IPS CAPITAL - Key Persons
Job Titles:
- Member of the Operations Team
- Senior Operations Assistant
Alicia joined IPS in 2019 and became Senior Operations Assistant in 2022. She is currently studying for the CISI IOC Level 3 Introduction to Securities and Investment exam.
She holds a BA (Hons) Business and Management degree.
Job Titles:
- Member of the IPS Wealth Team
- Associate Wealth Planner
Anna joined IPS Capital as an Associate Wealth Planner in October 2023. She graduated from The University of Manchester in 2016 and has worked in the financial services industry since 2018. Anna works with clients to identify and achieve their short and long-term financial goals, and assists in providing financial advice, as well as cash flow modelling. Prior to joining IPS, Anna was at Saunderson House where she worked with top Law and Accountancy Partners. Anna holds the diploma in Financial Planning, Award in Regulated Pension Transfer Advice and is currently working towards achieving Chartered status.
Job Titles:
- Member of the IPS Wealth Team
- HEAD of WEALTH
Anne has been helping UK based private clients with their wealth planning since 2004. Anne provides pre and post retirement advice, specialising in lifetime allowance planning, tax efficient retirement strategies and estate planning. Prior to joining IPS, Anne was a Partner at Smith and Williamson (now Evelyn Partners).
Achievements:
Shortlisted Wealth manager of the year 2021, Women in Finance Awards
Winner of Personal Finance Society 19/20 Retirement & Later life Advice Specialist of the Year award
Highly commended - CISI Certified Planner of the year 2019
Finalist of the Personal Finance Society 2018/19 Retirement & Later life Advice Specialist of the year award
Cameron joined IPS in December 2023 as an Operations Assistant. Prior to joining IPS, he was working at Bloomberg as a Fixed Income Analyst specialising in EMEA corporate bonds. Currently, Cameron is studying for the CFA Investment Management Certificate.
Cameron is a proven chess player, having won the Swedish championship in 2009. He has competed in tournaments across five countries in Europe including the World Chess Championship. Beyond chess, he loves to travel and has a profound interest in Brazilian culture.
Chris Brown - Chief Investment Officer
Job Titles:
- Chief Investment Officer
- Member of the Investment Team
- Member of the IPS Consulting Team
- Partner
Chris Brown is responsible for investment strategy across all client portfolios, chairing the Investment Committee.
Prior to joining IPS, he was a credit specialist at several financial institutions, including Goldman Sachs. Chris qualified as a Fellow of the Institute of Actuaries in 1997. He holds a first class degree in Economics from the University of Bristol and a Masters in Economics from the University of Cambridge.
Job Titles:
- Senior Client Services Manager
Connor joined IPS in 2023 with 10 years' experience in the financial services industry. Prior to joining IPS, he was a Client Services Executive at Rathbones for 5 years, working within in the Specialist Institutions team working with Charities, Companies, Trusts and Private Clients.
Job Titles:
- Member of the IPS Wealth Team
- Planning Assistant
- Senior Wealth / Planning Assistant
Evelina has joined IPS as a Marketing Manager in 2023 and has over 15 years of experience in the Marketing field.
Prior to joining IPS, she has worked for companies in financial services, education, retail and healthcare sectors focussing on project management, digital, CRM and content marketing. Evelina also sits on the firm's Corporate Social Responsibility (CSR) committee.
Job Titles:
- Head of Human Resources
- Associate Member of the CIPD
Isabel joined IPS in November 2022; her experience since 2004 has been in stand-alone HR roles within boutique professional services firms, supporting employee development and engagement by providing practical and commercial solutions, information and advice to employees and partners. As a qualified Mental Health First Aider, she also has a strong focus on mental health and wellbeing.
Isabel has been an Associate Member of the CIPD since completing the Employment Relations Law and Practice Qualification in 2007 and she has extensive experience in policy formulation and change management.
Job Titles:
- UK Chancellor, Hinted This Week That He Might Introduce a "British ISA"
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Job Titles:
- Managing Partner
- Member of the IPS Consulting Team
Jonathan was one of the founding Partners of the firm. Originally working for Citigroup, he was the owner and managing director of an investment consulting business leading to the formation of IPS in 2007.
