Wealth Manager Top 30 Under 30
The 2020 class of new wealth talent. We reveal the UK's rising wealth stars in the 10th year of our annual study.
Enter
This year’s Wealth Manager Top 30 Under 30 directly oversee more than £22.5bn, either individually or through their teams, and have influence on many more billions of pounds through their fund selection.
They include chief investment officers, heads of portfolio strategy, directors and many other senior roles, acting as gatekeepers of their clients’ savings.
The Top 30 are also diverse. From school leavers to Oxbridge graduates, this year’s list encompasses a wide range of impressive young individuals who are really making their mark on the wealth management industry.
In making the final cut, we considered a number of factors, including their professional and educational achievements, their work responsibilities and the impact they are having on their company, whether through running teams or divisions or managing money.
The standard, as ever, was impressively high, including a number of chartered wealth managers and CFA charterholders and some who even hold both designations.
Here we present 2020’s Top 30 Under 30 in alphabetical order.
Top Investment Picks
This year’s Top 30 directly oversee more than £22.5bn, either individually or through their teams, so we asked them to reveal their favourite three funds.
The Top 30’s top funds:
Kames Global Sustainable Equity
Fundsmith Equity
LF Blue Whale Growth
CFP SDL UK Buffettology
TB Amati UK Smaller Companies
Ardevora Global Equity
Montanaro UK Income
The Top 30’s favourite fund group:
Kames Capital
Liontrust Asset Management
Royal London Asset Management
Polar Capital
My favourite funds
Tom Danaher
Smith & Williamson
Edgewood US Select Growth: a great fund with an accessible management team that all have forensic knowledge on every single name in the portfolio
M&G Emerging Market Bond: Claudia Calich has some very interesting positions in Africa and Latin America, though perhaps not for the faint hearted
Schroder Sterling Corporate Bond: Jonathan Golan has been outstanding since taken on the mandate three years ago; a breath of fresh air in the UK bond market
My favourite funds
Adam Martell
Charles Stanley
Barings Asean Frontiers: exposure to countries with high economic growth compared to traditional Western economies
JO Hambro UK Opportunities: value and growth opportunities within an undervalued UK market
Miton US Opportunities: multi-cap flexibility in the US with a fund size that is nimble enough it can actually take advantage of opportunities
The Top 30’s lesser known funds to watch:
Spyglass US Growth
Artisan Thematic
Egerton Sterling Investment
VT Teviot UK Smaller Companies
Semper Total Return
The Top 30’s preferred investment trusts:
Syncona
Scottish Mortgage
International Public Partnerships
our environment impact
An ever-growing number of wealth management clients are looking for an environmental, social and governance (ESG) approach to investment, but what are the Top 30 doing to try and reduce their carbon footprints?
Alex Chappell
DB Wood
Personal goal to move our electricity and gas to 100% renewable sources in 2020
Jordan Hawkins
Adam & Company
My first ever job was as a plumber at the age of 15. Having used these skills, I have fitted water saving devices into my flat, to prevent needless use of water on my taps
Ollie Davies
Brooks Macdonald
I cycle or run to and from work whenever possible to reduce my carbon footprint
Benjamin Benson
GDIM
My New Year’s resolution was to eat as little meat as possible. I rarely have more than one meal a week with meat now
Olivia Merrick
Rathbones
My New Year’s resolution this year is to buy no clothes/shoes/bags/any sort of apparel for a year
Georgina Stone
OCM Wealth Management
I try to limit my petrol use and I’m looking into purchasing my first electric vehicle to reduce my carbon footprint
Tom Danaher
Smith & Williamson
I am told our team has had more clients move from paper to online correspondence, thanks to a very conscious effort from our team. The clients are mostly delighted to reduce their shredding piles too
Ivan Tan
London & Capital
Actively minimise the amount of waste I create, through using reusable coffee cup, bringing my own container when buying lunch and buying the loose fruit and vegetables at the supermarket versus the pre-packaged varieties
Jessica Young
Julius Baer International
My New Year’s resolution is to carbon offset the short-haul flights I take this year
James Godrich
JM Finn
I like to think of myself as being well ahead of the curve on this one having been a lycra-clad cycling commuter since moving to London
WHAT superpower would you choose?
From web-slinging like Spider-man to Professor X’s mind-bending skills,here are some of the superpowers the Top 30 wish they could call on
Augustus Edwards
Smith & Williamson
X-ray vision. Very useful at the poker table and in all walks of life.
Oliver Jones
PortfolioMetrix
Spider-man web-sling would revolutionise my morning commute.
Simon Dawes
Grandwood
Pattern recognition. If I could essentially become an almighty machine learning algorithm then maybe I’d be able to fight off the quants and high frequency traders for a bit longer.
Will Dickson
P1 Investment Management
Time travel. Knowing the future and exploring the past would be highly interesting and probably fruitful.
Ivan Tan
London & Capital
X-Men’s Professor X, whose powerful telepathy can read and control minds. This may sound overwhelming to some, however when used wisely it can be great in conveying positive messages and resolving conflicts.
Thomas Gehlen
Kleinwort Hambros
Teleportation. No more South Western Railway delays, no more Central line, free and sustainable world travel. No-brainer.
first investment
Not every stock pick can be a winner, and the Top 30 have learnt some useful, and at times painful, lessons along the way
Andrea Koumourou
Julius Baer International
My first direct equity investment was Asos, as I realised I was spending far too much money on online shopping and I could see their long-term growth potential through the transition to online retail.
Guy de Zulueta
Killik & Co
Imagination Technologies. I had been gifted some money for my 21st birthday by various family members and godparents, which was supposed to buy me a watch. I lost 80% of the capital and to this day I don’t have or wear a watch!
Ollie Davies
Brooks Macdonald
Boohoo, which I sadly sold a couple of years ago due to the valuation, but in hindsight should have held onto given the rally in the past year.
Ed Caswell
Cave & Sons
Our home, a Victorian terrace that my wife and I have (almost) fully renovated.
Jonathan Smith
Casterbridge Wealth Investments
My sweet shop business in the school playground at the age of 13, which made £100 a week profit.
Paris Jordan
Sanlam Investments
Fidelity Special Situations. I watched Alex Wright present at an event just before he took over the flagship fund; very happy I attended that day.
Show us your pets
Meet the furry friends that keep our Top 30 company
Benjamin Benson
GDIM
LOLA THE SIAMESE CAT
Ed Caswell
Cave & Sons
PETER THE BEAGLE
Matthew Lowe
Mountstone Partners
FRANKIE THE BORDER COLLIE
Paris Jordan
Sanlam Investments
PENELOPE THE CAT
Oliver Jones
PortfolioMetrix
OSCAR THE JACK RUSSELL
James Godrich
JM Finn
THEO THE SPHYNX CAT
Rachel Blythe
Walker Crips
DORA THE DOG
Will Dickson
p1
ALFIE AND JACK THE JACK RUSSELLS
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