Client Portfolio Managers

As a client, you will have a dedicated Client Portfolio Manager, an investment professional who has day-to-day responsibility for looking after your money. Our Client Portfolio Management team has:

  • an average of over 20 years' investment experience
  • specific experience of dealing with private client portfolios
  • appropriate professional qualifications (e.g. CFA, IMC)
  • FCA CF30 approval

We operate an environment of continuous professional development for our Client Portfolio Managers, so that their industry knowledge is always current.

julie-ann-ashcroft

Julie-Ann Ashcroft

Head of Investments

Julie-Ann Ashcroft moved to Aberdeen Standard Capital following the acquisition of the Newton private client business in 2013 and became Head of Investments in April 2017. She manages private client portfolios and is the lead manager of the Balanced Bridge and Income funds and Charity Income Strategies as well as leading on Responsible Investment proposition. Julie-Ann joined Newton in 2007 as a portfolio manager from Mellon Global Investment where she worked as a performance analyst. Julie-Ann is a CFA Charterholder and a Member of the Chartered Institute for Securities and Investments. She completed four years of PhD research at Imperial College, London after graduating from Sheffield University.

dexter-baum

Dexter Baum

Client Portfolio Manager

Dexter is a Charities Portfolio Manager having joined Aberdeen Standard Capital in 2016. Dexter works on the management of investment portfolios for a diverse range of charities, private clients and trusts.

Dexter is a specialist on ethical investing and chairs the ESG & Ethical advisory group for the business. Dexter graduated from the University of Nottingham with a first class degree in Industrial Economics. Dexter is a CFA candidate, a holder of the Investment Management Certificate, and a member of the Chartered Financial Analyst Society of the UK.

edward-binks

Edward Binks

Head of Private Clients - Leeds

Edward joined following the acquisition of the Newton private client business in 2013 and manages portfolios for private clients, trusts and pensions. He joined Newton in 2008 after spending five years at KPMG where he qualified as a Chartered Accountant in 2006. Edward has five years of investment experience, is a CFA Charterholder, a Member of the Chartered Institute for Securities and Investment, a qualified Chartered Accountant and graduated with an honours degree in History from the University of Manchester.
kevin-bowhay

Kevin Bowhay

Senior Client Portfolio Manager

Kevin joined Aberdeen Standard Capital in March 2019 as a Senior Client Portfolio Manager after 6.5 years with Rowan Dartington where he was Head of Bristol Discretionary and was responsible for directly managing portfolios totalling £250m and their AIM BPR portfolios. Prior to this Kevin worked at Lloyds Private Banking for over 27 years during which time he undertook a number of roles including financial planning, portfolio management before eventually moving into the High Net Worth offer for clients with over £2m of investible assets. He is a Fellow of both the CISI and Personal Financial Society. Originally born in Plymouth he moved to Bristol in 1990.
gair-brisbane

Gair Brisbane

Head of Charities (Scotland)

Gair Brisbane has over 20 years’ experience in the charity sector as a volunteer and charity Director. Gair moved into investment management in 2011 to specialise in charity investments and joined the Aberdeen Standard Capital Charity Team in 2016.

Gair holds the Investment Management Certificate, the Investment Advisers Diploma, the Private Client Investment Advice and Management and is a Chartered Fellow of the Chartered Institute for Securities and Investment. Prior to Financial Services Gair spent six years commissioned in the Royal Air Force.

Gair is a graduate of Aberdeen University, and his involvement in the charities sector in Scotland extends to his role as a trustee of the Officers’ Association Scotland where he also sits on the Finance and Investment committee. Gair maintains a particular interest in conservation and youth development and is a member of the Scottish Charity Finance Group.

jordan-byman

Jordan Byman

Client Portfolio Manager

Jordan Byman joined Aberdeen Standard Capital following the completion of the Aberdeen Standard Investments graduate programme in 2017. Jordan has three years investment management experience and works closely with colleagues managing the investment portfolios for a diverse range of private clients, trusts and pension schemes. An Economics & Philosophy graduate from the University of Nottingham, Jordan is also a member of the Chartered Financial Analyst Society of the UK.
carol-clark

Carol Clark

Senior Portfolio Manager

Carol joined following the acquisition of the Newton private client business in 2013 and manages portfolios for private clients, charities, trusts and pensions. She joined Newton in 2007 after 19 years at Aegon Asset Management where she specialised in international equities and managed institutional and retail portfolios as well as leading a team of investment analysts. Carol has over 30 years of investment experience, holds the Stock Exchange's Securities Industry Diploma, is a Chartered Fellow of the Chartered Institute for Securities and Investment and holds a MA (Hons) degree in Economics and French from Glasgow University.
mike-connor

Mike Connor

Head of Private Clients - Edinburgh

Mike heads up the Aberdeen Standard Capital Edinburgh office with responsibility for a team of six Portfolio Managers. He has been with Aberdeen Standard Capital since 2013, having previously headed up Newton's private client and charity team in Edinburgh prior to its move to Aberdeen Standard Capital.

