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.

Adebola Babatunde

Associate Financial Planning Director

I specialise in providing bespoke Financial Planning advice to individuals, families, trusts and corporates; ensuring that my recommendations are aligned with their key goals. My primary objective is to provide a tailored solution in line with their key objectives, with a first-class service. My approach is based on understanding my client's goals and translating those into a cash flow plan. This will usually prompt a further discussion surrounding the opportunities and potential obstacles.

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

Senior Portfolio Director

I work closely with investment managers to pitch for business with existing and potential clients, and with colleagues in the Investment & Research Office to manage the firm’s discretionary fixed income mandates. I also provide commentary on fixed income markets and help with the selection of bond funds and individual credits, providing bespoke solutions and portfolio proposals to a wide range of clients.

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

Co-head Private Client Advice

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 am the Co-head of Private Client Advice. 

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.

Charlie Bialaszewski

Investment Director

I am a qualified Investment Director 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 Research Director

At Investec I head the equity collective’s team and our purpose is to identify and select best in class third party solutions, applying a proprietary, qualitative due diligence approach. Our fund research list provides an exciting and diversified set of tools that are utilised in the portfolio construct process to deliver the best risk adjusted, sustainable returns for our clients. I currently retain analyst responsibilities for UK, Asia and Emerging Markets equities funds. Investment Trusts form an important part of our investment offering and we regularly engage with the investment teams and boards of all of our Trusts as part of corporate governance responsibilities. My other duties include membership of the Collectives Committee, Illustrative Portfolio Committee and Portfolio Solutions Committee.

Nikki Brown

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.