VERITAS INVESTMENT - Key Persons
Job Titles:
- Assistant
- Communication Manager
Alice joined the team in 2020 and is responsible for the implementation of our communications strategy.
Joining from the Commercial Property Sector, Alice was responsible for managing client accounts, coordinating projects as well as business development. Her experience of working with international clients on multiple projects with tight deadlines is invaluable in supporting the Investment Team.
Alice holds a 1st Class BA (Hons) in Classical and Historical Archaeology from the University of Sheffield.
Job Titles:
- Compliance Officer and MLRO
Alison joined the team in 2013 and is responsible for developing processes to ensure our compliance with laws, regulations, company policies and contracts.
Prior to joining the team, Alison spent 10 years at Newton Investment Management Limited as a Senior Compliance Manager and Director of Newton Fund Managers (CI) Ltd. Prior to working at Newton, she was a Senior Compliance Manager for 5 years at Prudential-Bache Ltd.
Alison holds a B.A. in International Relations from Reading University and an MBA from Kingston Business School.
Amy joined the team in 2021 and is responsible for the smooth running of our London office, a key part of which is ensuring our operations are conducted as effectively and sustainably as possible in order to maintain our Carbon Neutral Company certification.
Before joining our team, Amy worked as the Operations Manager for a new business venture where she project managed the company launch, implemented the day to day business operations and contributed to the company's growth strategy.
Amy began her career at Brewin Dolphin, where she provided PA and Administration support to the Head of Office and four Investment Directors. Amy has experience of managing events for clients within the wealth management sector as well as providing support for the organisation and logistics of high-profile, luxury brand events.
Job Titles:
- Investment Managers' Assistant
Anant joined the team in 2021 bringing with him over 24 years of experience in financial services.
Anant was previously at abrdn as a Client Portfolio Manager's Assistant. Prior to that he worked at Northern Trust as a Senior Client Reporting Analyst within the Outsourcing department, and at Axa Framlington, where he held various positions in the Registration, Settlements and Private Client department during his ten years with them.
Anant holds a law degree LL.B. (Hons) from Leeds Metropolitan University and passed the Investment Administration Qualification.
Annette joined the team in early 2022 to provide PA support for our investment team.
She previously supported executives at Wellcome Trust after leaving the auction world, where she was EA to Global Heads in Marketing and HR.
With over 20 years of EA experience, Annette has worked for luxury skincare, entertainment, education businesses and high net worth individuals.
In 1993, Anthony founded Veritas Investment Management AG on the principle that clients were best served through a partnership culture with wider share ownership, and that trustworthiness and accountability would be the cornerstones upon which long-term success was built. He believed that the key to investment success was a greater focus on in depth understanding of the long-term strengths of selected businesses, rather than on market predictions. Further, with no separation between investing and relationship management, clients would have both their assets and their relationship managed by the same investment partners. In 2004, Veritas merged with The Real Return Group Limited and went on to become the business it is today.
Job Titles:
- Associate of the Chartered Institute for Securities & Investment
- Chief Operations and Technology Officer
Archana joined the team in 2014 and focuses on ensuring that our investment operations and technology infrastructure are working in support of our clients. She is passionate about optimising and delivering the highest quality service that our team, our clients and their advisors want.
Archana joined the team from Standard Life Wealth (formerly Newton Investment Management's private client business) where she was a senior business development manager focused on international private clients. Her previous financial services experience spans investment communications, product management and client servicing across a range of firms including Pioneer Alternative Investments, AXA Investment Managers and Citigroup. Archana began her professional career as a special needs coordinator in the New York City school system.
Archana is an Associate of the Chartered Institute for Securities & Investment and holds an MBA in Finance from Yale University, an MA in Education from Columbia University and a BA (Hons) in French from Brown University. Archana speaks French fluently and is passionate about unlocking her own and others' potential to achieve the remarkable.
Job Titles:
- Investment Managers' Assistant
Arthur joined the team in 2013 from the London Stock Exchange, where he had previously been an analyst in Equity Primary Markets. Arthur is responsible for technology related research; he also works on performance and portfolio analytics, providing insights on gaming, consumer trends, data and technology disruptors.
Arthur chairs the finance panel for Moving on Up, a project of the Black Training and Enterprise Group in partnership with Trust for London and City Bridge Trust, designed to increase employment among young black men in London. He holds a BA (Hons) in Economics from Nottingham University and an MSc in Finance & Management from the University of Bath. Arthur is a CFA® Charterholder.
