Investment, technology and distribution leaders with deep experience across global asset and wealth management.
Distribution & client coverage
Built FNZ's businesses across the Nordics, Central Europe and Thailand. Career in platform technology helping asset managers achieve distribution and clients deliver individualised investment solutions.
Has introduced a number of firms into the Saudi market and is active in the broader Middle East. LSE graduate.
Senior portfolio manager · Q2 2026
Currently running a $10bn+ thematic strategy at a reputable asset manager, with an excellent track record and specialist knowledge of AI in the investment industry.
Active participant in building the AI investment process ahead of full announcement.
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.
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.