Team

Alex is an analyst at JTFM. He assists in ongoing project work and supports a broad range of clients through investment research, portfolio monitoring and reporting.

Alex holds a BSc in Economics and Business Management and is an Associate member of the Chartered Institute of Securities and Investment (CISI).

Direct: +44 (0)20 3961 1860

Email: alex.hughes@jtfm.co.uk

Alice is an administrative assistant at JTFM. She supports the team with quarterly reporting and the development of marketing materials.

Alice holds a BA in Video Game Art.

Direct: +44 (0)20 3961 1861

Email: alice.rooney@jtfm.co.uk

Ana is an Associate Director at JTFM. She is responsible for all the administrative related matters of the business.

Prior to joining JTFM she was Administrative Manager at Capital Group where she managed the sales and marketing support teams and supervised the implementation of all administrative processes. With over 25 years of UK and international experience in administration roles, Ana has dedicated her career to facilitating organisational improvement with a drive to upgrade and improve critical processes and working practices across companies.

Direct: +44 (0)20 3961 1862

Email: ana-maria.serrano@jtfm.co.uk

Belinda is a director of JTFM with a specific focus on client reporting and ongoing manager monitoring.

Prior to joining JTFM Belinda was a partner at an alternative investment manager where she held a variety of senior management positions. Her responsibilities encompassed investor relations, fund raising, client reporting and product governance. Preceding this role she managed multi asset class portfolios for individuals, trusts and charities at Schroders Private Bank.

Belinda is a Chartered Fellow of the Chartered Institute of Securities and Investments, holds the Securities Institute Diploma and qualified as an accountant with PwC.

Direct: +44 (0)20 3961 1863

Email: belinda.thomas@jtfm.co.uk

Chris is CEO and co-founder of JTFM. He advises families, entrepreneurs, family offices and charitable foundations, assisting them with setting investment policy, selecting managers, and monitoring portfolios. He has extensive experience working with entrepreneurs and business owners on their investment and wealth management issues. He sits on a number of family investment committees.

Prior to joining JTFM, Chris held senior positions at a number of investment management firms. He ran multi asset class portfolios at Schroders; held senior client relationship responsibilities at specialist hedge fund investor GAM; and gained private equity and business management experience at a private markets boutique.

Chris is a Fellow of the Chartered Institute of Securities and Investments, holds the Securities Institute Diploma and is a Chartered Wealth Manager. Chris has held non-executive directorships in a range of businesses, and sat on the board of a London Stock Exchange-listed investment trust.

Direct: +44 (0)20 3961 1864

Email: chris.tottle@jtfm.co.uk

Cordelia Bowdery is a Director at JTFM. She works closely with private clients, families and charities, assisting them with investment policy, manager selection, and monitoring portfolios.

Prior to joining JTFM, Cordelia was an Investment Partner at Navera Investment Management, where she managed discretionary portfolios. Before that, she advised private clients at Rothschild Private Wealth, having begun her career at Killik & Co in 2007.

Cordelia is a Fellow of the Chartered Institute for Securities & Investment and holds an MA (Oxon) in Philosophy and Theology from the University of Oxford. Cordelia sits as a Non-Executive Director for an insurance investment adviser and volunteers with an international not-for-profit, advising them on their investment portfolios.

Direct: +44 (0)20 3961 1871

Email: cordelia.bowdery@jtfm.co.uk

Harvey is an analyst at JTFM. He provides support to a broad range of clients, from assisting in project work to ongoing monitoring and consolidated reporting. He has a particular interest in sustainable investing and ESG.

Harvey holds a BSc in Economics and Finance and is an Associate member of the Chartered Institute of Securities and Investment (CISI), holding the Investment Advice Diploma.

Direct: +44 (0)20 3961 1865

Email: harvey.sarson@jtfm.co.uk

Jane is a director and acts as Chief Operating Officer at JTFM.
Prior to joining JTFM Jane was a solicitor and a partner and head of department in two large regional law firms. She is now non practicing.

Direct: +44 (0)20 3961 1866

Email: jane.kenyon@jtfm.co.uk

Katie is an analyst at JTFM. She assists with client reporting and ongoing manager monitoring, as well as supporting work with a broad range of clients.

Katie holds a BA in History and is an Associate member of the Chartered Institute of Securities and Investment (CISI).

Direct: +44 (0)20 3961 1867

Email: katie.waller@jtfm.co.uk

Kevin is a Business Intelligence Developer at JTFM.

Prior to joining JTFM, Kevin worked as an Economics Researcher and Data Analyst. He holds an MA in Quantitative Economics and a MSc in Data Analytics.

Direct: +44 (0)20 3961 1868

Email: kevin.kuriakose@jtfm.co.uk

Mark is a consultant at JTFM with a particular focus on private markets.

Prior to joining JTFM, Mark worked in investment management for over 20 years. He was a Managing Director with UBS having been head of global emerging market equity strategy and subsequently co head of global equity market strategy. He then worked as a senior manager and head of equity research at the quantitative fund manager, Winton Capital. Mark has a PhD in economics and has also worked for HM Diplomatic Service and the IMF.

Richard is co-founder of JTFM.

Prior to founding JTFM Richard was a director at a number of investment management firms including Schroders, GAM and Rothschild Wealth Management.

Sam is an analyst at JTFM. He provides support to a broad range of clients, from assisting in project work to ongoing monitoring and consolidated reporting. He has a particular interest in private markets.

Sam holds a MSc in Economics and Finance and is an Associate member of the Chartered Institute of Securities and Investment (CISI), holding the Investment Advice Diploma.

Direct: +44 (0)20 3961 1869

Email: sam.hoyland@jtfm.co.uk

Sarah Wild is a Director of JTFM working with a range of private clients, charities and endowments with a particular focus on manager selection, ongoing manager monitoring and client reporting.

Prior to joining JTFM, Sarah worked within both the institutional investment consulting and asset management sectors working with UK pension funds. She has a BSc in Natural Sciences from Durham University, is a part-qualified actuary and holds both the IMC and the CISI Investment Advice Diploma.

Direct: +44 (0)20 3961 1870

Email: sarah.wild@jtfm.co.uk