Investment company
Chairman
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Chartered MCSI, ACMA - Chief Executive Officer
Chartered FCSI - Deputy Chief Executive Officer
FCIB, FPFS - Executive Director Financial Planning
Non-Executive Director
Chartered FCSI - Head of Investment Management
MCSI - Associate Director
Chartered FCSI - Senior Investment Manager
Chartered FCSI - Associate Director
Dealer
ATT, CTA - Tax Manager
MCSI - Investment Manager
Dip PFS - Senior Financial Planner, Associate Director
Dip PFS - Head of Financial Planning
FCA TEP Chartered FCSI - Associate Director
Chartered MCSI - Compliance Officer
Jonathan Kay Chartered FCSI, ACA - Associate Director
Associate Director
ACA - Head of Finance and Operations
FPFS - Chartered Financial Planner, Associate Director
MCSI, ACIB - Investment Manager
Chartered FCSI - Operations Manager
Chartered MCSI - Investment Manager
MCSI - Senior Investment Manager
Chartered FCSI - Deputy Head of Investment Management
Dip PFS - Financial Planner
Chartered FCSI - Head of Research
