Our investment team have some of the longest continuous track records of any in the City. Meet our expert team serving the financial adviser community.
Sue RoundChief Executive Officer
Sue joined EdenTree in 1984 and has been central to the growth of the business and also the wider profile of responsible and sustainable investing in the UK over the last 3 decades. Today she is also the Director of Group Investments at EdenTree and has successfully managed the Amity UK Fund since its launch in 1988.
Robin HepworthChief Investment Officer
Rob started his career with EdenTree as an Analyst in 1988. He figures in Citywire’s selection list of top fund managers over the last decade, is an FE Trustnet Alpha Manager and a member of their ‘Hall of Fame’ for consistent performance. Robin is best known for his contrarian approach, as well as for his skill in tactical asset allocation and switching.
Chris HiornsCFA, Senior Fund Manager
Chris has worked at EdenTree since 1996. He started as a Graduate Trainee and worked as an Investment Analyst before being appointed as the Fund Manager for the Amity European Fund in 2007 and co-manager of the Amity Sterling Bond Fund in 2008.
Ketan PatelCFA, Fund Manager
Ketan joined EdenTree Investment Management in 2003 as a Research Analyst. He began his career at JP Morgan, before moving to Insight Investment as a Global Healthcare & Biotech Analyst. He is co-manager on the Amity UK Fund, Amity Global Equity Fund and UK Equity Growth Fund. He has been a CFA Charterholder since 2009, and holds a post-graduate degree in both Geography and Economic History from the University of London.
David OsfieldCFA, Fund Manager
David leads Amity International reflecting his strong advocacy and passion for sustainable and responsible investment. Additionally, David co-manages EdenTree’s Amity Global Equity and Amity Balanced Funds for Charities. David joined Edentree in July 2016 after beginning his career at Alliance Trust in 2002. During his time there David was responsible for covering Global, Asian and pan-European equities, with an increasing focus on sustainability. David has a 1st class BA (Hons) in Business Finance from Durham University, is a CFA Charterholder.
David Katimbo-MugwanyaCFA, Fund Manager
David joined EdenTree in 2015 and possesses over a decade of investment expertise across sovereigns, corporate debt and money markets. Along with a BSc in Economics from the University of Essex, David holds the IMC and is a CFA Charterholder. His previous experience at Epworth Investment Management saw him excel at managing portfolios for a diverse clientele via designated mandates and or bespoke solutions.
Philip HarrisFund Manager
A graduate from Southampton University with a degree in modern history, politics and economics, Phil started his career at Albert E Sharp in Birmingham as a Private Client Executive and Analyst before being internally promoted to work on their small companies and UK general funds. Subsequently he has worked at Threadneedle, Credit Suisse, Hermes and RWC before coming to EdenTree as a Fund Manager on the UK Equity Growth Fund.
Thomas FitzgeraldFund Manager
Tom joined EdenTree in 2011 as a Research Analyst where he focussed on global equity analysis and the technology sector. His Amity Insight report on Cybersecurity was “highly commended” at the Investment Week Research Awards in 2017. Tom continues to contribute investment ideas to other funds, as well as co-managing the Higher Income Fund and the Amity International Fund.
Neville WhiteHead of RI Policy & Research
Neville is responsible for RI policy and research and leads on global corporate governance proxy voting and engagement with business around environmental, social and governance issues. He previously managed socially responsible investment for a number of church and charity investment managers.
Esmé van HerwijnenSenior Responsible Investment Analyst
Esmé holds a Master’s degree in Sustainable Business from Toulouse Business School and gained experience in ESG research from Sustainalytics and PIRC. She leads on environment, climate change and natural capital issues and is the deputy lead on proxy voting and corporate governance.
Jon MowllResponsible Investment Analyst
Jon moved to EdenTree from a consultancy firm where he specialised in corporate due diligence and corporate social responsibility in the commodities sector. Jon has a First Class Degree in History from Christ’s College, Cambridge, and recently completed the Postgraduate Certificate in Sustainable Business with the Cambridge Institute of Sustainability Leadership. Jon’s focus within the RI team is on social issues, such as human rights, labour welfare and equality.
Daniel BarberHead of Sales & Marketing
Daniel leads EdenTree’s Sales and Marketing team, providing guidance and direction to the Institutional and Wholesale sales teams. He has over 20 years of experience working in Investment Management marketing at Merrill Lynch Investment Managers and AXA IM. Daniel joined EdenTree in 2008 to implement an accelerated marketing communications program and to grow assets under management.
Adrian JudgeHead of Wholesale & Retail Distribution
Adrian leads EdenTree’s Wholesale Distribution team in delivering investment solutions and services to our client base across the UK. This includes Financial Advisers, Wealth Managers, fund-of-funds, fund platforms, banks and ratings agencies. Adrian joined EdenTree in 2011, and has over 25 years industry experience.
Scott DakersSales Manager - the North, Scotland & Northern Ireland
Scott is the Sales Manager covering the Northern Region. Prior to joining EdenTree, Scott was with Aberdeen Standard Investments where he was Head of UK Regional Sales. Scott was previously Head of Product Solutions within SWIP's Investment Solutions business unit, delivering innovative multi asset investment solutions that meet their clients’ investment needs.
Phillip DaveySales Manager - London, the South East, Channel Islands & Dublin
Phillip is the Sales Manager covering London, the South East, Channel Islands and Dublin. He is responsible for Wealth Managers, Financial Advisers, Fund of Funds, Banks & Family Offices. Prior to joining EdenTree, Phillip was part of the wholesale team at RLAM, JP Morgan Asset Management, Amundi & Columbia Threadneedle. He attended Loughborough University reading Economics and Geography.
