associate of the CISI - having obtained the investment advice diploma - and is also a Chartered Financial Analyst (CFA) charterholder.
Libby sits within the charities team at Rathbones and specialises in managing investment portfolios for charities and specialist institutions.
Within Rathbones she also chairs the developed equities committee and within that she specialises in the selection of North American funds. She also chairs the Rathbones Foundation committee in London, a grant-giving charity which supports small local organisations.
In her spare time Libby is a trustee for Charterhouse in Southwark, a charity that provides funds to help the young people in the area.
She also uses her trustee experience and investment management skills to conduct trustee training at Rathbones.
Libby has also been involved in teaching financial awareness courses through the Rathbones programme, where she has presented to schools on the importance of financial education.
She is an active advocate of the industry, participating in panel discussions for Women in Finance and Maths4Girls, alongside being involved in the She Can Be programme, a programme that aims to help empower young women to make informed decisions about their careers.
Executive director, portfolio manager, Julius Baer International, 14 years’ experience
Aneka started her career with Julius Baer as a portfolio manager in 2013. In 2019 she became a director and in 2023 was promoted to executive director.
Aneka manages a significant amount of client assets at Julius Baer, in multi asset class mandates, income, balanced and growth risk profiles. She does equity research and stock picking in the consumer discretionary, real estate and utilities sectors for Julius Baer’s Global Equity Income mandate.
The strategy outperformed its benchmark by nine percent in 2022.
Furthermore, she contributes to the commercial development of the discretionary business by pitching for new client assets.
A nominator said: “While 2022 was a difficult year for investors, Aneka conducted 100 client meetings last year helping clients to remain calm, stay invested and trust the investment process. Feedback received from clients about Aneka is always overwhelmingly positive.”
Partner, The Private Office, 11 years' experience
Daniel became a partner at The Private Office in 2021 having joined the firm in October 2017. He was the youngest employee in the company’s history to become a partner.
An advocate of cash flow modelling, Daniel specialises in developing bespoke financial planning and investment strategies with personalised growth rates.
Daniel is highly experienced in advising private clients on all financial planning matters and currently manages around £80 million of client assets.
His nominator said: “He has created trusted adviser status with the individuals and families he looks after and this is evidenced by his outstanding client review rating via the independent review service VouchedFor.”
Outside of the firm and wider industry, Daniel has been involved in several community schemes to improve financial literacy and education and provide insight into financial planning as a career opportunity.
Chief executive and chief investment officer, BRI Wealth Management, 11 years' experience
Having started as a post A-level trainee in 2011, Dan rose to the position of chief executive and chief investment officer of BRI, looking after £550 million of client assets.
Initially after joining the firm, his main role was assisting the investment department with research and the management of client portfolios. He then began to engage in more of the research and strategic elements of managing stock market portfolios. This included direct equity research, open and closed ended fund research and structured product.
Upon his promotion to chief executive, executive chair Simon Boardman-Weston commented: “Dan has played an integral role on the board and management team, helping us to become the successful firm we are today. BRI’s management team is now one of the best I have had the privilege to work with and through them, the business is in excellent hands.”
Head of investments and trading, Arcrate, 12 years' experience
Andrzej joined Arcrate in 2009 shortly after it was founded and has, according to the firm, been instrumental in developing the business, as well as building and refining the firm’s investment process during that time.
Andrzej leads the investment function at the firm, which covers both multi-asset portfolios as well as single stock strategies.
As one of the longest serving members of the firm, Andrzej has helped to mentor and train two team members from having zero industry experience to Chartered wealth manager status.
Prior to Arcrate, Andrzej spent six years working within an options trading house in London where he traded derivatives, options and futures in both London and Chicago.
Andrzej graduated with a Master’s degree in mathematics from University College London and holds the Chartered wealth manager designation, is a Chartered Fellow of the CISI and is a CFP designation holder.
Director, Davy Private Clients UK, eight years' experience
Ian joined Davy in 2014, having previously qualified as a solicitor with Herbert Smith Freehills. In changing career, he joined initially as assistant to the managing director and, in the eight years since, has achieved one of the fastest progressions in the firm, being promoted on four occasions to his current role of director in December 2021.
Since 2007, the firm has built a full service UK investment and financial planning platform from the Belfast office, which has approximately £1.4 billion AUM. Ian, based in the London office, has been leveraging this to grow the business in London, principally from client referrals.
Ian’s nominator said: “He is leading the expansion of one of the UK and Ireland’s largest wealth managers into a new market at age 37, which I feel would make it appropriate for him to be included as a next generation leader.”
Investment manager, Vermeer Partners, 11 years’ experience
Harry works in a team of four and manages trust, charity and private client assets of £350 million.
Before joining Vermeer Partners in 2013 he worked for Quilter Cheviot, also in investment management.
He started his career as a basic materials analyst for the Trinity Student Managed Fund.
Harry has been very active in promoting the work of Girls Are Investors (GAIN), which the firm partners with on its internships.
