| Date | Description |
|---|
| 2024-06-10 |
delete otherexecutives Kishan Gangadia |
| 2024-06-10 |
insert otherexecutives Dan Stewart |
| 2024-06-10 |
delete person Alan Cooper |
| 2024-06-10 |
delete person Charlie Barrow |
| 2024-06-10 |
delete person Kishan Gangadia |
| 2024-06-10 |
delete person Michael Bray |
| 2024-06-10 |
insert person Chris Offord |
| 2024-06-10 |
insert person Dan Stewart |
| 2024-06-10 |
insert person George Green |
| 2024-06-10 |
update person_title Andrew Condron: Senior Associate Financial Planner => Associate Director, Financial Planner |
| 2024-06-10 |
update person_title Hector Millar: Senior Associate Financial Planner => Associate Director, Chartered Financial Planner |
| 2024-06-10 |
update person_title Paco Tijdink: Senior Associate Financial Planner => Senior Associate, Chartered Financial Planner |
| 2024-03-31 |
delete person Benedict Owens |
| 2024-03-31 |
delete person Eloise Marshall Cawley |
| 2024-03-31 |
delete person Natasha Loke |
| 2024-03-31 |
insert person Alan Cooper |
| 2024-03-31 |
insert person Hannah Howitt |
| 2024-03-31 |
insert person Tim Draband |
| 2023-10-08 |
insert person Adam Landa |
| 2023-10-08 |
insert person Amy Rock |
| 2023-10-08 |
insert person Lewis Arthur |
| 2023-10-08 |
insert person Will Sibley |
| 2023-10-08 |
update person_title Chloe Ray: Assistant, Client Operations => Associate, Client Operations |
| 2023-10-08 |
update person_title Jonny Rusbridge: Senior Associate; Chartered Financial Analyst; Member of the Investment Committee => Associate Director; Chartered Financial Analyst; Member of the Investment Committee |
| 2023-10-08 |
update person_title Leonora Newell: Receptionist => Office Manager |
| 2023-10-08 |
update person_title Max Arkell: Assistant, Operations => Associate, Operations |
| 2023-10-08 |
update person_title Michael Markham: Assistant, Client Operations => Associate, Client Operations |
| 2023-09-05 |
delete person Horatio Shirley |
| 2023-09-05 |
delete person Sholto Wright |
| 2023-09-05 |
insert person Matt Fagan |
| 2023-09-05 |
insert person Natasha Loke |
| 2023-09-05 |
insert person Suraj Kumar |
| 2023-09-05 |
insert person Tobias Campbell |
| 2023-09-05 |
insert person Will Passmore |
| 2023-05-30 |
delete person Wallace Lo |
| 2023-04-15 |
delete person Alice Winter |
| 2023-04-15 |
update person_title Benedict Owens: Associate Financial Planner => Chartered Financial Planner |
| 2023-03-15 |
insert person Chloe Ray |
| 2023-03-15 |
insert person Julius Haswell |
| 2023-03-15 |
insert person Ronke Shonibare |
| 2023-03-15 |
update person_title Andrew Condron: Associate Financial Planner => Senior Associate Financial Planner |
| 2023-03-15 |
update person_title Annabeth McDowell: Assistant, Compliance => Associate, Compliance |
| 2023-03-15 |
update person_title Ben Long: Associate; Finance => Senior Associate; Finance |
| 2023-03-15 |
update person_title Dominic Groom: Assistant Financial Planner => Associate Financial Planner |
| 2023-03-15 |
update person_title Ed Springett: Assistant Financial Planner => Associate Financial Planner |
| 2023-03-15 |
update person_title James Doughty: Assistant Financial Planner => Associate Financial Planner |
| 2023-03-15 |
update person_title Joel Turner: Associate Financial Planner => Senior Associate Financial Planner |
| 2023-03-15 |
update person_title Paco Tijdink: Associate Financial Planner => Senior Associate Financial Planner |
| 2023-03-15 |
update person_title Sam Marshall: Assistant Financial Planner => Associate Financial Planner |
