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Shared experience

Our people have extensive wealth management experience gained at some of the world’s leading financial institutions. By working closely together, we are able to draw on our varied skills and knowledge, allowing us to treat each portfolio individually and meet the unique needs of every client.

While our backgrounds might be different, we share a few beliefs and values in common. In particular, a friendly, open attitude to client relationships, a willingness to embrace new ways of working, and a desire to work towards our clients’ best interests.

  • Management Board
  • Partners
  • Investment Managers
  • Private Office
  • International
  • Friendly Societies and Financial Mutuals
  • Planning
  • Alternative investments
  • Jersey
  • Bristol
  • Investment research
  • Ben Snee
  • Ben Snee

    CEO
  • William Habberfield
  • William Habberfield

    Partner and COO
  • Paul Martin
  • Paul Martin

    Head of Legal, Compliance and Risk
  • Tony Allan
  • Tony Allan

    Partner and Head of Business Development
  • Sanjay Rijhsinghani
  • Sanjay Rijhsinghani

    Partner
  • Tim Mizzi
  • Tim Mizzi

    Partner and Finance Director
  • Joanna Shackleton
  • Joanna Shackleton

    Partner and Head of Human Resources
  • John Jopp
  • John Jopp

    Partner and Head of Front Office
  • Ola Adeosun
  • Ola Adeosun

    Partner
  • Rohit Ahluwalia
  • Rohit Ahluwalia

    Partner
  • Simon Allister
  • Simon Allister

    Partner and Head of Wealth Planning
  • Phillip Beard
  • Philip Beard

    Partner
  • David Blanc
  • David Blanc

    Partner
  • Nick Blogg
  • Nick Blogg

    Partner
  • Simon Boyley
  • Simon Boyley

    Partner and Head of IT and Business Solutions
  • Phil Brewis
  • Phil Brewis

    Partner and Business Development Director
  • David Brooks
  • David Brooks

    Partner and Business Development Director
  • Duncan Carmichael-Jack
  • Duncan Carmichael-Jack

    Partner
  • Tom Catchpole
  • Tom Catchpole

    Partner
  • Ben Chance
  • Ben Chance

    Partner and Head of Private Office
  • Neil Clark
  • Neil Clark

    Partner
  • Danielle Connelly
  • Danielle Connelly

    Partner and Business Development Director
  • Lloyd Cossins-Price
  • Lloyd Cossins-Price

    Partner
  • Jacqueline Crawley
  • Jacqueline Crawley

    Partner, Investment Manager and Head of Institutional Relationships
  • Oliver da Cunha
  • Oliver da Cunha

    Partner
  • Andrew Davies
  • Andrew Davies

    Partner
  • Serena Doshi

    Partner
  • Neville Falla
  • Neville Falla

    Partner
  • Chris Gabbett
  • Chris Gabbett

    Partner
  • Julian Goodman
  • Julian Goodman

    Partner
  • Matthew Guy
  • Matthew Guy

    Partner
  • Frances Halford
  • Frances Halford

    Partner
  • Julian Holden
  • Julian Holden

    Partner and Business Development Director
  • Steve Jenkins
  • Steve Jenkins

    Partner and Investment Manager
  • Robert Jolliffe
  • Robert Jolliffe

    Partner and Head of Development Capital
  • Dr. Meena Lakshmanan
  • Dr. Meena Lakshmanan

    Partner and Head of Alternatives
  • David Lane
  • David Lane

    Partner and Business Development Technical Director
  • Mark Livesey
  • Mark Livesey

    Partner and Business Development Director
  • Graeme Lyness
  • Graeme Lyness

    Partner
  • Dan McAlister

  • Mark McNamara
  • Mark McNamara

    Partner
  • Michael Moss
  • Michael Moss

    Partner and Business Development Director
  • Geraldine Napier-Payne
  • Geraldine Napier-Payne

