George started his career as an Investment Manager at Walter Scott in 2008, having previously lived and worked in both China and London. His first few years at the firm were spent focusing purely on research, this included covering companies in the US and Europe as well as introducing Google (now Alphabet) to portfolios in 2010. In late 2011, George took on the additional responsibility of looking after the firm’s distribution partner relationships in Canada and the Far East. Having spent a number of years playing an important role building up Walter Scott’s presence in Canada, George was asked in 2018 to assume responsibility for growing the business in Europe, the Middle-East and Africa. Based in Edinburgh, he remains a part of the broader investment team. George holds a BSc (hons) in Financial Economics from the University of St. Andrews and became a CFA charterholder in 2010.
Charles de Quinsonas is an emerging market corporate bond specialist and has been working as co-fund manager and deputy fund manager for a series of emerging markets corporate bond funds domiciled in London and Luxembourg since 2015. He has more than a decade of emerging market corporate bond experience, with a deep knowledge of high yield credit. Prior to joining M&G in 2014, he worked at Spread Research in Lyon and New York, where he spent four years analysing a variety of high yield and emerging market industrial credits. Charles holds a B.B.A. from ESSEC Business School and a MSc in Corporate Finance from iaelyon School of Management.
Akanksha is a client portfolio manager for Goldman Sachs Asset Management’s Fundamental Equity team with a focus on the global developed market equity, ESG and thematic equity strategies. Akanksha joined the client portfolio management team at GSAM as an analyst in May 2016. Prior to joining the firm, she worked as a product specialist within the retail broking division at the leading Indian financial services company, Edelweiss. Akanksha has received her Bachelor in Business Administration in Finance (BBA Finance) from Narsee Monjee Institute of Management Studies, India (NMIMS), her Master in Business Administration specializing in Finance (MBA Finance) from Symbiosis International University, India (SCMHRD) and was awarded the Chartered Financial Analyst (CFA) designation in 2022.
Helen joined Fulcrum as Investment Director in July 2023 from Legal & General Investment Management where she was looking after large UK institutional clients. Previously she has worked as a Relationship Manager at GMO, a Senior Strategist in the multi-asset team at UBS Asset Management and in a variety of client-facing and investment product-focused roles at AXA Rosenberg, Man Group and JP Morgan. Helen started her career working as an auditor with KPMG and graduated with a degree in Economics from the University of Exeter. At Fulcrum, Helen works as part of the Investment Team in a product specialist capacity as well as helping to maximise the overall client experience.
Julie Dickson is an investment director at Capital Group. She has 29 years of investment industry experience and has been with Capital Group for seven years. Prior to joining Capital, Julie worked as the head of client portfolio management at Ashmore Group. Before that, she was the head of client portfolio management at Aviva Investors. She also held various positions at Axa Rosenberg, Mellon Global Investments, Barclays Global Investors and Merrill Lynch. She holds a bachelor’s degree in business management with concentration in finance from Cornell University. She also holds both the Investment Management Certificate and the Chartered Financial Analyst® designation. Julie is based in London.
Joined Ruffer in 2012. He graduated from the University of Glasgow School of Law in 2007 and spent four years working at Barclays in Glasgow, London and Singapore. He is a CFA charterholder and co-manager of two of Ruffer's flagship funds.
David Taylor began his career as an analyst in the research department at Wedd Durlacher and moved into fund management in 1987 with the Merchant Navy Officers Pension Fund. He joined Gartmore Investment Limited in 1991, during this time, he ran a combination of institutional funds and investment trusts, namely the Clydesdale Investment Trust and London & Strathclyde Trust. In 1995, he moved to LGT to manage small cap retail funds and latterly spent nearly seven years as head of UK smaller companies at HSBC Asset Management. He joined Chelverton Asset Management in January 2006 and has co-managed the Chelverton UK Equity Income Fund since launch.