| 2023-03-15 |
update person_title Thomas Powell: Associate, Operations => Senior Associate, Operations |
| 2023-03-15 |
update person_title Wonsang Lee: Associate Financial Planner => Senior Associate Financial Planner |
| 2023-01-11 |
delete otherexecutives Ingrid Kirby |
| 2023-01-11 |
delete otherexecutives John Holmes |
| 2023-01-11 |
delete person Chris Thomas |
| 2023-01-11 |
delete person Iain Brown |
| 2023-01-11 |
delete person Ingrid Kirby |
| 2023-01-11 |
delete person John Holmes |
| 2022-12-10 |
insert otherexecutives Ken Volpert |
| 2022-12-10 |
delete person Tom Harmer |
| 2022-12-10 |
insert person Ken Volpert |
| 2022-10-08 |
insert person Eloise Marshall Cawley |
| 2022-10-08 |
insert person Sholto Wright |
| 2022-10-08 |
update person_title Chris Gaskell: Associate, Chartered Financial Planner => Senior Associate, Chartered Financial Planner |
| 2022-10-08 |
update person_title Freddie Neden: Assistant Financial Planner => Associate Financial Planner |
| 2022-10-08 |
update person_title Oliver Griffiths: Assistant Financial Planner => Associate Financial Planner |
| 2022-09-07 |
delete person Elizabeth Garrett |
| 2022-08-08 |
update person_title Chris Gaskell: Associate Financial Planner => Associate, Chartered Financial Planner |
| 2022-06-07 |
insert person Jake Sugarman |
| 2022-05-08 |
delete person Fergus Hamilton |
| 2022-05-08 |
insert person Wallace Lo |
| 2022-04-07 |
delete person Alec Atherton |
| 2022-04-07 |
delete person Rory Gower |
| 2022-04-07 |
insert person Annabeth McDowell |
| 2022-04-07 |
insert person Max Arkell |
| 2021-12-10 |
delete person George Bathurst |
| 2021-12-10 |
delete person Jack Holmer |
| 2021-12-10 |
delete person Karen Swanston |
| 2021-12-10 |
delete person Robin Blackledge |
| 2021-12-10 |
insert person Dominic Groom |
| 2021-12-10 |
insert person Ed Springett |
| 2021-12-10 |
insert person James Doughty |
| 2021-12-10 |
insert person Leonora Newell |
| 2021-12-10 |
insert person Michael Bray |
| 2021-12-10 |
insert person Michael Markham |
| 2021-12-10 |
update person_title Alisdair Blackbourn: Chartered Financial Planner => Associate Director, Chartered Financial Planner |
| 2021-12-10 |
update person_title Andrew Condron: Assistant Financial Planner => Associate Financial Planner |
| 2021-12-10 |
update person_title Ben Long: Finance Assistant => Associate; Finance |
| 2021-12-10 |
update person_title Claire Wilkes: Senior Client Services Administrator => Associate, Client Operations |
| 2021-12-10 |
update person_title David Mair: Chartered Financial Planner => Senior Associate, Chartered Financial Planner |
| 2021-12-10 |
update person_title Elizabeth Garrett: Client Services Administrator => Assistant, Client Operations |
| 2021-12-10 |
update person_title Hannah Crosby: Chartered Financial Planner => Associate Director, Chartered Financial Planner |
| 2021-12-10 |
update person_title Hector Millar: Associate Financial Planner => Senior Associate Financial Planner |
| 2021-12-10 |
update person_title Horatio Shirley: Chartered Financial Planner => Senior Associate, Chartered Financial Planner |
| 2021-12-10 |
update person_title Jonny Rusbridge: Fund Analyst and CFA Charterholder; Member of the Investment Committee => Senior Associate; Chartered Financial Analyst; Member of the Investment Committee |
| 2021-12-10 |
update person_title Kishan Gangadia: Member of the Investment Committee; Investment Associate and CFA Charterholder => Associate Director; Chartered Financial Analyst; Member of the Investment Committee |
| 2021-12-10 |
