The business is split into two investment teams, Global and Asia, which follow the same investment philosophy and principles. The commercial team support the investment teams and enable them to focus on investment.
Arunma Oteh
Non-Executive Chairperson
Joined the Partnership in September 2022 as Chairperson. Ms. Oteh is a global business leader, a scholar at University of Oxford, and sits on other boards. Deep expertise in finance, capital markets, economic development and sustainability as well as a wealth of experience in management, corporate governance and regulation. She was previously Treasurer and Vice President of the World Bank as well Director General of the SEC Nigeria, and member of the Board of the International Organisation of Securities Commissions(IOSCO). Ms. Oteh who holds an MBA from Harvard Business School(1990) and a BSc, First Class Honours from the University of Nigeria, Nsukka(1984) is a recipient of Nigeria’s National Honour, Officer of the Order of Niger (OON).
Andy Headley
Fund Manager and Head of Global
Fund Manager of the Veritas Global strategies. Joined the Partnership in 2003. Analyst and Portfolio Manager WP Stewart 2001 to 2003. Analyst and Portfolio Manager Newton Investment Management 1996 to 2001. Tax Consultant, Price Waterhouse 1993 to 1996. Education: Chartered Accountant, BSc, ASIP.
Ezra Sun
Fund Manager and Head of Asia
Fund Manager of the Veritas Asian strategies. Joined the Partnership in 2004. Director of Investment Management and Investment Leader Asia Newton Investment Management 1995 to 2004. In charge of Newton’s Asia Pacific fund range including Newton Oriental Fund and Mellon Asia Equity Fund. Education: BA, (Nankai University, China), MA, (Nankai University, China), Research Student Cambridge University.
Antony Burgess
Head of Clients and Investment Specialists
One of the Managing Partners of the firm, responsible for all client facing activity and together with the COO, the day to day management of the organisation. Joined the Partnership in 2009 and has over 30 years’ experience in the investment industry including roles as Vice-President Capital International 2003- 2009 and Head of Institutional Marketing Newton Investment Management 1995 to 2003. Education: BSc (Hons), MSI
Nicola Smith
Chief Operating Officer and Chief Financial Officer
Joined the Partnership in 2017. Over 25 years of experience mainly obtained at UBS AG both in Asset Management and Investment Banking divisions. Qualified certified chartered accountant with extensive experience in Finance and more recently the UK COO for UBS Asset Management. Education: BSC (Hons) Mathematics and Philosophy, FCCA.
Mike Moore
Fund Manager and Analyst
Fund Manager of the Veritas Global strategies. Analyst specialising in Technology*. Joined the Partnership in 2014. Global Analyst at M&G Investments 2005 to 2014. Prior role at Barclays Wealth Management. Education: CFA, BSc (Hons) Economics & Politics (Warwick), MSc Economics (Warwick).
*Industry of primary coverage.
Ian Clark
Fund Manager and Analyst
Fund Manager of the Veritas Global strategies. Roving Analyst. Joined the Partnership in 2018. Co-lead manager 2017 and Global Research Analyst 2011 to 2016 at Newton Investment Management. Investment Analyst, Ziff Brothers 2006 to 2010. Investment Analyst, Deephaven Capital Management 2005 to 2006. Prior to this roles at The Prince's Charities, McKinsey and Citigroup. Education: First Class BSc (Warwick).
Colin Burchell
Analyst
Analyst specialising in Healthcare*. Joined the Partnership in 2015. Equity Analyst at Alliance Trust PLC 2007 to 2015 after joining Alliance Trust's graduate programme in 2005. Education: PhD Chemistry (St Andrews), BSc (Hons) Chemistry (St Andrews).
*industry of primary coverage.
Felicity House
Analyst
Analyst specialising in Healthcare*. Joined the Partnership in 2003. Equity Analyst, Sussex Research Limited 2002 to 2003. Research Scientist in Behavioral Neuroscience, Cambridge University 1998 to 2002. Other: advisor on healthcare venture capital investments. Education: Ph.D. (Cambridge), BA Hons, (Cambridge)
*Industry of primary coverage.
