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.
Andy ClarkChief Executive Officer
Andy Clark brings more than two decades of investment management experience to EdenTree, along with a deep knowledge of product and distribution. Prior to joining EdenTree, Andy was CEO at HSBC Global Asset Management (UK) for eight years. Prior to holding the role of CEO, Andy was head of EMEA wholesale business at the firm. Andy was previously CEO and head of retail distribution at DWS Investments and worked as UK sales director for Fidelity International.
Charlie ThomasChief Investment Officer (CIO)
Charlie joined EdenTree in June 2021 to take on the role of CIO and has responsibility for the investment team. He ensures our team of experienced fund managers maintain their leadership position in an exciting and rapidly evolving market. Thomas has more than two decades of investment management experience to the firm, most recently, as Head of Strategy, Environment and Sustainability at Jupiter Asset Management. Charlie was also the Fund Manager of the Jupiter Ecology Fund for nearly two decades and had additional fund management responsibility that totalled over £800m of assets.
Sue RoundDeputy Chairman
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 EdenTree responsible and Sustainable UK Equity Fund since its launch in 1988.
Chris HiornsCFA, Head of Multi Asset Strategies & European Equities
Chris is responsible for leading on two of EdenTree’s investment strategies; our multi asset offering, which includes our Higher Income Fund and the Amity Balanced Fund for Charities, and European equities, which includes our Responsible and Sustainable European Equity Fund. Chris has worked at EdenTree since 1996, joining as a Graduate Trainee and Investment Analyst. He has risen to his present position having been a Fund Manager for the last thirteen years across both equity and fixed income funds. Chris’ two and half decades of experience in both these asset classes has been instrumental to the growth of EdenTree’s proposition during this time.
Robin HepworthSenior Fund Manager
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.
David Katimbo-MugwanyaCFA, Senior Fund Manager
David leads on EdenTree’s responsible and sustainable fixed income strategies, including the Sterling Bond Fund and the Short-Dated Bond Fund. David joined EdenTree in 2015 and possesses over a decade of investment expertise across sovereigns, corporate debt and money markets. He played a key role in the launch of EdenTree’s Short-Dated Bond Fund in 2017 and has since been instrumental in its rapid AuM growth over that timeframe. Along with a BSc. Economics degree from the University of Essex, David is a CFA Charterholder and holds the IMC. His previous experience at Epworth Investment Management saw him managing fixed income portfolios for a diverse clientele via designated mandates as well as bespoke solutions.
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 Responsible and Sustainable UK Equity Fund, Responsible and Sustainable UK Equity Opportunities Fund and Amity Global Equity Fund for Charities. 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 on the Responsible and Sustainable Global Equity Fund, 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.
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 Responsible and Sustainable UK Equity Opportunities Fund.
Thomas FitzgeraldFund Manager
Tom joined EdenTree in 2011 and has been co-manager of the Responsible and Sustainable Global Equity Fund since August 2018. He joined the global equities team as a Research Analyst where his primary responsibilities centred on global equity analysis, focusing in particular on the global Technology, Media and Telecommunications sectors. Today, his research coverage focuses on the structural theme of disruptive innovation, recognising that this transformative economic force demands a dynamic and holistic investment approach. Tom graduated with a BSc (Hons) in Economics and Business Management from Oxford Brookes University and holds the Investment Management Certificate (IMC) and the CFA Certificate in ESG Investing.
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.
Rita WysheleskyResponsible Investment Analyst
Rita holds a BSc in Biochemistry from King’s College London, and an MSc in Management with Finance from University of Bath. She is a Chartered Accountant with experience in audit and consulting from EY, and ESG experience from FAIRR Initiative. Rita leads on Thematic, Sustainability and Impact.
Carlota EsguevillasResponsible Investment Analyst
Carlota holds a BA in Geography from Oxford University and previously worked for a sustainability consultancy advising businesses on their sustainability strategies and disclosures. She leads EdenTree’s work on social topics such as human rights, diversity and workforce issues, and is currently studying for the Investment Management Certificate (IMC).
Philip BakerHead of Distribution
Philip leads EdenTree’s distribution team, delivering EdenTree’s investment solutions and services to wholesale clients, 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.
Daniel BarberHead of Business Management and Marketing
Daniel leads EdenTree’s Business Management and the Marketing team. 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.
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
Rt Rev Dr Nigel Peyton is Assistant Bishop in the Diocese of Lincoln and was until 2017 Bishop of Brechin in Dundee, Scotland. Previously a Non Executive Director of the Ecclesiastical Insurance Group. From 1985 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, and also as a member of the Church of England’s General Synod 1995-2010. Bishop Nigel is a Governor of Bishop Grosseteste University Lincoln and Honorary Scholar at the University of Liverpool Management School, a researcher and writer.
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 the Investment Manager and Chief Executive Officer of the Central Finance Board of the Methodist Church (CFB) 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 and is the current Chair of Dominion Insurance. He is also a Director of the Leech Foundation and a co-opted member of the Clergy Support Trust Investment Committee.
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.