As a rapidly growing company we continue to attract successful investment managers and investment staff who bring with them fresh ideas and dynamism.
Investment managers and the investment team hold a range of professional qualifications from across the industry and are highly experienced in most aspects of investment management.
We provide regular training and professional updates on investment issues, regulation and other topics for all investment management staff in order to maintain the highest professional standards across the firm.
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Amir Ali - Asset ManagerAmir joined Ashcourt in May 2002 when Lawrence Graham Investment Services was taken over by Ashcourt. He is responsible for managing the Private Client Portfolios, Trusts and SIPPS in the London office. Amir passed IMC in 2002.
Location: London Telephone number: 020 7653 3580 |
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Roger Chapman - Regional ExecutiveRoger has been managing investment portfolios on behalf of clients, which include ISAs, pensions & trusts, for the past 25 years. He likes to be proactive in managing the portfolios & assessing the clients' requirements to ensure every opportunity is taken to maximise benefits. Roger holds the Investment Management Certificate & also a Cert PFS in financial planning. Location: Cambridge Telephone number: 01223 412345 |
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Christopher Collins - Asset ManagerChristopher joined Ashcourt in 2003 as Trainee Asset Manager. In 2006 he was promoted to Asset Manager & now works at both our London Office & Head Office in Kings Hill, managing a combination of Private Client, Pension SIPP & Trust Portfolios. Christopher is also a member of our Collective Funds Research Committee.
Location: London Telephone number: 020 7653 3580 |
Stewart Donaldson - Investment ManagerPrior to joining Ashcourt, Stewart Donaldson was Head of Research for St. Andrews Asset Managers, and before that Lawshare in Tunbridge Wells. A Fellow of the Securities Institute, he also sits on the Exams Panel for the Institute's Diploma Exam in Investment Analysis. | |
Lindsay Fraser - Senior Asset ManagerLindsay has over 27 years experience in investment management, covering both institutional funds and private clients. She is now responsible for the discretionary management of a wide range of private client portfolios, ranging from charities to individuals and trusts. | |
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James Gordon - Asset ManagerJames joined Ashcourt in November 2006, progressing from Assistant Asset Manager to Asset Manager. Previously he spent six years with Killik & Co Stockbrokers managing Private Client portfolios within the Asset Management Department. He maintains a keen interest in UK equity market, portfolio management &general financial advice. Location: Winchester Telephone number: 01962 852520 |
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Peter Hearn - Senior Asset Manager Peter has over 40 years experience dealing in investments in the City working both in the institutional world and for the last 20 years with private client portfolios. His clients have been recommended to him predominantly through professional connections mainly accountants.
Location: London Telephone number: 020 7653 3580 |
Glenda Horn - Asset Manager Glenda manages client investment portfolios & the in house OEIC, the CF St Andrews Asset Managers Balanced Fund. She has over sixteen years experience in investment management, having worked previously as an institutional Fund Manager. Glenda is a Fellow of the Securities & Investment Institute, an Associate of the Society of Investment Professionals & a Member of the CFA Institute. Location: Cupar, Fife Telephone number 01334 650628 | |
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Michael Johnstone - Head of CharitiesMichael's experience spans 32 years working in global markets including London and Wall Street running trading desks in international shares and servicing institutions. His clients include charities, family trusts and ultra high net worth individuals. Michael is a Member of the Securities Institute. Location: Brighton Telephone number: 01273 857474 |
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Alistair Mitchell - Regional ExecutiveAlistair is a Fellow of the Securities Institute and was one of the first members of the Society of Financial Advisers. Alistair runs the Bournemouth office. Location: Bournemouth Telephone number: 01202 316198 |
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Duncan Scott - Asset Manager Duncan qualified as an accountant in 1988, then left the accountancy profession to move into asset management & manage investments for clients of a prominent Hertfordshire law firm. He moved to Ashcourt in January 2007 where he now looks after clients including invdividuals, trusts & pension funds.
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Matt Wright - Asset ManagerMatt joined Ashcourt in 2005 following the takeover of Chartwell House Asset Management. Having had responsibility for managing the Private Client Portfolios, Trusts and SIPPs in the Cambridge office, Matt passed the Investment Management Certificate in 2005 and was promoted to Asset Manager in 2007. Matt is also a Member of the Securities Institute. | |
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Philip Yarrow - Asset ManagerIn March 2003 Philip joined Ashcourt Asset Management as an Asset Manager with responsibility for managing client portfolios for individuals, trusts and Self-Invested Personal Pensions (SIPPs). Location: Kings Hill Telephone number: 01732 520780 |