Neil Cooper
Analyst
Analyst specialising in Financials*. Joined the Partnership in 2010. Analyst Insight Investment 2008 to 2009; Barclays Wealth 2006 to 2007 and UBS Global Asset Management 1999 to 2005. Prior to this, roles at NatWest Markets and the Bank of England. Education: CFA, MSc Economics (Warwick) and BA (Hons) Economics.
*Industry of primary coverage.
Uys van Straaten
Analyst
Portfolio Analyst and specialising in Consumer*. Joined the Partnership in 2006. Equity Analyst, IFR Research March 2005 to September 2005. Equity Analyst, PSG Online June 1998 to February 2005. Small Market Cap Analyst BoE Securities January 1998 to May 1998. Assistant Analyst PLJ Financial Services June 1996 to December 1997. Education: B Com (Economics), B Com Hons (Investment Management).
*Industry of primary coverage.
Adam Gordon
Analyst
Analyst specialising in Industrials*. Joined the Partnership in 2021. More than a decade’s experience in investment organisations. Most recent prior role at Generation Investment Management LLP. Education: BA (Cambridge).
* industry of primary coverage.
Brad Jacobs
Analyst
Roving Analyst. Joined the Partnership in 2022. Previously, global equity analyst at Legal & General Investment Management (2018 to 2022). Senior Investment Banking Associate, Goldman Sachs (2015 to 2018). Prior to this, various roles at Anglo American. Education: MBA from INSEAD and BSc in Electrical Engineering from the University of Witwatersrand.
Owen Thomas
Analyst
Analyst specialising in Consumer. Joined the Partnership in 2023. 2012-22 Global Equity Fund Manager at Tesco Pension Investment, also serving as Head of Equities from 2020. European Analyst and Fund Manager, Aviva Investors 2008 to 2012. Began his career at PwC in 2003. Education: CFA, First Class BSc in Mathematics (University of Nottingham).
Sam Lammens
Investment Associate
Roving Investment Associate. Joined the Partnership in 2023. Previously, equity analyst at Lansdowne Partners (2019 to 2022). Education: BSc in Chemistry and Minor in Computer Science from New York University.
Raymond Foo
Senior Asian Analyst
Based in Hong Kong. Joined the Partnership in 2009. Chief Asian Strategist of Brevan Howard Asset Management and Asian Portfolio Manager of the Brevan Howard Emerging Market Strategies Fund. Head of Asian Equity Strategy and Economics at BNP Paribas Peregrine Securities 1998 to 2006 and awarded top rated equity strategist by Asia Money and Institutional Investor during that period. Education: BEcons (Hons), University of Western Australia.
Jaewon Bae
Asian Analyst
Based in Hong Kong. Joined the Partnership in 2004. HSBC’s Asian Equity sales desk 2001 to 2004. Equity Analyst HSBC Securities’ Korean office 2000 to 2001. Education: BS (Finance) Boston College, USA.
Victor Chu
Asian Analyst
Based in Hong Kong. Joined the Partnership in 2007. Asian equity analyst at Morley Fund Management 2005 to 2007. Analyst at Mercer Investment Consulting 2002 to 2005. Education: CFA, IMC, BSc (LSE), MPhil (Cambridge).
Xiaoyu Liu
Asian Analyst and Co-Manager of Veritas China Strategy
Asian Analyst and Co-Manager for the Veritas China Strategy. Joined the Partnership in 2022. Previously Fund Manager at Aviva Investors, in charge of Aviva Investors Asia Income Fund and a range of other Asia Pacific funds for their life client, 2014 to 2022. Equity Analyst at JPMorgan Asset Management from 2007 to 2014 focusing on Asian Equities. Education: PhD in Economics (University of Birmingham), BA in Finance Renmin University of China, CFA, IMC.