With experience as an investment administrator gained through positions at Jupiter Asset Management and AV Trinity Ltd, Ben joined us in 2015.
He provides the investment administration and client service on many of our third-party custody accounts. With over 15 years of experience, Ben's service skills are a benefit to all of our clients.
Ben holds a BA (Hons) in Business Studies, the Investment Administration Qualification and the Diploma in Financial Planning - Personal Tax, Financial Planning Certificate from the Chartered Institute for Securities & Investment.
Bianca joined the team in 2023 and is assisting in both our HR and Finance Departments.
Before joining, Bianca worked in a variety of roles including being part of the Cabin Crew team at Emirates Airline in the Middle East, providing customers with a standard of excellence and a high level of individual attention to detail. She was also a Personal Assistant to a Managing Director in the construction industry.
Bianca is passionate about mental wellbeing and is a mental health first aider.
Caren joined the team in 2019 and provides support to the Compliance team to ensure our compliance with regulatory standards. She is also responsible for collating and preparing management information for the team.
Prior to joining the firm, Caren was a Compliance Associate at a Japanese investment firm, after beginning her career with the FXall Transactions team at Thomson Reuters Financial and Risk (Refinitiv). She brings her analytical skills, passion for process improvement and ability to read and interpret large amounts of information which serves the team well.
Caren holds a BSc (Hons) in Accounting and Finance from the University of Leeds and is a Member of the Chartered Institute of Securities and Investment.
Job Titles:
- Investment Managers' Assistant
Carly joined our team in 2018 from Rothschild Wealth Management where she spent five years as a client administrator. Carly began her career in financial services as a client service executive at HSBC Private Bank.
Carly holds the Mortgage Practice and Advice Certificate and the CFA Institute Investment Foundations Certificate.
Job Titles:
- Chief Executive Officer
- Member of the University of Oxford 's Socially Responsible Investment Review Committee
Caroline has managed global equity portfolios and relationships for international clients and charities, for over 20 years. Her experience as board director and trustee brings a wealth of knowledge and understanding of management, culture, and corporate governance to the investment team.
Her investment career began in 2000 at Newton Investment Management, where she went on to join the Board of Newton's Jersey business and to head up their International Private Clients' team. Caroline was Newton's designated senior manager for anti-money laundering and financial crime (2010-2012), a responsibility she also held at Veritas.
Sharing her knowledge of investing and of managing businesses responsibly, Caroline has been a member of the University of Oxford's Socially Responsible Investment Review Committee between 2015 and 2020. She was honoured in 2020 with a Visiting Fellowship at the University of Oxford, serving to help broaden the reach of the Executive Education program at the university. In 2015 she set up a charity focusing on tackling youth unemployment in the UK, serving as a trustee until 2017. She holds an MA (Hons) from the University of St. Andrews and is an Associate of the Chartered Institute for Securities and Investment.
Job Titles:
- Deputy Chief
- Investment Officer
Catriona joined the team in 2013 and is responsible for managing client portfolios in addition to using her research skills and investment experience to identify, analyse and engage with the companies we invest in. She contributes to the governance of the investment process as a member of the firm's investment governance committee.
Beginning her career at Newton Investment Management, Catriona shared responsibility for investment oversight within the private client team. She managed a number of portfolios and private family unit trusts with a particular focus on international clients.
With a strong interest and background in education, Catriona led the creation of our social mobility internship and work experience initiatives. Catriona is also a CFA® Charterholder, a Member of the Chartered Institute for Securities & Investment and was named one of PAM's Top 40 Under 40 during 2017 and 2020. She holds a BA (Hons) in History from the University of Bristol.
Job Titles:
- Investment Partner
- Member of the Chartered Institute for Securities
Charles joined the team in 2012 and looks after a wide variety of clients, several of whom have known Charles for over 25 years.
Prior to Veritas, Charles worked at Newton Investment Management where he spent 12 years as a senior fund manager within the Private Investment Management department. Before Newton, Charles spent over 20 years in a variety of investment roles at firms such as Stewart Ivory and the Hoare Govett Group both in the UK and Asia. He began his career as a management trainee in 1977 at the Vestey Group as a butcher!
