Chief Investment Officer
The Advisor Centre
Peter began his career at Holden Meehan, an independent wealth manager, in 1989. He joined Forsyth Partners in 1994 as a senior mutual fund analyst and was appointed Chief Investment Officer in 2000. He was responsible for the management of traditional and alternative multi asset funds, with assets at their peak in excess of £1.5 billion. He was co-founder of the original Forsyth-OBSR Ratings Service in 2002. He joined OBSR in 2008 and was responsible for establishing the firm’s fund advisory business as well as continuing to conduct manager research. As Investment Director, he worked closely with Head of Investment Consultancy, Gill Hutchison, and they were responsible for the delivery of services to an array of different clients and were important influencers of fund flows in the UK. The Adviser Centre was launched in May 2014 whilst Peter was employed by City Financial. He transferred to Embark in October 2016, following the group’s acquisition of The Adviser Centre.
Andy Joined PPMG in 2011 after eight years with Prudential UK where his last role was as the Director of Investment Funds. Within PPMG he is responsible for product development, client communication and external fund governance. In 1993 he joined Norwich Union before moving to Morley Investment Management in 1997, during his ten year tenure he undertook a variety of roles across the sales, business and product development space. Prior to joining Norwich Union, Andy gained experience at Deutsche Bank Capital Markets and Ivory and Sime Investment Trust.
Senior Fund Manager and Multi Asset Value Team Head
J O Hambro Capital Management
Giorgio joined J O Hambro Capital Management in August 2017 as Senior Fund Manager and Head of JOHCM's Multi-Asset Value Team based in New York. With 21 years of industry experience, he was most recently employed as Portfolio Manager and Senior Analyst by First Eagle Investment Management, where he co-managed from inception the First Eagle Global Income Builder Fund and the First Eagle Amundi Income Builder Fund. Prior to joining First Eagle in 2009, he was a Managing Director at JANA Partners LLC. He holds a BS in Operations Research from Princeton University and an MBA from Columbia Business School.
Head of Multi Asset London
Pictet Asset Management
Andrew joined Pictet Asset Management in 2014. He is head of the Multi Asset London team and has 39 years investment experience. Previously Andrew worked at Barings Asset Management where he was lead manager of the Barings Multi Asset Fund and a number of segregated portfolios. He joined the Fixed Income department at Barings Asset Management in 1986 and was appointed a Director in 1994. He joined the Multi Asset Portfolio Group in 1996.
Seneca Investment Managers
Peter’s research responsibility for Seneca IM is asset allocation. Having joined the team as global investment strategist in November 2014, Peter was appointed chief investment officer in April 2015 and to the board of the company in January 2016. Peter has previously worked in investment roles at Mercury and Aberdeen, largely based in Asia.
Morgan Stanley Investment Management
Christian is a portfolio specialist in the Global Multi-Asset team and is based in London. He joined Morgan Stanley in 2015. Christian’s 26 years in the asset management industry include tenures at HSBC Asset Management, BNP Paribas Investment Partners and Fidelity Investments, including assignments both in the UK and Hong Kong. In that time, he has performed a number of client-facing roles, but since 2004 he has worked in a portfolio specialist capacity, with a particular focus on multi-asset portfolios. Christian holds a B.A. (Hons) in International Business with French, from the University of Plymouth.
Senior Fund Manager
J O Hambro Capital Management
Robert joined J O Hambro Capital Management in October 2017 as Senior Fund Manager on JOHCM's Multi-Asset Value Team based in New York. With 21 years of industry experience, he was most recently employed as Portfolio Manager and Senior Analyst by First Eagle Investment Management, which he joined in 2001. While at First Eagle, Robert co-managed from inception the First Eagle Global Income Builder Fund and the First Eagle Amundi Income Builder Fund. He holds a BA in Politics from Princeton University and an MBA from Columbia Business School. He also holds the Chartered Financial Analyst (CFA) designation.
CFA, Head of Multi-asset Funds
Sunil heads the team which manages long-only multi-asset funds and mandates. He is also a member of the Multi-Assets leadership group and a contributor to the AIMS investment process. Prior to joining Aviva Investors, Sunil was a Senior Multi-Asset Portfolio Manager at Santander Asset Management, having been Head of Global Asset Allocation at Hermes Investment Management and Head of Market Strategy at the British Telecom Pension Scheme. He also spent 10 years at BlackRock Investment Management in a number of roles including portfolio management, research and strategy. He holds an MSc in Economics from Birkbeck College, University of London and an MA in Philosophy, Politics and Economics from Balliol College, University of Oxford. He is also a CFA® Charterholder.
Senior Investment Manager Multi-Asset
Pictet Asset Management
Shaniel joined Pictet Asset Management in 2014 as a Senior Investment Manager in the Multi Asset London team. Previously Shaniel worked at Barings Asset Management as an investment manager in the Global Multi Asset Group for 7 years. Shaniel holds a MSc in Finance from the University of St. Andrews and a BA Hons in Economics and International Business from the University of North Carolina at Chapel Hill (US). Shaniel is a Chartered Financial Analyst (CFA) charterholder and holds the Investment Management Certificate (IMC). In 2016, Shaniel was one of Financial News’ 40 under 40 Rising Stars in Asset Management.
Mark joined PPMG in August 2016 having previously worked at JP Morgan Asset Management as the Head of UK International. His main responsibilities were looking after the relationship with key international clients including Life Assurance Companies; Wealth Managers; Banks and Platforms. Mark has worked in financial services for over 30 years spending time both in banking with Coutts & Co and Hambros Merchant Bank as well as asset management with M&G Investments and Jupiter Asset Management. He has a deep knowledge of capital markets and has over 15 years’ experience of presenting to both retail and corporate clients about both the markets and investment products.