MOMENTUM - Key Persons
Job Titles:
- Senior Portfolio Manager & Investment Strategist
- Senior Portfolio Manager and Investment Strategist of the Momentum Managed Portfolio Service
Alex is the Senior Portfolio Manager and Investment Strategist of the Momentum Managed Portfolio Service. Alex is also the lead Portfolio Manager for a number of our fixed income funds and portfolios including the Momentum GF Global Fixed Income Fund. Alex coordinates the international investment strategy and asset allocation process, liaising closely with the Strategy and Investment team in South Africa. Alex regularly appears in the press and presents at conferences around the world. He joined Momentum in September 2007 having previously worked as Futures Portfolio Manager at JP Morgan Asset Management in London, where he started his investment career in 1998. Alex is a CFA charterholder.
Job Titles:
- Business Development Consultant
Alistair recently joined Momentum with over 5 years of investment industry experience, across both asset management and wealth management. To this day he remains a keen student of the investment industry, most recently passing CFA Level 1 and the CFA Certificate in ESG Investing.
Outside of work Alistair enjoys sports, supporting Arsenal FC, playing tennis and golf, and is currently completing a part-time masters in Sustainable Development.
Job Titles:
- Director of Investment Management
- Member of Momentum 's UK Investment Team
Andrew Hardy is a long-standing member of Momentum's UK investment team, having been with the company since 2005. Prior to his appointment as Director of Investment Management he was co-Head of Research and has managed portfolios for over ten years, leading on the Harmony Portfolios multi-asset range and global developed and emerging market equity funds. During his time at the company he has played a central role in developing the team's investment philosophy and process while supporting business strategy and development. He is a CFA Charterholder and has a BSc in Economics from the University of Bath.
Anna is an analyst within the Momentum Consulting team, having joined in 2021. Anna graduated from the University of Bath in 2021 with a degree in Economics and Politics, which included a 12 month work placement in the asset management industry.
Job Titles:
- Distribution Services Associate
Ashley recently joined Momentum as Distribution Services Associate where she is responsible for the distribution of all client communications. Ashley has previously worked as an intern for Canccord Genuity Wealth Management, Marathon Asset Management and HSBC Investment Banking where she deepened her knowledge in financial services. Ashley is a First-Class Economics graduate from the University of Leicester. In her spare time Ashley likes to explore London and give back to her community.
Ben is an Investment Analyst within the Momentum Consulting team, having joined in 2022. Ben graduated from the University of Bath in 2022 with a Master's degree in Finance with Banking, and in 2021 with a First Class degree in chemical engineering.
Job Titles:
- Director MAREF
- Director, Africa Real Estate
Born and raised in Zimbabwe, David leads Momentum's frontier Africa real estate investment management business. Before joining Momentum's Africa team in December 2012, David spent six years in Momentum's Alternative Strategies team. Prior to joining Momentum, David was a Vice President at Maples Finance Limited in the Cayman Islands where he provided fiduciary services to a portfolio of hedge funds, trusts and private equity vehicles. David previously worked as an Account Manager at Fortis Prime Fund Solutions (Cayman) Limited and at Schroder Investment Management, RBS and ING Barings in London. He completed his accounting training at Ernst & Young in South Africa and is a qualified South African Chartered Accountant and a CFA Charterholder.
David was formerly CEO of Seneca Investment Managers which he led from 2015, prior to its acquisition by Momentum Global Investment Management in 2020. He previously held a number of management, business development and investment roles at Momentum Global Investment Management, Midas Capital, Cazenove and Flemings among others. He has recently completed an MSc in Climate Change and Development at SOAS and previously attended Wadham College Oxford, gaining a first class honours in Modern History. He is based in Lancashire.
Job Titles:
- Marketing Assistant
- in 2023 As Marketing Assistant
Ellie joined Momentum in 2023 as Marketing Assistant based in Liverpool, UK, working closely with the Marketing team. Prior to joining Momentum, Ellie obtained a degree in Marketing from Liverpool John Moores University, before gaining marketing experience within the Construction industry.
Job Titles:
- Head of Distribution Services
Emma is Head of Distribution Services within the Investment Management Division. She leads the Distribution Services and Marketing Teams with primary responsibility for all client facing activities, documentation and relationship management. She joined Momentum in July 2016 and has over 20 years' experience in sales, investor relations and marketing having worked in both Australia and the UK. Emma holds a BComm in Economics and Finance and Graduate Diplomas in Financial Planning and Applied Finance and Investment.
Job Titles:
- Brand Manager
- in 2016 As Brand Manager
Esther joined Momentum in 2016 as Brand Manager, where she works closely with the marketing in team in South Africa and is responsible for managing the promotion and positioning of the Momentum brand in the UK. Prior to joining Momentum she worked for London & Capital a wealth management company. Esther has over 20 years of marketing experience.
