Richard Romer-Lee, Managing Director - Square Mile Research
Richard is responsible for determining the strategy and focus for the business in conjunction with the Board and the Executive Management Team. He is a member of a number of internal committees which provide governance and oversight of all areas of the business. Richard works closely with our clients and all members of the team as well as forging strong business relationships within the wider industry. Prior to founding Square Mile he was Research Director and co-founder of Old Broad Street Research Limited (OBSR). Following the acquisition of OBSR by Morningstar he became joint Managing Director of Morningstar OBSR, then MD of European Investment Consulting at Morningstar Inc. He has more than 25 years industry experience, starting at BMA Services in 1986 before becoming an analyst at Buck Consultants.
Daniel Coatsworth, Editor - Shares magazine
Daniel Coatsworth is the editor at Shares and has written for the publication since 2005 where he has become one of the best known writers on the mining industry. He previously wrote for Teletext's finance and money pages and many of the UK's leading personal finance trade magazines.
Ryan Hughes, Head of Active Portfolios - AJ Bell Investments
Ryan has over 15 years’ investment experience. Prior to joining AJ Bell he was a fund manager and discretionary portfolio manager at a leading global investment management firm. Before that he spent eight years as a Senior Fund Manager at one of the UK’s largest investment groups, sitting as a member of their investment committee and global asset allocation committee.
Joel Adams, CEO - LIFT-Financial
Joel Adams is the co-founder of LIFT-Financial, the award-winning Chartered Financial Planning Firm. He is a Chartered and Certified Financial Planner, Fellow of the Personal Finance Society and a former PFS Chartered Financial Planner of the Year. LIFT have over £1.5bn under advice and have recently launched an in-house discretionary management firm, LIFT-Invest.
“I’m a strong believer in the values of Chartered status and help the PFS promote these across the industry. Helping people take control of their finances and giving them security for the future is what drives me.”
Matt Brennan, Head of Passive Portfolios - AJ Bell Investments
Matthew is responsible for the day-to-day running of the AJ Bell Passive funds, working with our investment team to further grow the range of investment options. He joined us with over six years’ experience in financial services, having previously worked at a leading provider of wealth management services as a Senior Fund Manager and Head of Fixed Income Research, with specific responsibility for managing a discretionary fixed income fund. He also formed part of a four-person fund management team that ran the company’s multi-asset funds. Matthew graduated from the University of York with a first class Masters degree in Mathematics, and is a CFA Charter holder.
William Heathcote Amory, Co-founding Partner - Kepler Partners
William Heathcoat Amory is a Co-Founding Partner of Kepler Partners, and leads the Investment Trust Research business via Kepler Trust Intelligence. William has 18 years of experience as an Investment Company analyst. Prior to co-founding Kepler Partners in 2008, he was part of the Extel number 1 rated Investment Companies Research team at JPMorgan Cazenove.