Org chart
Paddy Lewis
CEO
Paddy Lewis
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Gerard Lane
Chief Investment Officer
Siobhan Bailey
Chief of Staff
Helena Pratt
Client Partner
James Goddard
Client Partner
Ben Roberts
Client Partner
Kate Thurman
Wealth Planning Partner
Sarah Hore
Head, Client Service
Jane Fowke
Head, Wealth Planning
Mili Pavitt
Head, Marketing & Communications
Phil Carroll
Head, Alternatives
Gareth Thomas
Head, Investment Management
Ian Bennett
Group Finance Director
Josh Young
Portfolio Manager
Rebecca Critchley
Compliance Manager
Rupert Edwards
Specialist Environmental Adviser
Liga Hannaway
Office Manager
Elizabeth Asomaning-Bimpong
Client Manager
Katy Hall
IT Manager
Lynsey Roberts
Operations & Change Manager
John Parkins
Applications & Systems Manager
James Mooney
Client Manager
Suzanne Royle
Client Manager