Ferdi van Heerden joined Momentum in August 2010 from Switzerland, where he was chief executive of a new start-up insurance venture. Before his three years in Switzerland, he held a number of senior executive positions in Momentum Metropolitan Holdings Limited, which is one of the three-largest life insurance and investment groups in South Africa, and the FirstRand Group - both in the 30-largest listed companies on the Johannesburg Stock Exchange. During his career of almost 20 years with the group, his responsibilities included being head of Momentum's individual life operation, the private pension fund administration business and FirstRand's consumer banking division. Ferdi has more than 25 years' experience in the life and pensions industry.
Ferdi studied mathematics, statistic, and actuarial sciences and holds a BSc and BSc Honours degree from the University of Port Elizabeth. He also completed an Advanced Management Programme at Insead Business School in France and has a post-graduate diploma in management from the Henley Business School.
Fraser is an analyst within the Momentum Consulting team and joined in 2017. Fraser graduated from the University of Edinburgh in 2016 with a Master's degree in Finance and from the University of York in 2014 with a Bachelor's degree in Economics. Fraser is a CFA charterholder.
Job Titles:
- Gabby Byron - Investment Services Executive
- Investment Services Executive
Gabby has over 4 years' experience in the investment industry. Upon successful completion of a Business Administration Apprenticeship, she then studied towards and completed the CISI Investment Operations Certificate and Investment Advice Diploma. In her previous role at Quilter Cheviot, Gabby worked as a Trainee Investment Manager assisting in the management of portfolios for private clients, charities and trusts.
In her spare time, she enjoys reading, travelling and spending time with her friends and family.
Job Titles:
- Portfolio Manager
- Gary Moglione - Portfolio Manager
Gary is responsible for our third-party fund selection alongside Tom Delic. He has worked in the investment industry since 1999 with a major portion of this specialising in fund selection both on a fund of funds and a multi-manager basis. He has previously worked as a fund manager for Royal Liver Asset Management where he managed two of their multi-manager funds (UK Equity and Global Equity). He then joined the multi-asset team at Pioneer Investment Management (later to be taken over by Amundi Asset Management) to manage equity assets in their funds of fund range.
Glyn Owen - Chief Investment Officer
Glyn is Investment Director and a member of the Investment Strategy Group. He manages many of the relationships with key partners and clients. He has over forty five years of investment experience, nearly all of which has been in the City of London. He was one of the founders of Momentum's international investment business in London in 1998, prior to which Glyn was Head of the International Division at Deutsche Morgan Grenfell, where he was responsible for international investments for non-UK institutions. Glyn travels extensively and presents at various conferences all over the world.
Greg joined Momentum Global Investment Management Limited in 2021. Greg has over a decade of financial market experience in Execution and Sales Trading across European and US markets for Olivetree Global and SpareBank1 Markets. He also worked at Tudor Investment Corp within Legal and Compliance while reading Law at Surrey University. His responsibilities include the daily execution of all asset classes for Momentum.
Job Titles:
- Senior Research & Portfolio Analyst
Gregoire joined Momentum in October 2022 as a Senior Research & Portfolio Analyst within the multi asset team, with a focus on fixed income. He leads the manager research and selection across a number of sub asset classes and helps shape the fixed income asset allocation for Momentum's funds and portfolios. He is also a key individual in the portfolio management team for Momentum's Managed Portfolio Service (MPS) and the Sustainable MPS range.
Prior to this, Gregoire worked at Signia Wealth, and BNP Paribas where he started his career in 2012. He is a CFA charterholder, holds an MSc in Finance from EDHEC Business School and an MEng in Electrical & Electronics Engineering from Imperial College.
Henry is an Investment Analyst within the Momentum Consulting team, having joined in 2020. Henry graduated from the University of Bath in 2020 with a First Class degree in Economics, which included a 12 month work placement at Invesco Asset Management. In the consulting team, Henry also specialises in ESG and is the team's lead ESG Research Analyst.
Job Titles:
- Senior Research Analyst & ESG Specialist
Jade joined Momentum in March 2023 as Senior Analyst & Responsible Investment Specialist within the investment team. She provides ESG investment insights and supports stewardship activity across all asset classes. She leads the US equity manager selection and is a key individual in the portfolio management team for Momentum's multi-asset portfolios run for the South African retail market.
Prior to joining, Jade worked at Quilter Cheviot, ABN Amro in Paris and Towers Watson, where she started her career in 2011. She achieved a first class (hons) degree in Accounting and Finance from the University of Brighton, has completed level one of the CFA qualification and CISI Wealth Management diploma, and holds both the IMC qualification and CFA certificate in ESG investing.
