Experience

JTFM Investment Consulting

• Investment Advice
• 1 - 100 Employee

• Director

  • Sep 2023 - Present

  London, England, United Kingdom Providing high-quality, impartial investment advice to individuals, trustees, family offices and charities.



Newton Investment Management Group

• United Kingdom
• Investment Management
• 400 - 500 Employee

• Head of Multi Asset and Charity Investment

  • May 2020 - Dec 2022

  London, England, United Kingdom Responsible for oversight, leadership and management of the £8bn Newton multi asset and charity business and team Working with other investment professionals to drive performance for client portfolios and ensure strong team culture integrating ESG, themes and fundamental research Lead manager for the £1.8bn BNY Mellon Multi Asset Growth Fund, responsible for performance and clients. Winner of the Investment Week's Fund Manager of the Year Award in July 2022.

• Head of Responsible and Charity Investment

  • Mar 2017 - May 2020

  London, United Kingdom Devised and launched the full range of sustainable investments, alongside ongoing portfolio management responsibilities. Recruited, managed and developed a dedicated team of investment professionals focused on responsible investment. Further developed the sustainable investment fund processes to increase investment relevance. Played a key role in specifying and managing the development of the dedicated responsible investment web site. Championed a rigorous culture of high… Show more Devised and launched the full range of sustainable investments, alongside ongoing portfolio management responsibilities. Recruited, managed and developed a dedicated team of investment professionals focused on responsible investment. Further developed the sustainable investment fund processes to increase investment relevance. Played a key role in specifying and managing the development of the dedicated responsible investment web site. Championed a rigorous culture of high performing, collaborative, research-based investing.

• Global Multi-Asset Fund Manager

  • Jan 2003 - Mar 2017

  London, United Kingdom Took responsibility for a wide range of portfolios including equity only and multi-asset. Managed every aspect of the Pension and Charity client base covering leading institutions in the UK. Managed a number of Newton Investments’ more complex ethical clients and The Newton SRI Fund of Charities. Undertook various leadership roles in the investment team and maintained a strong client focus. Played a pivotal role in all fund related marketing activities including speaking at… Show more Took responsibility for a wide range of portfolios including equity only and multi-asset. Managed every aspect of the Pension and Charity client base covering leading institutions in the UK. Managed a number of Newton Investments’ more complex ethical clients and The Newton SRI Fund of Charities. Undertook various leadership roles in the investment team and maintained a strong client focus. Played a pivotal role in all fund related marketing activities including speaking at national and international conferences. Managed risk and compliance in accordance with the firm’s robust Risk and Compliance Framework. Provided relevant market insight and led further improvement and innovation of the investment process.



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• Lead Global Fund Manager

  • Jan 2001 - Jan 2003

  London, United Kingdom Ran all of GSAM’s global and international accounts. Managed a book of over $10bn across over 40 different accounts. Initially acted as the sole manager but over time built up a team of five investment and client managers. Had total investment and commercial responsibility for all global accounts.

• Co-Head of European Equities

  • Nov 1999 - Jan 2001

  London, United Kingdom Head of all the European portfolios at Goldman Sachs Asset Management. Head of the Technology Research Team and as the telecoms analyst. Had full management responsibility for a high performing team of c25 fund managers and analysts. Managed every aspect of the GSAM Pan-European Portfolios and oversaw other European Funds.

• Japanese Fund Manager

  • Feb 1996 - Nov 1999

  Tokyo, Japan One of a team of six fund managers based in Tokyo, Japan. Some portfolio responsibility but mainly focused on company analysis. Visited over 200 companies a year and carried out fundamental analysis. Provided regular and comprehensive analysis reports for the Tokyo and Global Teams.



CIN Management

• Japanese Fund Manager

  • Apr 1994 - Feb 1996

  London, United Kingdom One of two fund managers covering the Japanese equity market. Some portfolio responsibility but mainly focused on company analysis. Intensive visits of companies and also macro analysis

• UK Equity Analyst

  • Sep 1989 - Apr 1994

  London, United Kingdom Graduate trainee working in UK fund management team. Moved to be a research analyst covering many of the UK sectors, including financials.