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Andrew Archer
Andrew Archer
+44 (020) 3207 8064

Andrew joined Vestra Wealth from UBS WM (UK) Ltd where he was an Associate Director, and fund manager of the Way Elevation Cautious Managed fund. Andrew's responsibilities at Vestra include assisting in the management of private client portfolios, unit trusts and active options accounts.

Mike Batchelor
Mike Batchelor
+44 (020) 3207 8382

Mike joined Vestra Wealth from Kleinwort Benson in London, where he was Head of Wealth Management. He has more than 20 years experience in the financial services industry, starting his career in Natwest before moving to Coutts in 1997. His previous roles have included private banking, tax structuring, corporate advice, pension consulting and various management positions.

Philip Beard
Philip Beard
+44 (020) 3207 8117

Philip joined Vestra Wealth from UBS WM (UK) Ltd and has worked in Investment Management for 10 years. He has experience in the management of discretionary and advisory private client portfolios, trusts and charities, and is a member of the Securities & Investment Institute.

David Blanc
David Blanc
+44 (020) 3207 8034

Prior to joining Vestra Wealth, David held various senior positions at UBS Wealth Management and UBS Investment Bank in the United Kingdom. Most recently he was an Executive Director and Senior Client Adviser at UBS Wealth Management in London and has over 13 years experience advising high net worth individuals with international and complex financial affairs, focusing on UK resident and non domiciled investors. David has Masters Degrees in Finance and Economics, and lectures at Bordeaux University and ESCP-EAP European School of Management.

Colin Brown
Colin Brown
+44 (020) 3207 8088

Colin was an Investment Director at UBS Wealth Management, having worked at Smith & Williamson and Barings within their Private Client department, where he managed domestic and international high net worth individual's portfolios. Colin is responsible for managing portfolios on behalf of individuals, trusts and charities.

Edward Campbell-Harris
Edward Campbell-Harris

Prior to joining Vestra Wealth, Ed was a Director and Senior Client Advisor at UBS Wealth Management for seven years managing and advising resident domiciled and resident non-domiciled clients, charities, SIPP's and Trusts. Ed has worked in the financial industry for over 25 years starting his career with Merrilll Lynch and working with other leading firms; CSFB, Schroders in Australia and London and Flemings/JP Morgan Chase before joining UBS in 2003. Between 1996-2001 he was the Branch Manager of Jardine Fleming Securities in Seoul, South Korea.

Duncan Carmichael-Jack
Duncan Carmichael-Jack

Duncan joined Vestra Wealth from UBS where he held the position of Joint-Head of UBS UK Ltd. He previously worked at investment boutique Laing & Cruickshank where he held the role of Investment Manager, having spent 5 years at Credit Suisse Asset Management as an equity fund manager. At Vestra Wealth he manages portfolios for Individuals, Trusts and Charities including a number of clients with ethical restrictions. He also manages the Elite Balanced and Elite Income Unit Trusts for which he was awarded an AA Citywire rating in 2007.

Tom Catchpole
Tom Catchpole
+44 (020) 3207 8067

Tom was made an Associate Director at UBS WM (UK) Ltd before joining Vestra Wealth. He began his career at JM Finn & Co where he became a member of the Securities Institute, having graduated from Durham University. Tom is responsible for managing portfolios on behalf of high net worth individuals.

Neil Clark
Neil Clark
+44 (020) 3207 8060

Neil manages client portfolios at Vestra Wealth having joined from UBS Wealth Management (UK) Ltd. where he was responsible for the management of an extensive private client customer base, primarily on a discretionary basis. He joined Laing and Cruickshank in 1982 having served a 4 year apprenticeship with McAnally Montgomery and was appointed an Investment Director in 1993. He was an Investment Director at UBS after its takeover of Laing & Cruickshank.

Matthew Evans
Matthew Evans
+44 (020) 3207 8402

Matthew is a former senior manager at PricewaterhouseCoopers, where he managed the financial planning team in London. In 2003, he joined John Lamb Strategies Limited to run the tax favoured investment team, where he worked closely with UBS Wealth Management in London. He is a founding partner of Vestra Wealth LLP.

Andrew Gaskell
Andrew Gaskell
+44 (020) 3207 8010

Andrew joined Vestra Wealth from UBS WM (UK) Ltd where he was employed as an Associate Director working alongside two senior Fund Managers. Andrew has obtained the Investment Management Certificate and recently became a Member of the Securities Institute. He is currently responsible for servicing and managing private client portfolios.

Julian Goodman
Julian Goodman
+44 (020) 3207 8106

Julian joined Vestra Wealth from UBS Wealth Management where he was an Executive Director managing approximately £700million in assets. Prior to UBS Wealth Management, Julian was a Partner at Scott Goodman Harris, a partnership of independent financial advisers specialising in high net worth individuals, which was sold to UBS in 2004. Julian has over 18 years experience in advising and managing high net worth individuals, specialising in clients who work within the investment banking sector.

