Our people
We have many years of sector experience between us and are driven by the desire to excel at what we do. Read about our people below.
Investment Team
Peter is a manager of discretionary portfolios for private clients, trusts, charities and pension funds.
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Keith is a manager of discretionary portfolios for private clients, trusts, charities and pension funds.
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Bevan is a manager of model portfolios on investment platforms and treasury portfolios.
Wayne is a manager of discretionary portfolios for private clients, trusts, charities and pension funds.
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Paul is a manager of discretionary portfolios for private clients, trusts, charities and pension funds.
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Victoria is a manager of discretionary portfolios for private clients, trusts, charities and pension funds.
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James is a manager of discretionary portfolios for private clients, trusts, charities and pension funds.
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Gerald is a manager of discretionary portfolios for private clients, trusts, charities and pension funds.
Philip is a manager of discretionary portfolios for private clients, trusts, charities and pension funds.
Matthew is an investment research assistant for Ingenious Asset Management.
Rebecca is an investment assistant for Ingenious Asset Management.