update person_title Lauren Helmore: Client Services Administrator => Associate, Client Services |
| 2021-12-10 |
update person_title Lisa Cannadine: Senior Client Services Administrator => Associate, Client Operations |
| 2021-12-10 |
update person_title Peter Cross: Chartered Financial Planner and Fellow of the Personal Finance Society => Associate Director, Chartered Financial Planner and Fellow of the Personal Finance Society |
| 2021-12-10 |
update person_title Ramola Lasrado: Client Services Administrator => Assistant, Client Operations |
| 2021-12-10 |
update person_title Rory Gower: Assistant Financial Planner => Assistant, Client Services |
| 2021-12-10 |
update person_title Rose Ryder: Client Services Administrator => Assistant, Client Operations |
| 2021-12-10 |
update person_title Ruth McGaffin: Chartered Financial Planner => Associate Director, Chartered Financial Planner |
| 2021-12-10 |
update person_title Steve Norburne: Chartered Financial Planner and Fellow of the Personal Finance Society => Director, Chartered Financial Planner and Fellow of the Personal Finance Society |
| 2021-12-10 |
update person_title Thomas Powell: Assistant Financial Planner => Associate, Operations |
| 2021-09-08 |
delete person Alex Kamieniecki |
| 2021-09-08 |
update person_title Joel Turner: Assistant Financial Planner => Associate Financial Planner |
| 2021-08-09 |
delete person Felix Aylett |
| 2021-08-09 |
update person_description Peter Hockless => Peter Hockless |
| 2021-08-09 |
update person_title Hannah Crosby: Senior Associate => Chartered Financial Planner |
| 2021-07-09 |
delete person Jonathan Law |
| 2021-07-09 |
delete person Shamal Patel |
| 2021-07-09 |
insert person Alec Atherton |
| 2021-07-09 |
insert person Sam Marshall |
| 2021-07-09 |
update person_title Alex Kamieniecki: Associate Financial Planner => Chartered Financial Planner |
| 2021-07-09 |
update person_title Chris Thomas: Trainee Assistant Financial Planner => Assistant Financial Planner |
| 2021-07-09 |
update person_title David Mair: Associate Financial Planner => Chartered Financial Planner |
| 2021-07-09 |
update person_title Ruth McGaffin: Senior Associate Financial Planner => Chartered Financial Planner |
| 2021-06-07 |
insert person Ramola Lasrado |
| 2021-06-07 |
insert person Tom Harmer |
| 2021-06-07 |
update person_title Horatio Shirley: Associate Financial Planner => Chartered Financial Planner |
| 2021-04-13 |
delete person Thomas Youngman |
| 2021-04-13 |
insert person Chris Thomas |
| 2021-04-13 |
insert person Paco Tijdink |
| 2021-02-18 |
delete person David Home |
| 2021-02-18 |
delete person Will Godsave |
| 2021-02-18 |
insert person Rory Gower |
| 2021-01-18 |
delete person Jack Madeley |
| 2021-01-18 |
insert person Alex Kamieniecki |
| 2021-01-18 |
insert person Andrew Condron |
| 2021-01-18 |
insert person Fergus Hamilton |
| 2021-01-18 |
insert person Jonathan Law |
| 2021-01-18 |
insert person Robin Blackledge |
| 2021-01-18 |
insert person Thomas Youngman |
| 2021-01-18 |
insert person Will Godsave |
| 2021-01-18 |
update person_title Charlie Barrow: Assistant Financial Planner => Associate Financial Planner |
| 2021-01-18 |
update person_title Claire Wilkes: Client Services Administrator => Senior Client Services Administrator |
| 2021-01-18 |
update person_title Hannah Crosby: Associate Financial Planner => Senior Associate |
| 2021-01-18 |
update person_title Lisa Cannadine: Client Services Administrator => Senior Client Services Administrator |
| 2020-09-26 |
delete person Ahmet Shevket |