Mindful of the lack of female diversity in both the firm and the sector, he managed and mentored the firm’s GAIN investment internship candidate for six weeks over the summer of 2022.
Harry recently combined his interest in both the arts and the investment possibilities of artificial intelligence (AI) and the tech sector.
He co-hosted an intermediary-led next gen event at an exhibition which focused on AI inspired works.
Director, investment adviser, Barclays Private Bank, 13 years' experience
Tommy is the lead adviser for the UK regions and manages one of the largest client portfolios at Barclays Private Bank.
He has over 13 years of experience within the private wealth industry, having joined the firm in 2019. Before that he was an investment councillor at HSBC Private Banking and a relationship manager at Citi. He leads a small team of junior advisers, which he is looking to expand.
Alongside the day-to-day responsibilities of relationship management and investment advice, he was selected to be part of the firm’s launchpad programme which is designed to build the future senior leaders of the firm.
Outside work Tommy is a karate instructor, a mentor both at a University of Bath programme and within the CFA Mentoring scheme and a regular volunteer with various East London schools in educating students on “finance 101”.
Head of investment, The Private Office, eight years' experience
Daniel joined The Private Office in 2020 as an investment analyst and was promoted to head of investments in 2021. In this role, he helps to manage approximately £2 billion in client assets.
Daniel also serves on the company's investment committee and conducts fixed income and alternative investment fund research for the investment team.
A nominator said: "Daniel is an integral member of the team here at TPO. He is number two on the investment proposition and he played a pivotal role in the development of the investment proposition, which includes active, passive and ESG portfolio ranges.
“Dan loves research and studying, but he has the skill to put things in an easy-to-understand framework for his colleagues and their clients."
Head of global solutions group, UK, HSBC, 15 years' experience
Mario began his role as head of the global solutions group in February 2023, before which he was a director in the same department.
He provides customised wealth management services for ultra-high net worth individuals, family offices, and clients.
Previously, he worked in the key clients and family offices divisions of Barclays Wealth & Investment Management and specialised in multi-asset sales and portfolio construction.
Mario graduated with a BSc (Hons) in economics and finance from University of York and an MSc in investment management from London Cass Business School. Mario is also a CFA charterholder and is registered with the FSA.
Head of charities, endowments and foundations, Abrdn, 14 years' experience
A previous PAM top 40 under 40 in 2020, Laurence leads the charity and not-for-profit department at abrdn. He manages portfolios for charities, private clients, trusts and pensions.
During his seven years in this role, he built a team and a business from nothing to £1.8 billion.
Prior to joining the business in 2013, Laurence was with Barclays Wealth and Investment Management, where he was an investment analyst in London and Singapore before assuming the position of portfolio manager.
He also has a degree from Durham University and is a CFA Charterholder, as well as holding an investment management certificate and the certificate in ESG investing.
Senior associate partner, Sarasin & Partners, 11 years’ experience
Ben has been at Sarasin & Partners for just over four years and is responsible for managing portfolios on behalf of UK private clients and professional intermediaries.
He joined in 2019 as an associate partner and investment manager, then later became a senior associate partner.
Ben is an account director for a significant and growing book of discretionary assets on behalf of both private clients and financial advisory firms. He also stewards a number of key relationships for the firm.
Additionally, he is the lead manager on Sarasin’s model portfolio service and plays a leading role in its distribution amongst professional intermediaries.
As part of this responsibility, he has also established an external funds committee which sits alongside the more specialist alternative funds committee. This is integrated into the firm’s asset management division.
Prior to joining Sarasin & Partners, he was at Tilney Group – now part of Evelyn Partners – for eight years.
There, he was a director in its investment advisory division managing assets for private clients alongside his responsibilities as both an asset allocation and fund selection committee member.
Director and specialist wealth manager, Natwest Group, 12 years’ experience
Anna initially joined Natwest as a private banking manager in 2013 for just over three years where she managed a portfolio of high net worth (HNW) clients.
She then joined Coutts as a private banker specialising in sports and entertainment for nearly three years, looking after high-profile clients in the creative industries. She provided private banking services and specialised in advice on mortgages and lending solutions to HNWs.
After that, Anna re-joined Natwest in 2019 in her current role as a director and specialist wealth manager.
In this role, she provides specialist wealth management services to clients in South Kent and London areas.
Anna is an advocate for mentoring, both seeking the right mentor and being one to others.
She hosts and supports recruitment seminars alongside the firm’s head of business, delivering a persuasive overview of Natwest’s business structure and compelling reasons for potential new entrants to join.
Anna also supports the firm’s wealth gender network, an employee led network designed to empower colleagues and clients through knowledge and practical ways to improve their financial well-being and give them the confidence to make better financial decisions.
Investment director, Canaccord Genuity Wealth Management, 14 years’ experience
Jon joined Canaccord Genuity Wealth Management as part of its acquisition of Punter Southall Wealth, where he led its alternative investment market Inheritance Tax (AIM IHT) portfolio service and broader UK equity offering since 2013.
