Greater than the tread of mighty armies is an idea whose time has come
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.
Ben is responsible for Business Development at Tavistock Wealth, providing support to Tavistock Advisers as well as promoting the Tavistock Wealth offering to external IFAs. Ben has 10 years’ experience in financial services having held senior management positions at both Asset Management and Wealth Management organisations. At Blacksquare Ben was a Director and Head of Research. At Towry Ben was responsible for implementing the Towry Advisory Proposition as well as conducting due diligence on a number of acquisitions. He holds a B.A in Business Management from Leeds University Business School.
Andy was appointed as Compliance Director and Money Laundering Reporting Officer for Tavistock Wealth in June 2017. He has worked in financial services for over 30 years, predominantly in the network arena, spending the last 15 years with Lighthouse Group Plc as Regulatory Director. He holds the PFS diploma.
Head of Adviser Support
Steve is responsible for providing investment support to all Tavistock Advisers. Steve has over 20 years’ experience in financial services, spending over a decade at Barclays Wealth managing private client portfolios for individuals through to Charities and Trusts. In 2010 Steve joined PB Financial Planning Ltd (PBFP) where he was Investment Director responsible for PBFP’s Discretionary Model Portfolio Service and assets worth £170m. Steve holds an MA in International Political Economics 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
Business Development Associate
The value of an investment in the ACUMEN Portfolios or Tavistock PROFILES may fall as well as rise. Past performance should not be seen as an indication of future performance.
Tavistock Wealth Limited is registered in England and Wales (company number 7805960) and authorised and regulated by the Financial Conduct Authority (FRN 568089).
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