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Our People

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.

Senior Management

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Andy Clark

Chief Executive Officer (CEO)

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.

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Charlie Thomas

Chief Investment Officer (CIO)

Charlie joined EdenTree in June 2021 as CIO and has responsibility for the Investment Team. Charlie is also Co-Manager of the EdenTree Green Future Fund, launched in 2022 and 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 where he also managed the Jupiter Ecology Fund for nearly two decades. Charlie holds a Masters in Environmental Technology from Imperial College London.

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Daniel Barber

Chief Commercial Officer (CCO)

Daniel has been with EdenTree since 2009, having started his career in asset management at Mercury Asset Management in 1998. His role at EdenTree involves managing the commercial activities and opportunities available to the business, whilst maintaining control of the strategic priorities.

Additionally Daniel has responsibility for all marketing and brand activities, including product development and management. He has oversight of and provides strategic direction on all media, press and digital communications.

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Angus Schumacher

Chief Operating Officer (COO)

Angus is responsible for managing and developing the scalable, risk-controlled operating model across the firm. Angus leads the Operations Team, and has responsibility for risk management at EdenTree. Angus joined EdenTree in September 2018, and prior to this, had two decades of experience in transformation, operational management, and front office roles in global investment management firms. Angus has an MBA from the University of Edinburgh.

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Jo Brown

Chief Financial Officer (CFO)

Jo joined EdenTree in January 2020, and is responsible for Finance and Compliance. She brings 12 years of asset management finance experience from M&G, where she held various roles including Director of Finance Operations and Group Financial Controller. Her regulatory background stretches back to her audit training and she has over 20 years of experience in Regulatory Capital and Client Assets regulations.

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Philip Baker

Head of Distribution

Philip has over 20 years’ experience in asset management, working across distribution and focussed on responsible investment. Philip leads EdenTree’s Distribution Team, who deliver EdenTree’s responsible & sustainable investment solutions and services to investment professionals, charities and other institutions. Philip joined EdenTree in 2009, from Fidelity International, where he worked within sales, marketing and operations, both with market leading investment platform FundsNetwork and Fidelity’s pioneering Investment Solutions Group.

Our Fund Managers

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Charlie Thomas

Chief Investment Officer (CIO)

Charlie joined EdenTree in June 2021 as CIO and has responsibility for the Investment Team. Charlie is also Co-Manager of the EdenTree Green Future Fund, launched in 2022 and 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 where he also managed the Jupiter Ecology Fund for nearly two decades. Charlie holds a Masters in Environmental Technology from Imperial College London.

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Chris Hiorns

Head of Multi-Asset and European Equities

Chris is responsible for leading EdenTree’s Multi Asset range of funds, the EdenTree Managed Income Fund and the Amity Balanced Fund for Charities; and the EdenTree Responsible & Sustainable European Equity Fund. Chris has worked at EdenTree since 1996, joining as a Graduate Trainee and Investment Analyst.

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David Katimbo-Mugwanya

Head of Fixed Income

David leads on EdenTree’s Responsible & Sustainable fixed income strategies, including the Sterling Bond, the Short Dated Bond and the Global Impact Bond Funds. David joined EdenTree in 2015 and possesses over a decade of investment expertise across sovereigns, corporate debt and money markets. His previous experience at Epworth Investment Management saw him managing fixed income portfolios via designated mandates as well as bespoke solutions. Along with a BSc. Economics degree from the University of Essex, David is a CFA Charterholder. David is a member of the London Stock Exchange’s Primary Markets Group, an advisory group to the LSE on all matters affecting primary capital markets.

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Ketan Patel

Fund Manager

Ketan joined EdenTree 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 leads the management of the EdenTree Responsible & Sustainable UK Equity Fund and Amity Global Equity Fund for Charities. He has been a CFA Charterholder since 2009, and holds masters in both Geography and Economic History from Kings College and LSE respectively. 

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David Osfield

Fund Manager

David joined EdenTree in 2016 and leads management of the EdenTree Responsible & Sustainable Global Equity Fund, including leading EdenTree’s “Sustainable Global Equities for a Just Transition” segregated strategies, reflecting his strong advocacy and passion for sustainable and responsible investment. He began his career at Alliance Trust in 2002, where he focused on Global, Asian and European equities, latterly working with the Sustainable Futures Team. David has been a CFA Charterholder since 2007, and has a 1st class BA (hons) in Business Finance from Durham University.

 

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Tommy Kristoffersen

Fund Manager

Tommy joined EdenTree in 2021 and manages the EdenTree Green Infrastructure Fund. He also assists with the management of other funds within the Multi Asset Strategies & European Equities ranges. Prior to EdenTree, Tommy worked at JP Morgan and Jupiter Asset Management, most recently within Jupiter’s Alternatives business. Tommy holds the Investment Management Certificate (IMC), and is studying towards the FMVA certification from the Corporate Finance Institute.