Mike has over 25 years’ experience in investment management. His responsibilities also include managing investment portfolios on behalf of charities and family groups. An Economics graduate of Heriot-Watt University, Mike holds an MBA from the University of Edinburgh and is a Member of the Chartered Institute for Securities and Investment.

Mike is a former trustee of the Life Changes Trust, a charity supporting young people with experience of being in care and people affected by dementia. He remains a member of the Charity’s Finance Committee.

gill-elliot

Gill Ellott

Senior Portfolio Manager

Gill joined following the acquisition of the Newton private client business in 2013 and manages portfolios for private clients and trusts. Gill joined Newton in 2012 from Merrill Lynch, where she had responsibility for UK private client, charity and pension portfolios. Before joining the City, Gill worked as a goldsmith, having studied 3-dimensional design crafts at the Kent Institute of Art and Design. Gill has 15 years of investment experience, is a Member of the Chartered Institute for Securities and Investments, holds the Investment Management Certificate, the Private Client Investment and Management Certificate and the Financial Planning Certificate.
Tony Emmings

Anthony (Tony) Emmings

Senior Client Portfolio Manager

Anthony joined from Lloyds Mayfair Private Banking in 2010, where he held the role of Senior Private Banking Manager, providing in-depth relationship management to high and ultra high net worth private clients. He is a Chartered Member of the Chartered Institute for Securities and Investment and a Member of the Chartered Insurance Institute. Anthony holds the Private Client Investment Advice and Management (Distinction) Diploma, the Investment Advice Diploma, the Diploma in Financial Planning and the Investment Management Certificate.
marco-evans

Marco Evans

Senior Client Portfolio Manager

Marco joined in 2018 and has over 13 years of investment management experience. Marco started his career in Private Equity as a research analyst before joining the Relx Pension Fund as an Assistant Fund Manager covering UK equities for over seven years. Marco subsequently spent four years+ co-managing the $3bn European equity portfolio for the South Korean Sovereign Wealth Fund (KIC), helping establish its presence in London and was one of its first local hires. Marco is a CFA Charterholder, a member of the CFA Society of the UK and the Chartered Institute for Securities and Investments and graduated from the University of Southampton with a BSC in Economics and Management Science.
john-ewan

John Ewen

Senior Portfolio Manager

John joined following the acquisition of the Newton private client business in 2013 and manages portfolios for private clients, charities, trusts and pensions. He is responsible for the Private Client Growth Model, which provides leadership on portfolio construction, stock selection and timing for clients seeking to achieve long-term capital growth through direct investment. He joined Newton in 1992 and has over 21 years of investment experience. John is an Associate of the CFA Society of the UK, holds the ASIP designation, is a Member of the Chartered Institute for Securities and Investments and graduated from St Andrews University with a Masters in Economics.
laurence-gagen

Laurence Gagen

Head of Charities (London)

Laurence manages portfolios for charities, private clients, trusts and pensions. Prior to joining the business in 2013, Laurence was with Barclays Wealth and Investment Management, where he was an Investment Analyst in London and Singapore before assuming the position of Portfolio Manager.

A graduate of Durham University, Laurence is a CFA Charterholder and holds the Investment Management. He is an active member and ambassador of the Chartered Financial Analyst Society of the UK. Outside of his professional responsibilities, Laurence is a Trustee for a grant-making charity which aims to support the wellness of (former) employees and their families.

Alistair Garvie

Alastair Garvie

Senior Client Portfolio Manager

Alastair joined in September 2010. Based in our Birmingham office, he is responsible for managing conventional, bespoke and targeted return portfolios for private clients, pensions and trusts. He has been in the regulated financial services industry since 1994. Alastair has 15 years of investment management experience.

Previously Alastair was a Senior Client Portfolio Manager at Lloyds Private Banking in Birmingham where he managed portfolios for Ultra High Net worth private clients, charities, trusts and pensions on both a discretionary and non-discretionary basis.

Alastair holds the Investment Advice Diploma (Securities) and the Certificate in Financial Planning. He is a Chartered Member of the Chartered Institute for Securities & Investment.

matthew-grange

Matthew Grange

Senior Client Portfolio Manager

Matthew joined in 2015 and has over 18 years of investment experience. Matthew started his career managing private client portfolios and was the lead fund manager for a LSE listed Guernsey registered investment trust. Matthew subsequently spent over twelve years managing £500m+ equity portfolios for the final salary pension schemes of FTSE 100 and CAC 40 companies and an equity portfolio whilst working at ABN Amro. In addition Matthew has experience of many other asset classes, particularly commercial property and private equity. Matthew has attended and presented at numerous investment sub committees and investment advisory boards assisting trustees and their consultants in the asset allocation process. Matthew is an Associate of the CFA Society of the UK, holds the ASIP designation and graduated from the University of Exeter with a Masters in Finance & Investment.
john-hair