Matthew is the Director of Real Estate Securities and a Fund Manager at Gravis. He is responsible for the oversight of the VT Gravis UK Listed Property Fund and the VT Gravis Digital Infrastructure Income Fund. Matthew has more than two decades investment management experience and has a specialist focus on real estate securities and digital infrastructure investments. He served as an Executive Director of Grosvenor Europe where he was responsible for global real estate securities strategies. He joined Grosvenor following roles managing equity funds at Fulcrum Asset Management and Buttonwood Capital Partners. Matthew graduated with a degree in Economics & Politics from the University of York. He is a CFA charterholder and holds the Investment Management Certificate.
Mr. Watford is an executive vice president and portfolio manager in the London office, focusing on high yield and multi-sector credit opportunities. He is a member of the diversified income, high yield, and credit research teams. Prior to joining PIMCO in 2007, Mr. Watford was a management consultant at McKinsey & Company and an investment banking analyst at Morgan Stanley. He has 21 years of investment experience and holds an MBA from the Wharton School of the University of Pennsylvania. He also holds a master's degree in chemistry from the University of Oxford.
Roger has over 15 years’ experience in fund management, finance and commercial property. He has been at TIME Investments for over 10 years and is Co-Fund Manager for TIME:Commercial Long Income, TIME:Social Long Income and TIME:Property Long Income & Growth. Previously, Roger was an Assistant Director at Close Brothers Group PLC’s tax efficient and property funds division, with responsibilities across a number of commercial property funds. Roger holds a BA degree in Business and Financial Economics and is a Chartered Accountant.
Dickie Hodges has managed the Nomura Global Dynamic Bond Fund since 2015. Prior to joining Nomura Asset Management, Dickie held the role of Head of High Alpha Fixed Income at Legal & General Investment Management, managing its “Dynamic Bond Trust” – an unconstrained fixed income fund which he managed from its inception in 2007 until April 2014. He spent 18 years at Gartmore where he was Head of Pan European Portfolio Construction with responsibility for both their SICAV European Corporate Bond Fund and their SICAV European Bond Fund. Dickie began his career in 1986 at Chase Manhattan Bank in Fixed Income operations, before joining Natwest Investment where he was responsible for management of a number of specialist investment funds employing derivatives and cash instruments to implement quantitative strategies.
Junichi Takayama is an Investment Director with the Tokyo-based Nikko Asset Management Japan Equity team. Now based in London he acts as a direct conduit for the team’s investment process, research, and insights to UK-based clients. With over two decades of investment management industry experience in Japan and the US, he has a distinct East to West and West to East view of capital markets. He has regularly written for and been featured in UK publications for wealth managers, such as Investment Week and Money Marketing, providing commentary on Japanese equities and the RSMR-rated Nikko AM Japan Value Fund.
He earned his Bachelor of Arts in Economics from the University of Michigan, Ann Arbor and Master of Business Administration with Honours from the University of Chicago Booth School of Business. He is a Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA) and Chartered Member of the Securities Analysts Association of Japan (CMA).
Matthew joined Guinness Global Investors in September 2005 is co-manager of the Guinness Global Equity Income Fund and the Guinness Global Innovators Fund. Previously, he joined Goldman Sachs on the Graduate scheme working in Foreign Exchange and then Fixed Income. Matthew graduated from New College, University of Oxford in 2004 with a Master’s degree in Physics. Matthew is a CFA charterholder.
Gabrielle is responsible for Troy’s Global Equity Strategy and is Head of Research. Gabrielle was promoted to the board in 2020. She is the Fund Manager for the Trojan Global Equity Fund and the Electric & General Investment Fund. Gabrielle has 29 years’ investment experience, has managed global equity portfolios since 2001 and European portfolios since 1998. Joining Troy at the end of 2011, previously Gabrielle was a Senior Managing Director at Lazard Asset Management where she worked for 17 years and was responsible for Global and European portfolios. Gabrielle graduated from University College Dublin gaining a BA in History and Economics and an MA in Economics. She holds the ASIP qualification and is an Associate Member of the CFA Society of the UK. Gabrielle was appointed to the Board of Witan Investment Trust in August 2019.
