London Office Team

Nnamdi Amako

Associate Investment Manager

I provide investment focussed support to Investment Managers to deliver a bespoke investment management service for clients and their advisers. My team manage multi-asset personal, family, pension, trust, offshore, company and charity investment portfolios.

Alexandra Balmer

Administrative Assistant

I assist with the investment administration and any specific administrative projects within the team.

Zoe Bancroft

Investment Director

My role is to advise deputies and trustees nationally on protecting their client's wealth for the duration of their lifetime to meet their complex and ever changing needs, building wealth through a bespoke portfolio of investments and advising on sustainable levels of drawdown.

Dominic Barnes

Portfolio Manager

I work closely with my colleagues in the research team to manage the fixed income mandates across the firm. These are often highly bespoke and specialised, tailored to our clients' investment objectives, risk profile, and time horizon. I also provide commentary on fixed income markets and help with the selection of bond funds and individual credits.

Annabel Barrow

Associate Investment Director

As an Investment Manager I find every situation is unique. This means that when looking to invest, a ‘one-size fits all’ approach is never going to work. I have clients who are looking to receive a regular income and others who have no income requirement but want to maximise capital growth. I have clients who are focused on wealth preservation to protect their legacy that will pass to the next generation, and others who want to ‘have a bit of fun’ with their investments.

I have a friendly and informal approach to support both women and men with their bespoke financial requirements. I am part of a growing, innovative team of experienced Wealth Managers able to make investment decisions that are guided by our dedicated in-house team of analysts, focused on identifying timely investment opportunities.

Hamish Barton

Senior Investment Director

My first objective is to fully understand each client's current lifestyle and financial goals, in order to manage a bespoke portfolio specifically tailored to meet their individual requirements. I invest directly into companies in the UK and overseas as I believe this provides a greater level of diversification and access to a wider range of investment opportunities. In addition, I work closely with financial advisors and private bank colleagues to ensure my clients have access to expert advice across the full spectrum of their financial affairs.   

Simon Bashorun

Financial Planning Team Leader (London)

I provide comprehensive, fee-based financial planning advice to private clients, specialising in retirement planning, tax-efficient investing and Inheritance Tax planning strategies. In addition to advising clients, I lead the London Financial Planning Team.

Oliver Battersby

Senior Investment Director

I manage assets on behalf of private individuals, trusts and personal pension schemes. I also sit on our global investment strategy group and the asset allocation committee.

Elissa Bayer

Senior Investment Director

I have spent my life in private client wealth management looking after clients, their families, pensions, charities and general life care. Many have become friends over the years and it remains a highly personal business although hopefully a level of professionalism has developed over the years as the needs have become more complex.

You can hear more about me, the work I do for my clients and the approach I take with investing in this episode of the Fifty Faces podcast.

Peter Beale

Investment Director

I manage multi-asset family, pension, trust, offshore and charity investment portfolios. I work closely with my clients and their advisers to deliver a bespoke investment management service for their portfolios.

Zane Bezuidenhout

Equity Analyst

I analyse listed companies in the Oil & Gas, Renewable Energy, Chemical and Construction sectors for the benefit of our clients’ portfolios. I like to focus on companies that have developed or are developing some form of competitive advantage that will create value for its investors over time.

Charlie Bialaszewski

Investment Manager

I am a qualified Investment Manager working closely with the senior investment directors on my team, assisting them to provide a personable and bespoke investment management service to Private Clients, Trusts, Corporates and Charities.

Peter Birchall

Divisional Director

I’m a divisional director and team leader responsible for managing portfolios on behalf of individuals, trusts and pension funds.

Neil Blackstone

Senior Investment Director

I am responsible for managing bespoke investment portfolios on behalf of private clients, pensions, trusts, charities and companies.

Joshua Bloom

Associate Investment Director

I specialise in managing assets on behalf of private clients, charities, corporates and trusts. I also work closely with intermediaries, such as independent financial advisers, accountants, and solicitors, who introduce their clients to our discretionary fund management (DFM) services. By understanding my clients individual circumstances, risk appetite and financial objectives, I am able to construct bespoke portfolios that can meet their present and future needs. In addition, I sit on the firm’s Investment Policy Committee, which plays a key role in constructing portfolios.

Marcus Blyth

Senior Fund Selection Specialist

I am responsible for UK, Asia and emerging markets equities fund selection and due diligence, aiming to select best in class products for my respective areas of coverage. As a team we identify and maintain a list of products that we believe will continue to generate strong returns going forwards. We do this by challenging the qualitative and quantitative elements of each investment, validating that the fundamentals and characteristics it was selected for are still present and not diminished to the extent that future returns could be materially impacted. In addition, I’m a also member of our Collectives Committee and the Collectives’ Corporate Governance Committee, whilst also contributing to portfolio construction and risk management.

James Bowes-Lyon

Investment Manager

My primary role is to understand clients' circumstances and priorities before designing a bespoke investment strategy that will best meet their objectives. Once a suitable investment approach is agreed, I construct a diversified portfolio of different asset classes and invest in a way that balances risk and reward within the chosen strategy. I also handle all activities associated with managing client portfolios such as executing transactions, monitoring portfolio suitability, complying with regulatory requirements and reporting. I work closely with our in-house research team, drawing on their analysis as well as that of external investment expertise. Investments are made through individual stocks and bonds, as well as funds, in a tax efficient manner and with due consideration for sustainability and societal impact.

Nikki Brown

Associate Investment Manager

I manage portfolios for private individuals, trusts, charitable trusts and pension SIPPs. The ability to empathise with clients, listen actively, communicate clearly and understand people’s needs are skills I have honed over the last two decades working in this industry. Everyone would like the highest return with the lowest possible risk, however matching the client’s needs to their tolerance of risk requires knowledge of the market, as well as a thorough understanding of the client’s circumstances. Evaluation of the client’s portfolio to ensure suitability and tax optimisation are key areas which I work on an ongoing basis, especially when the client’s situation evolves through life stages.  

Ross Burgess

Senior Director Wealth Planning

My role involves managing multi-asset portfolios and providing broader financial planning advice as part of our Wealth Planning service to a range of private clients and high net worth families. Focusing on each client’s unique situation I assist with portfolio construction, asset allocation and investment management, as well as considering relevant holding structures and tax efficient solutions for working towards pre-agreed long term goals. With families, this can often include strategies for ensuring that assets pass effectively and tax efficiently between generations over time. The strategy that is agreed upon is kept under regular review and adapted as individual circumstances and the investment environment evolve.