James joined Momentum Global Investment Management Limited in August 2006. Prior to joining the company, he spent 4 years as a Dealer at JP Morgan Asset Management. Before that, James worked as an Investment Consultant to private clients at the Save & Prosper Group.
Job Titles:
- Chief Finance Officer
- Chief Financial Officer
Jonathan joined Momentum in 2003 as a Management Accountant when the Finance team was established. As Momentum and FirstRand Bank expanded its operations in the UK, Jonathan was promoted to Financial Controller of the Central Finance function in 2007. Following the unbundling of Momentum and FirstRand in October 2010, Jonathan joined Momentum Global Investment Management Limited as Chief Financial Officer. Jonathan has a wide ranging remit which includes financial management (including budgets & forecasting); group, regulatory and statutory reporting; cash & balance sheet management; M&A activities; taxation and payroll.
Job Titles:
- Business Development Consultant
Jonathan recently joined Momentum with over 8 years of experience in the UK platform and investment market. Jonathan holds the Investment Management Certificate (IMC) and is currently working towards the Diploma in Regulated Financial Planning. Outside of work Jonathan enjoys watching sports, supporting Manchester United FC, travelling and spending time with friends.
Job Titles:
- Distribution Services Operations Executive
Job Titles:
- Head of Systems & Data Management
Kevin Seepaul joined Momentum Global Investment Management Limited in June 2003. His responsibilities include oversight of front office systems, management of the performance & reporting team and data management team. Prior to joining Momentum Global Investment Management Limited, Kevin worked as Performance Analyst at the Bank of New York Europe Limited.
Lorenzo joined Momentum's investment team in 2018 and is now a Portfolio Manager. He leads the research on systematic strategies and is more broadly involved in quantitative research, asset allocation and manager selection. He contributes to the management of the Harmony Portfolios multi-asset range and Momentum's global sustainable and emerging markets equity funds. Prior to joining Momentum, Lorenzo worked at Julius Baer as a quantitative investment strategist for the CIO office. He is a CFA Charterholder and has a MSc in Financial Engineering from the Ecole Polytechnique Federale de Lausanne.
Margaret Miles is the Operations Manager within the Momentum Consulting team and joined in 2015. Prior to joining Momentum worked for Mercer for 14 years.
Mark began his career after graduating from University of York with a BSc degree in Economics.
Mark is a CFA Charter holder and an accredited member of the CFA Institute. He likes to escape to the gym, regularly plays football and wishes he could be more frequently found relaxing on an idyllic beach somewhere.
Matt assists Mark Wright in UK equity research after completeing an internship in 2019 and graduating from Liverpool John Moores University with BA (Hons) degree in Business with Finance.
During his spare time, Matt enjoys keeping fit, travelling and spending time with friends and family.
Job Titles:
- Chairman
- Non - Executive Director
- in 1991 As the Head of Tax
Nigel joined Momentum in 1991 as the Head of Tax where after he became the Group Financial Manager. In 1995 Nigel founded the Momentum Corporate Advisory Services business unit which specialised in onshore & offshore structured investment products for the Investment Banking and High Net worth retail markets. In 2009 Nigel was appointed as the Momentum Group CFO and formed the group's Balance Sheet Management Division responsible for capital management, treasury, hedging and optimisation of the Shareholder's proprietary Balance Sheet. Post the merger of the Momentum and Metropolitan Groups, Nigel was appointed as the CEO of Momentum Metropolitan Holdings Limited Balance Sheet Management, which he handed over in May 2014 when he moved to London to play a strategic role in growing MMI's global business outside of South Africa. He served on both the Momentum and Momentum Metropolitan Holdings Limited Executive Committee from 2000 to 2014.
Peter is responsible for providing advice (directly or as lead support) to institutional investors across the full investment consulting spectrum. He also has responsibilities for business development, manager research and generating intellectual capital. He is a Fellow of the Institute of Actuaries and has worked in the industry for 13 years, first at Old Mutual and then at Mercer before joining Momentum in 2014.
With a career spanning 30 years, Peter began his contribution to financial services as a Sales Consultant at Scottish Amicable before advancing to serve as the Chief Executive Officer of the Skandia UK Group, one of the largest retail platforms in the UK.
As a strategic visionary, Peter laid the foundations for expanding Skandia into the retail platform leader it is today. Previously Vice Chairman at Old Mutual Group, Peter was integral to the delivery of the organisation's growth strategy. Prior to that Peter also acted as CEO of Bankhall, the IFA network group. Peter supported significant revenue growth and steered the company to profit, implementing several new services for existing members across various business lines.
