Research team

Our in-house research team is the driving force behind our investment process.

Meet the team

Our 30-strong research team comprises some of the best brains in the industry, averaging over eight years of market experience.

The team’s best-of-breed investment analysis sits behind all our investment propositions. Their analysis translates into powerful recommendations that deliver the best opportunities for your clients.

Here, we introduce some of the key individuals.

Paul Danis

Head of Asset Allocation

James Box

Head of Equities

Michael Paul

Head of Equity Funds

Guy Foster

Chief Strategist

Research team

Our research team’s investment philosophy and process forms the foundation for all our services.

Research philosophy

Our in-house research team identifies, analyses and monitors the best investments to enable us to preserve and grow your clients’ money over the long term and respond quickly to market events.

Find out more

Research investment process

Discover our rigorous, independent and dynamic investment management process, which reduces the regulatory and compliance burden, so you can focus on your clients.

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Our services

We offer a range of services to help you meet the needs of each client.

The value of investments and any income from them can fall and you may get back less than you invested.