Clive Menzies – Director
Clive’s experience includes stockbroking and fund management on behalf of both institutions and private clients. He’s held senior roles including CEO, CIO, finance, compliance and been responsible for technology, operations, mergers and acquisitions. Past employers include Johnson Fry and Jardine Matheson. He is a Chartered Fellow of the CISI and a member of the Wealth Management Forum committee.
“Clive is full of commitment and has a depth of knowledge and understanding of the sector that is bred not only from experience, but also through the wisdom of years. Clive is well connected, an excellent organiser and first rate chair for events. He brings his skills, knowledge and expertise to bear on the speaker(s) and audience to create a highly professional event. Clive is a valued and respected member of the committee and my role as Chair is made easier by knowing that he is available as a both a sounding board and a hands-on participant in forum events.”
Frank Dolan / Chartered FCSI; Chair – CISI Wealth Management Professional Forum
George Tsergas – Director
George’s career has heavily emphasised sales and marketing of investment products in the UK, although he started his working life in 1964 with a private client stockbroker. He’s held senior sales positions within some of the better known names in the industry. Past employers include Fidelity, Martin Currie, IMS and Forsyth.
George is well known and respected in the market and we had three pleasurable years working together . He refreshingly puts the clients and intermediaries needs first whilst remaining commercial . This has enabled him to form long lasting and mutually beneficial relationships.
Jeremy Leadsom / Head of UK Wholesale, Aviva Investors
Nigel Beynon – Associate
Nigel Beynon (Chartered MCSI) – Nigel’s career focused on managing portfolios for private clients on a multi-asset class basis. A former fund buyer himself, he understands how to engage the portfolio management market. Past employers include companies within Swiss Bank Corporation, Investec, Quilter Cheviot and Tilney Bestinvest.
“Nigel is a not only a top quality chap but understands a great deal about our industry and knowldgeably provides excellent commentary on where he thinks it is heading. He is a valuable source of knowledge and advice, but moreover trustworthy and thoroughly decent”
– George Hickey / Catley Lakeman Securities
John Kirkham – Chairman (non-executive)
John’s fund management experience includes Business Development, Fund Management and Analysis in the UK, Europe and Asia. Past employers include Threadneedle Asset Management, Prudential Corporation Asia, Scimitar Asset Management, Hill Samuel Investment Management, Lazard Securities and Swiss Bank Corporation.