    Partner
  • Andy Newman
  • Andy Newman

    Partner and Business Development Director
  • Paul Nixon
  • Paul Nixon

    Partner and CEO LGT Vestra US
  • Andrew Palmer
  • Andrew Palmer

    Partner and Investment Manager
  • Pascoe
  • Paul Pascoe

    Partner
  • Neil Pedley
  • Neil Pedley

    Partner
  • Paul Pollard
  • Paul Pollard

    Partner and Front Office Business Manager
  • Lucy Ritchie
  • Lucy Ritchie

    Partner and Wealth Manager
  • Charles Sanford
  • Charles Sanford

    Partner and Wealth Manager
  • Jonathan Scotchbrook
  • Jonathan Scotchbrook

    Partner and Business Development Director
  • Phoebe Stone
  • Phoebe Stone

    Partner
  • Edward Sulivan
  • Edward Sulivan

    Partner
  • Matthew Tansley
  • Matthew Tansley

    Partner and Investment Manager
  • Graham Thomas
  • Graham Thomas

    Partner
  • Roy Thompson
  • Roy Thompson

    Partner and Business Development Director
  • Andrew Tooker
  • Andrew Tooker

    Partner and Business Development Director
  • William Townrow
  • William Townrow

    Partner
  • Jenny Tozer
  • Jenny Tozer

    Partner
  • David Turner
  • David Turner

    Partner
  • Chris Verran
  • Chris Verran

    Partner
  • Zoe Vucicevic
  • Zoe Vucicevic

    Partner
  • Helen Whelan
  • Helen Whelan

    Partner and Head of Risk
  • Matthew Windows
  • Matthew Windows

    Partner
  • Andrew Archer
  • Andrew Archer

    Investment Manager
  • James Arumainayagam
  • James Arumainayagam

    Investment Manager
  • Nick Bearfield
  • Nick Bearfield

    Investment Manager
  • William Boyd-Carpenter
  • William Boyd-Carpenter

    Investment Manager
  • Ian Buet
  • Ian Buet

    Investment Manager
  • Edward Campbell-Harris
  • Edward Campbell-Harris

    Investment Manager
  • Andrew Cheater
  • Andrew Cheater

    Wealth Manager
  • George Clarke
  • George Clarke

    Investment Manager
  • Sean Cosgrove
  • Sean Cosgrove

    Investment Manager
  • Nicholas Duffer
  • Nicholas Duffy

    Investment Manager
  • Christopher Everard
  • Christopher Everard

    Investment Manager
  • Daniel Fresnais
  • Daniel Fresnais

    Investment Manager
  • Andrew Gaskell
  • Andrew Gaskell

    Investment Manager
  • Effimia Geraki
  • Effimia Geraki

    Investment Manager
  • James Goodman
  • James Goodman

    Wealth Manager
  • Peter Gyles
  • Peter Gyles

    Investment Manager
  • George Harper
  • George Harper

    Investment Manager
  • Jan Hutchings
  • Jan Hutchings

    Wealth Manager
  • Thomas Ledger
  • Thomas Ledger

    Investment Manager
  • Daniel Lennard-Jones
  • Daniel Lennard-Jones

    Investment Manager
  • Peter Long
  • Peter Long

    Investment Manager
  • Lewis Mackinnon
  • Lewis Mackinnon

    Investment Manager
  • Michael McCulloch
  • Michael McCulloch

    Portfolio Manager
  • Daniel Mitchell
  • Daniel Mitchell

    Portfolio Manager
  • Douglas Monro
  • Douglas Monro

    Investment Manager
  • Elliott O'Brien
  • Elliott O'Brien

    Investment Manager
  • James O'Hegarty
  • James O'Hegarty

    Investment Manager
  • Adam Pryce-Jones
  • Adam Pryce-Jones

    Investment Manager
  • David Ravel
  • David Ravel

    Wealth Manager
  • John Ridout
  • John Ridout

    Wealth Manager
  • David Stead
  • David Stead

    Investment Manager
  • Joe Sylvester
  • Joe Sylvester

    Investment Manager
  • Kathryn Uhde
  • Kathryn Uhde

    Wealth Manager
