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 joined the firm in 2012. She is a Director of Epworth, a member of the Executive Committee and is responsible for the firms 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 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 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 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 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 joined the firm in September 2017 in the role of Compliance Officer.
She has 20 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.
Matthew joined as Senior Fund Manager in January 2015 and has 19 years of investment experience. Matthew is responsible for global equities, including the selection and oversight of external fund managers.
His previous roles include strategist at UBS Global Asset Management, financial journalist at the Financial Times and Cambridge University Visiting Scholar at the Levy Economics Institute. Matthew is a Chartered Financial Analyst charterholder.
Matthew is a frequent churchgoer at Our Lady of Lourdes.
Tendai originally joined us in March 2005 and is now a Fund Manager. She is responsible for managing our equity fund and conducting company research. Previously, she worked in Private Wealth Management and has 13 years of investment experience.
Tendai has achieved a BCom in Economics and Finance and holds an MSc in International Banking and Finance. She is also a Chartered Financial Analyst charterholder.
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.