Microsites

2017

Team One

GENERATIONAL FUNDS

KATE BOSWELL

Client Director
Heartwood Wealth Management

MATTHEW CAREY

Wealth Development Manager
HSBC

REBECCA JOHNSON

Regional Protection Specialist
HSBC

MEHR MANN

Wealth Manager
Coutts & Co

OLIVER MURRAY

Investment Manager
TCAM Asset Management

SIMON TABB

Senior Investment Director
Investec Wealth & Investment

Team Two

Costs & Barriers

JASON CHERRIMAN

Senior Business Development Manager
Raymond James Investment Services

IAN COPE

Head of Risk, Wealth Centre of Excellence
HSBC

FARZANA KHALIL

Client Solutions Manager
Multress Investor Services

EDWARD MAIDMENT

Investment Director
Quilter Cheviot

Team Three

TECHNOLOGY AND DATA

JAMES CHEESEWRIGHT

Compliance Officer
Raymond James Investment Services

VICTOR CHUNG

Product & Propositions
The Share Centre

THULASI MURALEETHARAN

Investment Analyst
City Asset Management

ROBERT PONTI

Assistant Portfolio Manager
Cazenove Capital Management

CECILY ROBINSON

Associate Director
Coutts & Co

HASSAN SUFFYAN

Associate Director, Financial Advice & Investment Solutions Delivery
Coutts & Co

Team Four

PROMOTION

SACHIN CHANDARANA

Product Manager
HSBC

MATT ELLIS

Associate Investment Director
Investec Wealth & Investment

SHREY KOHLI

Head of Strategic Development
London Stock Exchange

THOMAS LINDSEY

Associate Client Portfolio Manager
Standard Life Wealth

JOE NAZARETH

Wealth Manager Executive
Coutts & Co

DEAN YOUNG

Associate Director
Speirs & Jeffrey