We established our investment committee in 2010, to provide us with additional investment expertise and provide our clients with independent oversight of our investment process.
The committee fulfils two main roles. It ensures our investment process remains prudent and appropriate, with suitable processes and risk controls. Its second role is to supervise our selection of investment managers. In both cases it does so with our clients’ best interests in mind.
The committee meets four times a year with further ad-hoc meetings and discussions as needed.
It is made up of three members of the HL & Co team and three independent external members. The current external members are Robert Mason (Chair), Ken Rayner of RSM Research and Eirian Jones of Wren Investment Office.
Robert Mason carries the deciding vote in the event of any split decisions.
The expertise and insight provided by the external members of the committee continues to be extremely helpful to us, and we believe the oversight they provide is also very reassuring for clients.
Hamish Leng Chartered Financial Planner
Hamish started as a financial planner in 1980 and is now working with many of the grandchildren of his original clients.
He holds the Chartered and Certified Financial Planning (CFP™) accreditation, is an Associate of the Personal Finance Society (APFS) and a Chartered Wealth Manager.
He has qualifications in pensions, financial planning, tax and trusts, investments and long term care.
David Carroll Chartered Wealth Manager
David joined us in January 2019.
He has advised private clients since 1987.
He helped found Seven Investment Management (7IM) in 2002. He was the founding head of the firm's discretionary relationship management team and more recently Head of Strategy.
He is a Chartered Wealth Manager, Fellow of the Chartered Institute for Securities and Investments and is on track to becoming a Chartered Financial Planner.
Natalie Burnand Head of Investments
Natalie joined us in April 2015 to look after our clients' investments.
Prior to this she worked at Cazenove Capital Management as an analyst on the multi-manager team and before that in corporate finance with J P Morgan in New York.
After running a £2 billion international equity fund at SWIP she joined Aberdeen Asset Management as a fund manager on the multi-manager team.
She graduated with high honour from the University of Virginia with a BA in foreign policy.
Robert Mason Sandaire (Chair)
Robert has worked in investment markets for over 37 years. He has been a consultant with Sandaire (a leading multi-family office) since 2007. He is also a trustee and advisor for several families and an investor and board member for start-up technology businesses.
Robert graduated from Oxford after which he spent six years in the British Army, was Equerry to the Prince of Wales and was Adjutant of the Welsh Guards in the Falklands.
Robert founded and ran a private equity fund manager investing in growth capital and small to mid-market buyouts in Europe from 1988 – 2006. From 1983-1988 Robert worked for JPMorgan where he was latterly head of the European leveraged transaction group.
Ken Rayner Rayner Spencer Mills
Ken is a founding director of RSMR (founded in 2004), one of the UK’s leading fund research and ratings companies. He began his career in the investment industry in 1989, joining Bradford & Bingley where he became a fund manager for the firm’s PEP and ISA Discretionary Management Business.
Ken graduated from Leeds University with a degree in Economics and Economic History. He is ACII and IMC qualified.
Ken sits on the investment committees of several advisory firms and continues to spend much of his time in face-to-face meetings with fund managers.
Eirian Jones Wren Investment (Office)
Eirian is Head of Investment Research at Wren Investment Office, a leading multi-family office. He was previously a Senior Portfolio Manager and member of the Investment Committee at Sandaire. Prior to this role, Eirian was at Lord North Street from 2005 until its acquisition by Sandaire in 2014.
Eirian has been a CFA Charter holder since 2010 and holds a first-class degree in Aeronautical Engineering from Imperial College, London. Eirian also volunteers as an Investment Committee member of the CFA UK Investment Committee. In 2018 he was named one of the PAM Top 40 under 40 (PAM is a leading independent provider of wealth management analysis).