We help wealth & asset managers grow by delivering sustainable and lasting change


Our team of industry specialists have decades of experience

We thrive on helping wealth & asset managers solve their most important strategic and tactical challenges. We do this because we believe that all investors should have access to sustainable, effective soutions that are delivered with their needs and experience fully considered.

Why we're the better choice

Why we're the better choice

  • We provide each and every client with a dynamic and personable team who know your industry inside out
  • Our approach is tailored to each individual client – we’ll never provide ‘off the shelf’ advice
  • We’re interested in maximum impact. We’ll always look for the most effective route to solve a client’s particular problem
  • We’ve built trust and loyalty in existing clients. This is demonstrated through the ongoing relationships we enjoy and the word-of-mouth recommendations we receive
  • We are confident about what we can do, and we’re honest about what we can’t. Our priority is delivering excellent client outcomes – if we ever feel unqualified to help, we’ll always be transparent

We work with firms across three segments of the market

To compliment our core specialisms and respond to market demand we have deep capability and expertise within our team across


Our specialists in Wealth and Asset Management

David

David Laird

Partner

Callum

Callum Mayor

Partner

Giles

Giles Drury

Partner

Graham

Graham Macken

Partner

Mary

Mary Wong

Partner

Barry

Barry Chapman

Associate Partner

David

David Holmes

Associate Partner

Iain

Iain Main

Associate Partner

Laurence

Laurence Walker

Associate Partner

Leo

Leo Chancellor

Associate Partner

Roshni

Roshni Daswani

PEN Associate

Adnan

Adnan Ahmed

Management Consultant

Louis

Louis Slinger

Management Consultant

Natalija

Natalija Reeves

Management Consultant

Prince

Prince Naruka

Management Consultant

Charlie

Charlie Goddard

Director, Senior Advisor

Neil

Neil Mayall

Chairman

Paul

Paul Rosenfeld

Director, Senior Advisor

Tim

Tim Mitchell

Director, Senior Advisor