At Punter Southall Wealth, he initiated its internship program which enables school children and undergraduates to experience a few days in the life of an investment management firm.
He started his career at AXA Framlington’s UK equity team as a junior private client portfolio manager and latterly became a portfolio manager.
Jon is a CFA charterholder, has a diploma in professional studies and holds the investment management certificate. He is also a Chartered member of the Chartered Institute for Securities and Investments (CISI).
His nominator said: “Jon has always championed others, showing leadership with our AIM and UK direct equity offering while also ensuring other Investment Managers can learn from his knowledge and experience.”
Banking journey lead, Coutts, 10 years’ experience
Alison started her career in wealth management in 2012 when she joined Citi’s UK wealth management business.
At Citi, she was promoted to senior vice president and client franchise head with responsibility for five departments including digital, segment proposition and marketing.
At Coutts, Alison is an executive director and banking journeys lead with the responsibility for the end to end client experience, product design and commercial performance for all banking products.
Her team has delivered success under her leadership including relaunching the Coutts debit card.
Part of Alison’s work has been building the ‘5-year Banking Journeys’ strategy for Coutts. This means the firm has a clear path to banking across digitisation, proposition enhancements and journey re-design.
On a voluntary basis, Alison chairs the firm’s social mobility network.
Having grown up in a council estate, she believes where you start in life should not determine where you end up and wants to break down barriers for people from lower socio-economic backgrounds to have happy and successful careers in private banking and wealth management.
Investment director, Rathbones, 12 years’ experience
Steve joined Rathbones in 2014.
His career in finance started 12 years ago at Williams de Broë before it was acquired by Investec.
At Rathbones, Steve manages approximately £250 million of bespoke client assets.
Alongside this, he has served on several committees and is currently a member of Rathbones’ financial adviser investment committee.
Steve also put himself forward to represent Rathbones’ front office on group-wide projects ranging from thematic research to internal IT systems.
He is also committed to nurturing the next generation of industry talent and has supported several younger Rathbones colleagues as they embark on their careers.
Steve holds the CISI level 7 Chartered wealth manager qualification and is a Chartered fellow of the CISI.
Head of private clients BD, Waverton Investment Management, 11 years’ experience
Sarah joined Waverton Investment Management in February this year as a business development director to lead its growth plans for the private client division.
She joined the firm from Close Brothers Asset Management, where she led the firm’s efforts to attract clients within the professional services sectors, including lawyers, accountants, trust companies and investment consultants.
Prior to Close Brothers, Sarah spent eight years at law firm Taylor Wessing, where she was senior international business development manager for the private wealth group. Before this, she worked at FTI Consulting.
Private wealth adviser and executive director, Goldman Sachs, 14 year's experience
Thomas is an executive director at Goldman Sachs Private Wealth Management based in London.
Prior to joining Goldman Sachs in 2008, he worked for big four accountancy firm Deloitte in the UK and US and ran his own consulting business.
As a private wealth adviser he co-heads one of Goldman Sachs’ UK teams, focusing on business owners, entrepreneurs and their families.
Thomas has also taken a leadership role in an initiative to connect clients of the private wealth management business that have corporate pension schemes within their businesses to Goldman Sachs Asset Management.
He has developed his business predominantly through cold outreach, but more latterly through a core group of intermediaries and increasingly inbound referrals from his book of clients.
His ultra-high net worth (UHNW) clients span multiple industries and are based across the UK, Channel Islands and UK sovereign territories.
Private wealth adviser, executive director, Goldman Sachs, 10 years' experience
Zeynep is an executive director at Goldman Sachs Private Wealth Management based in London.
Since joining the firm in 2013, she has been a key driver and leader in the creation of the GSPWM Tech Entrepreneurs’ Initiative to build a stronger presence in the technology ecosystem in Europe.
Zeynep’s clients are primarily founders of tech businesses, tech investors, venture capitalists, and family offices whose wealth is either grown or tied up in the tech industry.
Beyond private wealth management, she has been part of the efforts to expand technology coverage across Goldman Sachs.
She started her career in the hedge fund and family office space focusing on tech following her graduation with her master's in public policy from Harvard.
Zeynep then served as a board member at Harvard's Kennedy School of Government Alumni board of directors.
Executive director, Coutts, seven years’ experience
Kunal has been in the wealth management industry and part of Coutts for the last seven years.
He has close to 15 years of experience in the banking industry with strong knowledge of balance sheet management, treasury, capital management, credit risk, pricing, and profitability assessment.
He joined Coutts in 2016 to be part of a new capital management team.
Over the last seven years, he has worked on a variety of projects such as optimising Coutts’ collateral management activities for its asset management business.
Kunal also leads the stress testing, recovery and resolution planning activities for Coutts and has a strong focus on risk to ensure the firm’s balance sheet remains resilient to a variety of economic cycles.
In addition, he manages the collateral of Coutts’ investment backed lending proposition and works closely with frontline to identify opportunities and risks in growing this proposition.