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Philip Harris

Fund Manager

Phil is the lead Fund Manager on the Edentree Responsible & Sustainable UK Opportunities Fund. Phil has over 30 years’ experience in fund management in UK equities across a wide range of products from OEIC’s, pensions funds and LLP’s. Phil started his career at Albert E Sharp in Birmingham as a Private Client Executive and Analyst before working on their small companies and UK general funds. Subsequently he  worked at Threadneedle and Credit Suisse. At Hermes and RWC he helped launch pioneering activist and shareholder engagement funds before coming to EdenTree.

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Thomas Fitzgerald

Fund Manager

Tom joined EdenTree in 2011 and has been co-manager of the EdenTree Responsible & Sustainable Global Equity Fund since August 2018 and also co-manages the Green Future Fund, as well as the firm’s “Sustainable Global Equities for a Just Transition” segregated strategies. He initially joined the Investment Team as a Research Analyst where his primary responsibilities centred on global equity analysis, focusing in particular on the global Technology sector. 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.

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Michael Sheehan

Fund Manager

Michael joined the EdenTree Fixed Income Team in 2021 and is responsible for co-managing EdenTree’s Responsible & Sustainable fixed income strategies, including the EdenTree Global Impact Bond Fund. Michael Joined from Aberdeen Standard where he assisted in managing European Investment Grade Credit Funds. Prior to that, he has held the roles of Cash & FX Analyst and Consultant Database Manager at the firm. Michael is a CFA Charterholder and also holds the CFA Certificate in ESG investing. He holds a BA (Hons) in Economics from the University of Reading.

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Greg Herbert

Fund Manager

Greg joined Edentree in 2022, as a Specialist in equity income funds. He started his career as an Analyst at State Street Global Advisors before moving to Jupiter Asset Management in 2005. Over his career, Greg has managed European, North American and Global equity income products as well as unconstrained European equity funds.

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Robin Hepworth

Senior Fund Manager

Rob started his career with EdenTree as an Analyst in 1988. He ran the Managed Income and Global Equity Funds from launch, while co-managing the Sterling Bond Fund. Robin was also CIO at EdenTree until 2021, and remains with EdenTree in an investment capacity managing its direct property holdings.

RI Team

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Neville White

Head of Responsible Investment Policy and 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.

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Rita Wyshelesky

Senior Responsible 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 EdenTree’s work on Thematic, Sustainability and Impact issues. Rita holds the CFA Certificate in ESG Investing and the Investment Management Certificate (IMC).

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Carlota Esguevillas

Senior Responsible 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. Carlota holds the Investment Management Certificate (IMC). 

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Amelia Gaston

Responsible Investment Analyst

Amelia holds a BA in Geography from Durham University and previously worked as a Responsible Investment Analyst at LGPS Central, one of the UK Pension Pools. Millie holds the Investment Management Certificate (IMC) and CFA Certificate in ESG Investing. She leads EdenTree’s work on climate and environmental issues.

 

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Cordelia Dower-Tylee

Responsible Investment Analyst

Cordelia holds an MA in History from the University of Edinburgh, and a Certificate in Sustainable Finance from the University of Cambridge. She has previously worked with the International Water Management Institute and has experience in a green focused corporate advisory firm.

Distribution Team

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Philip Baker

Head of Distribution

Philip has over 20 years’ experience in asset management, working across distribution and focussed on responsible investment. Philip leads EdenTree’s Distribution Team, who deliver EdenTree’s responsible & sustainable investment solutions and services to investment professionals, charities and other institutions. Philip joined EdenTree in 2009, from Fidelity International, where he worked within sales, marketing and operations, both with market leading investment platform FundsNetwork and Fidelity’s pioneering Investment Solutions Group.

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Adrian Judge

Head of International 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. 

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Martin Jenkins

Sales 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.

Charities Team

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Ian Dale

Charity 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.

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Leonora Rae

Head of Corporate Responsibility and Charity Partnerships

Leonora oversees EdenTree’s corporate responsibility initiatives, focusing on supporting our People, Community and Environment. This includes charity partnerships with clients and beneficiaries of the EdenTree Community Fund. Prior to joining EdenTree in 2019, 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 a proud Champion of the Young Trustees Movement and a trustee of three UK charities.

The EdenTree Responsible Investment Advisory Panel

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Rt Rev Dr Nigel Peyton

Panel 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.

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Sue Round

Deputy Chair

Sue joined what was then Ecclesiastical Investment Management in 1984, before joining EdenTree as an investment analyst. Prior to joining Ecclesiastical, Sue spent five years at Philip Hill, the Investment Trust specialist management house.

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Julie McDowell

Independent 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. Julie chairs a social housing association in Scotland and is a member of the Sustainability for Housing Board, which oversees the Sustainability Reporting Standard for Social Housing.

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Bill Seddon

Former 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 a Trustee Director of the Leech Foundation, a Director of the Methodist Church Lay Employees’ Pension Scheme, and a member of the Church of England Ethical Investment Advisory Committee’s Nomination Committee.

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Julian Parrott

Client 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.

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Mike Barry

Former 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. 

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