Jonathan Blain: Chief Investment Officer
As a founding Partner, Jonathan has been the Chief Investment Officer for IPS Capital since launch of the multi-asset, multi-manager portfolio service in December 2003. He has over 10 years experience in managing assets for private clients and prior to that in trading foreign exchange for Citigroup.
Jonathan is an associate of the Securities and Investment Institute and an active member of the UK Society of Investment Professionals.
Jonathan Fennell:Investment Manager
Jonathan has been an investment manager for 7 years and specialises in the management of multi-asset portfolios for pension funds, high net worth clients, family trusts and charities.
As part of the asset allocation and research team, Jonathan is instrumental in formulating the firm’s investment strategy. He has an in depth understanding of all asset classes including equities, fixed interest, hedge funds, commercial property, commodities and alternative assets.
Jonathan is an Associate of the Securities Institute and a member of the UK Society of Investment Professionals.
Peter Thomson: Chief Operating Officer
Peter has responsibility for managing the day to day running of the business. This encompasses all operational matters including the enhancement of the business model, strategic direction as well as overseeing on an ongoing basis all third party service providers.
Peter joined from London & Capital Asset Management, having had operational responsibility for the Satellite range of funds with total assets under management of circa US$3.4 billion. Previously Peter was a Vice President of European Institutional Equities for Merrill Lynch.
Peter Speak: Head of Risk Management
Peter has responsibility for structuring the risk policy for the firm and the monthly stress testing of portfolios. In addition he provides risk assessment for all assets potentially to be included in client portfolios for submission to the Chief Investment Officer.
Peter was previously Head of Credit and Market Risk Management for Cantor Fitzgerald, London and Gerrard Group Plc. Before that he was a Principal in the Financial Risk Management Practice for Coopers and Lybrand, London.
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Elizabeth Fuller: Tax & Financial Planning
Elizabeth has worked in the financial services industry for over 20 years. Her industry qualifications include Advanced Financial Planning Certificate G60 Pensions. She advises high net worth individuals on all aspects of personal financial planning including Self-Invested Personal Pensions and Tax Mitigation schemes.
Paul Tarran: Finance
Paul, our Finance Partner, originally qualified as a Chartered Accountant with Deloitte’s and following a period located in the United States, entered the asset management industry in 1986. With over 20 years of experience including directorships of various listed asset management groups.
Valerie Girdlestone: Head of Operations
Valerie is head of the IPS team handling trading and settlements, with over 20 years experience in financial services and asset management.
Responsible for devising and implementation of all the back office processes at IPS Capital, prior to this Valerie was a Divisional Director of Robert Fleming, with responsibility as divisional head of operations.
Gary Dell: Portfolio Manager
Gary has 6 years experience in portfolio construction. After graduating, he joined Barclays Investment Management where he gained extensive experience in equities and investment research. He was responsible for managing assets on behalf of a range of private clients.
Gary is responsible for the day to day management of our client portfolios.
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