Our team
A small team: every client has a named portfolio manager and a direct line.
Four people look after every client portfolio (sample). You will meet your portfolio manager at the first meeting.
Helen Marsh
Chief investment officer (sample)
Chairs the investment committee and looks after charity clients.
David Okoye
Portfolio manager (sample)
Private clients and families; runs the Balanced and Growth portfolios.
Priya Natarajan
Portfolio manager (sample)
Retirement clients and the Cautious and Defensive portfolios.
Tom Lindgren
Client services (sample)
Statements, transfers, paperwork and the first call when you ring.
Who you speak to
When you ring, Tom in client services answers first and puts you through to your portfolio manager. If they are in a meeting, they call back the same day.
- Your portfolio manager's direct line and email
- Client services for paperwork and transfers
- A second manager who knows your portfolio when yours is away
Start with an introductory meeting
An hour at our office or by video, free and without obligation. Bring a recent statement for any savings or pensions you would like to talk about.