People & Contacts
We believe that there is a lot of positive change in the industry with new entrants and existing managers changing the way that they deliver their service. There is also a considerable amount of expensive mediocrity which is very difficult to navigate without experience and expertise. Against this background the team at JTFM adds value by helping clients set strategy, navigate change, monitor investments and oversee investment managers.
+44 (0)7818 063687
Prior to joining JTFM, Chris held senior positions at a number of investment management firms. He ran multi asset class portfolios at Schroders; held senior client relationship responsibilities at specialist hedge fund investor GAM; and gained private equity and business management experience at Triple Point Investment Management.
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 non-executive directorships in a range of businesses, and sat on the board of a London Stock Exchange-listed investment trust.
+44 (0)20 3393 1044
+44 (0)7470 825456
Emma is a student member of the Chartered Institute of Securities and Investment.
+44 (0)7815 808663
Prior to joining JTFM Jane was a solicitor and a partner and head of department in two large regional law firms. She is now non practicing.
Prior to joining JTFM, Mark worked in investment management for over 20 years. He was a Managing Director with UBS having been head of global emerging market equity strategy and subsequently co head of global equity market strategy. He then worked as a senior manager and head of equity research at the quantitative fund manager, Winton Capital. Mark has a PhD in economics and has also worked for HM Diplomatic Service and the IMF.
+44 (0)7771 546525
Olivia is a director at JTFM and works with clients on all aspects of the service that JTFM can provide. She sits on the investment committees of a number of family offices and charities. She is particularly experienced at navigating situations where there are multiple stakeholders with differing interests and views.
Prior to joining JTFM, Olivia started her career at Lloyds Bank and went on to hold senior investment management positions at Schroders and Lord North Street Private Investment Office where she was Managing Director. She co-ordinated the successful sale of that business to the multi-family office, Sandaire where she took a role as Director.
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. She sits on the advisory board of Finance for a Sustainable Future.
+44 (0)7786 918847
Prior to founding JTFM Richard was a director at a number of investment management firms including Schroders, GAM and Rothschild Wealth Management. He has worked in the City for over 30 years.
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.
Prior to joining JTFM she worked within both the investment consulting and asset management sectors. She is a part-qualified actuary and holds the IMC.
Full details can be found at their website www.financial-ombudsman.org.uk