Rory Stokes is a Portfolio Manager on the European Equities Team at Janus Henderson Investors, a position he has held since 2015. Rory joined Henderson in 2013 as a European equity analyst. He worked for Liberum Capital Limited in small- and mid-cap equity sales from 2007 and prior to that held several roles at Credit Suisse. He began his career at HOLT Value Associates as a research analyst in 2001. Rory graduated with a degree in philosophy, politics, and economics from Oxford University. He holds the Chartered Financial Analyst designation and is FCA registered. He has 23 years of financial industry experience.
Abby Glennie is Deputy Head of Smaller Companies at Aberdeen Standard Investments. She is co- manager on our UK Mid-Cap strategies and co-manager on our UK Smaller Companies strategies. Abby joined the Company in February 2013 as a member of the UK Equity Team, initially working on the UK Large Cap desk, before moving to Smaller Companies in Jan 2016. Prior to this she worked at Kames Capital (previously Aegon Asset Management) as a Graduate Trainee Investment Manager.
Martin is Head of the Henley-based UK Equities team and manages the Invesco UK Opportunities Fund (UK) and the Invesco UK Equity Fund (Lux). Martin began his investment career in 1997 after previous experience as an investment analyst with BWD Rensburg. Martin joined Invesco in 1999 as a junior fund manager and has developed his career within the Henley-based UK Equities team, managing UK equity portfolios since 2003. He has managed the Invesco UK Opportunities Fund (UK) since 2008 and was appointed Head of the UK Equities Team in May 2020. Martin holds a BA in Financial Economics from Liverpool University and has also attained the Securities Institute Diploma
Karen Ward, managing director, is the Chief Market Strategist for EMEA at J.P. Morgan Asset Management. Karen has considerable experience in both public policymaking, and economic and financial analysis. Before joining the team in 2017, she was Chair of the Council of Economic Advisers for the Chancellor of the Exchequer. In this role she advised the Chancellor on macroeconomic issues including fiscal strategy and Brexit. Prior to this she worked for a decade at HSBC’s investment bank in a number of roles, including Senior Global Economist where her work included "The World in 2050 – An Analysis of the Structural Changes Affecting the Global Economy and the Rise of the Emerging Economies." She was Chief European Economist before leaving to work for the Chancellor in 2016. She started her career at the Bank of England providing supporting analysis for the Monetary Policy Committee. Karen has a Masters with Distinction in Economics from University College London.
Rory Sandilands, Portfolio Manager, is a member of the Aegon Asset Management investment grade and multi-sector portfolio management teams. He co-manages the Absolute Return Bond, the Investment Grade Bond and the Global Short Dated Climate Transition strategies. Prior to his current role, Rory was a vice president in credit sales at Goldman Sachs. In addition, he has also worked in credit sales for Morgan Stanley and in fixed income sales for Merrill Lynch. He has extensive experience working with both cash bonds and derivative products across the full ratings spectrum. He has been in the industry since 1998 and started with Aegon AM in 2016. Rory received his honours degree in Law with Accountancy from the University of Edinburgh
Mr. Biemann is a senior vice president and fixed income strategist in the London office. He initially joined PIMCO in 2010, and previously worked as an associate on the emerging markets team and in the executive office. Prior to rejoining the firm in 2020, he was Founding Angel and CEO of the U.K. lender Selina Finance, and a strategy consultant for the Boston Consulting Group. He has also served in the U.S. Treasury Department in the Office of the Middle East and North Africa, worked as a teaching fellow of finance at Harvard University, and was an assistant to Dr. Carmen Reinhart. He has 10 years of investment and financial services experience and holds a master’s degree in economic policy from Harvard University and an MBA from the Wharton School of the University of Pennsylvania. He received an undergraduate degree from the University of Florida.
