People and Contacts
We work as a team and each client benefits from the experience of the team as a whole. We have enjoyed working with a wide range of clients from diverse industries and backgrounds.
We are always open to an introductory discussion to see if we can help.
Olivia works with a wide range of families and individuals, including divorcees and those with landed estates.
Olivia joined Schroders in 1994 and trained as an equity analyst, before moving to their private bank. As a director she was a member of the asset allocation committee and managed the investments of families, trustees and charities. In 2003 she joined the private investment office Lord North Street Limited, where, latterly as the Managing Director, she had responsibility for all aspects of the firm’s service to its clients as well as risk, compliance and the smooth running of the business. Following the merger of the firm with Sandaire, the multi-family office, Olivia became a Director of Sandaire Ltd and assisted in the integration of the two businesses.
She is an Associate of the CFA Society UK and a Member of the Chartered Institute of Securities and Investment. She is fluent in French, understands Spanish and is a trustee of a large UK charitable trust.
Richard works with clients on all aspects of the service JTFM can provide, and is the architect of our investment manager selection process. Richard acts as trustee and is a director of a number of our clients’ investment companies.
Richard has many years’ experience advising and managing investments for private clients, trustees and charities, both UK and overseas-based, often working closely with clients’ other professional advisers. His career spans leading investment management firms including Schroders, where he was an executive director of Schroder Investment Management and a director of their private bank Schroder & Co, GAM and more recently Rothschild Wealth Management. Before founding JTFM with Chris Tottle in 2014, Richard was a partner in the private equity firm Triple Point Investment Management LLP.
Richard is a Fellow of the Chartered Institute of Securities and Investments, a Chartered Wealth Manager and has completed the Investment Management Programme at The London Business School. He holds a degree in Business Studies and is a trustee of the Westminster Medical School Research Trust and the Neuroendocrinology Charitable Trust.
Chris has extensive experience advising entrepreneurs and business owners on their investment and wealth management issues, both pre- and post-sale.
Chris has worked for leading City-based investment management firms including Kleinwort Benson and Schroders and has many years’experience advising and managing investments for private clients, trustees and charities, both UK and overseas-based. He spent six years at GAM as a client director and in 2008 became a partner in the private equity firm Triple Point Investment Management LLP. In 2014 he founded JTFM with Richard Jennings. His experience covers a wide range of investment activities including advising clients on multi-asset class portfolio management and structuring, including strategic asset allocation and investment selection policy.
Chris is a Fellow of the Chartered Institute of Securities and Investments, holds the Securities Institute Diploma and is a Chartered Wealth Manager. Chris has held several non-executive directorships,including an LSE-listed investment trust. He is also a judge for the PAM awards.
For the last three years, JTFM has been awarded the accolade of “Top Investment Consultants” by the world’s leading independent provider of specialist news, analysis and comparative data for the wealth management industry.
The Financial Ombudsman Service provides advice and support for clients with unresolved complaints about regulated financial services firms. Full details can be found at their website www.financial-ombudsman.org.uk