Daniel Worthing
Chartered FCSI
Managing Director
Dan is responsible for driving client centric culture and long term business strategy.
Before joining the team in 2024, he was previously Head of Brooks Macdonald's office in Birmingham.
Investment management might not be the stuff of your dreams.
However, having the support of a team doing it well could help you reach the things that are.
Leadership
Our senior team are responsible for the strategic direction of the company, keeping clients at the forefront.
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Robert Love
Head of Asset Intelligence Research
Tasked with spearheading our research capabilities and fostering trusted relationships with advice firms, Rob founded the business in 2009.
He has held a range of management positions in large advice firms.
Tony Mee
Chartered FCSI
Chief Investment Officer
Heading up the investment team, Tony shapes the processes and controls which drive all our funds and portfolios.
Before joining our team in 2020, he was Global Head of Portfolio Construction for Barclays.
Adrian Gaspar
Head of Relationship Management
Adrian is responsible for fostering trusted relationships and partnerships with advice firms.
With nearly 40 years of experience under his belt, he combines relationship management, commercial responsibility and governance oversight to ensure high levels of satisfaction amongst advisers.
Investment
Managing portfolios day to day, this part of the team use rigorous research techniques to pursue positive outcomes.
Support
This team work to ensure an effective and smooth-running process from end to end.
Keen to join us in
our investment team?
If you're interested in us, we'd love to hear from you, no matter whether you're just getting going or you're a seasoned professional.
Please do send us a CV and a covering letter.
Apply todayGovernance
Independent oversight of what we do and how we do it.