John Hair

Chief Investment Officer

John is Chief Investment Officer at Aberdeen Standard Capital, having joined following the acquisition of the Newton private client business in 2013. John began his career with Henderson in 1994 after graduating from the University of Witwatersrand with a Bachelor of Commerce (Honours) Degree in Business Studies. He moved to Newton in 2002 and was responsible for investment leadership within the private client team, managing the Income & Growth model. John has over 23 years of investment experience, is an Associate of the CFA Society of the UK, holds the ASIP designation and is a Member of the Chartered Institute for Securities and Investments.
richard-harrison

Richard Harrison

Senior Portfolio Manager

Richard joined following the acquisition of the Newton private client business in 2013 and manages portfolios for private clients, trusts and pensions. He joined Newton in 2000, having spent ten years with the Bank of Scotland where he specialised in the management of family trusts. He has over 13 years of investment experience, is a Member of the Chartered Institute of Bankers in Scotland, holds the Investment Management Certificate and the Securities Institute Diploma and is a Member of the Chartered Institute for Securities and Investment.

gregg-henderson

Gregg Henderson

Head of Private Clients - Regional

Gregg is Head of Private Clients for both our Birmingham and Bristol offices. A Chartered Member of the Chartered Institute for Securities and Investment, Gregg joined Standard Life Wealth (now Aberdeen Standard Investments) in 2010 from Lloyds Private Banking. He has worked in Financial Services for 21 years, with the majority of those as an investment manager responsible for managing the affairs of both private and corporate clients. Originally from Bristol, Gregg moved to Birmingham for University and having achieved a BA (Hons) degree, continues to live locally whilst retaining strong links with the South West.

Adam Heyes

Adam Heyes

Client Portfolio Manager

Adam joined as a Client Portfolio Manager in October 2018 after 4 years with J Edward Sellars Ltd. Whilst there, he was their Senior Investment Manager working on the Advisory Managed side of the business. A Chartered Member of the Chartered Institute for Securities and Investment, Adam is originally from Plymouth and moved to Nottingham in 2010 to attend University where he gained a BA (Hons) degree, before moving back to the South West (Bristol) in 2015.

Tony Hollingbery

Tony Hollingbery

Senior Client Portfolio Manager

Tony joined in 2013 as a Senior Client Portfolio Manager from a large wealth management arm of a high street bank. He has extensive experience in financial services spanning over 30 years and is responsible for the management of private client, trust, charity and pension portfolios. Tony is a chartered fellow of the Chartered Institute for Securities & Investment and is a chartered member of the Chartered Insurance Institute.

claire-huijen

Clare Huijnen

Senior Portfolio Manager

Clare joined following the acquisition of the Newton private client business in 2013 and manages portfolios for international private clients. She joined Newton in 2013 from HSBC Private Bank where she managed globally diversified portfolios across all asset classes. Clare has 15 years of investment experience, she holds the Private Client Investment and Management diploma and the Investment Management Certificate, has passed the Securities Representative Exams, is a Member of the Chartered Institute for Securities and Investment and has a BA in European Business Economics.

charles-insley

Charles Insley

Head of Private Clients - London

Charles joined following the acquisition of the Newton private client business in 2013 and manages portfolios for private clients, trusts and pensions. Charles joined Newton in 2000 and was Client Director, responsible for the strategic development of the firm's private client service and communication. Charles has over 15 years of investment experience, is a Member of the Chartered Institute for Securities and Investment and holds the Investment Management Certificate and the Private Client Investment Advice Diploma. He graduated from Oxford Brookes University with an Honours degree in Applied Statistics and Marketing Management.
peter-jenkins

Peter Jenkins

Senior Portfolio Manager

Peter joined following the acquisition of the Newton private client business in 2013 and manages portfolios for private clients, trusts and pensions. He joined Newton in 1999. Peter's career history includes eight years with stockbrokers in the City before joining the investment division of Thomas Eggar (THESIS) in West Sussex as a director. In 1994 he moved to Wilsons Solicitors in Salisbury to set up and run the investment management division, ultimately becoming head of their financial services department in 1997. Peter has 36 years of investment experience and is a Fellow of the Chartered Institute for Securities and Investments.

craig-joiner

Craig Joiner

Senior Client Portfolio Manager

Craig joined from Cornelian Asset Managers in 2010. Craig is responsible for the management of private client, charity and defined benefit pension schemes portfolios. Craig holds the Investment Management Certificate, the Chartered Institute for Securities & Investment Diploma and is a Chartered Member of the Chartered Institute for Securities & Investment.

stuart-jones

Stuart Jones

Senior Client Portfolio Manager

Stuart joined in May 2010 and was previously a Senior Private Banker with Lloyds Banking Group, where his career spanned some 33 years. He was responsible for the relationship of high net worth private clients as well as Trusts and small Charities/Foundations. Prior to Lloyds he worked for Midland Bank (now HSBC). Stuart is a member of the Chartered Institute for Securities and Investment.

