Our People
Meet the Experts Driving Your Success
Our leadership and investment team combine decades of industry experience, rigorous research methodologies, and a client-first approach to deliver consistent results.
Dr. Amelia Carter
Chief Investment OfficerOver 20 years of global market experience focused on equities and macro strategy. Previously at Goldman Sachs and BlackRock.
Liam Thompson
Head of Portfolio ManagementSpecialises in building diversified portfolios tailored to risk profiles and goals. CFA charterholder with 15+ years experience.
James Patel
Head of ResearchLeads our research team in proprietary data analysis and thematic investing. PhD in Economics from Auckland University.
Marcus Wilson
Head of Risk ManagementExpert in quantitative risk modeling and portfolio optimization. Former risk manager at ANZ Bank with 18 years experience.
Elena Rodriguez
Senior Portfolio ManagerSpecializes in sustainable and ESG investing strategies. MBA from INSEAD and certified ESG analyst.
James Chen
Head of Client RelationsLeads our client services team with focus on relationship management and custom investment solutions.