Company: RBC Brewin Dolphin Personal AUM: N/A Company AUM: £68bn Career history Shakhista joined RBC Brewin Dolphin in 2010 and has been covering a wide range of investments, including fixed income collectives across the full spectrum of credit and rates markets, direct and listed property collectives and structured and passive…
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Company: Davy Personal AUM: N/A Company AUM: Over £32bn across discretionary, advisory and execution-only in Ireland and the UK. Career history Emma joined Davy in 2025 as head of investments for Davy Select, which is the group’s execution-only investment and pension platform. At Davy, Emma leads the design and development…
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Company: Ascot Lloyd Investment Management Personal AUM: £2.7bn Company AUM: £2.7bn Career history David joined Ascot Lloyd Investment Management in early 2023 as the head of collectives research, with ultimate responsibility for fund research across the business as well as management of the company’s £2.6bn MPS and fund range. He…
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Company: IBOSS Asset Management Personal AUM: £2.2bn Company AUM: £2.2bn (IBOSS Asset Management) Career history Chris is chief investment officer and managing director at IBOSS Asset Management, which he co-founded in 2008. He leads the investment team and is responsible for investment strategy, fund selection, asset allocation and portfolio construction…
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Company: Magnus Discretionary Fund Management Personal AUM: N/A Company AUM: £2bn Career history Rory is chief investment officer at Magnus, where he leads the investment function and plays a key role in the firm’s strategic development. He is responsible for the design and delivery of the investment proposition, including MPS…
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Company: HSBC Asset Management Personal AUM: £32bn Company AUM: £625bn (HSBC Asset Management) Career history Nick joined HSBC in 2018 and is the head of managed solutions funds and global head of multi-asset research at HSBC Asset Management. He is lead portfolio manager for HSBC’s World Selection and Global Strategy…
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Company: Fundhouse Personal AUM: £2.7bn via model portfolios. Additionally, we are responsible for assets under influence via our investment consulting services. Company AUM: £2.7bn via model portfolios. Additionally, we are responsible for assets under influence via our investment consulting services. Career history Rory is the chief investment officer and founder…
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Company: Marlborough Personal AUM: £1.6bn Company AUM: Marlborough Group AUM is £21.6bn (at 30 January 2026). Career history Raj is Marlborough’s head of investments – multi-asset and the lead manager for its Managed Portfolio Solutions (MPS) range. With over 20 years of investment experience, he plays a key role in…
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Company: Brooks Macdonald Personal AUM: N/A Company AUM: £20.1bn Career history As head of portfolio management at Brooks Macdonald, Pippa leads the portfolio directors and managers in each region to evolve and enhance this part of the Centralised Investment Proposition. Her role involves translating Investment Committee guidance into actionable strategy…
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Company: DWS Personal AUM: €100bn+ in investment solutions and multi-asset Company AUM: c. €1.1trn at end of 2025 Career history Guido heads up the Research function of the Investment Solutions division of DWS. He spearheads several strategic asset allocation projects with a focus on Alternatives and leads the fund selection…
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