Charles is a Member of the Chartered Institute for Securities and Investment.
Job Titles:
- Investment Partner
- Chartered Fellow of the Institute for Securities
Chiyo joined the team in 2019 and is responsible for managing client portfolios. Over the past 20 years, Chiyo established a strong track record of managing onshore and offshore clients.
Prior to joining Veritas, Chiyo spent 15 years at Brewin Dolphin where she was a portfolio manager and Divisional Director. In addition, she was a member of the asset allocation committee and had an international focus.
She started her career with HSBC Investment Management (formerly James Capel) where she worked on the international side of the business. As well as managing portfolios, Chiyo was involved in the stock selection process for the wider office and started by covering the US healthcare, insurance and consumer sectors.
Chiyo is a Chartered Fellow of The Institute for Securities and Investment and she holds a Joint Honours degree from Durham University. Chiyo is also a Trustee of a medium-sized UK grant-giving Charity and she is chair of the investment committee.
Job Titles:
- Associate
- Investment Partner
- Member of the Investment Team
Cordelia has been advising private individuals, trustees and charities on their investments for over 15 years. Having spent seven years at Rothschild Wealth Management prior to joining Veritas in 2017, she brings a strong focus on client service to the role. Cordelia began her career with Killik & Co LLP in 2007.
In addition to managing client portfolios and being a member of the investment team, Cordelia is responsible for producing Veritas' investment context slides. She enjoys bringing Veritas' structural growth trends and in-depth company research to life for clients.
Cordelia is passionate about social mobility and proud of the firm's internship programs and outreach events.
Cordelia holds a BA (Hons) in Philosophy and Theology from the University of Oxford and is a Member of Chartered Institute for Securities and Investment. She received Spears magazine's ‘Future Leader in Wealth Management' award in 2017 and was included in PAM's Top 40 under 40 in 2016.
Job Titles:
- Investment Managers' Assistant
With over 10 years of experience across the financial services industry, Daniel joined the team in 2018.
Prior to this role, he spent more than 10 years at Northern Trust where he held a variety of roles including as a Portfolio Managers' Assistant, as a Senior FX Analyst and as a Corporate Actions Analyst. These roles gave him both a breadth and depth of experience that is transferable into his work for our clients.
Daniel holds the Investment Management Certificate and the Investment Operations Certificate from the Chartered Institute for Securities & Investment.
Daniela joined the team in 2017 and provides operational support to the Chief Operations and Technology Officer.
Daniela brings with her over 20 years of experience supporting senior executives and Board members within financial services, during which she has developed significant skills in organisational and has great attention to detail, working with the utmost discretion and trust.
Daniela holds a BSc (Hons) in Psychology and a Post Graduate Diploma in Marketing and is passionate about exploring non-toxic well-being practices for the mind and body.
Job Titles:
- Associate
- Investment Partner
David joined the team in 2017 and manages portfolios for discretionary clients. He uses his scientific background to research companies that are helping to contribute to making the world more resource efficient and those in the healthcare sector, and contributes to the engagement process for the companies we invest in. He co-chair's our daily investment meeting, which is a key forum for generating ideas and sharing investment insights to the Investment Team. The team benefits greatly from David's extensive knowledge within the chemicals sector but he also has a keen interest in the structural trends that are shaping the global economy and a broader curiosity in understanding the opportunities from disruptive technologies.
David has a degree in Chemistry from the University of St Andrews, during which he spent a year in industry at Johnson Matthey, and completed a PhD in Chemistry, sponsored by BP Chemicals, at the University of St Andrews. David is a CFA® Charterholder.
Job Titles:
- Investment Manager
- Investment Partner
Deborah joined the team in 2010 as an investment manager and is responsible for managing client portfolios.
Prior to Veritas, she spent 20 years at Newton Investment Management, initially training as an investment analyst, before becoming a Director of Investment Management specialising in the management of private clients, trusts and pension portfolios.
Deborah has held several Non-Executive Director positions in the UK health sector. Most recently she was Chair of the Audit and Risk Committee at NHS Digital. Her previous roles include the Royal Free London NHS Foundation Trust where she also chaired the Audit Committee; the Health Protection Agency and the Medicines and Healthcare Products Regulatory Agency (MHRA). She volunteers at a homeless night shelter in London.
