Charles Montanaro
Chairman / Portfolio Manager
–
AB
Annette Barbara Powley
Non-Executive Director
5 yrs 7 mosAge: 64British
Lowri Brown
Office & Events Manager / Executive Assistant
–
Laura Denny
Compliance Executive
–
Rachel Herry
Trade Execution / Client Reporting Executive
–
Stefan Fischerfeier
Analyst / Portfolio Manager
–
Debbie Hewitt
Independent Advisor
–
Jack Dry
External Consultant - Senior Quantitative Researcher
–
Henrik Schmidt
Consultant
–
AT
Arthur Tyrer Copple
Director
9 yrs 3 mosAge: 71British
CM
Catriona Mary Elizabeth Hoare
Director
6 yrs 7 mosAge: 42British
CY
Christopher Yuuichiro Nakajima
Director
2 yrs 5 mosAge: 66Japanese
| Name | Role |
|---|---|
| Chairman / Portfolio Manager | |
| CEO | |
| Chief Investment Officer | |
| Chief of Staff / Head of Sustainable Investments | |
| Non-Executive Director | |
| Non-Executive Director | |
AB Annette Barbara Powley | Non-Executive Director |
| Office & Events Manager / Executive Assistant | |
| Marketing Assistant | |
| Head of Compliance, Risk Management and Administration | |
| Trade Execution / Fund Administration Supervisor | |
| Compliance Executive | |
| Trade Execution / Client Reporting Executive | |
| Analyst | |
| Analyst / Portfolio Manager | |
| Analyst / Portfolio Manager | |
| Senior ESG & Impact Specialist | |
| Trade Execution & Fund Administration Manager | |
| Analyst / Portfolio Manager | |
| Head of Distribution | |
| Independent Advisor | |
| Analyst / Deputy Portfolio Manager | |
| External Consultant - Senior Quantitative Researcher | |
| – | |
| Senior Finance Manager | |
| Senior Investment Sales Manager | |
| Product / Sustainability Specialist | |
| Consultant | |
| Analyst / Portfolio Manager | |
| Analyst / Portfolio Manager | |
| Compliance Manager | |
| Head of Client Relationship Management | |
AT Arthur Tyrer Copple | Director |
CM Catriona Mary Elizabeth Hoare | Director |
CY Christopher Yuuichiro Nakajima | Director |