mark-mahood

Mark Mahood

Senior Portfolio Manager

Mark joined following the acquisition of the Newton private client business in 2013 and manages portfolios for private clients, trusts and pensions. He joined Newton in 1999 after spending 15 years with Clerical Medical Investment Group. Mark has over 28 years of investment experience, holds the Financial Planning Certificate, the Private Client Investment Advice and Management diploma, the Investment Management Certificate and is a Member of the Chartered Institute for Securities and Investments.

richard-minett

Richard Minett

Head of Private Clients - London

Richard joined in 2007, bringing 30 years' investment experience in private banking and investment management. In the 1990s, he became directly involved with private client investment management with spells in a well-known city firm of brokers and latterly with a large wealth management arm of a high street bank. His experience includes time with a large UK clearing bank, including a one-year secondment as Resident Banking Adviser at the Office of the Banking Ombudsman. Richard is a fully qualified Portfolio Manager and brings extensive experience of what is required to deliver a truly excellent investment service.
john-r-payne

John R Payne

Senior Client Portfolio Manager

John joined Aberdeen Standard Capital in September 2010 based in our Birmingham office, is responsible for managing the complete range of portfolios for private clients, pensions and trusts. Prior to this, John was a Senior Private Banking Manager with Lloyds Private Banking and was responsible for managing the discretionary portfolios of high net worth private clients, trusts and charities. John has over 30 years of experience in financial services and the wealth management industry and a strong track record in establishing long lasting client relationships. He is a Chartered Member of the Chartered Institute for Securities and Investment, whilst also holding a Diploma in Investment Advice and a Certificate in Financial Planning.

Toby Reynolds

Toby Reynolds

Senior Client Portfolio Manager

Toby joined from Barclays Wealth in July 2012, where he was a Discretionary Portfolio Manager responsible for financial professionals, charities and private individuals. Toby graduated in 2000 with a BEng in Civil Engineering from the University of Nottingham and later that year started his career at a London stockbroker. He went on to become a discretionary manager at Smith & Williamson, where he was also responsible for equity and fund research. He subsequently managed client portfolios at Bestinvest and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

rob-richardson

Rob Richardson

Client Portfolio Manager

Rob Richardson joined Aberdeen Standard Capital in 2014. Rob has day-to-day responsibility for managing portfolios for private clients, working closely with a number of financial advisers. Rob is a an Associate member of the Chartered Institute for Securities & Investment (CISI).

scott-robertson

Scott Robertson

Client Portfolio Manager

Scott joined as a Client Portfolio Manager in 2013 after seven years with Sanlam Private Investments. Whilst at Sanlam, he worked on both the equities and fixed interest desks as well as managing a sizeable number of private client portfolios. Scott has an MSc in Finance from the University of Strathclyde and is a Member of the CFA Institute.

david-sullivan

David Sullivan

Head of Private Clients - London

David joined in 2007 from ABN Amro Private banking. David spent 10 years at ABN Amro, where he was a senior portfolio manager responsible for looking after the portfolios of private clients, small institutional pension funds and charities. He was also responsible for providing the investment advice for several externally managed, publicly listed funds. David is an associate member of the UK Society of Investment Professionals, and a member of the CFA Institute.
charlie-thompson

Charlie Thompson

Senior Client Portfolio Manager

Location: Leeds

Charlie joined in August 2016 having spent nearly eight years at Brewin Dolphin. He graduated in 1998 with a 1st class honours degree from Leeds University before starting his career in the city. He has 18 years of investment experience, is a Chartered Wealth Manager and fellow of the Chartered Institute for Securities and Investment.

caroline-tye

Caroline Tye

Managing Director

Location: London

Caroline is joint Managing Director at Aberdeen Standard Capital (formerly Standard Life Wealth), having joined following the acquisition of the Newton private client business in 2013.

Caroline joined Newton in 1998 and was head of the private client team and a board member. Having begun her career as a private client portfolio manager, Caroline subsequently became the lead manager of flagship private client funds and also managed a number of private investment vehicles and portfolios. She joined Newton from Ernst & Young where she trained as a Chartered Accountant.

Caroline has over 18 years of investment experience, is a CFA charter holder, a Chartered Accountant, a Chartered Member of the Chartered Institute for Securities and Investment and has gained the ASIP designation. In addition, she holds an honours degree in Economics from Emmanuel College, Cambridge.

ben-ward

Ben Ward

Senior Portfolio Manager

Location: London

Ben joined following the acquisition of the Newton private client business in 2013. He manages portfolios for private clients, trusts and pensions and is the lead manager on the Bridge and Phoenix Funds. Ben has over eight years of investment experience building upon his five years as an accountant. Ben graduated from the University of Leicester, holds the Investment Management Certificate, is a Chartered Management Accountant, is an Associate of the Chartered Institute for Securities and Investments and is a CFA Charterholder.