Deborah has a BSc (Hons) in Management Sciences, holds the Associate of the Society of Investment Professionals qualification and is a Member of the CFA Institute.
Job Titles:
- Head of Investment Support
Ed joined the team in 2018, focused on providing the business with analytical and business process support.
Ed spent 7 years at AXA Investment Managers where he gained a background in performance, data and client reporting.
He holds the Lean Six Sigma Black Belt certification, a program developed to teach process improvement. Ed also holds an MSc in Banking & Finance from Queen Mary University of London and a BA (Hons) in Business Management from Kingston University.
Job Titles:
- Head of Client Operations
Job Titles:
- Associate
- Investment Partner
Ed joined the team in 2018 and leads our intermediary service and engagement, as well as having oversight of our fund offering, which is available to our clients as part of our discretionary service. Ed is also responsible for producing our investment webinars.
He was previously Head of Investor Relations at Sky plc for five years, prior to which he was Head of Investor Relations at ITV plc. Ed began his career as an equity research analyst at Morgan Stanley covering the Media sector for eight years, following which he spent two years teaching history at Trinity School, Croydon.
Ed is a CFA® Charterholder and holds a BA (hons) from Durham University in History and Politics. He is also a member of the Investment Committee of an international grant-giving charity.
Eleanor joined in 2023 and focuses on managing client portfolios.
Prior to joining the team, Eleanor worked at Ruffer LLP looking after a range of private clients and building client relationships. She began her career at HSBC Private Bank, working in a number of areas including investments, credit and relationship management for a mix of private clients and charities.
Eleanor is a CFA ® Charterholder, has achieved the CISI Level 6 Certificate in Private Client Investment Advice & Management and holds a BSc (Hons) in Philosophy, Politics and Economics from the University of Warwick.
Job Titles:
- Portfolio Implementation Specialist
Ellen joined the team in 2023 and her role is to provide support to the Investment Team.
Before joining, Ellen worked for TIME Investments for 7 years where she oversaw the operational management of their five Property funds. Ellen started her career at Cofunds (now Aegon) where she worked in the Client Service Delivery Team. She brings excellent experience in both Operations and Client Services to the role.
Outside of work, Ellen is a keen Formula One fan, consistent gym-goer and enjoys travelling to new places (including Formula One races around the world!).
Job Titles:
- Portfolio Implementation Specialist
Erin joined Veritas in 2021 from Brewin Dolphin where she spent 6 years, gaining experience in a number of areas including global portfolio management, client administration, client reporting and general business processes.
Erin began her career at International Financial Data Services (SS&C) where she specialised in Investment Trust client administration.
Erin holds the Investment Operations Certificate and Investment Advice diploma, and is an Associate member of the Chartered Institute for Securities and Investment. Erin also holds a BSc ( Hons) in Social Studies from the University of Essex and has a keen interest in Psychology.
Fay joined the team in 2015 to provide executive support to our Chief Executive Office and management team. With many years of experience providing a high level of executive support, Fay tackles high priority initiatives with total discretion and connects people across multiple areas of the business to ensure the smooth delivery of results.
Fay's background in event management also ensures that all of our corporate and client events are a success and many of our clients have come to appreciate her ‘going the extra mile' for them!
Gemma joined the team in 2016 having spent over 11 years as a global equity research analyst at Newton Investment Management focused on the healthcare sector. Here, she continues to provide leadership on healthcare investments, as well as contributing to research and investment stewardship activities more broadly. Gemma is a member of the Stewardship Working Group, with responsibility for leading on Governance issues, and she chairs the Work Experience Group, which is responsible for internal initiatives promoting social mobility within the financial services sector.
Gemma began her career at KPMG during which time she qualified as a chartered accountant and became a Member of the Institute of Chartered Accountants in England and Wales (ICAEW). Gemma holds an MA (Oxon) in Biological Sciences.
Heather joined the team in 2019 to and is responsible for providing administrative support to our investment research team.
Heather joined us from Lighting Design International where she worked as the Design Director's private and business PA prior to which she provided executive support to senior management and Board members at The Economist Group, PayPoint plc and Euromoney Institutional Investor plc.
Heather grew up in New Zealand and holds a BSocSc in psychology from the University of Waikato (New Zealand).
Henry joined the team in 2019 from Wellington Management where he was a Global Credit Portfolio Analyst responsible for monitoring portfolio positions and interacting with Portfolio Managers and Traders to implement investment activities across client portfolios.