Kunal was promoted to executive director in 2020 and now manages a team of 20 staff.
In addition, he supports charity Connection as a trustee and is part of its board. As part of this, he supports the finance, fundraising and remuneration committees of the charity.
Using his experience and network, he also mentors several colleagues within NatWest Group and is part of the bank’s gender network, allies network, multicultural network.
Senior investment manager, JM Finn, 15 years’ experience
Karen has been at JM Finn for ten years.
Her career in finance began at Williams de Broë, where she completed her professional exams and managed corporate and private clients before the company was bought by Investec.
Karen now manages £160 million of bespoke client assets, 80 percent of which are managed on a discretionary basis.
Until 2020, Karen was part of a team managing the Coleman Street Funds, JM Finn’s internal fund range. She played a key role in putting together the ethos and structure of how the funds are managed and helped streamline the fund operation and investment process.
Together with the team, she made the investment proposition more attractive and the funds proved to be successful to the point where JM Finn decided to market the funds externally.
Karen joined Isabel Kwok - JM Finn’s ESG specialist - in 2020 to expand and build a more robust ESG framework.
She is also on the interview panel for new recruits and is a mentor to other colleagues.
She joined the diversity & inclusion committee in 2021 and helped set up JM Finn’s partnership with the charity GAIN to help promote more women in the industry.
Stewardship and engagement lead, Rathbone Greenbank Investments, 8.5 years’ experience
Sophie joined Rathbone Greenbank in January 2020 as a senior ethical, sustainable and impact researcher.
She then moved into a new role as its stewardship and engagement lead in March 2022.
In this role, Sophie is responsible for the delivery of Rathbone Greenbank’s key engagement projects, building relationships with external partner organisations, and shaping its engagement strategy, priorities and reporting.
She has played an instrumental role in the development of Greenbank’s net zero strategy and has spearheaded the creation of the investor coalition on food policy.
Outside of her core role responsibilities, Sophie leads the Rathbones Foundation for the Bristol office.
She is also heavily involved in building Greenbank’s presence externally and has coordinated and chaired three editions of Greenbank’s ‘Investor Day’, its annual conference for investors and intermediaries.
Head of fixed income rates and co-head of multi-asset, Arbion, 12 years’ experience
Chartered financial analyst Robert has been the head of fixed income rates and co-head of multi-asset at Arbion for just over eight years.
He is also a member of the firm’s asset allocation committee for the multi-asset strategies, including setting strategic and tactical investment policy for the discretionary business and advisory channels.
Prior to that, he was the head of fixed income a Signia Wealth for five years. There, he was a portfolio manager and fixed income specialist directly responsible for Signia’s global fixed income strategies and associated client portfolios.
He was also a portfolio manager for Coutts, responsible for the management of advisory and discretionary client relationships running global multi-asset class portfolios for onshore and offshore ultra-high net worth clients, families and institutions.
His nominator said: “Rob believes in sharing his experience with colleagues and has been a mentor to many members of his investment team and wider company over the years, both in a formal and informal manner, always looking at ways to give back and help others grow and develop.”
Dawn Li Wan Po
Team head – investments, Julius Baer International, 15 years’ experience
Dawn is an executive director and portfolio manager within the portfolio management team at Julius Baer in its London office, responsible for managing in excess of CHF 600 million.
She joined Julius Baer following its acquisition of Bank of America Merrill Lynch’s International Wealth Management business, where she had been working since 2008.
At Julius Baer, Dawn is the lead manager for the global equity income strategy, having been responsible for its launch at Merrill Lynch. In 2022 she joined the UKPM management team.
She regularly presents on Julius Baer’s market outlook broadcasts and appears on its fortnightly podcast. Dawn also takes an active role in training the next generation of portfolio managers.
She is an advocate for diversity and inclusion in the business and was one of the founding partners of WealthiHer. Additionally, Dawn was involved in Julius Baer’s Young Partners and Women and Wealth client education programmes.
Investment director, Omba Advisory & Investments, 6 years’ experience
Since joining Omba in September 2017, Andrew has played an integral role in the firm’s portfolio management process and was promoted to the board in 2023.
His in-depth knowledge of exchange traded funds (ETFs) has seen him regularly being quoted in the press.
Before his time at Omba, he worked at big four accountancy firm EY in London in its banking and capital markets division as a manager.
Andrew also worked in the Johannesburg and New York offices of EY where he audited asset managers, hedge funds and other financial services firms.
Preceding his time at EY, he was an associate lecturer in management accounting and finance at the University of the Witwatersrand where he obtained his Master of Commerce (accountancy) and was awarded the top student prize.
Assistant director, EFG Harris Allday, 11 years’ experience
Stewart Mackness joined EFG Harris Allday in July 2017.
Before that, he spent five years at RBC Brewin Dolphin as an assistant investment manager.
Stewart manages a range of client portfolios both for private clients and via regional financial advisers.
