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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
  • Tony Allan
  • Tony Allan

    Partner and Head of Business Development
  • John Jopp
  • John Jopp

    Partner and Head of Front Office
  • Barbara Kane
  • Barbara Kane

    Partner and Head of Compliance and Legal
  • Tim Mizzi
  • Tim Mizzi

    Partner and Chief Financial Officer
  • Sanjay Rijhsinghani
  • Sanjay Rijhsinghani

    Partner and Head of Portfolio Management
  • Joanna Shackleton
  • Joanna Shackleton

    Partner and Head of Human Resources
  • Helen Whelan
  • Helen Whelan

    Partner and Head of Risk
  • Ola Adeosun
  • Ola Adeosun

    Partner, Senior Wealth Planner
  • Rohit Ahluwalia
  • Rohit Ahluwalia

    Partner and Head of International Investment Solutions
  • Simon Allister
  • Simon Allister

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

    Partner, Investment Manager
  • Nick Blogg
  • Nick Blogg

    Partner, Investment Manager
  • William Boyd-Carpenter
  • William Boyd-Carpenter

    Partner, Investment Manager
  • Simon Boyley
  • Simon Boyley

    Partner and Head of IT and Business Solutions
  • David Brooks
  • David Brooks

    Partner, Business Development Director
  • Edward Campbell-Harris
  • Edward Campbell-Harris

    Partner, Investment Manager
  • Duncan Carmichael-Jack
  • Duncan Carmichael-Jack

    Partner, Team Head / Investment Manager
  • Tom Catchpole
  • Tom Catchpole

    Partner, Investment Manager
  • Ben Chance
  • Ben Chance

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

    Partner, Investment Manager
  • Danielle Connelly
  • Danielle Connelly

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

    Partner, Wealth Manager
  • Jacqueline Crawley
  • Jacqueline Crawley

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

    Partner, Investment Manager
  • Andrew Davies
  • Andrew Davies

    Partner and Head of Regions
  • Serena Doshi
  • Serena Doshi

    Partner, Wealth Manager
  • Chris Gabbett
  • Chris Gabbett

    Partner, Wealth Manager
  • Andrew Gaskell
  • Andrew Gaskell

    Partner, Investment Manager
  • Effimia Geraki
  • Effimia Geraki

    Partner, Investment Manager
  • Julian Goodman
  • Julian Goodman

    Partner, Investment Manager
  • Matthew Guy
  • Matthew Guy

    Partner, Investment Manager
  • Peter Gyles
  • Peter Gyles

    Partner, Investment Manager
  • Frances Halford
  • Frances Halford

    Partner, Investment Manager
  • Julian Holden
  • Julian Holden

    Partner, Business Development Director
  • Robert Holt
  • Robert Holt

    Partner and Head of Client Services
  • Robert Jolliffe
  • Robert Jolliffe

    Partner and Head of Development Capital
  • David Lane
  • David Lane

    Partner, Business Development Technical Director
  • Graeme Lyness
  • Graeme Lyness