Will Wood

Will Wood

Client Portfolio Manager

Location: London

Will joined from Ashcourt Rowan Asset Management in 2015. At Aberdeen Standard Capital, Will works closely with colleagues managing investment portfolios for private clients, trusts and pension schemes. He is a Chartered Wealth Manager, he holds the CISI Diploma in Wealth Management, the Investment Management Certificate and is a Chartered Member of the Chartered Institute for Securities and Investment.

  • Julie-Ann Ashcroft

    Head of Investments

    Julie-Ann Ashcroft moved to Aberdeen Standard Capital following the acquisition of the Newton private client business in 2013 and became Head of Investments in April 2017. She manages private client portfolios and is the lead manager of the Balanced Bridge and Income funds and Charity Income Strategies as well as leading on Responsible Investment proposition. Julie-Ann joined Newton in 2007 as a portfolio manager from Mellon Global Investment where she worked as a performance analyst. Julie-Ann is a CFA Charterholder and a Member of the Chartered Institute for Securities and Investments. She completed four years of PhD research at Imperial College, London after graduating from Sheffield University.

  • Dexter Baum

    Client Portfolio Manager

    Dexter is a Charities Portfolio Manager having joined Aberdeen Standard Capital in 2016. Dexter works on the management of investment portfolios for a diverse range of charities, private clients and trusts.

    Dexter is a specialist on ethical investing and chairs the ESG & Ethical advisory group for the business. Dexter graduated from the University of Nottingham with a first class degree in Industrial Economics. Dexter is a CFA candidate, a holder of the Investment Management Certificate, and a member of the Chartered Financial Analyst Society of the UK.

  • Edward Binks

    Head of Private Clients - Leeds

    Edward joined following the acquisition of the Newton private client business in 2013 and manages portfolios for private clients, trusts and pensions. He joined Newton in 2008 after spending five years at KPMG where he qualified as a Chartered Accountant in 2006. Edward has five years of investment experience, is a CFA Charterholder, a Member of the Chartered Institute for Securities and Investment, a qualified Chartered Accountant and graduated with an honours degree in History from the University of Manchester.
  • Kevin Bowhay

    Senior Client Portfolio Manager

    Kevin joined Aberdeen Standard Capital in March 2019 as a Senior Client Portfolio Manager after 6.5 years with Rowan Dartington where he was Head of Bristol Discretionary and was responsible for directly managing portfolios totalling £250m and their AIM BPR portfolios. Prior to this Kevin worked at Lloyds Private Banking for over 27 years during which time he undertook a number of roles including financial planning, portfolio management before eventually moving into the High Net Worth offer for clients with over £2m of investible assets. He is a Fellow of both the CISI and Personal Financial Society. Originally born in Plymouth he moved to Bristol in 1990.
  • Gair Brisbane

    Head of Charities (Scotland)

    Gair Brisbane has over 20 years’ experience in the charity sector as a volunteer and charity Director. Gair moved into investment management in 2011 to specialise in charity investments and joined the Aberdeen Standard Capital Charity Team in 2016.

    Gair holds the Investment Management Certificate, the Investment Advisers Diploma, the Private Client Investment Advice and Management and is a Chartered Fellow of the Chartered Institute for Securities and Investment. Prior to Financial Services Gair spent six years commissioned in the Royal Air Force.

    Gair is a graduate of Aberdeen University, and his involvement in the charities sector in Scotland extends to his role as a trustee of the Officers’ Association Scotland where he also sits on the Finance and Investment committee. Gair maintains a particular interest in conservation and youth development and is a member of the Scottish Charity Finance Group.

  • Jordan Byman

    Client Portfolio Manager

    Jordan Byman joined Aberdeen Standard Capital following the completion of the Aberdeen Standard Investments graduate programme in 2017. Jordan has three years investment management experience and works closely with colleagues managing the investment portfolios for a diverse range of private clients, trusts and pension schemes. An Economics & Philosophy graduate from the University of Nottingham, Jordan is also a member of the Chartered Financial Analyst Society of the UK.
  • Carol Clark

    Senior Portfolio Manager

    Carol joined following the acquisition of the Newton private client business in 2013 and manages portfolios for private clients, charities, trusts and pensions. She joined Newton in 2007 after 19 years at Aegon Asset Management where she specialised in international equities and managed institutional and retail portfolios as well as leading a team of investment analysts. Carol has over 30 years of investment experience, holds the Stock Exchange's Securities Industry Diploma, is a Chartered Fellow of the Chartered Institute for Securities and Investment and holds a MA (Hons) degree in Economics and French from Glasgow University.
  • Mike Connor

    Head of Private Clients - Edinburgh

    Mike heads up the Aberdeen Standard Capital Edinburgh office with responsibility for a team of six Portfolio Managers. He has been with Aberdeen Standard Capital since 2013, having previously headed up Newton's private client and charity team in Edinburgh prior to its move to Aberdeen Standard Capital.