Matthew Guy
Matthew Guy
+44 (020) 3207 8320

Having been in Wealth Management for over 15 years, Matthew joined Vestra Wealth in February 2009 from Kleinwort Benson, where he was a Director and Senior Private Banker. Prior to this Matthew spent a number of years with private client stockbroker Rensburg Sheppards. Matthews experience in pensions, taxation and trusts, enables him to advise high net worth individuals, with a focus on City Professionals, on the efficient structuring of their wealth across a range of tax strategies.

John Jopp
John Jopp
+44 (020) 3207 8120

John was a former Investment Director at UBS Wealth Management where we worked for two years managing discretionary portfolios for private clients, trusts and charities. His previous roles include managing private client portfolios at boutique private client firm Thornhill, where he was also involved in the management of the firm's in-house UK equity fund, and four years at James Capel Investment Management (latterly HSBC Investment Management. John continues to manage discretionary portfolios and sits on the Vestra Wealth Investment Committee.

David Karat
David Karat
+44 (020) 3207 8113

David's career has included being a banking lawyer at Slaughter & May, Head of Financial Institutions Group at Merrill Lynch, Head of Capital Markets at Salomon Brothers, MD Financial Institutions at BZW/ Barclays Capital and a senior partner at Deloitte responsible for Financial Institutions. He has over 30 years of legal, banking and consulting experience, creating flexible and tailored financing solutions to complex strategic and operational issues.

He created Intermezzo Capital, a business focusing on the strategic financing requirements of private equity professionals and other entrepreneurs who wish to create wealth through investing in their own businesses, which formed part of Vestra Wealth in 2009.

Jim Mackie
Jim Mackie
+44 (020) 3207 8108

Jim started his career in 1997 at James Capel Investment Management. In 2002, he joined Laing & Cruickshank which was subsequently acquired by UBS Wealth Management where Jim was appointed Associate Director. In 2006, he joined Cheviot Asset Management where he co-managed discretionary and advisory portfolios, a role he now maintains at Vestra, whilst also managing the Vestra Model Portfolios across a number of different platforms.

Francoise Marcus
Françoise Marcus
+44 (020) 3207 8033

Françoise was a Director at UBS Wealth Management for almost 5 years, having spent 5 years at JP Morgan Private Bank where she managed an extensive international base of High Net Worth individuals. She advises onshore and offshore High Net Worth individuals on a range of wealth management issues and is particularly experienced in Resident Non-Domiciled affairs, particularly International Pension Plans.

James O'Hegarty
James O'Hegarty
+44 (020) 3207 8049

James joined Vestra Wealth from Albert E Sharp (latterly Barclays Wealth) where he was head of the Pensions & Charities team based in Birmingham. Between 1993 & 1996 he was Managing Director of Asset Management for Barclays Private Banking, Hong Kong where he was responsible for pioneering the use of structured products for Barclays Private Banking worldwide. He also managed the AES UK General Unit Trust. James specialises in discretionary management for private clients, pension funds and charities.

Matthew Osobase
Matthew Osobase
+44 (020) 3207 8089

Matthew joined Vestra from Close Brothers where he was a Private Client Director in the Asset Management division advising clients on setting up Discretionary Managed portfolios, Retirement Planning and Tax Mitigation Strategies. He has previously held roles at J. Rothschild/St. James's Place, Equitable and Robert Fleming.

Charlie Parnell
Charlie Parnell
+44 (020) 3207 8109

Charlie was an Associate Director at UBS WM (UK) Ltd before starting at Vestra Wealth in 2008. He spent four years at Laing & Cruickshank before joining UBS, having worked at McKinsey & Co as a Wholesale Banking Analyst after graduating from university. Charlie currently manages discretionary and advisory private client portfolios and several large charities.

Neil Pedley
Neil Pedley
+44 (020) 3207 8044

Neil joined Vestra Wealth from UBS WM (UK) Ltd where he was an Executive Director and member of the Management Committee. Prior to this he was at James Capel & Co for more than 20 years, where he served as both deputy head of the Private Client Division and a member of its Management Committee. Neil has over 30 yrs experience in managing mandates for private clients, Trusts, SIPPs and charities, and prides himself on building long-term relationships with his clients.

Lesley Pocock
Lesley Pocock
+44 (020) 3207 8050

Lesley Pocock joined Vestra in September 2009 having previously been a Senior Private Banker at Coutts. She has over 30 years of experience in the financial world and has spent the last 20 years working in the area of private banking. She is bringing to Vestrawealth her extensive experience in managing the financial affairs of wealthy private clients.

Adam Pryce-Jones
Adam Pryce-Jones
+44 (020) 3207 8046

Adam joined Vestra in 2008, where is he responsible for managing private client portfolios, from UBS WM (UK) Ltd. Previously he worked at Jupiter Asset Management covering the mining sector and working in their private clients department, having started his career in 1997 at a firm of propriety metal traders.

Sanjay Rijhsinghani
Sanjay Rijhsinghani

Sanjay joined Vestra Wealth from UBS WM (UK) Ltd where he managed institutional funds along with private client money. Previously he was an Investment Director at Laing & Cruickshank, and manager of the OM BD technology fund at Brewin. Sanjay specialises in managing global investment mandates with multi asset class solutions, and has developed the capability to provide a personalised options trading facility for private clients.

