Meet the Team
Behind Our Success

Our
Team

In the dynamic landscape of finance, it's our dedicated team that stands as the cornerstone of trust, integrity, and unwavering commitment to your satisfaction.

Excellence Driven by Teamwork, Expertise, and Core Values

The collective efforts of our exceptional team members have been instrumental in elevating our company to the pinnacle of success it enjoys today, continuously setting industry standards and exceeding client expectations.

Placing our clients at the forefront of our endeavors, our teams of seasoned experts are unwavering in their commitment to delivering unparalleled service. Their dedication and diligence stand as a testament to our core values.

Our
Approach

  • adapt
  • grow
  • pioneer

Every milestone in our trajectory was marked by a dedication to adapt, grow, and pioneer solutions for ever-changing financial terrains.

Cultivating Excellence Through Equity, Adaptability, and Community Engagement

Our approach is firmly anchored in principles of equity and adaptability, forming the bedrock of our organizational ethos.

We make a conscious investment in the continuous growth and professional development of our team members, empowering them to harness their unique potential and talents.

This targeted investment not only enhances individual capabilities but also reinforces our organization's cohesive spirit, fostering a harmonious work environment that benefits both our team and our clients.

Jonathan Chambers

Jonathan Chambers

Chief Executive Officer

Charles Hall

Charles Hall

Chief Financial Officer

Mark Wallace

Mark Wallace

Chief Investment Officer

Henry Allbright

Henry Allbright

Head of European Desk

Georgia Hopkins

Georgia Hopkins

Head of Human Resources

Philip Grant

Philip Grant

Marketing Director

James Perkins

James Perkins

Head of Accounts

Jessica Smith

Jessica Smith

Office Secretary

Michael Hart

Michael Hart

Senior Financial Consultant

Timothy Hope

Timothy Hope

Compliance Officer

Alan Talbot

Alan Talbot

Senior Advisor

Kai Marchetti

Kai Marchetti

Senior Advisor

Michael Andrews

Michael Andrews

Senior Advisor

Tom Colman

Tom Colman

Senior Advisor

Sean Seacrest

Sean Seacrest

Senior Advisor

Jamie Lodge

Jamie Lodge

Senior Advisor

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