Our Services - Investment Management - People

Chief Investment Officer:
Noland Carter

Research and Funds Development:
Alan Sippetts

Model Portfolio Managers: Investment managers with responsibility for managing one or more of our investment models and key client portfolios.
Robert Allinson, CFA
Martin Perry 
Lawrence Heasman 
Jason Rees 
Darrell Sykes
Simon Weighell


Portfolio Managers:  Experienced investment professionals who manage client portfolios on a day to day basis.  Some may have additional financial planning qualifications.
Colin Barrett
Kevin Divall
Simon Joyce 
Julian Menges
Ben Meredith 
 

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