Martin JenkinsSales Manager – the South-West, Midlands & Wales
Martin is the Sales Manager covering the South West, South Wales & Midlands region where he is responsible for Wealth Manager & IFA relationships. Prior to joining EdenTree, Martin was with Liontrust Asset Management where he was a key member of their Sales team. Before that, Martin worked at SWIP/Aberdeen Asset Management for a number of years as an Investment Sales Director.
Graham HallBusiness Development Executive – London & the South-East
Graham, is based in our London office and supports clients across the UK, including wealth managers and financial advisers. Prior to joining EdenTree, Graham worked for BMO Global Asset Management supporting the wholesale team. Before that, he worked for Neuberger Berman in the UK sales team. Graham has completed the IMC qualification and is currently studying towards his CFA.
Chris HustonSales Support
Chris joined EdenTree in 2019 and is based in our London office. He supports our team of regional sales managers and services clients across the whole of UK, including wealth managers and financial advisers. Chris holds a BSc with Honours in Biochemistry from Warwick University.
Philip BakerHead of Charity & Institutional Business Development
Philip leads EdenTree’s institutional business development team, delivering EdenTree’s investment solutions and services to charities and other institutions. Philip joined EdenTree in 2009 from Fidelity International, where he worked within sales, marketing and operations, both with investment platform FundsNetwork and Fidelity’s Investment Solutions Group.
Ian DaleCharity Client Relationship Manager
Ian joined EdenTree in 2015 to help develop and enhance the institutional and charity business channel, focusing on the respective client relationships. Ian began his career doing investment accounting and has over 30 years’ investment industry experience, gained both in the UK and abroad. Ian is experienced in all aspects of Client Relationship Management including business development and portfolio management.
Caroline GeeCharity Business Development Manager
Caroline has worked with charities at James Hambro & Partners, Investec Wealth & Investment and Kleinwort Benson Private Bank. She began her career as a charity fundraiser in the USA before moving back to the UK in 2007 to pursue her MBA, after which she began her career in the City. Caroline is responsible for developing EdenTree’s charity business and organising & delivering a series of educational programmes for trustees and senior charity officers.
Leonora RaeCharity Business Development Support
Leonora supports EdenTree’s Charity and Institutional team. Prior to joining EdenTree, Leonora worked as a Business Development Associate at Cambridge Associates, in the Endowments and Foundations team. Leonora has an MA Hons degree in Art History from Edinburgh University and holds the Investment Management Certificate (IMC). Leonora is also a Trustee of two UK charities.
The EdenTree Responsible Investment Panel
Rt Rev Dr Nigel PeytonPanel Chair
The Rt Rev Dr Nigel Peyton was elected and consecrated Bishop of the Diocese of Brechin in 2011, returning to the City of Dundee where he was ordained in 1976. Between 1985 and 2011 Nigel served in the Diocese of Southwell & Nottingham, first as an inner city vicar and from 1999 as Archdeacon of Newark and Canon of Southwell Minster. Nigel has been a long-serving member of the Church of England’s General Synod, a school governor and chaplain, magistrate and a Non-Executive Director of Ecclesiastical Insurance Group (2005-2012).
Julie McDowellIndependent Consultant
Julie McDowell is an independent consultant with over 25 years’ experience in law and finance. From 2001 to 2013 she led the Responsible Investment Team at Standard Life Investments, one of the UK’s largest fund managers. She specialised in extractive industries for over ten years and has served on numerous advisory groups relating to extractive industries, human rights, climate change and corporate reporting. She was a member of the Board of the Extractive Industries Transparency Initiative (EITI) from 2009 to 2013 and chaired the Validation Committee from 2009 to 2012.
Bill SeddonFormer CEO CFB Methodist Church
For 30 years, until retiring in 2017, Bill Seddon was Investment Manager and Chief Executive of the Central Finance Board of the Methodist Church and a member of the Methodist Church Joint Advisory Committee on the Ethics of Investment. He was also the CFB Observer on the Church of England’s Ethical Investment Advisory Group, a member of the Joseph Rowntree Charitable Trust Investment Committee and Trustee of the EIRIS Foundation. Currently he is the CFB’s Special Adviser on ethical issues, Director of Dominion Insurance and an elected representative of General Synod on the Church of England’s Pension’s Board.
Julian ParrottClient Member, Ethical Futures
Julian Parrott is an independent financial planner specialising in ethical and sustainable investment advice. Julian has over 25 years’ experience in financial services, encompassing building society management, life assurance sales and financial planning & advice. He is the founding partner of the Ethical Futures llp and holds the ISO 22222 standard in financial planning. Julian is active in promoting ethical investment to the public and adviser community. He has served on the board of UKSIF & Ethical Investment Association. He is a Director of the Ethical Finance Hub project as well as other consultancy roles. Julian is a fellow of the RSA.
Mike BarryFormer Director of Sustainable Business
Until recently, Mike was Director of Sustainable Business at Marks & Spencer, spearheading its ground-breaking Plan A sustainability programme. He also co-chaired the Consumer Goods Forum’s sustainability work, bringing together the world’s largest retailers and fast moving consumer goods brands to work on issues such as deforestation, plastics and forced labour. He is a Senior Associate at the Cambridge Institute for Sustainability Leadership.