Company: Evelyn Partners Personal AUM: £900m Company AUM: £67bn Career history Dan runs the index-tracking strategies at Evelyn Partners, including Index MPS distributed internally and to the external IFA market, as well as the Smart fund range available via its direct-to-retail platform, Bestinvest. He is also responsible for coverage of…
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Company: Verso Investment Management Personal AUM: £780m Company AUM: £2.75bn – Verso Career history Jack manages the Collective Portfolio Service at Verso Investment Management, where he is responsible for the underlying fund research and the running of a range of active and passive multi-asset portfolios. He is a CFA charterholder…
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Company: Nedgroup Investments Personal AUM: $1.2bn Company AUM: $20bn Career History Since 2024, Rob has been head of multi-manager at Nedgroup Investments. He is responsible for a team of seven people running $1.2bn across FoFs and a discretionary management service for colleagues in Nedbank Private Wealth. For…
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Company: W1M Personal AUM: c. £400m personally. Team assets c.£7.5bn Company AUM: £24.5bn as at 31 December 2025 Career history George joined W1M in 2024 as head of adviser solutions, leading the firm’s adviser-focused investment solutions and managing investment portfolios for clients and their professional advisers. His role centres on…
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Company: Walker Crips Investment Management Personal AUM: N/A Company AUM: £2.7bn Career history Rachel is an investment manager and head of models, working with private clients, families and trusts to build and manage diversified portfolios. She began her career with a placement that included operations, before moving into a role…
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Economists have pulled up their risk assessments of a contraction amid heightened uncertainty over geopolitical risk and a labor market slump.
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Company: Rathbones Group Plc Personal AUM: c.£50bn of the firm’s assets are invested in collectives, of which the collectives team has oversight Company AUM: c.£115bn Career history Marcus is a collectives desk lead at Rathbones, where the primary function of the team is to analyse and select best-in-class third-party solutions…
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Company: Handelsbanken Wealth & Asset Management Personal AUM: £1.5bn Company AUM: £4.5bn AUMA Career history Graham Bishop, CFA Chartered MSCI, is the chief investment officer, head of strategy and global multi-asset portfolio manager at Handelsbanken Wealth & Asset Management (HWAM). As well as leading the investment team at HWAM, he…
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Company: Tatton Investment Management Personal AUM: N/A Company AUM: Tatton Investment Management: £24.61bn AUM as at September 2025 Career history Claire has spent most of her career in private banking and wealth management. She worked at Barclays Private Bank as head of currencies and global technical analysis, being a voting…
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Company: Walker Crips Investment Management Personal AUM: £75m Company AUM: £2.75bn AUM within Walker Crips Group Career history Shane works within the private client department managing portfolios for a range of clients, predominately across the South West of England. He is a contributing member of various committees at the firm…
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