Guy Davidson
Investment Specialist
Joined the Partnership in 2009. Has twenty years experience with wholesale clients, latterly as Regional Sales Director at UBS Global Asset Management from 2002 to 2009. Regional Sales Manager at Artemis Unit Trust Managers 2001-2002. Prior to this roles with Winterthur and Scottish Life as a Pensions Consultant. Education: G60, IMC.
Kasia Kiladis
Investment Specialist
Joined the Partnership in 2022 from Fidelity International. Previous roles include Investment Director of US and Global Equities, 2013 – 2022, Head of External Research 2002 – 2012. Prior to that, Associate Director of Research Services at Fidelity Investments in the US, 1997 – 2008. Education: BA Economics (University of Massachusetts), MBA Finance (Boston University)
James Trietline
Head of Client Service
Joined the Partnership in 2010. Portfolio Control Analyst, Capital International 2000-2009. Education: BA (Hons).
Anne Farren
Client Service Executive
Joined the Partnership in 2018. Held Client Service/Operations roles with Westpac Banking Corporation (1984-1990), UBAF Bank Limited (1992-1995), Robert Fleming & Co Ltd (1995-2000), Capital International (2000), BlackRock (2001-2013), Cardano (2013-2016), and LGIM (2017-2018). Education: IMC.
Natalia Wileman
Client Service Executive - ESG
Joined the Partnership in 2015. Has held positions at Fidelity Worldwide Investments 2013 to 2015 and Highclere International Investors 2012 to 2013. Education: LLB (Hons), IMC, CFA: Certificate in ESG Investing, CFA Level II Candidate.
Sabrina Friar
Client Service Executive
Joined the Partnership in 2022. Previously, UK Institutional Client Service Executive at Schroder Investment Management (2019 – 2022), Asian Equity Investment Product Analyst at Schroder Investment Management Singapore (2015 – 2019), Investment Writer at Nikko Asset Management Asia (2013– 2015) and Junior Product Specialist, Asian Equities at Eastspring Investments Singapore (2010 – 2013). Education: BA Economics (National University of Singapore). CFA: Certificate in ESG Investing.
Veronica Suarez
Client Service Executive - Presentations
Joined the Partnership in 2016. Has ten years of experience in the financial industry. Previously held various positions at PIMCO Europe Ltd working with the Portfolio, Account and Product Management teams. Executive Assistant to the Head of Clients & Investment Specialists.
Claire Phillips
RFP Specialist
Joined the Partnership in 2021 as an RFP Specialist. Claire has over 20 years’ investment experience in both public and private markets. Starting her career on Gartmore Graduate training scheme looking after high net worth private clients. Previous roles include Product Specialist for Eden Tree Investment Management and Head of RFPs for Jupiter and HarbourVest Partners LLP. Education BA (Hons) Economics, IMC.
William Lenanton
RFP Specialist
Joined the Partnership in 2022 as an RFP Specialist. Previously a Solutions Strategist at AXA Investment Managers (2020 – 2022), RFP Manager at AXA Investment Managers (2018-2020) and a Sales & Relationship Manager at Fidelity International (2012-2018).
Education: IMC
Peter Middleton
Execution Trader
Joined the Partnership in 2018. Global Equities Trader, Trinity Street Asset Management 2015 to 2018 following Fund Managers Assistant position 2011 to 2015. Operations Analyst and Project Management, Bank of New York Mellon 2009 to 2011. Education: PhD Financial Modelling, Forecasting and Trading, MSc, BA (Hons), IMC. CFA Level III Candidate.
Dean Tomlinson
Execution Trader
Joined the Partnership in 2007. Settlements Administrator, Newton Investment Management Ltd 2001 to 2007. Settlements Administrator, Stockacademy 2000 to 2001. Reconciliations Administrator, Lloyds Security Services 1998 to 2000. Retail Banking, Natwest 1997 to 1998. Education: IAQ.
Paul Garner
Operations Manager
Joined the Partnership in December 2011. Previously held similar positions at JP Morgan and Northern Trust. Education: BSc (Hons) Management, Royal Holloway, University of London.
