PIMFA
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
