Team

A team unified by their client focus and shared values.

With deep individual track records of building, operating and scaling regulated investment businesses.

Investment, technology and distribution leaders with deep experience across global asset and wealth management.

Head of Business Development

Daniel Parnaby

Distribution & client coverage

Worked for a major Fintech building its businesses across the Nordics, Central Europe and Asia. Career in platform technology helping asset and wealth managers expand distribution and clients deliver individualised investment solutions to their customers.

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.

Chief Executive Officer

Bill Jooste

Platforms & technology

Track record of building regulated investment platforms from scratch and leading technology firms serving asset and wealth managers. Former CTO AMX, EVP InvestCloud, Global Operations and Change at Investec AM and Credit Suisse AM.

Bill has a long history of delivering innovative solutions in the investment industry and is passionate about realising the potential of AI in investment management. Deep knowledge of investment operations and technology. BCom and MBA.

Executive Chairman

Julian Ide

Investment 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.

Led post-acquisition integration at Martin Currie and Franklin Templeton, driving commercial growth across EMEA. Having competed hard for the best investment talent, Julian sees AI as the unlock: consistency, scale, and no star-manager risk. Cambridge Law.