Our team is made up of experienced forward-thinking investment experts with a wealth of market understanding, fund management history and a strong performance track record. We’ve built our reputation by being accessible, approachable and trustworthy.
Investment Team
Paul Nathan
Executive Chair of Avellemy
Paul brings over 25 years senior management experience in investments, covering operational, governance and strategy roles.
Graham Bentley
Chief Investment Officer / Avellemy board member
Graham joined the Group business as its investment committee Chair in 2018, becoming Avellemy Chair in 2020 and its Chief Investment Officer at the start of 2022.
David Morcher
Head of Investment Solutions
David joined Avellemy in early 2023 as the head of collectives research, with responsibility for the research undertaken on investments used within the Avellemy MPS and Fund range.…
Tom Broadhurst
Collectives Analyst
Tom joined Avellemy in the summer of 2021 as a Collectives Analyst to help with the fund research and management of the Avellemy fund range and model…
Shoaib Akhtar
Collectives Analyst
Shoaib joined Avellemy as Collectives Analyst in March 2023, following the acquisition of Montage Portfolio Management by Avellemy, and is part of…
Amanda Tovey
Head of Avellemy Private Wealth
Amanda joined Avellemy in May 2024 as Head of Avellemy Private Wealth.
Chris Smith
Avellemy Private Wealth Investment Manager
Chris has over 15 years of experience in Financial Services. Chris Joined Avellemy Private Wealth in 2020 and is a member of the Avellemy Investment Committee…
James Peer
Avellemy Private Wealth Investment Manager
James is an Investment Manager and is primarily responsible for investing money on behalf of High-Net-Worth private clients, deciding how portfolios are constructed…
Experienced,
Dedicated,
Passionate
with a wealth of expertise and
understanding