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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.

  • Senior management
  • Partners
  • Investment Managers
  • Private Office
  • Friendly Societies and Financial Mutuals
  • Planning
  • Alternative investments
  • Jersey
  • Bristol
  • Investment research
  • David Scott

    Founder and Chairman
  • Ben Snee

    CEO
  • Tony Allan

    Partner and Head of Business Development
  • David Blanc

    Partner
  • Phil Brewis

    Partner and Business Development Director
  • Duncan Carmichael-Jack

    Partner
  • Tom Catchpole

    Partner
  • Neil Clark

    Partner
  • Jacqueline Crawley

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

    Partner
  • Neville Falla

    Partner
  • Catherine Farrant

    Partner and Head of Intermediary Strategy
  • Julian Goodman

    Partner
  • Matthew Guy

    Partner
  • William Habberfield

    Partner and COO
  • Frances Halford

    Partner
  • Steve Jenkins

    Partner and Investment Manager
  • John Jopp

    Partner
  • Dr. Meena Lakshmanan

    Partner and Head of Alternatives
  • David Lane

    Partner and Business Development Technical Director
  • Paul Martin

    Head of Legal, Compliance and Risk
  • Brian McRitchie

    Partner
  • Andy Newman

    Partner and Business Development Director
  • Andrew Palmer

    Partner and Investment Manager
  • Charlie Parnell

    Partner and Investment Manager
  • Neil Pedley

    Partner
  • Sanjay Rijhsinghani

    Partner
  • Lucy Ritchie

    Partner and Wealth Manager
  • Matthew Tansley

    Partner and Investment Manager
  • Graham Thomas

    Partner
  • Roy Thompson

    Partner and Business Development Director
  • William Townrow

    Partner
  • Jenny Tozer

    Partner
  • David Turner

    Partner
  • Zoe Vucicevic

    Partner
  • Natasa Williams

    Partner and Head of Private Office
  • Andrew Archer

    Investment Manager
  • James Arumainayagam

    Investment Manager
  • Philip Beard

    Investment Manager
  • Nick Bearfield

    Investment Manager
  • William Boyd-Carpenter

    Investment Manager
  • Adam Brownlee

    Wealth Manager
  • Edward Campbell-Harris

    Investment Manager
  • Ben Chance

    Investment Manager
  • Maeve Colley-Russell

    Wealth Manager
  • Noel Craven

    Investment Manager
  • Serena Doshi

    Investment Manager
  • Nicholas Duffy

    Investment Manager
  • Christopher Everard

    Investment Manager
  • James Firth

    Investment Manager
  • Daniel Fresnais

    Investment Manager
  • Andrew Gaskell

    Investment Manager
  • Peter Gyles

    Investment Manager
  • Joanna Hunt

    Wealth Manager
  • Thomas Ledger

    Investment Manager
  • Peter Long

    Investment Manager
  • Daniel Mitchell

    Portfolio Manager
  • Geraldine Napier-Payne

    Portfolio Manager
  • Robert Nye

    Wealth Manager
  • Elliott O'Brien

    Investment Manager
  • Paul Pascoe

    Wealth Manager
  • Adam Pryce-Jones

    Investment Manager
  • David Ravel

    Wealth Manager
  • Lucy Ritchie

    Wealth Manager
  • Edward Sulivan

    Investment Manager
  • Joe Sylvester

    Investment Manager
  • Kathryn Uhde

    Wealth Manager
  • Matthew Windows

    Wealth Manager
  • Natasa Williams

    Head of Private Office
  • David Blanc

    Partner
  • Ben Chance

    Investment Manager
  • Maeve Colley-Russell

    Wealth Manager
  • Joanna Hunt

    Wealth Manager
  • Daniel Mitchell

    Portfolio Manager
  • Brian McRitchie

    Partner
  • Paul Pascoe

    Wealth Manager
  • Zoe Vucicevic

    Partner
  • Jacqueline Crawley

    Partner, Investment Manager
  • James Arumaninayagam

    Investment Manager
  • Christopher Everard

    Investment Manager
  • Steve Jenkins

    Partner, Investment Manager
  • Dr. Meena Lakshmanan

    Partner
  • Mark Myers

    Director, Institutional Relationships
  • Heinz Schmid

    Senior Fixed Income Strategist
  • Simon Allister

    Team Head - Wealth Planning
  • Ola Adeosun

    Wealth Planner
  • Andrew Chaplin

    Wealth Planner
  • Robert Jones

    Wealth Planner
  • Graham Thomas

    Partner
  • Robert Jolliffe

    Team Head - UK Private Debt and Equity
  • Dr. Meena Lakshmanan

    Partner and Head of Alternatives
  • Dan McAlister

    CEO - Jersey
  • Rohit Ahluwalia

    Head of International Investment Solutions
  • Trevor Daghorn

    Senior Investment Manager
  • Neville Falla

    Partner and Investment Consultant
  • Nick Jewer

    Investment Analyst
  • Ian Jones

    Senior Investment Manager
  • Barry Le Cheminant

    Senior Investment Manager
  • Tim Pollard

    Senior Relationship Manager
  • Paul Soares

    Business Development Director
  • Andrew Davis

    Head of South West - Wealth Manager
  • Robert Nye

    Wealth Manager
  • Matthew Windows

    Wealth Manager
  • Jonathan Marriott

    Chief Investment Officer
  • James Follows

    Head of UK Equities
  • Jamie Frere-Scott

    Head of Authorised Funds
  • Russell Harrop

    Head of International Equities
  • Dr. Meena Lakshmanan

    Partner and Head of Alternatives
  • Jeremy Sterngold

    Head of Fixed Income