He also is an active member of the EFG Harris Allday asset allocation committee.
Stewart is CISI Level 7 qualified, is a Chartered FCSI and is a Chartered wealth manager.
Senior Investment Director, Brooks Macdonald, 15 years’ experience
Rachael is a senior investment director and head of structured products at Brooks Macdonald. She joined the firm as an investment director in 2019 from Brewin Dolphin where she most recently worked as an investment manager.
Having started her career in 2008 as an assistant at a Yorkshire-based investment group, Rachael has worked her way up the ladder over the last 15 years, culminating in being promoted to her current role in September 2022.
In her role, she manages portfolios for private clients, charities, companies, trusts and pensions and works closely with independent financial advisers to help achieve the underlying client’s objectives.
She is a Chartered wealth manager and a Fellow of the CISI and, after completing additional qualifications, she has also specialised in structured products and responsible investments.
Rachael manages over £200 million for advisers, private clients, charities, companies, trusts and pensions.
She has helped to establish and expand Brooks Macdonald’s Leeds office and is seen as the cornerstone within the team.
As one of only a few females within the industry to have passed the derivatives qualification, she is a specialist in the firm’s decumulation service where she can use her structured product knowledge and experience for the benefit of clients.
Rachel is one of the founders and an active participant of a corporate ladies' networking group, in which she encourages professional females to support each other and build strong working relationships across the corporate finance sector.
Senior Associate, Capital Generation Partners, seven years’ experience
Donald is a senior associate in Capital Generation Partners’ portfolio management team. He joined the firm in 2016 as a portfolio analyst before being promoted to associate in 2020. He took on his current role one year ago.
Prior to working at CapGen, he was an intern at Saltus Investment Managers.
He is a key part of CapGen’s portfolio management team, helping it to deliver distinctive high quality returns for clients through robust portfolios. He has taken on board the CapGen investment philosophy and works well in portfolio management, and asset allocation teams, as well as explaining our investment positioning and returns to clients.
Wealth Planner, Kingswood Group, nine years’ experience
Jess is a Chartered wealth planner at Kingswood, having joined the firm in July 2022. Prior to joining Kingswood, she was a personal wealth adviser at Schroders Personal Wealth.
She is currently the youngest Chartered female financial planner and owns the largest client base at the firm. Jess is currently a senior member of Kingswood’s Abingdon office and mentors several junior colleagues.
In addition to coaching in the workplace, Jess frequently speaks at schools and universities, and participates in roundtable conversations on the importance of women in the financial services industry. She is a constant influence in the development of new propositions, digitally transforming the way Kingswood reaches all demographics of clients and ensuring that they are supported in every way possible.
Her Instagram page, ‘She’s Got Wealth’, is a jargon-free source of information about financial wellbeing. Jess has always been conscious that these basic financial skills aren’t taught in school, which is why it is so important to her to use her platform to educate and empower others.
Jess produces content on topics relevant to her audience and clients, such as how to pick an ethical fund. She also launched a free financial planning course for millennials to help them improve their financial situation.
Vice President, JP Morgan, six years’ experience
Rhea is a vice president at JP Morgan, having initially joined the firm as a summer analyst in June 2016. She went full time at the firm in August 2017 as an analyst, a role she held for almost three years. She was then an associate for around two and a half years before undertaking her current role in February of this year.
Prior to starting her full time career at JP Morgan, Rhea pursued a Bachelors in Business Administration and a BBA in Finance & International Business from Emory University’s Goizueta Business School. Whilst at University, she was group director of Goizueta Finance’s asset management academy from August 2016 to May 2017.
A keen advocate for social causes, Rhea has volunteered at The Akanksha Foundation, a charity that works with Indian children from low income communities, and buildOn, an organisation that engages young Americans in community service and promotes literacy among children and adults in developing countries.
Executive director, London & Capital, 14 years’ experience
Adam joined London & Capital in 2007 initially working in the firm’s Miami office, serving both US and UK private clients.
In 2010, he returned to London to help establish the firm’s US family office.
More recently, Adam has helped the division’s geographic expansion across key European locations.
He has a degree in business management from the University of Birmingham and has been awarded the Diploma for Financial Advisers from the London Institute of Banking & Finance.
Adam has developed relationships with numerous law firms and accountancy practices, helping London & Capital to become one of the go to names in France for US connected families.
His nominator said: “Through his hard work, development of trust with both clients and professionals he now manages the fourth largest book of clients at the firm and is likely to be on the partnership route in the coming years.”
Head of central investment, LGT Wealth Management, 14 years’ experience
Geraldine joined LGT Vestra - now LGT Wealth Management - in January 2015 and was promoted to partner and head of central investment in 2021.
She initially joined to help setup the central investment team, which involved creating a centralised investment proposition and building relationships with the wealth managers across the firm.
The team's focus was to allow wealth managers to be able to place a greater emphasis on their client relationships by managing all of their discretionary portfolios.
Since the team's inception in 2015, they are now responsible for running more than £2 billion of assets.
