Our people

Our people are experts and have held senior roles across the breadth of the financial services industry in asset management; private banking; private equity; sustainable, responsible and impact investment; professional trusteeship and accounting.

Our Investment Team has more than 150 years of combined investment experience. This expertise, coupled with our network of professional partners is the lifeblood of our firm and allows us to give confident, effective and highly valuable advice to clients.

Ultimately, our success is based on relationships between people.

James Fleming
Chief Executive Officer
Bruce Offergelt
Chief Financial Officer
Andrew Waldren
Chief Operating Officer
StJohn Gardner
Chief Investment Officer
Charlotte Filsell
Head of Client Relationship Management
Chris Horler
Managing Director, Real Estate
Michael Mowlem
Managing Director, Private Equity
Paul Staples
Managing Director, Corporate Finance
Andy Mattocks
Head of Corporate Development
Charles Peacock
Client Relationship Director
Janet Tarbet
Client Relationship Director
Marc Cane
Head of Risk & Compliance
Samuel Bosanquet
Client Relationship Director
Joseph Jawad
Client Relationship Director
Robert Stokely
Real Estate Director
Stuart Fox
Investment Director
Andrew White
Director, Singapore