Peter Welch
Operations Administrator
Joined the Partnership in 2016. Has over 25 years’ previous experience in Hedge Funds and investment banking. Man GLG from 2013 to 2016. Previously Bank of New York Mellon, Deutsche Bank, Bank of America and Commerzbank.
Mark Skeggs
Operations Administrator
Joined the Partnership in 2021. Over 30 years Investment management experience gained within the operations and middle office environment at sovereign and multinational financial institutions. 1998 – 2018 UBS Asset Management Limited and previously Bear Stearns International Bank, Kuwait Investment Office and Earnshaw Haes Stockbrokers.
Holly Naughton
Performance and Reporting Executive
Joined the Partnership in 2020. Performance Analyst at Newton Investment Management 2013 to 2020. Education: MSc Economics (University of Exeter) and BA (Hons) Economics and Politics (University College Dublin).
Suzanne Watson
Business Associate
Joined the Partnership in 2020. Has 3+ years’ experience in Financial Services and over 11 years’ experience in Creative Services. Prior to this, Creative Operations Manager for a global high street retailer. Education: BA (Hons) Creative Advertising.
Adam Matson
Head of Technology
Joined the Partnership in 2020. Over 18 years’ previous experience within technology across Investment Banking and Asset Management. Previously Head of IT, UK & Jersey at Waypoint Capital. Prior to this, Head of Business Solutions at BlueBay Asset Management; Fund Onboarding Manager at Merrill Lynch and Development Lead at Investec Asset Management. Education: BSc (Hons) Software Engineering, 1st Class.
Shauntaine Lim
Finance Director
Joined the Partnership in 2021. Previous experience in external audit and financial reporting in the asset management sector. Finance Director and Business Manager at Pharo Management 2010 to 2019. Big 4 Audit Manager (KPMG London and EY Malaysia) 2003 to 2010. Education: Chartered Accountant, Bachelor of Commerce (University of Melbourne).
Sandeep Bandesha
General Counsel
Joined the Partnership in 2015. Previous roles include Head of Compliance, Legal and Risk Management at Blackfriars Emerging Markets 2012 to 2015, Deputy General Counsel at Gartmore 2001 to 2009 and Associate at City law firm Hogan Lovells 1996 to 2001. Education: LLB (Hons).
Alison Moitysee
Compliance Officer and MLRO
Joined the Partnership in 2013. Senior Compliance Manager and MLRO, AXA Investment Managers 2006-2012. Compliance positions also held at ABN AMRO Asset Management, Western Asset Management Ltd and M&G Investments. Education: BSc (Hons) Banking and International Finance, CASS Business School; IMC.
Catharine
Hex-CandyCompliance Specialist
Joined the Partnership in 2022. Over 10 years’ experience in the asset management industry. Compliance Manager positions held at CRUX Asset Management, LGIM and Janus Henderson Investors between 2012 – 2022. Education: BA (Hons) European Economics and Spanish, Nottingham Trent University.
Sandra Phelan
Human Resources Director
Joined the partnership in October 2021 as HR Director. Spent the past 2 decades in financial services working for high growth organisations celebrated for their leadership practices. Has been advising executive teams in industries experiencing a high level of change and has been participating in the creation of a humane & high performing workplace culture. Education: Science Politiques, University of Grenoble, France and MA Industrial Relations, Warwick Business School.
Juli Kemp
Executive Team Assistant
Executive Assistant to the Global Investment Team. Joined the Partnership in 2020. Has twelve years of experience in the financial industry. Previously at Moore Capital Management supporting the COO and Head of Execution. Prior to this, held various positions at Lloyds Banking Group.
John Yiasoumi
Office Manager and Receptionist
Joined the Partnership in 2023. Has over 15 years’ experience in office management / front of house sector within the financial services industry. Previously at Deloitte. Prior to this, held various positions at Meta, Sainsburys and Goldman Sachs.