Geraldine oversees trainee portfolio managers on the team and monitors their output to ensure that the high standards expected from its clients are always upheld.
She is also involved with the firm’s diversity & inclusion initiative ‘#included’ and speaks at a number of industry events. Geraldine also introduced LGT to the 100 Black Interns programme, which has grown in strength to become the 10,000 Black Interns initiative.
Director, private banking, EFG Private Banking, 12 years’ experience
Omar has been at EFG Private Banking for nearly three and a half years.
He is part of the bank’s MENA team and focuses on serving UHNW clients in the GCC region, predominantly UAE, Qatar, Kuwait, and Bahrain. Omar has specialised in serving UNHWIs in the Middle East region for over 10 years.
Before joining EFG, Omar worked for several private banks, including Coutts, Credit Suisse and RBC, as a Private Banker.
Omar holds the Chartered Financial Analyst (CFA) qualification, as well as the CISI level 6 Certificate in Private Client Investment Advice & Management (PCIAM) and is a Chartered Fellow of the Chartered Institute for Securities and Investment.
Chief investment officer, Brooks Macdonald, 14 years’ experience
Edward joined Brooks Macdonald in 2009 on the graduate trainee scheme, becoming an investment manager within one of the London investment teams a few years later.
His clear interest in investment performance and the process which defines it led him to work alongside Richard Spencer, a founder of Brooks Macdonald and chief investment officer at the time.
Edward was instrumental in the overhaul of the firm’s investment process in 2016 when the committee and governance structure was reimagined using institutional best practice. He became deputy chief investment officer in 2018 before formally taking over the top role in 2020.
During his tenure as chief investment officer, Edward has overseen strong investment performance for Brooks Macdonald’s investment offerings and has focused his efforts on further developing the culture of idea meritocracy and specialisation.
He is a spokesperson for Brooks Macdonald and comments regularly in the trade, financial and national press on macroeconomic events and their impact on financial markets.
Edward is also a keen supporter of the firm’s Investment 20/20 programme and has supported the initiative by providing students with career, industry and technical insight into the world of asset management.
COO & General Counsel, Arbion, 14 years’ experience
Kirin is chief operating officer and general counsel at Arbion. She embarked on her legal career as a trainee at KLegal – the former legal arm of KPMG.
Following qualification, Kirin joined McGrigors’ corporate team, where she focused on corporate tax re-organisations and private equity deals. Whilst at McGrigors, Kirin took on two secondments, the first at O2’s head office assisting their in-house legal team for six months, then later in March 2010 she was seconded to the newly formed investment office, Signia Wealth (now Arbion).
Following a successful stint as a secondee, only three years’ post qualification Kirin was then offered the role of head of legal at Signia. In 2015 she was promoted to general counsel and in 2019 she also took on the role of chief operating officer. Subsequently in 2021 she was appointed to the firm’s board as an executive director.
Kirin has worked closely alongside the management team to focus on three priorities which underpin long term growth: they implemented a new investment strategy, restructured to strengthen corporate governance and grew the top line. Having successfully met these three initial objectives the firm entered into a new and exciting growth phase, which Kirin has been key to implementing.
The latest phase has culminated in the recent management buy out at the end of 2022, which has allowed Carnegie, Greg and key members of the management team, including Kirin herself to become shareholders of the business.
Outside of Arbion, Kirin is a keen traveller and foodie and already has visits in the diary booked for America, France and Indonesia this year.
Senior financial planner, abrdn, 14 years’ experience
Vimal is one of 932 certified financial planners, as of September 2022, based in the UK, demonstrating a lifelong commitment to learning and one of the highest qualifications in the industry.
He has been with Abrdn since 2015 and aims to provide sophisticated lifestyle financial planning to help clients achieve what they really want in life using money simply as the means to get them there.
Prior to that, Vimal had various independent financial adviser roles. This included working for EQ Investors and Wren Sterling.
He studied financial services at university and has almost 15 years’ experience in the sector managing private client wealth covering investments, pensions, tax planning strategy and estate planning.
He is a highly self-motivated, articulate and entrepreneurial individual with emphasis on building long standing working relationships.
Private wealth adviser and executive director, Goldman Sachs, 10 years’ experience
Gabrielle Putter is an executive director at Goldman Sachs Private Wealth Management based in London. Prior to joining the firm in 2015, she worked in London and Hong Kong at Julius Baer Private Bank covering clients and in the Asia Macro Research team.
Gabrielle received a first class degree from Magdalen College, Oxford University and a master’s degree from Imperial College Business School.
In her current role she works with an extensive range of clients including entrepreneurs, hedge fund and private equity professionals, family offices and registered charities. She has organically grown a book of over $700 million of assets under supervision.
Gabrielle is co-head of EMEA in the Lead, a global initiative within Goldman Sachs Private Wealth Management offering advice, resources and events for existing and prospective female clients. Gabrielle was a driving force in the creation of the platform. For the past seven years, she has been instrumental in leading the flagship forum convening approximately 150 of Goldman Sachs’ top women clients annually for a day of differentiating content, networking and community.
