Greater than the tread of mighty armies is an idea whose time has come
Ben has 13+ years’ experience in financial services having held senior management positions at both Asset Management and Wealth Management organisations. Ben joined the business that became Tavistock Wealth (Blacksquare) in the summer of 2007. During this time he was a Director and Head of Research. Responsibilities within Tavistock have included Group business development, providing support to all Group advisers and conducting due diligence on a number of acquisitions. He holds a B.A in Business Management from Leeds University Business School.
Chief Investment Officer
John Leiper is the Chief Investment Officer of Tavistock Wealth and carries direct responsibility for all investments in the Centralised Investment Proposition at the firm. Together with the research and investment team, he manages the ACUMEN Portfolios and the Tavistock PROFILES. John has more than 10 years’ experience in financial markets having previously worked in a variety of roles at RBS, Morgan Stanley and Credit Suisse. John holds a BSc degree in Economics from Warwick University and an MSc degree in Economic History from the London School of Economics. John Leiper is a CFA ® charterholder.
Greg is the Compliance Director at Tavistock Wealth and joined the Tavistock Investments Group via our first acquisition in 2014. During his career he has held compliance roles in both Advisory and Wealth Management businesses. Now supporting all areas of the Investment Management business, with particular focus on the establishment and on-going compliance control of our Investment Management products and services, whilst providing liaison between our regulated Group entities.
Business Development Director
Steve is the Business Development Director for Tavistock Wealth. Steve has over 20 years’ experience in financial services and spent over a decade at Barclays Wealth managing private client portfolios, before becoming Investment Director for PB Financial Planning (PBFP) in 2010. He joined the Group in 2016 with the acquisition of PBFP, serving as an Investment Consultant and Head of Adviser Support. Steve holds an MA in International Political Economy from the University of Leeds, as well as Chartered Wealth Manager status with the CISI where he is also a Chartered Fellow.
Senior Business Development Manager
Mo is responsible for promoting the Tavistock Wealth offering to IFAs outside of the Tavistock Group. He has worked in Financial Services for 16 years across mortgage lenders, mortgage brokers and insurance companies. Most recently, Mo worked at Zurich for 9 years as a Business Development Manager, where he was highly successful due to the mutually beneficial relationships he built with advisory firms around the country. At Zurich, Mo successfully helped numerous advisory firms transition and thrive in the new post-RDR world. He holds the CII Diploma in Financial Planning, J10 Discretionary Investment Management and J11 Wrap and Platform Services as well as other qualifications. He is working towards Chartered status.
Senior Portfolio Manager – Fixed Income
Senior Portfolio Manager – Equites
Head of Trading – FX & ETFs
Portfolio Manager – Physicals
Portfolio Manager – ESG
Business Development Associate
Investment Product Specialist
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