| 2020-09-26 |
insert person Freddie Neden |
| 2020-09-26 |
insert person Jack Madeley |
| 2020-09-26 |
insert person Rebecca Dawkins |
| 2020-07-18 |
insert person Benedict Owens |
| 2020-07-18 |
insert person Elizabeth Garrett |
| 2020-07-18 |
insert person Thomas Powell |
| 2020-06-17 |
insert person David Home |
| 2020-06-17 |
insert person George Bathurst |
| 2020-06-17 |
insert person Karen Swanston |
| 2020-06-17 |
insert person Rose Ryder |
| 2020-06-17 |
insert person Wonsang Lee |
| 2020-03-18 |
delete person David Allen |
| 2019-12-16 |
delete ceo Nick Fletcher |
| 2019-12-16 |
insert person Charlie Barrow |
| 2019-12-16 |
insert person David Allen |
| 2019-12-16 |
insert person Felix Aylett |
| 2019-12-16 |
insert person Joel Turner |
| 2019-12-16 |
insert person Lauren Helmore |
| 2019-12-16 |
insert person Lisa Cannadine |
| 2019-12-16 |
update person_title Jonny Rusbridge: Fund Analyst; Member of the Investment Committee => Fund Analyst and CFA Charterholder; Member of the Investment Committee |
| 2019-12-16 |
update person_title Nick Fletcher: Member of the Investment Committee; Chief Executive Officer => Member of the Investment Committee; Senior Partner |
| 2019-08-16 |
delete person Ed Slater |
| 2019-08-16 |
delete person Susan Kennaugh |
| 2019-06-16 |
insert otherexecutives Ian McCafferty |
| 2019-06-16 |
delete person Dean Woodward |
| 2019-06-16 |
delete person Lucy Bycroft |
| 2019-06-16 |
insert person Ian McCafferty |
| 2019-06-16 |
insert person Shamal Patel |
| 2019-05-16 |
update person_title Kishan Gangadia: Member of the Investment Committee => Member of the Investment Committee; Investment Associate and CFA Charterholder |
| 2017-12-09 |
update person_title Ruth Chadwick: Chief Administrative Officer; Accountant With the Chartered Institute of Public Finance; Member of the Investment Committee => Compliance Officer; Accountant With the Chartered Institute of Public Finance; Member of the Investment Committee |
| 2016-10-27 |
delete otherexecutives Tim Bartlett |
| 2016-10-27 |
insert otherexecutives John Holmes |
| 2016-10-27 |
insert otherexecutives Jonny Rusbridge |
| 2016-10-27 |
delete person Tim Bartlett |
| 2016-10-27 |
insert person John Holmes |
| 2016-10-27 |
insert person Jonny Rusbridge |
| 2015-08-20 |
delete otherexecutives Philip Beale |
| 2015-08-20 |
delete person Philip Beale |
| 2015-03-27 |
delete chiefinvestmentofficer Matt Ridley |
| 2015-03-27 |
delete otherexecutives Matt Ridley |
| 2015-03-27 |
insert otherexecutives Kishan Gangadia |
| 2015-03-27 |
delete person Matt Ridley |
| 2015-03-27 |
insert person Kishan Gangadia |
| 2015-02-26 |
insert chiefinvestmentofficer Stuart Fowler |
| 2015-02-26 |
insert otherexecutives Stuart Fowler |
| 2015-02-26 |
insert person Stuart Fowler |
| 2014-11-09 |
delete chiefinvestmentofficer Jeremy Beckwith |
| 2014-11-09 |
delete otherexecutives Jeremy Beckwith |
| 2014-11-09 |
insert otherexecutives Ruth Chadwick |
| 2014-11-09 |
delete person Jeremy Beckwith |
| 2014-11-09 |
insert person Ruth Chadwick |
| 2014-07-21 |
insert otherexecutives Philip Beale |
| 2014-07-21 |
insert person Philip Beale |
| 2014-06-12 |
delete otherexecutives Dan Kemp |
| 2014-06-12 |
delete person Dan Kemp |
| 2014-04-20 |
insert chiefinvestmentofficer Matt Ridley |
| 2014-04-20 |
insert otherexecutives Matt Ridley |
| 2014-04-20 |
insert otherexecutives Tim Bartlett |
| 2014-04-20 |
insert person Matt Ridley |
| 2014-04-20 |
insert person Tim Bartlett |
| 2014-04-20 |
update person_description David Lovell => David Lovell |