Gabrielle also serves on the Goldman Sachs Private Wealth Management Women’s Council, a global cohort of top women advisers, and is an active mentor to female advisers.
Managing director, Mount Stuart Wealth Management, 10 years’ experience
Codey Rees is managing director at Mount Stuart Wealth Management. He took the decision to leave his role as an economist at the Office of National Statistics (ONS) and joined the first cohort of the fledgling St James’s Place (SJP) academy in 2012.
Prior to joining the ONS, Codey was a project administrator at PwC.
Codey now manages Mount Stuart Wealth Management; an SJP senior partner practice with 10 members of staff, £340 million of AUM and a high concentration of HNW and UHNW clients. Mount Stuart has offices in both the City of London and in Cardiff.
As a Chartered financial planner and Fellow of the Personal Finance Society, Codey is a passionate advocate of combining his technical acumen with an empathetic approach to meeting the needs of wealthy individuals and family members.
Codey’s emphasis is on maintaining a long-term relationship with his clients and providing them with a continued source of trusted advice as their financial needs evolve over the years. Specifically, this covers all areas of wealth management including retirement planning, wealth protection and investment planning.
As a dedicated sportsman, Codey plays semi-professional rugby for Glamorgan Wanderers RFC.
Wealth manager, Coutts, eight years’ experience
Alison started her career at Coutts as a graduate associate in 2014.
Since then, she has worked her way up to hold roles including a director for strategy and innovation and head of sustainability. She then became a wealth manager in 2022.
Passionate about ESG, Alison believes sustainability is fast becoming mainstream across the industry and is a big advocate of collaborative action.
In her role as sustainability director, she created the firm’s sustainability team.
To engage clients in the climate conversation, Alison organised the largest and most successful event in Coutts’ history, convening a panel including Sir David Attenborough and Mark Carney.
Coutts is part of the B Corp finance group, where everyone works together to improve their sustainable offerings. It won the 2022 PAM Award for positive impact.
Additionally, she also mentors junior employees across the NatWest group and supports a range of employee career initiatives. This includes co-chairing the Coutts Graduate Scheme Alumni Network.
Alison has also played key roles in organising Coutts’ charitable events, including the 3 Peaks Challenge and helping co-ordinate raising £1 million for the National Emergencies Trust Covid-19 appeal, as well as setting up and running the Coutts Netball team.
Private banker, Weatherbys Private Bank, 14 years’ experience
Hayley joined Weatherbys Private Bank in 2016 and currently works within the Scotland office based in Edinburgh.
As a private banker, she manages a highly diverse portfolio of clients located across the UK, providing bespoke and personalised advice on their banking, lending and investment-related requirements. Her clients range from entrepreneurs to land owners.
Prior to joining Weatherbys, Hayley spent nine years at Bank of Scotland Private Banking, during which she gained experience assisting relationship managers and providing partnership loans to UK firms.
Previously, she was a financial crime officer at Lloyds bank and liaised directly with the National Crime Agency.
Over the course of her career, Hayley has accumulated significant professional qualifications including the Certificate in Mortgage Advice and Practice and an investment advice diploma. She is also a qualified mortgage adviser and a member of the CISI.
In addition to supporting a number of projects within the business, she has also championed female-led initiatives with clients and intermediaries.
Head of sustainability, EQ Investors, 4.5 years’ experience
Louisiana became head of sustainability at EQ Investors earlier this year.
She joined the firm in 2018 on an internship during her master’s degree programme at Imperial College London, where she conducted research on impact measurement for her thesis which formed the groundwork for EQ's positive impact report.
Louisiana then became a sustainability specialist after graduating.
She is responsible for overseeing EQ’s ESG and impact integration strategy across all assets alongside its stewardship efforts and sustainability data reporting.
Louisiana also appears regularly in national and trade media outlets to discuss sustainable investing.
Over the last eighteen months, she has developed and implemented common sustainability standards across all assets managed at the firm. Based on in-depth research, she developed the criteria, evaluation tools and monitoring methods.
Head of sustainable investments, Stonehage Fleming, 15 years’ experience
Mona joined Stonehage Fleming in 2018 as a director of Stonehage Fleming Investment Management, bringing over 17 years’ experience in portfolio construction and manager selection across all asset classes.
She then became head of sustainable investments in 2021.
Prior to joining Stonehage Fleming she worked at Rathbones. There, she was head of collectives research and responsible for its long-only and alternatives investment process.
In her current role, Mona led a team of analysts and contributed to the management of multi-asset collectives.
She recently was a representative and sat on the judging panel for Stonehage Fleming’s women in business initiative - Stonehage Fleming XV.
The initiative recognised fifteen successful women in business who exhibit the characteristics of Stonehenge Fleming’s "four pillars of capital".
Mona is also passionate about ESG and is a key contributor to Stonehage Fleming’s thought leadership programme of client events and videos.
