Meet the team

David Parker

Chief Executive Officer

David has 34 years of experience marketing wealth management products to institutions and professional intermediaries.

James Haupt

International Sales Director

I have 30 years financial services experience covering both wealth management, retail and institutional sales.

Simon Voysey

Partner

As an IFA for 10 years in the Middle East I was initially attracted by the best of breed fund range, providing key client solutions for IFAs and Wealth Managers.

Sally Fletcher - Partner

Director, Back Office & Marketing

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Sarah Crow - Partner

Head of Commissions & Client Services

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Jessica French - Partner

Head of Accounting & Audit

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Amy Fletcher

Client Services & Marketing Executive

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Asma Choudhary

Accounts

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