We exist to serve the needs of Churches and Charities. We are passionate about what we do.
This focus allows us to attract people who are not only experts in their fields but are committed to the rewarding work they are undertaking on behalf of our investors.
So we have developed a skilled and experienced investment team that is dedicated to serving the needs of charities.
David Palmer LLB, MBA
Chief Executive Officer
In January 2017, David became Chief Executive Officer of the firm. He is a Director of Epworth, leads the Executive Committee and has ultimate responsibility for all aspects of the business.
He has previous experience in the asset management industry in the USA, Guernsey and London. David has served on a number of Boards in the Private Client and Hedge Fund sectors.
In 2007, he obtained an MBA from the Massachusetts Institute of Technology. David worships at St. Alfege Church in Greenwich.
Marina Phillips FCA, MSc, Chartered MCSI, DCHA
Chief Financial Officer
Marina joined the firm in 2012. She is a Director of Epworth, a member of the Executive Committee and is responsible for the firm’s overall financial controls. Marina joined from St Joseph’s Hospice where she was Finance Director and Deputy CEO. She has over 20 years experience within the charity sector.
Marina qualified as a Chartered Accountant in 1987 and has a Masters Degree from Cass Business School. She is also a Chartered Member of the Chartered Institute of Securities and Investments.
Stephen Beer BA, ASIP
Chief Investment Officer
Stephen joined the firm in 1994. He was appointed Chief Investment Officer in November 2015 and is a member of the Executive Committee. Stephen is responsible for investment strategy and our ethical investment approach. He manages the investment team, overseeing the management of all funds, and chairs the asset allocation and investment committees.
He is a member of the Methodist Church’s Joint Advisory Committee on the Ethics of Investment. He is also a member of the Church Investors Group steering committee.
Stephen has a BA in Single Honours Economics from the University of Durham. He is a member of All Souls, Langham Place, London.
Miles Askew BA, MSc, ASIP
Head of Research
Miles has worked at the firm for over 20 years. He is Head of Research and has overall responsibility for identifying quality companies that fit our investment philosophy.
He oversees a team of six people, ensuring their research meets all our investment and ethical requirements.
Miles has an MSc in Investment Management from Cass Business School.
Christophe Borysiewicz BA, MA, CFA
Head of Investment Management
Christophe joined the firm in January 2004. He manages client portfolios and is responsible for investment advice and all aspects of client relationships. He has 15 years of investment experience.
He has a BA from the University of Oxford in Philosophy, Politics & Economics and an MA from the University of Leeds in Japanese Studies. He is also a Chartered Financial Analyst charterholder.
Christophe is a Circuit Steward in the West London Mission Circuit of the Methodist Church and is training to be a local preacher.
Mark O’Connor MMII Grad, ACII
Head of Business Development
Mark joined the firm as Head of Business Development in May 2017. His focus is on serving the investment needs of charities.
Mark has worked in a number of relationship management and business development roles within the investment management industry, including at Aviva Plc, Hermes Investment Management and Edentree Investment Management.
Mark is a graduate of the Marketing Institute of Ireland, an Associate the UK’s Chartered Insurance Institute and has completed the CFA Society’s Investment Management Certificate. He is also Treasurer of Oxted and District Junior Football Club.
Vanessa Meredith BA(Hons)
Vanessa joined the firm in September 2017 in the role of Compliance Officer.
She has 23 years experience working in the financial services industry and since 2011 has worked within a number of compliance roles at Ashcourt Rowan Plc, Towry and Tilney. Prior to this she worked as a sales trader within several investment banks, including CSFB and SG Securities.
Vanessa is a graduate with a BA (Hons) degree.
Jane Kotchkina MSc
Jane joined us in April 2017 and is a Fund Manager looking after our range of fixed income funds.
She previously worked for a number of investment management businesses including Citi Private Bank and Towry Ltd.
Jane has a BA (Hons) in Business and Financial Economics from Staffordshire University and an MSc in Quantitative Finance from the University of Westminster. She has also completed the Securities Institute’s Certificate in Investment Management.
Gareth Morgan BSc
Gareth joined the firm in March 2020 and co-manages our equity funds. He has previously worked for a number of investment management businesses, including BMO GAM and Perpetual.
Gareth has a BSc in Business Finance and Economics from the University of East Anglia. He is also an Associate of the CFA Society of the UK.
Matthew Jones BSc, CFA
Matthew joined the firm as a Trainee Fund Manager shortly after graduating from University in September 2014. He is now a Fund Manager, managing the equity investment funds and conducting research to identify new investments.
Matthew studied Economics at Swansea University, completed the CFA Society’s Investment Management Certificate and is a Chartered Financial Analyst charterholder.
Matthew worships at St Andrews Church, Chorleywood.
Safiya Nelson BA, MSc
Safiya has worked for the firm since 2007. She started off as a Fund Administrator in the Investment Operations team and is now a Fund Manager in the Investment Team. Her current role includes the management of investment portfolios and conducting investment analysis and research.
Safiya has an MSc in International Finance and Capital Market Studies from the University of Brighton’s Business School and has attained the CFA Society’s Investment Management Certificate.
She is now studying to obtain the Charted Financial Analyst designation and has passed level 1 & 2.
Sophie Forrest BA (Hons)
Sophie joined the firm in November 2016 and is a Fund Manager, with a focus on ethics. She works alongside the investment team to conduct research into ethical issues and contribute to the development of ethical policies.
Sophie studied theology and music at university, applying theological thought to different issues in the church. She has also completed the CFA Society’s Investment Management Certificate.
Harry Evans BSc (Hons)
Associate Fund Manager
Harry joined the firm in September 2018 and is an Associate Fund Manager within the investment team. His role will involve assisting in the management of investment portfolios through investment research and analysis.
He read Economics at the University of Bath, from which he graduated in 2018. During his degree, he completed a placement year as a data analyst in the field of development finance with Development Initiatives.
Harry has completed the CFA Investment Management Certificate, and is working towards the Chartered Financial Analyst designation.
Chris Field IAQ
Chris joined the firm in 1998.
He is responsible for the day to day administration of our investment funds and is also Head of IT. Previously Chris worked at Citibank for 15 years in various investment operation positions.
Chris studied A Levels in French, German and Economics at Colfe’s Grammar School in Lee. He is also the Treasurer of New Eltham Methodist Church.