Investment Team

Who we are

The W1M Investment team is comprised of 32 individuals with average experience of over 20 years and expertise across equities, fixed income and alternatives.

Meet the team

Based in our London office, the team works closely together and our investment process enables a collaborative approach across the asset classes, with the team encouraged to share and challenge ideas.

William Dinning

Chief Investment Officer
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Jennifer Fisher

Head of Equities
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Jeff Keen

Head of Fixed Income
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James Mee, CFA

Co-Head of Multi-Asset Strategies
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Luke Hyde-Smith, CFA

Co-Head of Multi-Asset Strategies
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James Carter, CFA

Portfolio Manager
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John Buckland

Research Analyst
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Matthew Farrell, CFA

Investment Director
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Tineke Frikkee, CFA

Fund Manager – Head of UK Equity Research
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Christopher Garsten

Fund Manager – European Capital Growth Fund
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Charles Glasse

Fund Manager – European Dividend Growth Fund
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Anastasia Grimaldi, CFA

Investment Director
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Benjamin Hall, CFA

Fund Manager – Asia Pacific Fund
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James Hancock, CFA

Alternative Investment Analyst
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Alena Isakova, CFA

Fund Manager – Strategic Equity Fund
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Benjamin Jenkins

Head of Quantitative Investment Strategies
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Roger Jones

Equity Fund Manager
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Michelle Newman

Responsible Investment Manager
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Gabrielle Park, CFA

Multi-Asset Analyst
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Matthew Parkinson, CFA

Fund Manager
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Punit Patel

Senior Equity Fund Manager
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Algernon Percy

Managing Director
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Thomas Pocock, CFA

Multi-Asset Analyst
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Stefan Rheinwald

Head of Equity Research & Japan
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Dhruv Satish, CFA

Multi-Asset Analyst
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Lewis Sutherland, CFA

Portfolio Manager, Fixed Income
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Rabbani Wahhab

Senior Fixed Income Portfolio Manager
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Charlie Walker

Senior US Equity Analyst
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George Williams

Fund Manager
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Janet Wong

Fixed Income Analyst
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Simon Wright

Head of Dealing
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What we do

The team fulfils a dual role at W1M, with responsibility for the management of our multi-billion pound fund range, which continues to gain recognition through various industry awards. The team is also responsible for all the detailed due diligence and investment recommendations provided to each of W1M’s client channels. This includes asset allocation and portfolio construction guidelines, and individual security selection.

As a reflection of our genuinely integrated approach to ESG investment, all research, engagement and voting activity is undertaken by the Investment team as part of our fundamental analysis.

How we invest

We firmly believe a global, active and direct approach to investing across equities, fixed income and alternative asset classes.

Asset classes

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