    Mike has over 25 years’ experience in investment management. His responsibilities also include managing investment portfolios on behalf of charities and family groups. An Economics graduate of Heriot-Watt University, Mike holds an MBA from the University of Edinburgh and is a Member of the Chartered Institute for Securities and Investment.

    Mike is a former trustee of the Life Changes Trust, a charity supporting young people with experience of being in care and people affected by dementia. He remains a member of the Charity’s Finance Committee.

  • Gill Ellott

    Senior Portfolio Manager

    Gill joined following the acquisition of the Newton private client business in 2013 and manages portfolios for private clients and trusts. Gill joined Newton in 2012 from Merrill Lynch, where she had responsibility for UK private client, charity and pension portfolios. Before joining the City, Gill worked as a goldsmith, having studied 3-dimensional design crafts at the Kent Institute of Art and Design. Gill has 15 years of investment experience, is a Member of the Chartered Institute for Securities and Investments, holds the Investment Management Certificate, the Private Client Investment and Management Certificate and the Financial Planning Certificate.
  • Anthony (Tony) Emmings

    Senior Client Portfolio Manager

    Anthony joined from Lloyds Mayfair Private Banking in 2010, where he held the role of Senior Private Banking Manager, providing in-depth relationship management to high and ultra high net worth private clients. He is a Chartered Member of the Chartered Institute for Securities and Investment and a Member of the Chartered Insurance Institute. Anthony holds the Private Client Investment Advice and Management (Distinction) Diploma, the Investment Advice Diploma, the Diploma in Financial Planning and the Investment Management Certificate.
  • Marco Evans

    Senior Client Portfolio Manager

    Marco joined in 2018 and has over 13 years of investment management experience. Marco started his career in Private Equity as a research analyst before joining the Relx Pension Fund as an Assistant Fund Manager covering UK equities for over seven years. Marco subsequently spent four years+ co-managing the $3bn European equity portfolio for the South Korean Sovereign Wealth Fund (KIC), helping establish its presence in London and was one of its first local hires. Marco is a CFA Charterholder, a member of the CFA Society of the UK and the Chartered Institute for Securities and Investments and graduated from the University of Southampton with a BSC in Economics and Management Science.
  • John Ewen

    Senior Portfolio Manager

    John joined following the acquisition of the Newton private client business in 2013 and manages portfolios for private clients, charities, trusts and pensions. He is responsible for the Private Client Growth Model, which provides leadership on portfolio construction, stock selection and timing for clients seeking to achieve long-term capital growth through direct investment. He joined Newton in 1992 and has over 21 years of investment experience. John is an Associate of the CFA Society of the UK, holds the ASIP designation, is a Member of the Chartered Institute for Securities and Investments and graduated from St Andrews University with a Masters in Economics.
  • Laurence Gagen

    Head of Charities (London)

    Laurence manages portfolios for charities, private clients, trusts and pensions. Prior to joining the business in 2013, Laurence was with Barclays Wealth and Investment Management, where he was an Investment Analyst in London and Singapore before assuming the position of Portfolio Manager.

    A graduate of Durham University, Laurence is a CFA Charterholder and holds the Investment Management. He is an active member and ambassador of the Chartered Financial Analyst Society of the UK. Outside of his professional responsibilities, Laurence is a Trustee for a grant-making charity which aims to support the wellness of (former) employees and their families.

  • Alastair Garvie

    Senior Client Portfolio Manager

    Alastair joined in September 2010. Based in our Birmingham office, he is responsible for managing conventional, bespoke and targeted return portfolios for private clients, pensions and trusts. He has been in the regulated financial services industry since 1994. Alastair has 15 years of investment management experience.

    Previously Alastair was a Senior Client Portfolio Manager at Lloyds Private Banking in Birmingham where he managed portfolios for Ultra High Net worth private clients, charities, trusts and pensions on both a discretionary and non-discretionary basis.

    Alastair holds the Investment Advice Diploma (Securities) and the Certificate in Financial Planning. He is a Chartered Member of the Chartered Institute for Securities & Investment.

  • Matthew Grange

    Senior Client Portfolio Manager

    Matthew joined in 2015 and has over 18 years of investment experience. Matthew started his career managing private client portfolios and was the lead fund manager for a LSE listed Guernsey registered investment trust. Matthew subsequently spent over twelve years managing £500m+ equity portfolios for the final salary pension schemes of FTSE 100 and CAC 40 companies and an equity portfolio whilst working at ABN Amro. In addition Matthew has experience of many other asset classes, particularly commercial property and private equity. Matthew has attended and presented at numerous investment sub committees and investment advisory boards assisting trustees and their consultants in the asset allocation process. Matthew is an Associate of the CFA Society of the UK, holds the ASIP designation and graduated from the University of Exeter with a Masters in Finance & Investment.
  • John Hair