Jonathan is a Client Relationship Partner, managing both UK onshore and offshore clients, straddling both the investment management and investment consulting businesses. A wealth of experience earned from over 20 years working with private clients, Jonathan develops close working relationships with the individuals and families he works with. He represents his clients on the firm's Investment Committee and is a Chartered Member of the Chartered Institute for Securities & Investment.
Jonathan is a Chartered Wealth Manager and Chartered Fellow of the CISI with extensive experience in providing independent investment solutions to families and individuals. He takes the time to understand your unique needs and develops sensible wealth plans that are adaptable, resilient, and can be modified as personal and economic circumstances change.
Julia joined IPS in 2020 having previously worked at Prospect Wealth Management, which merged with IPS in February 2020. She has worked in private client investment management since 2011. Julia manages discretionary investment portfolios for private individuals, their pensions and family trust structures. She became a member of the CISI following completion of the CISI Diploma.
Job Titles:
- Member of the Investment Team
- Research Analyst
Ketan joined IPS in 2021. He is a member of the Investment Team and currently heads up equity fund research and performs investment analysis for all client portfolios. Prior to joining IPS, Ketan worked within the Trade Operations team at Schroders and prior to that, obtained a degree in Economics from the University of Birmingham.
Job Titles:
- Facilities Assistant
- Front of House / Facilities Assistant
Job Titles:
- Chartered Financial Analyst
- Partner
Matthew joined IPS through the merger in 2020 of IPS with Prospect Wealth Management, where he was the founder and Principal. Matthew has previously been Chief Investment Officer at Coutts and Managing Director of Chemical Global Investors and Close Wealth Management.
Matthew is a Chartered Financial Analyst and holds an MBA from the London Business School.
Matthew is a school governor, director of his local drama group and is a keen golfer.
Job Titles:
- Client Operations Manager
- the Client Operations Manager
Maylin is the Client Operations Manager. She joined IPS Capital through the merger with Prospect Wealth Management in 2020 and has over 21 years' experience working in the financial services industry. She holds a degree in Business Studies from Middlesex University.
Job Titles:
- Member of the Operations Team
- Trade Support Assistant
Nathan Joined IPS in 2022, working as a Trade Support Assistant. He holds a Master's in Finance and Investment and an undergraduate degree in Economics.
Paul has been with IPS Capital since its formation and is a Finance Partner responsible for all financial planning, reporting and financial controls within the Partnership. Paul is a Chartered Accountant, having qualified at Deloitte and has been involved in financial services for nearly 40 years. He was also a CFO of a listed SIPP Provider, Curtis Banks Group, for over 10 years.
Richard Page - Chief Compliance Officer
Richard joined IPS in 2022 and has had various roles within Compliance, Risk and Financial Crime since 2008. Having worked within both the Investment Banking and Wealth Management industry, Richard has gained a broad and in-depth knowledge of financial services rules and regulations and how they apply practically to the firms he has worked for.
Richard has degrees in Law and Biomedical Sciences.
Roger has been an Investment Manager for over 30 years and joined IPS Capital through the merger with Prospect Wealth Management in 2020, where he was Head of Relationship Management. He helps clients to establish their investment strategies and manages their investments in line with the risk mandate agreed. This is coordinated with their financial advisers, accountants and tax consultants. Roger sits on the firm's Investment Committee. He has an MBA from the Bradford University Management Centre, is a Chartered Member of the Chartered Insurance Institute and is a Fellow of the Chartered Institute for Securities & Investment.
Job Titles:
- Member of the Operations Team
- Operations Manager
Job Titles:
- Member of the IPS Consulting Team
- Partner
Simon joined IPS in 2018 and is a partner of the firm. He specialises in helping individuals, trusts and agent-led portfolios. In addition to managing client portfolios he is often asked to advise on inter-generational family wealth and complex investment issues, supporting families, trustees and professional advisers.
He is a chartered fellow of the Chartered Institute for Securities and Investments and sits on the IPS Investment Committee.
Job Titles:
- Head of Research
- Member of the Investment Team
- in 2016 As an Analyst
Tiziana joined IPS in 2016 as an analyst covering long-only funds, alternative UCITs and investment trusts. Today she is responsible for investment due diligence as well as designing and implementing a robust and repeatable fund research process including models for valuation and scorecards. She holds the CFA certificate in ESG investing and manages the responsible and sustainable investment mandate.