Henry is responsible for fixed income analytics, bond selection, portfolio implementation, research, and strategy. He brings his passion about Fixed Income and Economics to facilitate the bond investment and portfolio management process focused on capital preservation and income generation for clients.
Henry is a CFA® Charterholder and a Member of both CFA Institute and CFA UK. He holds a first-class BSc (Hons) in Mathematics from the University of Warwick.
Holly is the first person you meet when you come into our London office and you can be sure that she will give you a warm welcome and make you feel at home.
She joined our team in 2018 and is responsible for organising our meeting rooms for our clients as well as making sure the necessary technology or other facilities are provided.
Most recently she was a Talent Manager at a staffing agency and a Buying Associate at BHS's head office. Holly holds a BA (Hons) in Fashion Design & Technology.
Ian's experience as an investment administration specialist has benefited the team and our clients. Ian joined us in 2018 from PIMCO and held a variety of other middle office roles at both Barclays Capital and Bank of New York Mellon.
Ian has passed the CFA Level 1, holds the Level 3 Certificate in Investment Operations, an MSc in Environmental Consultancy (Merit) and a BSc in Marine Biology from Newcastle University.
Ian joined the team in 2015, bringing his extensive client service administration and organisation skills to the firm.
Ian's operational experience spans more than three decades across a variety of investment management firms including Ruffer, Jupiter, Seven Investment Management, Close Wealth Management, Credit Suisse and Smith and Williamson.
Ian holds the Investment Operations Certificate from the Chartered Institute for Securities & Investment.
James joined the team in 2015 and is responsible for investment research, stewardship and portfolio management. He co-chairs our weekly fund managers' meeting, where his strong investment and interpersonal skills are vital for maintaining our flat culture of decision making. James also takes a leading role in Veritas' charity committee, responsible for our internal fundraising and charitable giving programs.
Prior to joining Veritas, James worked at MHP Communications, a strategic communication consultancy focused on solving problems for clients operating in a networked age. He brings these valuable analytical and communication skills to the investment team.
James is a CFA® Charterholder and Member of the CFA Institute. He holds a Master's in International Conflict from King's College London.
Justin joined us in 2019 from a Canadian investment firm where he was an Operations Analyst, focusing on utilising his prior front office experience to create operational efficiencies for the client service team. He began his career in 2011 at Towry Asset Management, before moving as an Investment Manager to the Walker Crips Group.
Justin holds the Chartered Wealth Manager qualification, the Investment Management Certificate and is a Member of the Chartered Institute of Securities and Investments. He holds a BA(Hons) in Philosophy from the University of Sussex and a postgraduate diploma in Economics.
Laura joined the team in early 2021 to provide administrative and secretarial support to our Compliance Team.
Laura joined us from BP, where she supported the Regional Compliance Director. She has brought with her much relevant experience in planning and organisation which enables the team to focus on their Compliance responsibilities.
Laura loves the outdoors and is well on the way to becoming a Munroist - climbing all of the munros in Scotland.
Job Titles:
- Portfolio Implementation Specialist
Lisa joined the team early in 2021 to provide support to the Chief Investment Officer and management team.
She brings with her over 20 years of experience supporting senior executives within the tech, e-commerce, oil & gas, and luxury-lifestyle industries.
Prior to joining Veritas, Lisa spent 5 years as a Private and Business Assistant supporting an UHNW CEO where she worked on commercial ventures, bespoke global events and handled detailed and intricate schedules with utmost discretion.
Lisa is passionate about charities and has worked in a number of volunteer roles over the years specifically supporting mothers, children and disadvantaged young people within the local community.
A consummate and efficient multi-tasker with an interest in technology, Liz joined the team in 2015.
Liz is involved in the analysis, development, build and testing of new solutions ensuring that data integrity is maintained. She has a keen eye for detail ensuring systems and processes are adapted according to business requirements.
Liz holds a BSc (Hons) in Forensic Science and Biology from Manchester Metropolitan University.
Job Titles:
- Investment Managers' Assistant
Job Titles:
- Associate
- Investment Partner
Job Titles:
- Group Financial Controller
Job Titles:
- Associate
- Investment Partner
Ross Ciesla - Chief Investment Officer
Job Titles:
- Investment Managers' Assistant