Leadership Team
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Phillip Gent
Co-Founder & CEO
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Oliver Pearson-Lund
Co-Founder & CIO
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Karl Thompson
Co-Founder & Director
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Patrick Bullman
Co-Founder & Director
Investment Management Team
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Graham Withers
Managing Director
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Nick Palmer
Investment Director
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Ian Marsden
Investment Manager
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Nick Marshall
Head of Fund Solutions
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Harry Coles
Investment Manager
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Chris Redman
Head of Responsible Investment Solutions
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Liz Kunzler
Investment Director
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Simon Burton
Chartered Wealth Manager
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Nigel Rosner
Investment Director
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Peter Pearson-Lund
Strategic Advisor
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Sami Mehio
Junior Investment Manager
Wealth Management Team
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David Jobson
Independant Financial Advisor
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Simon Holloway
Independant Financial Advisor
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Ashleigh Cherry
Independant Financial Advisor
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Chris Ling
Independant Financial Advisor
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Shakhil Islam
Independant Financial Advisor
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Max Weatherby
Chartered Wealth Manager
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Mohammad Uz-Zaman
Private Client Wealth Manager
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Prajesh Patel
Private Client Wealth Manager
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Chris Wicks
Independant Financial Advisor
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Malcolm Kilminster
Client Relationship Manager
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James Anthony Ahmed
Independant Financial Advisor
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Veronique Morel Kane
Client Relationship Manager
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Tom Noyes-Lewis
Client Relationship Manager
Operations Team
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Claire Stringer
Chief Operating Officer
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John Czarnowski
Head of Compliance
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Rachel Thompson
Operations
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Jane Cuthbert
Assistant