The Expertise of Many
The Investment Committee is responsible for making certain that fund sub-managers are working in your best interests at all times. They monitor the investment funds to ensure they are within the correct risk profile and that fund managers are acting appropriately.
The Investment Committee members have been sourced from a wide range of backgrounds, including investment management, advisory practice and client advocates. This diversification of experience helps the Committee to make robust decisions that put clients first.
Colin was Chief Investment Manager at one of the largest investment trusts in the UK. In 2006, he left the investment trust world to set up and manage a Global Kokusai income portfolio for Scottish Widows in the UK. The funds were sold into the Japanese retail market. He has written extensively on income strategies and their importance to long-term wealth creation. Colin joined True Potential Investments as Chief Investment Officer in February 2014.
Mark began his financial services career in private banking with Lloyds, covering investment management, and executor and trustee work in the north of England and Scotland. He then moved to Merrill Lynch’s International Private Client Division before joining Positive Solutions where he held the position of Director of Wealth Management. Mark is one of the founding partners of True Potential LLP.
Daniel is one of the founding partners of True Potential LLP and is Managing Partner of True Potential Investments. Throughout his 15 years in the financial services industry, Daniel has had the responsibility for delivering service, operational and technology solutions to both financial advisers and their clients.
George is an experienced finance professional and has specialised in the financial services sector for over 15 years. He has worked in corporate finance roles with a major accountancy practice and latterly as Development Director of Aegon. George is also a Non-Executive Director for True Potential LLP.
Raoul started his career at Goldman Sachs in 2004 as a financial analyst in their Wealth Management division. By 2014, he had been promoted to Executive Director, co-running the largest team in EMEA, and was personally responsible for over £1.5 billion of client assets.
During his 30 years of investment experience, Russell spent 17 years at Aegon Asset Management (now Kames Capital) becoming CIO in 1995 and thereafter CEO with responsibility for £33 billion. He joined Dundas Global as Director at inception, becoming a full-time member of the team in April 2012. Russell is a Fellow of the Securities Institute and holds a degree in Economics from Strathclyde University and an MBA from the Open University Business School.
David joined Saracen Fund Managers from SWIP, where he was Investment Director on the UK Equities Desk, running both Institutional and Retail funds. He was also Head of Research. Before SWIP, David spent four years on the UK Equities Desk at Edinburgh Fund Managers. He originally trained with KPMG to become a Chartered Accountant, and is also a CFA Charter holder.
Our Global Reach
In addition to our expert Investment Committee, we have access to the expertise of over 3,500 investment professionals from around the world, with combined assets under management of £1,821 billion as of 30 September 2015.
Your capital is at risk. Investments can fluctuate in value and you may not get back the amount you invest. Past performance is not a guide to future performance. Tax rules can change at any time.
True Potential Investments LLP is authorised and regulated by the Financial Conduct Authority. FSR No. 527444. www.fca.org.uk Registered in England and Wales as a Limited Liability Partnership No. OC356027.