Our team
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.
The investment team debates asset allocation with the scrutiny you'd expect from people managing other people's futures, while operations and compliance keep the machinery honest. After all, a portfolio is only as good as the team behind it.
Founded
2009
Leadership
Our senior team are responsible for the strategic direction of the company, keeping clients at the forefront.
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.
Robert Love
HEAD OF
INTERMEDIARY RELATIONSHIPS
Tasked with fostering trusted relationships and strategic partnerships 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.
Leadership
Our senior team are responsible for the strategic direction of the company, keeping clients at the forefront.
Daniel Worthing
CHARTERED FCSI
MANAGING DIRECTOR
Responsible for driving client centric culture and long term business strategy, Dan joined the team in 2024.
He was previously Head of Brooks Macdonald's Birmingham office.
Robert Love
HEAD OF INTERMEDIARY RELATIONSHIPS
Tasked with fostering trusted relationships and strategic partnerships with advice firms, Rob founded the business in 2009. He has held a range of senior 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 Asset Intelligence in 2020, he was Global Head of Portfolio Construction for Barclays.
Investment
Managing portfolios day to day, this part of the team use rigorous research techniques to pursue positive outcomes.
Governance
Stefan Fura
EXECUTIVE DIRECTOR
Alain Wolffe
EXECUTIVE DIRECTOR
Toni Meadows
INDEPENDENT CHAIR OF
INVESTMENT COMMITTEE