Colleen Robinson
Colleen Robinson
+44 (020) 3207 8103

Colleen joined Vestra from UBS WM (UK) Ltd having previously been at Laing & Cruickshank and Credit Suisse. She has worked at Morgan Grenfell (Deutsche Bank) working in both the International Public Sector and Corporate Finance, and at Greig Middleton. Colleen began her career in the Foreign & Commonwealth Office serving in London, Kuwait and Turkey. Currently, she manages discretionary portfolios for private clients and charities.

David Scott
David Scott
+44 (020) 3207 8080

David is a former managing director of UBS in London, where he headed up both the high net worth wealth management and the stockbroking divisions in the UK. Before UBS, he co-founded and was Managing Partner of Scott Goodman Harris, a boutique advisory business that was acquired by UBS in 2004. David is Managing Partner of Vestra Wealth LLP.

Andy Sims
Andy Sims
+44 (020) 3207 8054

Prior to joining Vestra Wealth he was Director at UBS managing discretionary and advisory portfolios on behalf of individuals, charities and trusts. He has over 20 years experience assisting and being directly responsible for managing private client, charity and trust investment portfolios at Quilter Goodison and later Laing & Cruikshank (now UBS Wealth Management UK Ltd).

Ben Snee
Ben Snee
+44 (020) 3207 8403

Ben joined Vestra Wealth from UBS where he was an executive director and senior client adviser. He joined boutique advisory business Scott Goodman Harris in 2003. Scott Goodman Harris subsequently merged with UBS, having trained at PricewaterhouseCoopers in the private client division, specialising in portfolio construction and asset management for high net worth clients. Ben's qualifications include FPC 1, 2 and 3, AFPC (G10, G20, SV1, Pensions etc.) and IMC. He is a founding partner of Vestra Wealth LLP.

Will Townrow
Will Townrow
+44 (020) 3207 8384

Will joined Vestra from Merrill Lynch Global Wealth Management where he assisted with the development of their UK focused business focusing on High Net Worth clients, requiring a broad range of wealth structuring and investment solutions. Prior to Merrill Lynch, Will worked at Barclays Wealth for nine years, focusing on developing their Advisory Stockbroking business, servicing UK domiciled individuals.

Jenny Tozer
Jenny Tozer
+44 (020) 3207 8032

Jenny joined Vestra Wealth from Equity Invest where she was responsible for investment strategy and senior adviser to UK resident and non domiciled high net worth individuals. Jenny specialises in global asset allocation and portfolio construction, with a particular emphasis on advising female clients. Prior to Vestra Wealth, Jenny's 20 years financial services experience includes asset management consulting and advisory work with Booz Allen & Hamilton and stockbroker ABN/Hoare Govett.

David Turner
David Turner
+44 (020) 3207 8066

Prior to Vestra Wealth David was an Investment Manager at UBS WM (UK) Ltd specialising in discretionary management. His experience within the Wealth Management sector include Investment Manager at Laing & Cruickshank, Senior Investment Director at James Capel & Co (latterly HSBC Investment Management) and Investment Director at Allied Dunbar & Co Ltd. David specialises in discretionary management for private clients, SIPPs/SSASs, trusts and small company portfolios.

Chris Verran
Chris Verran
+44 (020) 3207 8100

Chris was an Investment Director at UBS WM (UK) Ltd prior to joining Vestra Wealth, where he was responsible for over £200m of investment portfolios, providing discretionary management and advice to a range of clients, including private clients, family trusts and small charities.

Zoe Vucicevic
Zoë Vucicevic
+44 (020) 3207 8035

Before joining Vestra Wealth, Zoë spent 8 years in private banking, working for UBS and Bank of Scotland. At UBS she advised high net worth individuals, trusts and SMEs on investment solutions and tax efficient structures (including tax mitigating schemes, personal and company pensions). In addition she provided investment advice to resident non domiciled individuals and off shore trusts. Zoë holds qualifications in investment management and financial planning.

Richard Wayne-Wynne
Richard Wayne-Wynne

Richard was an Investment Director, at UBS WM (UK) Ltd prior to joining Vestra, managing a variety of Private Client portfolios. He has enjoyed roles at Laing & Cruickshank, Credit Suisse and Robert Fleming & Co and is experienced in managing high-net worth private client portfolios.

James Wenyon
James Wenyon
+44 (020) 3207 8418

James joined Vestra Wealth from UBS Wealth Management where he was a Director and Senior Client Advisor for eight years. Prior to joining UBS he was an equity partner at Chase de Vere Investments. He has over 18 years of experience in advising high net worth individuals and specialises in advising and managing portfolios of individuals who are UK Resident, both Domiciled and Non Domiciled. Before embarking on a career in the Financial Services sector James worked for the UK Ministry of Agriculture as a Business Management Consultant advising UK farmers on all aspects of their trading enterprises.

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