Meet the experts behind Wealthhub

Leads portfolio strategy and systematic allocation across all four asset categories. Former Goldman Sachs Vice President with 12 years managing institutional multi-asset portfolios. MSc Financial Economics, London School of Economics.

Oversees ETF selection and fixed-income allocation with expertise in institutional fund analysis. CFA charterholder with 10 years managing diversified portfolios at leading asset managers. Specializes in low-cost passive strategies and smart beta approaches.

Manages real estate allocation through REITs and property equity investments. Former Goldman Sachs real estate analyst with deep expertise in commercial, residential, and industrial property markets. Focuses on income-generating assets and inflation-protected returns.

Develops clean energy investment strategies across solar, wind, battery storage, and infrastructure. 8 years analyzing and investing in decarbonization trends. MEng Engineering Science, University of Oxford. Deep understanding of energy transition dynamics.

Leads systematic currency strategies across major G10 pairs. Former Goldman Sachs FX trader with over a decade of institutional foreign exchange experience. Expertise in interest rate differentials, central bank policy, and macroeconomic positioning.

Manages comprehensive risk frameworks and portfolio monitoring systems. MSc Financial Engineering, Imperial College London. 11 years implementing quantitative risk management for institutional clients. Ensures disciplined position sizing and drawdown control.

Develops systematic rebalancing algorithms and portfolio optimization models. PhD Computational Finance, University of Cambridge. Former Goldman Sachs quantitative strategist specializing in multi-asset allocation and risk-adjusted return optimization.

Oversees monthly rebalancing execution, trade settlement, and custody operations. Ensures seamless portfolio management across all client accounts. 9 years managing institutional investment operations with focus on operational excellence and FCA compliance.

Ensures regulatory compliance with FCA rules, CASS requirements, and UK data protection laws. Chartered Fellow of the Chartered Institute for Securities & Investment (CISI). 13 years managing compliance for FCA-regulated investment firms.