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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

George Prescott

Sue Round

Chief 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.

 
George Prescott

Robin Hepworth

Chief 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.

 

Investment Team

George Prescott

Chris Hiorns

CFA, 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.

George Prescott

Ketan Patel

CFA, 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.

George Prescott

David Osfield

CFA, Fund Manager

David joined EdenTree in July 2016 as joint Fund Manager on the Amity International Fund after beginning his career at Alliance Trust in 2002. David is passionate about sustainable investing and has completed a course in Sustainability Leadership at the University of Cambridge Institute. He has a 1st class BA (Hons) in Business Finance from Durham University and is a CFA Charterholder.

George Prescott

David Katimbo-Mugwanya

CFA, 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. 

George Prescott

Philip Harris

Fund 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. 

George Prescott

Thomas Fitzgerald

Fund 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.

RI Team

George Prescott

Neville White

Head of Responsible and Sustainable Investing

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. He’s also the Chairman of a Chapter of Amnesty International.

George Prescott

Esmé van Herwijnen

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 supports our SRI team with company screening, proxy voting and engagement.

George Prescott

Jon Mowll

Responsible 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 SRI team is on social issues, such as human rights, labour welfare and equality.

Distribution Team

George Prescott

Daniel Barber

Head 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 18 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. 

George Prescott

Adrian Judge

Regional Sales Manager

Adrian is responsible for our relationships with intermediary in the Southern Region (London, Channel Islands, Southern England and East Anglia). This includes Wealth Managers, fund-of-funds, fund platforms, banks and ratings agencies. Adrian was formerly a Wealth Manager and independent financial adviser.

George Prescott

Scott Dakers

Regional Sales Manager

Scott is the Regional 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. 

George Prescott

Martin Jenkins

Regional Sales Manager

Martin is the Regional 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.

George Prescott

Graham Hall

Senior Sales Support

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.

George Prescott

Chris Huston

Sales 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.

Charities Team

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Philip Baker

Head 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.

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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.

George Prescott

Caroline Gee

Charity 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.

Amity Panel

George Prescott

Rt Rev Dr Nigel Peyton

Panel 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).

George Prescott

George Prescott

Chartered Accountant, BA FCA

George Prescott is a chartered accountant and until his retirement in 2009 was Deputy Group Chief Executive of Ecclesiastical Insurance Group. In the UK he is chairman of Giles Insurance Brokers, a member of the board of JP Morgan Cazenove Pension Trustee Company, and a Director and Chairman of the Audit Committee of Capital Gearing Trust Plc. He is also a director of Mapfre USA and Commerce Insurance (US). He is a trustee of M&G Charibond and Charifund. George is also a member of the Court and of the Finance & Investment Committee of the Worshipful Company of Coopers.

George Prescott

Helen Crosby

Environmental Consultant

Helen joined the Advisory Panel of the Amity Fund in 2008. With an ecological, business and legal background, Helen's specific interest is in understanding the contribution of environmental and social issues to business risk. Helen is an independent consultant specialising in environmental and sustainability issues with a focus on environmental assessment, working to national and international standards. Helen also has experience in sustainability appraisal, feasibility assessment, and strategic development projects across a range of industries including infrastructure, manufacturing, mining and services, having worked in the United Kingdom, United States of America, southern and east Africa and Mongolia.

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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.

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Bill Seddon

Former CFO 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.

George Prescott

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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Community Investment Fund

Find out more about our programme of charitable giving, working with some of London’s most marginalised communities.

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