Client Service Manager
Lucy graduated BA (Hons) in Politics from the University of Durham in 2009. She spent four years at Ernst and Young in their Assurance and Transaction Support departments; in 2012 she qualified as a Chartered Accountant. Lucy joined Baillie Gifford in 2013 as a Client Service Manager in the Clients Department and is a Managed Fund product specialist.
Team Head, Discretionary Wealth Management
HSBC Global Asset Management
David has been at HSBC since 2002 looking after discretionary portfolios for private clients, trusts, pensions and corporate entities and has been involved in the development and launch of the Global MPS service from inception. David has a BA in Business and is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI). He also manages the team of Discretionary Investment Specialists who cover the Central and North regions of the UK.
Vincent McEntegart is an investment manager in the Multi-Asset Group with over 30 years’ industry experience. He joined us in 2013 from Goodhart Partners (an MBO of the multi-manager business of WestLB Mellon Asset Management) where he was a partner responsible for client relationships and new business. Prior to this, Vincent was Co-Head of Investment Manager Research at Hymans Robertson and a senior member of the investment consulting practice. Vincent has also worked for Alexander Clay Consulting (now part of Aon) and Clerical Medical Investment Group. He has a BSc in Mathematical Sciences from the University of Strathclyde and a Diploma in Actuarial Techniques from the Institute of Actuaries.
Senior Multi Asset Strategist
Pictet Asset Management
Supriya Menon joined Pictet in 2012 and is a Senior Multi Asset Strategist within the Multi Asset London team. Prior to taking on the role within this team in 2018, she was a Senior Strategist in the Strategy team at Pictet Asset Management. Before joining Pictet, Supriya worked three years at Aviva Investors as a Macro Strategist, where she developed investment views, models and indicators to help portfolio management of Tactical Asset Allocation and Global Macro funds. From 2005 to 2009, she worked at Lehman Brothers, first as an Equity Strategist for three years and then as an Investment Analyst. She started her career as an Associate at Morgan Stanley in 1999. Supriya holds a BA in Economics and International Relations from Mount Holyoke College, Massachusetts, USA and a MBA from the Harvard Business School.
Head of Business Development, Treasury & Investment Office
Mark joined M&GPrudential 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 presently is head of the business development team within the Treasury and Investment Office (T&IO)) at M&G Prudential. The team is an integral part of the support functions that work with the 42 people that make up the multi-asset team at the T&IO. Mark has a deep knowledge of capital markets and has over 20 years’ experience of talking about investment products with both retail and corporate clients in different roles. Mark is a keen golfer and season ticket holder of Crystal Palace F.C.
CFA – Fund Manager, UK Multi-Asset
HSBC Global Asset Management
Arthur Swain is a portfolio manager in the UK Multi-Asset team within HSBC Global Asset Management in London and has been working with HSBC since 2011. Arthur is part of the team responsible for the management of discretionary multi-asset portfolios in the UK. Arthur worked previously as a multi-asset product specialist before joining the portfolio management team. Arthur holds a Bachelor of Science in Mathematics and Economics from the University of Warwick and is a CFA charterholder.
Chief Investment Officer
Keynote, 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.
Senior Investment Specialist, Investment Solutions
UBS Asset Management