  • Marcus Ward
  • Marcus Ward

    Wealth Manager
  • Toby Willis
  • Toby Willis

    Investment Manager
  • Angus Wilson
  • Angus Wilson

    Investment Manager
  • Ben Chance
  • Ben Chance

    Head of Private Office and Partner
  • Nikolai Baev
  • Nikolai Baev

    Wealth Manager
  • David Blanc
  • David Blanc

    Partner
  • Maeve Colley-Russell
  • Maeve Colley-Russell

    Wealth Manager
  • Nicholas Duffy
  • Nicholas Duffy

    Investment Manager
  • Alex Hobbs
  • Alex Hobbs

    Investment Manager
  • Paul Pascoe
  • Paul Pascoe

    Partner
  • Richard Sinel
  • Richard Sinel

    Investment Manager
  • Harry Stockdale
  • Harry Stockdale

    Assistant Investment Manager
  • Marc Vowell
  • Marc Vowell

    Wealth Manager
  • Zoe Vucicevic
  • Zoe Vucicevic

    Partner
  • Marcus Ward
  • Marcus Ward

    Wealth Manager
  • Valentina Tacchino
  • Valentina Tacchino

    Head of International
  • Andrea Dardi
  • Andrea Dardi

    Wealth Manager
  • Jacqueline Crawley
  • Jacqueline Crawley

    Partner, Investment Manager
  • James Arumaninayagam
  • James Arumaninayagam

    Investment Manager
  • Christopher Everard
  • Christopher Everard

    Investment Manager
  • Steve Jenkins
  • Steve Jenkins

    Partner, Investment Manager
  • Dr. Meena Lakshmanan
  • Dr. Meena Lakshmanan

    Partner
  • Heinz Schmid
  • Heinz Schmid

    Senior Fixed Income Strategist
  • Simon Allister
  • Simon Allister

    Partner and Head of Wealth Planning
  • Ola Adeosun
  • Ola Adeosun

    Partner
  • Andrew Chaplin
  • Andrew Chaplin

    Wealth Planner
  • Matthew Guy
  • Matthew Guy

    Investment Manager
  • Robert Jones
  • Robert Jones

    Wealth Planner
  • Ashleigh Maloney
  • Ashleigh Maloney

    Wealth Planner
  • Swaati Taylor
  • Swaati Taylor

    Wealth Planner
  • Graham Thomas
  • Graham Thomas

    Wealth Planner
  • Robert Jolliffe
  • Robert Jolliffe

    Partner and Head of Development Capital
  • Dr. Meena Lakshmanan
  • Dr. Meena Lakshmanan

    Partner and Head of Alternatives
  • Dan McAlister
  • Dan McAlister

    CEO - Jersey
  • Rohit Ahluwalia
  • Rohit Ahluwalia

    Head of International Investment Solutions
  • Simon Boyle
  • Simon Boyle

    Director and Head of Compliance
  • Trevor Daghorn
  • Trevor Daghorn

    Senior Investment Manager
  • Neville Falla
  • Neville Falla

    Investment Consultant
  • Nick Jewer
  • Nick Jewer

    Investment Analyst
  • Ian Jones
  • Ian Jones

    Senior Investment Manager
  • Barry Le Cheminant
  • Barry Le Cheminant

    Senior Investment Manager
  • Scott Spencer
  • Scott Spencer

    Senior Investment Manager
  • Andrew Davies
  • Andrew Davies

    Partner and Head of South West
  • Andrew Cheater
  • Andrew Cheater

    Wealth Manager
  • Lloyd Cossins-Price
  • Lloyd Cossins-Price

    Partner and Wealth Manager
  • Matthew Windows
  • Matthew Windows

    Partner and Wealth Manager
  • Jonathan Marriott
  • Jonathan Marriott

    Chief Investment Officer
  • James Follows
  • James Follows

    Head of UK Equities
  • Russell Harrop
  • Russell Harrop

    Head of International Equities
  • Tom Jemmett
  • Tom Jemmett

    Head of Authorised Funds
  • Dr. Meena Lakshmanan
  • Dr. Meena Lakshmanan

    Partner and Head of Alternatives
  • Michael McCulloch
  • Michael McCulloch

    Portfolio Manager
  • Jeremy Sterngold
  • Jeremy Sterngold

    Head of Fixed Income