Peter is acknowledged as a substantial contributor to the development of the UK wealth management market, with perspective that encompasses both providers and advisers.
Job Titles:
- Fellow of the Chartered Institute for Securities & Investment
- Head of Compliance and Risk
- Head of Risk and Compliance
Philip is the firms Head of Compliance and Risk with broader oversight of the firms' governance functions including the Legal and Company Secretariat team.
Prior to Momentum Global Investment Management Philip held senior Compliance roles over a 26-year career at leading global asset management firms, including Allianz Global Investors, Schroders, AXA IM, Janus Henderson, Franklin Templeton, and Federated Hermes.
Philip is a Fellow of the Chartered Institute for Securities & Investment and holds a law degree from the University of London, and Legal Practice Course from De-Montfort University.
Raj is responsible for providing advice (directly or as lead support) to institutional investors across the full investment consulting spectrum. He also has responsibilities for business development, manager research and generating intellectual capital. He has worked in the industry for 18 years, first at Aon Hewitt and then at Mercer for 10 years before joining Momentum in 2015.
Raj is a Chartered Financial Analyst and Chartered Alternatives Investment Analyst.
Job Titles:
- Marketing and Communcations Associate
- Marketing and Communications Associate
Rebecca joined Momentum in May 2022 as Marketing and Communications Associate based in Liverpool, UK. Prior to joining Momentum, Rebecca worked for over 11 years at Grosvenor Group within Europe and UK Investment teams. With a degree in Media and Cultural Studies, she has over 5 years of corporate marketing and communications experience.
Job Titles:
- Senior Partner, Head of Momentum ISC
Richard has overall responsibility for Momentum ISC and focuses on advising a number of multi-billion pound UK pension schemes on all aspects of investment policy and generating intellectual capital. Prior to establishing Momentum ISC, Richard was a Senior Partner at Mercer.
Richard is a Fellow of the Institute of Actuaries and has worked in the industry for 25 years, first at Clay & Partners and then as a Senior Partner at Mercer for 20 years before joining Momentum in 2014.
Richard is a Fellow of the CISI and was a founder of Seneca IM in 2002. He previously worked as a UK equity analyst at Merseyside Pension Fund and started his career at Neilson Cobbold.
Richard holds a commercial pilot's license and is a qualified instructor. He competes in triathlons and enjoys time with his family.
Richard originally joined Momentum in 2008 as an intern, and re-joined the team in 2010 after completing his degree in Economics and Politics. He became a CFA charter holder in 2013. Richard has progressed from being an Analyst to an Assistant Portfolio Manager, to now a Portfolio Manager. He specialises in building multi asset solutions for clients, assisted by the wider investment team at Momentum.
Job Titles:
- Head of Investment and Fund Operations
Roxanne joined Momentum Global Investment Management Limited in March 2007 and is currently head of Investment and Fund Operations. In this role Roxanne is responsible for vendor management, product development, settlement, reconciliation and all operational aspects of the management of Momentum GIM's investment fund ranges Prior to joining Momentum Global Investment Management, Roxanne worked for 20 years at JP Morgan. Her most recent roles included Relationship Manager for mid-tier and specialist UK investment managers and Global Client Service Manager & Relationship Manager responsible for Global Service Delivery to a large investment management client.
Samuel joined Momentum Global Investment Management in 2007 having previously worked at Blackrock, Bank of New York and Thomson Financial. His current role spans the Operations and Dealing functions and involves various fund and investment operations responsibilities, as well as the execution of trades across all asset classes. Sam has a BA (Hons) in Economics and holds the CFA UK Certificate in Investment Management (IMC).
Stephen is a Portfolio Strategist, with responsibilities that include developing and coordinating the strategic and tactical asset allocation process across MGIM's multi-asset portfolios. Since joining the team in 2010 he has played a significant part in developing the team's portfolio construction and risk management framework, after initially focusing on equity manager research and selection. He is a CFA Charterholder and has a BSc in Mathematics.
Job Titles:
- Head of Business Development
Steve joined Seneca IM in October 2016, having held a number of senior management and business development roles within the insurance industry, and joined Momentum in April 2021 as the result of Momentum's acquisition of Seneca IM.
Steve is a Chartered member of the Insurance Institute, with more than 25 years' experience working in the insurance and investment markets primarily with intermediaries. When he isn't working, Steve likes to spend time with his family and is a keen golfer.
Tom is responsible for our third party fund selection alongside Gary Moglione. He has worked in the investment industry since 2009 after graduating from the University of Liverpool with a first class degree in Mathematics with Finance.
During his spare time, Tom can be found spending time with his daughter, at the gym or attending Stoke City FC games.
Job Titles:
- Senior Business & Performance Analyst