    Partner, Wealth Manager
  • Dan McAlister
  • Dan McAlister

    Partner and CEO Jersey
  • Mark McNamara
  • Mark McNamara

    Partner, Wealth Manager
  • Michael Moss
  • Michael Moss

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

    Partner and Head of Central Investment Team
  • Andy Newman
  • Andy Newman

    Partner, Business Development Director
  • Paul Nixon
  • Paul Nixon

    Partner and CEO LGT Wealth Management US
  • Elliott O'Brien
  • Elliott O'Brien

    Partner, Investment Manager
  • Andrew Palmer
  • Andrew Palmer

    Partner, Investment Manager
  • Paul Pascoe
  • Paul Pascoe

    Partner, Wealth Manager
  • Neil Pedley
  • Neil Pedley

    Partner, Team Head / Investment Manager
  • Paul Pollard
  • Paul Pollard

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

    Partner, Wealth Manager
  • Charles Sanford
  • Charles Sanford

    Partner, Wealth Manager
  • Jonathan Scotchbrook
  • Jonathan Scotchbrook

    Partner, Business Development Director
  • Phoebe Stone
  • Phoebe Stone

    Partner and Head of Sustainable Investing
  • Edward Sulivan
  • Edward Sulivan

    Partner, Investment Manager
  • Valentina Tacchino
  • Valentina Tacchino

    Partner and Head of International
  • Matthew Tansley
  • Matthew Tansley

    Partner, Investment Manager
  • Graham Thomas
  • Graham Thomas

    Partner, Team Head / Wealth Planner
  • Roy Thompson
  • Roy Thompson

    Partner, Business Development Director
  • Andrew Tooker
  • Andrew Tooker

    Partner, Business Development Director
  • William Townrow
  • William Townrow

    Partner, Team Head/Wealth Manager
  • David Turner
  • David Turner

    Partner, Investment Manager
  • Chris Verran
  • Chris Verran

    Partner, Investment Manager
  • Zoe Vucicevic
  • Zoe Vucicevic

    Partner, Investment Manager
  • Matthew Windows
  • Matthew Windows

    Partner, Investment Manager
  • Andrew Archer
  • Andrew Archer

    Investment Manager
  • James Arumainayagam
  • James Arumainayagam

    Investment Manager
  • Ian Buet
  • Ian Buet

    Investment Manager
  • Andrew Cheater
  • Andrew Cheater

    Wealth Manager
  • Tom Claridge
  • Tom Claridge

    Portfolio Manager
  • George Clarke
  • George Clarke

    Investment Manager
  • Sean Cosgrove
  • Sean Cosgrove

    Investment Manager
  • Nicholas Duffy
  • Nicholas Duffy

    Investment Manager
  • Daniel Fresnais
  • Daniel Fresnais

    Investment Manager
  • Lucy Gore Langton
  • Lucy Gore Langton

    Investment Manager
  • John Godfrey
  • John Godfrey

    Wealth Manager and Head of Scotland
  • George Harper
  • George Harper

    Investment Manager
  • Ei May Htaik
  • Ei May Htaik

    Portfolio Manager
  • Steve Jenkins
  • Steve Jenkins

    Investment 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
  • Abika Martin
  • Abika Martin

    Investment Manager
  • Michael McCulloch
  • Michael McCulloch

    Senior Portfolio Manager
  • Daniel Mitchell
  • Daniel Mitchell

    Portfolio Manager
  • Douglas Monro
  • Douglas Monro

    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 Richman
  • John Richman

    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
  • Andrew Vacha
  • Andrew Vacha

    Investment Manager
  • Marcus Ward
  • Marcus Ward

    Wealth Manager
  • Toby Willis
  • Toby Willis

    Investment Manager
  • Angus Wilson
  • Angus Wilson

    Investment Manager
  • Joanna Yates
  • Joanna Yates

    Investment Manager
  • Ben Chance
  • Ben Chance

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

    Wealth Manager
  • Maeve Colley-Russell
  • Maeve Colley-Russell

    Wealth Manager
  • Nicholas Duffy
  • Nicholas Duffy

    Investment Manager
  • Alex Hobbs
  • Alex Hobbs

    Investment Manager
  • James Lord
  • James Lord

  • Paul Pascoe
  • Paul Pascoe

    Partner
  • Harry Stockdale
  • Harry Stockdale

    Assistant Investment Manager
  • Marc Vowell
  • Marc Vowell

    Wealth Manager
  • Zoe Vucicevic
  • Zoe Vucicevic

    Partner, Investment Manager
  • Marcus Ward
  • Marcus Ward

    Wealth Manager
  • James Lord
  • James Lord

    Wealth Manager
  • Valentina Tacchino
  • Valentina Tacchino

    Partner and Head of International
  • Ruzanna Alichubanova
  • Ruzanna Alichubanova

    Relationship Manager
  • Winnie Chan
  • Winnie Chan

    Assistant Wealth Manager
  • Jacqueline Crawley
  • Jacqueline Crawley

    Partner and Head of Institutional Relationships
  • James Arumaninayagam
  • James Arumaninayagam

    Investment Manager
  • Steve Jenkins
  • Steve Jenkins

    Partner, Investment Manager
  • Heinz Schmid
  • Heinz Schmid

    Senior Fixed Income Strategist
  • Simon Allister
  • Simon Allister

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

    Partner, Senior Wealth Planner
  • Andrew Chaplin
  • Andrew Chaplin

    Wealth Planner
  • Matthew Guy
  • Matthew Guy

    Partner, Investment Manager
  • Robert Jones
  • Robert Jones

    Wealth Planner
  • Ashleigh Maloney
  • Ashleigh Maloney

    Wealth Planner
  • Swaati Taylor
  • Swaati Osborne

    Wealth Planner
  • Graham Thomas
  • Graham Thomas

    Wealth Planner
  • Robert Jolliffe
  • Robert Jolliffe

    Partner and Head of Development Capital
  • Dan McAlister
  • Dan McAlister

    Partner and CEO Jersey
  • Rohit Ahluwalia
  • Rohit Ahluwalia

    Partner, 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
  • Craig Neilson
  • Craig Neilson

    Wealth Manager
  • Scott Spencer
  • Scott Spencer

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

    Partner, Investment Manager
  • Andrew Cheater
  • Andrew Cheater

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

    Partner, Wealth Manager
  • Andrew Davies
  • Andrew Davies

    Partner and Head of South West
  • Alex Hobbs
  • Alex Hobbs

    Investment Manager
  • Abika Martin
  • Abika Martin

    Investment Manager
  • Elliott O’Brien
  • Elliott O’Brien

    Partner, Investment Manager
  • Matthew Windows
  • Matthew Windows

    Partner, Wealth Manager
  • Jonathan Marriott
  • Jonathan Marriott

    Chief Investment Officer
  • Russell Harrop
  • Russell Harrop

    Head of Equities
  • Jeremy Sterngold
  • Jeremy Sterngold

    Head of Fixed Income
  • James Follows
  • James Follows

    Head of UK Equities
  • Tom Jemmett
  • Tom Jemmett

    Head of Authorised Funds
  • Michael McCulloch
  • Michael McCulloch

    Senior Portfolio Manager