She aimed to change the ESG profile of the firm by pursuing signatory status of UN PRI, the Women in Finance Charter and working behind the scenes to ensure it met the high standards of the Stewardship Code.
Client adviser and executive director, Brown Shipley, 15 years’ experience
Stanislas has been at Brown Shipley since 2017 when he joined as a senior private banker.
Since then, he has worked his way up to becoming a client director for international Europe to his most recent role as international client adviser and executive director.
Before joining Brown Shipley, he was a private banker for international Europe, at BNP Paribas for nearly nine years.
He has also worked for German bank Commerzbank in its private banking sales team as a sales associate in London, Paris, New York and Singapore.
Prior to that, he was a derivatives and equity trader analyst at European financial services group Societe Generale.
During his time at Brown Shipley, he has worked on key initiatives such as its client onboarding programme, a digital innovation lab, and played an active role as a social media ambassador. Stanislas also regularly mentors new joiners to the firm.
Stanislas proactively supports charities, in particular the CRIS Cancer Foundation, and was also part of Walk The Talk circle of donors in the past. He then introduced both charities to Brown Shipley and continues to be an advocate of philanthropic initiatives.
Relationship manager, Julius Baer, 12 years’ experience
Charlotte Thomas is a relationship manager at Julius Baer, having joined the firm in July 2018 from RBC Wealth Management. She spent over five and a half years at RBC, latterly as an associate director and relationship manager.
Charlotte has spent the past decade supporting private clients with their wealth management, investments and philanthropic interests. With a particular focus on business owners and entrepreneurs, Charlotte has been fundamental in building Julius Baer’s entrepreneur network.
As the youngest female relationship manager at Julius Baer International, Charlotte is dedicated to broadening the scope for a more equitable and inclusive environment for all. She has been integral in the launch of Julius Baer’s in-house Women in Wealth initiative helping to design and drive content, events and workshops for this investor community.
Outside of her role as a relationship manager, Charlotte is a qualified mental health first aider (MHFA) and is committed to raising awareness of the topic internally and with clients.
Investment adviser, Julius Baer, 10 years’ experience
Elena has been an investment adviser for Julius Baer for nearly 10 years.
She has worked in London, Zurich and Singapore.
Elena manages high and ultra-high net worth client portfolios and enjoys delivering investment solutions across the product suite to meet individual client needs.
Before joining Julius Baer, she started her career at Merrill Lynch as a private wealth analyst.
Elena is an ambassador for the industry and is actively engaged in Julius Baer’s purpose to create value beyond wealth. She conducts financial education sessions for clients, prospects and students to build confidence.
A physicist by background and a member of the Royal Geographical Society, she participates in industry events assessing the role of technology to address future global challenges as well as the geopolitical landscape to drive change.
Chartered financial planner, Chase de Vere, 13 years’ experience
Simon Walshe is a Chartered financial planner at Chase de Vere based in their Bath office. He joined Chase de Vere in 2009 after achieving a first class degree in Business Administration from the University of Bath.
He started in an administration role, but progressed quickly to become an independent financial adviser in 2012. Whilst completing his degree, Simon was a corporate finance intern at BNP Paribas for eight months.
He achieved Chartered financial planner status through the Chartered Insurance Institute and then attained Fellowship status at age 28. He provides comprehensive independent financial advice to HNW individuals, and in particular to professionals such as doctors and other medical practitioners, to whom he has hosted many seminars and presentations on pensions and retirement planning. He also works on many cases alongside law and accountancy firms.
In 2022, Simon wrote fee income of over £1 million, ranking him in the top three of Chase de Vere’s 220 private client advisers. He manages investment assets of over £100 million.
Investment Manager, JM Finn, 12 years’ experience
Freddie Woodhead has been with JM Finn for 12 years. He joined straight from university having completed an MSC in Mathematics at Edinburgh. Having rotated around several teams to get a thorough understanding of the business, he was given a position as the number two in a growing and successful team, but since then has taken sole responsibility for over £85 million of client assets.
Freddie is part of a wider team that collectively manages over £612 million on behalf of private clients, SIPPs, charities, livery companies and small institutions.
Freddie’s mathematical training saw him helping the firm build various tools, such as an asset allocation tool, that are now indispensable across the business. Freddie’s interest in international markets has seen him be extremely active in the firm’s fund selection activities.
He helped established the collectives research team and went on to run it for many years, which saw him coordinate our 14 sector specialists ensuring their preferred fund lists are maintained, up to date and appropriately communicated to the wider business.
He passed this responsibility to a younger investment manager during 2021, but still sits on the team and is currently responsible for maintaining and monitoring passive funds. He also sits on the firm’s stock selection committee where the bottom-up stock picking he applies to his portfolios is shared around the firm.
Outside of work, Freddie maintains his rigorous fitness regime by competing in triathlons and is often seen swimming in the waters off Cornwall and Yorkshire. He is a particularly keen cricketer, both as a player and a fan.