    Chief Investment Officer

    John is Chief Investment Officer at Aberdeen Standard Capital, having joined following the acquisition of the Newton private client business in 2013. John began his career with Henderson in 1994 after graduating from the University of Witwatersrand with a Bachelor of Commerce (Honours) Degree in Business Studies. He moved to Newton in 2002 and was responsible for investment leadership within the private client team, managing the Income & Growth model. John has over 23 years of investment experience, is an Associate of the CFA Society of the UK, holds the ASIP designation and is a Member of the Chartered Institute for Securities and Investments.
  • Richard Harrison

    Senior Portfolio Manager

    Richard joined following the acquisition of the Newton private client business in 2013 and manages portfolios for private clients, trusts and pensions. He joined Newton in 2000, having spent ten years with the Bank of Scotland where he specialised in the management of family trusts. He has over 13 years of investment experience, is a Member of the Chartered Institute of Bankers in Scotland, holds the Investment Management Certificate and the Securities Institute Diploma and is a Member of the Chartered Institute for Securities and Investment.

  • Gregg Henderson

    Head of Private Clients - Regional

    Gregg is Head of Private Clients for both our Birmingham and Bristol offices. A Chartered Member of the Chartered Institute for Securities and Investment, Gregg joined Standard Life Wealth (now Aberdeen Standard Investments) in 2010 from Lloyds Private Banking. He has worked in Financial Services for 21 years, with the majority of those as an investment manager responsible for managing the affairs of both private and corporate clients. Originally from Bristol, Gregg moved to Birmingham for University and having achieved a BA (Hons) degree, continues to live locally whilst retaining strong links with the South West.

  • Adam Heyes

    Client Portfolio Manager

    Adam joined as a Client Portfolio Manager in October 2018 after 4 years with J Edward Sellars Ltd. Whilst there, he was their Senior Investment Manager working on the Advisory Managed side of the business. A Chartered Member of the Chartered Institute for Securities and Investment, Adam is originally from Plymouth and moved to Nottingham in 2010 to attend University where he gained a BA (Hons) degree, before moving back to the South West (Bristol) in 2015.

  • Tony Hollingbery

    Senior Client Portfolio Manager

    Tony joined in 2013 as a Senior Client Portfolio Manager from a large wealth management arm of a high street bank. He has extensive experience in financial services spanning over 30 years and is responsible for the management of private client, trust, charity and pension portfolios. Tony is a chartered fellow of the Chartered Institute for Securities & Investment and is a chartered member of the Chartered Insurance Institute.

  • Clare Huijnen

    Senior Portfolio Manager

    Clare joined following the acquisition of the Newton private client business in 2013 and manages portfolios for international private clients. She joined Newton in 2013 from HSBC Private Bank where she managed globally diversified portfolios across all asset classes. Clare has 15 years of investment experience, she holds the Private Client Investment and Management diploma and the Investment Management Certificate, has passed the Securities Representative Exams, is a Member of the Chartered Institute for Securities and Investment and has a BA in European Business Economics.

  • Charles Insley

    Head of Private Clients - London

    Charles joined following the acquisition of the Newton private client business in 2013 and manages portfolios for private clients, trusts and pensions. Charles joined Newton in 2000 and was Client Director, responsible for the strategic development of the firm's private client service and communication. Charles has over 15 years of investment experience, is a Member of the Chartered Institute for Securities and Investment and holds the Investment Management Certificate and the Private Client Investment Advice Diploma. He graduated from Oxford Brookes University with an Honours degree in Applied Statistics and Marketing Management.
  • Peter Jenkins

    Senior Portfolio Manager

    Peter joined following the acquisition of the Newton private client business in 2013 and manages portfolios for private clients, trusts and pensions. He joined Newton in 1999. Peter's career history includes eight years with stockbrokers in the City before joining the investment division of Thomas Eggar (THESIS) in West Sussex as a director. In 1994 he moved to Wilsons Solicitors in Salisbury to set up and run the investment management division, ultimately becoming head of their financial services department in 1997. Peter has 36 years of investment experience and is a Fellow of the Chartered Institute for Securities and Investments.

  • Craig Joiner

    Senior Client Portfolio Manager

    Craig joined from Cornelian Asset Managers in 2010. Craig is responsible for the management of private client, charity and defined benefit pension schemes portfolios. Craig holds the Investment Management Certificate, the Chartered Institute for Securities & Investment Diploma and is a Chartered Member of the Chartered Institute for Securities & Investment.

  • Stuart Jones

    Senior Client Portfolio Manager

    Stuart joined in May 2010 and was previously a Senior Private Banker with Lloyds Banking Group, where his career spanned some 33 years. He was responsible for the relationship of high net worth private clients as well as Trusts and small Charities/Foundations. Prior to Lloyds he worked for Midland Bank (now HSBC). Stuart is a member of the Chartered Institute for Securities and Investment.

  • Mark Mahood

    Senior Portfolio Manager

    Mark joined following the acquisition of the Newton private client business in 2013 and manages portfolios for private clients, trusts and pensions. He joined Newton in 1999 after spending 15 years with Clerical Medical Investment Group. Mark has over 28 years of investment experience, holds the Financial Planning Certificate, the Private Client Investment Advice and Management diploma, the Investment Management Certificate and is a Member of the Chartered Institute for Securities and Investments.

