Ayesha has been a Portfolio Manager at Fidelity Multi Asset since 2008 and has 17 years of investment experience. Ayesha previously worked in a Multi-Manager capacity at Barclays Wealth and the Abu Dhabi Investment Authority. Ayesha received an Msc in Accounting & Finance and a BSc in Economics, both from the London School of Economics and is a CFA Charterholder.
Prudential Portfolio Management Group (PPMG)
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.
Chief investment officer
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. He has previously worked in investment roles at Mercury and Aberdeen, largely based in Asia.
Peter graduated in Oriental Studies from Trinity College, Cambridge in 1988. He enjoys running, photography and science.
First State Investments
Andrew Harman is Portfolio Manager for First State Investments (‘FSI').
In his role, Andrew is responsible for research, analysis and monitoring of multi-asset solutions for clients.
Andrew joined FSI in January 2008 as part of the graduate program. He has worked across various investment teams including Fixed Interest and Credit, Direct Infrastructure and Australian Equities, Growth. He joined the Multi-Asset Solutions team in May 2010.
Andrew holds a Bachelor of Business (Banking and Finance) from Queensland University of Technology and has also been awarded the Chartered Financial Analyst (CFA) designation.
Portfolio Manager of the Multi Asset Open range
Bill joined Fidelity Multi Asset in October 2016. He has three decades of investment experience, joining Fidelity from Henderson Global Investors, where he was Head of Multi Asset. Before this, Bill worked at Credit Suisse, where he held roles in European equity strategy and quantitative research. Over his extensive career, Bill has developed a rigorous and disciplined investment approach. He has a deep understanding of asset class behaviour, and substantial experience in managing multi asset investment strategies to deliver specific outcomes for clients.
Bill graduated from Edinburgh University in 1985, with a BComm degree in Business.
Insight Analyst (Funds)
Patrick joined Defaqto in May 2013. His key responsibilities include producing, reviewing and developing Defaqto's Diamond Ratings and Risk Mappings for funds, writing publications and commentary on key issues within the fund management sector and working on bespoke case studies and consultancy projects. Patrick also represents Defaqto at industry forums and events.
Prior to joining Defaqto, he worked for Bank of Butterfield, Close Brothers and Watson Wyatt Investment Consulting, where he researched and selected funds and fund managers, across several asset classes. In addition, Patrick produced economic and financial market commentaries and articles on a regular basis and spoke at industry conferences for those firms. Patrick is a Chartered Financial Analyst.
Prudential Portfolio Management Group (PPMG)
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.
Insight Consultant (Funds and DFM)
As a member of the Insight and Consulting (Funds and DFM) team, Paul works closely with various internal departments and external fund managers. His key role is to help fund managers gain a clear understanding, and therefore obtain the best value from the fund rating process.
Paul has a broad range of experience and expertise in all aspects of adviser propositions, including risk profiling and management, technology, such as back-office systems and platforms and what it takes to create, develop and run investment solutions.
Paul has held senior management positions in AXA Life Invest, Sesame Bankhall Group (SBG), SEI, Legal & General and Zurich (both IFA and direct sales). Gaining experience in tied, multi-tied, independent and network business models. Most recently, Paul has specialised in the design, development and delivery of advisory investment propositions and technology solutions. Whilst at SBG, Paul played a key role in the launch of the Optimum Investment Management, growing assets to £200m in less than 2 years, from a standing start.