Investment, technology and distribution leaders with deep experience across global asset and wealth management. All of the team have shared working history, several across multiple firms and two decades, and it shows in the trust, the collaboration and the pace at which the team moves.
Platforms & technology
Track record of strategic transformation and operating model build, including building a regulated investment platform from scratch. Former CTO AMX, EVP InvestCloud, Global Operations and Change at Investec AM and Credit Suisse AM.
Bill is passionate about realising the potential of AI in investment management. MBA, University of Cape Town.
Distribution & client coverage
Worked for a major fintech building its businesses across the Nordics, Central Europe and Asia.
Has introduced a number of firms into the Saudi Arabian market and is active in the broader Middle East as a business development and introducer specialist. LSE graduate.
Systematic investing
Almost two decades scaling fundamental thinking into systematic strategies across asset classes. Most recently a Portfolio Manager on Lazard's Equity Advantage team, its systematic equity group managing over $30bn. Before that, Ninety One and Macquarie.
George invests with the planet in mind, convinced sustainability can be a source of uncorrelated returns. AI makes that scale. Master of Finance, INSEAD.
Architecture & data
Andy has over 30 years experience designing and delivering technology solutions for the asset management industry. Solutions Architect at InvestCloud, and Head of IT Architecture at Investec Asset Management (now Ninety One).
Andy is designing the platform architecture, ensuring the investment engine, data layer and client portal are built to institutional standards from day one. Cambridge Economics.
Investment process & strategy
James was Co-Chief Investment Officer of Investec Asset Management (now Ninety One). As Co-Head of the 4Factor Equity team he ran the flagship 4Factor Global Equity Strategy and grew assets ten-fold to over $35bn.
Since 2017 James has co-founded and built Giki, a B Corp. Cambridge Economics.
Asset management leadership
25 years leading global asset managers, including the UK's fastest-growing for three consecutive years. Former Vice Chair Franklin Templeton, CEO Old Mutual Global Investors, and CEO Martin Currie.
Having competed hard for the best investment talent, Julian sees AI as the unlock: consistency, scale, and no star-manager risk. Cambridge Law.