Experience

WHEB

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Managing Partner

  • Mar 2012 - 11 years 10 months

  London, United Kingdom Managing Partner and Chief Risk Officer



Henderson Global Investors

• Head of Sustainable and Responsible Investment (SRI) Funds

  • Dec 2001 - Dec 2011

  Business Leader • Head of Sustainable and Responsible Investment Funds (SRI). 2007 - 2011 • Redevelopment of business unit strategy • Took UK facing business unit to client base in US, Europe and Far East • Team voted No1 Sustainable and SRI fund team in Reuters Extel Awards 2011 Fund Manager • Lead fund manager for retail and institutional, large and small capitalisation, UK and pan-European funds  Manager, Henderson Global Care UK Income: £85m UK equity income SRI… Show more Business Leader • Head of Sustainable and Responsible Investment Funds (SRI). 2007 - 2011 • Redevelopment of business unit strategy • Took UK facing business unit to client base in US, Europe and Far East • Team voted No1 Sustainable and SRI fund team in Reuters Extel Awards 2011 Fund Manager • Lead fund manager for retail and institutional, large and small capitalisation, UK and pan-European funds  Manager, Henderson Global Care UK Income: £85m UK equity income SRI fund  Manager, Henderson Global Care Managed: £180m Global balanced managed SRI fund  Manager, UK institutional SRI mandate: £45m  Alternate manager and management responsibility for global thematic SRI funds: £400m  All funds managed against mainstream benchmarks whilst using a specialist universe • Strong track record of investment performance. Product Development • Complete redevelopment of fund strategies to suit changing market conditions and client risk requirements • New product design and development of SRI concept and application:  Winning entry to Financial Times/USS’s global search for a genuinely long-term fund strategy  Unique and market leading global thematic investment process  Market leading strategy and process for integrating research and investment decision making Client Management • Significant client liaison experience – long-term relationships with Institutional trustees and consultants, retail and wealth management intermediaries • Successful in new business pitches, including £170m segregated mandate, largest SRI win for Henderson • In house collaboration across distribution departments and multi-asset investment teams to integrate research and develop product and strategy, including Henderson’s overall response on responsible investment. Show less



Threadneedle Asset Management

• United Kingdom
• 1 - 100 Employee

• Portfolio Manager

  • Sep 1996 - Dec 2001

  • Fund Manager: UK and Pan-Euro equities. Consistently strong performance track record • Analyst: covering extensive range of sectors in both UK and Pan-Euro equities • SRI: Designed and launched Sustainable and Responsible Investment strategy



British Army

• Armed Forces
• 700 & Above Employee

• Captain

  • Sep 1992 - Aug 1996

  • Developed strong skills in planning, execution and leadership in broad range of arduous and testing situations in both training and operational environments.