Company: Margetts Fund Management Personal AUM: £935m Company AUM: £3bn Career history Tony joined Margetts in 2025, bringing over 40 years of experience in investment management. Throughout his career, he has managed both private client portfolios and collective investment funds, building a strong track record across market cycles. Prior to…
Continue reading
Company: Canaccord Wealth Personal AUM: N/A Company AUM: £40bn Career history Kamal joined the company in 2017 as part of the acquisition of Hargreave Hale, a specialist investment boutique, where he was responsible for establishing and running the fund research process. When Hargreave Hale was acquired by Canaccord Wealth in…
Continue reading
Company: HFMC Wealth Personal AUM: £1.2bn Company AUM: £2.4bn Career history James joined HFMC Wealth in September 2007 with a focus on fund selection and portfolio construction. He was instrumental in the development of the HFMC investment management proposition and discretionary management service, co-launching the portfolios to discretionary clients in…
Continue reading
Company: Fund Research Centre Personal AUM: Team-based investing although I am the lead. AUA is £5bn while AUM is c. £1bn. Company AUM: Company AUM/AUA is £6bn. Career history Peter has spent over 30 years supporting the investment decision-making processes of financial advisers. His initial interest was piqued early in…
Continue reading
Company: RSMR Portfolio Services Personal AUM: £1.37bn (end of January 2026) Company AUM: £1.37bn (end of January 2026) Career history Stewart entered the industry in April 2000 and worked for Honister Capital as part of the internal research team responsible for fund and product research, including construction of the recommended…
Continue reading
Company: Killik & Co Personal AUM: £325m Company AUM: Total company AUM: £11bn Career history Gordon joined Killik & Co in 2006 and became a partner in 2017. He is a member of Killik & Co’s seven-person Investment Committee, which is responsible for asset allocation and the composition of central…
Continue reading
Company: Jupiter Asset Management Personal AUM: £6.5bn in the Jupiter Merlin portfolios Company AUM: £50.4bn (as at 15 October 2025 ) total AUM, Jupiter Asset Management Career history Amanda Sillars, FSCI, is an investment manager and ESG director in the Jupiter Merlin Independent Funds team, which manages >£6.5bn in the…
Continue reading
Company: Rathbones Investment Management Personal AUM: No personal AUM. The CIO function guides the business in respect of £106.2bn of client capital (31 December 2025) Company AUM: Rathbones Investment Management AUM £106.2bn (31 December 2025) Career history Pela is head of investment capability at Rathbones. In this capacity, she leads…
Continue reading
Company: Kingswood Personal AUM: £430m Company AUM: £1.6bn Career history Paul has 25 years of private client experience. Early in his career he managed a varied range of private client and institutional portfolios. Latterly, he was head of research for an international investment business responsible for £1.5bn of assets. Before…
Continue reading
Company: Marlborough Group Personal AUM: £3.2bn Company AUM: £20bn Career history Nathan Sweeney is chief investment officer of multi-asset solutions at Marlborough, where he leads the firm’s multi-asset investment proposition and oversees asset allocation, portfolio construction and investment governance across a growing range of client solutions. Nathan has over 25…
Continue reading