People & Contacts

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 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 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 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.

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 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.

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 is a director and co-founder of JTFM. He works with clients on all aspects of the service JTFM can provide. Richard acts as trustee and is a director of a number of our clients’ investment companies.

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 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 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.