People & Contacts
Each client benefits from the experience of the team as a whole. We are always open to a discussion to see if we can help.
Chris Tottle
+44 (0)20 3393 1044
+44 (0)7818 063687
chris.tottle@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.
Alice Rooney
Alice is an administrative assistant at JTFM. She supports the team with quarterly reporting and the development of marketing materials.
Alice holds a Bachelor’s in Video Game Art.
Ana Maria Serrano
+44 (0)20 3393 1044
+44 (0)7470 825456
ana-maria.serrano@jtfm.co.uk
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 Thomas
+44 (0)20 3393 1044
+44 (0)7775 396 179
belinda.thomas@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.
Harvey is an analyst at JTFM. He works with all members of the team, supporting them with ongoing monitoring and consolidated reporting.
Harvey holds a Bachelor’s in Economics and Finance and is an Associate member of the Chartered Institute of Securities and Investment.
Jane Kenyon
+44 (0)20 3393 1044
+44 (0)7815 808663
jane.kenyon@jtfm.co.uk
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.
Kevin Kuriakose
+44 (0)20 3393 1044
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.
Mark Precious
+44 (0)20 3393 1044
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.
Olivia Hancock
Olivia is a director at JTFM and works with clients on all aspects of the service that JTFM can provide. She sits on the investment committees of a number of family offices and charities. She is particularly experienced at navigating situations where there are multiple stakeholders with differing interests and views.
Prior to joining JTFM, Olivia started her career at Lloyds Bank and went on to hold senior investment management positions at Schroders and Lord North Street Private Investment Office where she was Managing Director. She co-ordinated the successful sale of that business to the multi-family office, Sandaire where she took a role as Director.
Richard Jennings
+44 (0)20 3393 1044
+44 (0)7786 918847
richard.jennings@jtfm.co.uk
Prior to founding JTFM Richard was a director at a number of investment management firms including Schroders, GAM and Rothschild Wealth Management. He has worked in the City for over 30 years.
Richard is a Fellow of the Chartered Institute of Securities and Investments, a Chartered Wealth Manager and has completed the Investment Management Programme at The London Business School. He holds a degree in Business Studies.
Sam Hoyland
+44 (0)20 3393 1044
+44(0) 7833 777249
sam.hoyland@jtfm.co.uk
Sam is an analyst at JTFM. He provides support to client projects with a focus on ongoing monitoring and consolidated reporting.
Sam holds a Master’s in Economics and Finance and is an Associate member of the Chartered Institute of Securities and Investment.
Sarah Wild
+44 (0)20 3393 1044
+44 (0)7818 157546
sarah.wild@jtfm.co.uk
Sarah Wild is an associate director at JTFM. She works with clients on all aspects of the service we provide with a particular focus on ongoing monitoring and consolidated reporting.
Prior to joining JTFM, Sarah worked within both the investment consulting and asset management sectors. She has a BSc in Natural Sciences from Durham University, is a part-qualified actuary and holds both the IMC and the Investment Advice Diploma.
Full details can be found at their website www.financial-ombudsman.org.uk