People & Contacts

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. He has a particular interest in equity markets.

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

Alice is an administrative assistant at JTFM with a particular focus on compliance support. She assists the team with quarterly reporting and the development of marketing materials.

Alice holds a Bachelor’s in Video Game Art and is a student member of the Chartered Institute of Securities and Investment (CISI).

Ana Maria Serrano is an Administrative Manager 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.

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.

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.

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.

Katie is a trainee 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 a student member of the Chartered Institute of Securities and Investment (CISI).

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.

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.

Sarah Wild is a director of JTFM working with a range clients on all aspects of our service with a particular focus on 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.