  • Richard Minett

    Head of Private Clients - London

    Richard joined in 2007, bringing 30 years' investment experience in private banking and investment management. In the 1990s, he became directly involved with private client investment management with spells in a well-known city firm of brokers and latterly with a large wealth management arm of a high street bank. His experience includes time with a large UK clearing bank, including a one-year secondment as Resident Banking Adviser at the Office of the Banking Ombudsman. Richard is a fully qualified Portfolio Manager and brings extensive experience of what is required to deliver a truly excellent investment service.
  • John R Payne

    Senior Client Portfolio Manager

    John joined Aberdeen Standard Capital in September 2010 based in our Birmingham office, is responsible for managing the complete range of portfolios for private clients, pensions and trusts. Prior to this, John was a Senior Private Banking Manager with Lloyds Private Banking and was responsible for managing the discretionary portfolios of high net worth private clients, trusts and charities. John has over 30 years of experience in financial services and the wealth management industry and a strong track record in establishing long lasting client relationships. He is a Chartered Member of the Chartered Institute for Securities and Investment, whilst also holding a Diploma in Investment Advice and a Certificate in Financial Planning.

  • Toby Reynolds

    Senior Client Portfolio Manager

    Toby joined from Barclays Wealth in July 2012, where he was a Discretionary Portfolio Manager responsible for financial professionals, charities and private individuals. Toby graduated in 2000 with a BEng in Civil Engineering from the University of Nottingham and later that year started his career at a London stockbroker. He went on to become a discretionary manager at Smith & Williamson, where he was also responsible for equity and fund research. He subsequently managed client portfolios at Bestinvest and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

  • Rob Richardson

    Client Portfolio Manager

    Rob Richardson joined Aberdeen Standard Capital in 2014. Rob has day-to-day responsibility for managing portfolios for private clients, working closely with a number of financial advisers. Rob is a an Associate member of the Chartered Institute for Securities & Investment (CISI).

  • Scott Robertson

    Client Portfolio Manager

    Scott joined as a Client Portfolio Manager in 2013 after seven years with Sanlam Private Investments. Whilst at Sanlam, he worked on both the equities and fixed interest desks as well as managing a sizeable number of private client portfolios. Scott has an MSc in Finance from the University of Strathclyde and is a Member of the CFA Institute.

  • David Sullivan

    Head of Private Clients - London

    David joined in 2007 from ABN Amro Private banking. David spent 10 years at ABN Amro, where he was a senior portfolio manager responsible for looking after the portfolios of private clients, small institutional pension funds and charities. He was also responsible for providing the investment advice for several externally managed, publicly listed funds. David is an associate member of the UK Society of Investment Professionals, and a member of the CFA Institute.
  • Charlie Thompson

    Senior Client Portfolio Manager

    Location: Leeds

    Charlie joined in August 2016 having spent nearly eight years at Brewin Dolphin. He graduated in 1998 with a 1st class honours degree from Leeds University before starting his career in the city. He has 18 years of investment experience, is a Chartered Wealth Manager and fellow of the Chartered Institute for Securities and Investment.

  • Caroline Tye

    Managing Director

    Location: London

    Caroline is joint Managing Director at Aberdeen Standard Capital (formerly Standard Life Wealth), having joined following the acquisition of the Newton private client business in 2013.

    Caroline joined Newton in 1998 and was head of the private client team and a board member. Having begun her career as a private client portfolio manager, Caroline subsequently became the lead manager of flagship private client funds and also managed a number of private investment vehicles and portfolios. She joined Newton from Ernst & Young where she trained as a Chartered Accountant.

    Caroline has over 18 years of investment experience, is a CFA charter holder, a Chartered Accountant, a Chartered Member of the Chartered Institute for Securities and Investment and has gained the ASIP designation. In addition, she holds an honours degree in Economics from Emmanuel College, Cambridge.

  • Ben Ward

    Senior Portfolio Manager

    Location: London

    Ben joined following the acquisition of the Newton private client business in 2013. He manages portfolios for private clients, trusts and pensions and is the lead manager on the Bridge and Phoenix Funds. Ben has over eight years of investment experience building upon his five years as an accountant. Ben graduated from the University of Leicester, holds the Investment Management Certificate, is a Chartered Management Accountant, is an Associate of the Chartered Institute for Securities and Investments and is a CFA Charterholder.

  • Will Wood

    Client Portfolio Manager

    Location: London

    Will joined from Ashcourt Rowan Asset Management in 2015. At Aberdeen Standard Capital, Will works closely with colleagues managing investment portfolios for private clients, trusts and pension schemes. He is a Chartered Wealth Manager, he holds the CISI Diploma in Wealth Management, the Investment Management Certificate and is a Chartered Member of the Chartered Institute for Securities and Investment.

Warning

Investment involves risk. - The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested. Past performance is not a guide to future results.