James Sullivan
Head of Partnerships at Tyndall Investment Management
James joined Tyndall Investment Management in 2020 to develop the Partnerships franchise. James has worked in financial services since 1999 as a founding member of iimia plc. The business witnessed material growth and corporate activity and is now known as Premier Miton Investors. James was co-manager of the Miton Special Situations and Miton Strategic Portfolios from 2008, up until his departure in 2014. James left to co-found Coram Asset Management, where he was Managing Director of the UK business and responsible for the suite of the multi-asset solutions.
Richard Rainback, CFA
Global Head of Fund & ETF Selection at EFG Asset Management
Richard leads the Fund & ETF Selection team at EFG. His career in the investment industry began in 2009 with operational due diligence roles at a UK-based life and pensions company. Since then, he has held fund research roles at Aviva Investors and investment platform Allfunds Bank, before joining EFG in a similar capacity in 2020. EFG’s Fund Research team is comprised of a talented team of analysts based in Hong Kong, Switzerland and London, with key responsibilities including fund selection (both mutual funds and ETFs) and model portfolio management.
James Burns
Head of MPS at Evelyn Partners
James heads up Evelyn Partners’ Managed Portfolio Service as well as leading the Multi Asset team which oversees the Evelyn Partners MM Global Investment Fund, the Defensive Growth Fund and the MM Endurance Balanced Fund. James joined the firm in 1999 and started working on the investment trust desk in 2001. He also sits on the firms’ Asset Allocation Committee and the Collectives Investment Group. Graduated from the University of St. Andrews in 1998 with an MA (Hons) and is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI).
Henry Wilson
Partner, Senior Portfolio Manager at LGT Wealth Management
Henry joined LGT Wealth Management in 2015 and leads the MPS portfolio management team. Henry is a Partner, member of the firm's Central Investment Committee, the Authorised Funds Committee and the MPS Investment Committee. He is CAIA Charterholder also holds the CISI PCIAM / CWM certificates.
Richard Carter
Head of Fixed Income Research at Quilter Cheviot
Richard is Head of Fixed Income Research at Quilter Cheviot and is responsible for guiding the firm’s investment strategy in bond markets. He also sits on QC’s Asset Allocation Committee, is CFA qualified and has over 20 years of experience in financial markets. Before working at Quilter Cheviot, he was an analyst and fund manager at Barings and BNY Mellon.
Mark Preskett
Senior Portfolio Manager at Morningstar Wealth
Mark Preskett, CFA, is a Senior Portfolio Manager for Morningstar Wealth. He serves as lead portfolio manager for the Morningstar Blended Managed Portfolios and Morningstar International Managed Portfolios. He also chairs the UK asset allocation committee, which sets the target weights for all the UK managed portfolios. Mark has over 15 years investment experience, joining Morningstar Investment Management in 2011 from AIG Life. There he worked as an investment analyst on the group’s unit-linked multi-asset portfolio range. Mark holds a BA in Politics from UWE, Bristol, the Chartered Financial Analyst designation and the Investment Management Certificate (IMC).
Paul Angell
Head of Investment Research at AJ Bell
Paul joined AJ Bell in 2023 to lead the firm’s investment research offering, providing investment solutions for both advised and direct to consumer clients. Prior to this, Paul spent 7 years at Square Mile Investments where he was responsible for selecting funds to support the firm’s managed portfolio and consultancy services. Paul began his financial services career with Morgan Stanley in 2010, holding various roles across London and Hong Kong.
John Monaghan
Research Director at Square Mile Investment Consulting & Research
John is responsible for ensuring the consistent delivery of Square Mile’s research output across client channels, the development of the research team, as well as working with some of Square Mile’s consulting clients. He is also a member of the Research and Consultancy Management Team. John is the lead analyst for UK equity funds.
Lucy Walker
Founder and Chair in Investment Management and Technology
Lucy Walker is a founder and chair in investment management and technology. She founded the award-winning AM Insights fund data platform in 2020 to transform how fund data informs decisions in asset and wealth management. She serves as Chair of the Aurora UK Alpha investment trust and is a former head of fund research and fund manager at Sarasin & Partners, where she advised on over £1.2 billion for clients. Named Marketing Influencer of the Year at the 2024 Women in Investment Awards, Lucy has been regularly featured in publications including the FT, and she engages a wide audience through her LinkedIn platform and Fund Selectors podcast.
Jack Turner
Head of ESG Portfolio Management at 7IM
Jack Turner is the lead manager of the Sustainable Balance Fund and the Responsible Choice Model Portfolio range. He is also Chair of 7IM’s ESG Investment Committee.
Marcus Blyth
Collectives Desk Lead at Rathbones
Marcus is a Collectives Desk Lead at Rathbones, where the primary function of the team is to analyse and select best in class third party solutions for the firm’s research list, with over £40bn AUM invested in collective strategies and ETF’s. He retains analyst responsibilities for UK, US, Asia and Emerging Markets equities funds. His other duties include membership of the Collectives Committees, Portfolio Construction Committee and Investment Company Task Force. Marcus started his career in July 2007 at GAM, then held collective analyst roles at Architas and Kleinwort Benson, before joining Investec in 2015, which then merged with Rathbones in 2023.
Anthony Graham
Head of Fund Management at Tatton Investments
Anthony is Head of Fund Management at Tatton. With 11 years of experience in the investment industry, Anthony has honed his expertise across various asset classes, including multi-asset portfolios and UK small-cap equities. At Tatton, he focuses on portfolio management and fund research, leveraging his deep understanding of financial markets to optimise investment strategies. Anthony is a valued member of both the Tatton Investment Committee and Ethical Investment Committee, where he contributes to the firm’s investment philosophy and positioning. Anthony holds an MSc in Strategic Planning & Investments and a BA (Hons) in Financial & Business Economics. He has also earned the Investment Management Certificate (IMC) and demonstrated his commitment to responsible investing by obtaining the CFA Certificate in ESG Investing and the CFA Certificate in Climate & Investing.
Kamal Warraich
Head of Fund Selection at Canaccord Wealth
Kamal joined the company in 2017 as part of the acquisition of Hargreave Hale, a specialist investment boutique, where he was responsible for establishing and running the fund research process. When Hargreave Hale was acquired by Canaccord Wealth in 2017, he initially joined the Fund and Investment Trust Selection Committees, and in 2023 he was made Head of Fund Selection. Kamal also sits on the Asset Allocation Committee where he is responsible for the multi-asset equity strategy.