| Product / Service |
Name |
Telephone |
E-mail |
More Information |
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PEPs & ISAs
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Andrew Graham |
020 7318 6311 |
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Click here |
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Jonathan Wallis |
01590 682 605
07932 164 166 |
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Click here |
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Alan Saunders |
020 7318 6340 |
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Click here |
Unit Trusts & Investment Trusts
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Andrew Graham |
020 7318 6311 |
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Click here |
Tax Shelter Investments
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Richard Allen |
020 7318 6304 |
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Click here |
Hedge funds
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Odi Lahav |
020 7318 6315 |
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Click here |
Wealth Management & Market comment
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Alan Saunders |
020 7318 6340 |
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Click here |
Wealth Management
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Jason Day |
020 7318 6337 |
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Click here |
General Enquiries
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Anthony Yadgaroff |
020 7318 6300 |
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Click here |
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"Affluenza"
Counselling |
Ronit Lami |
020 7318 6312 |
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Click here |
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Alan Saunders MA (Cantab)
Alan graduated from Cambridge University with a double first in
Economics in 1970. During his 30 year career in financial markets and
international industry he has been a stockbroker and partner at Simon
and Coates, Chief Economist for Royal Dutch Shell, Investment Director
for Lazards and Deputy to the Chief Executive and overall Head of
Discretionary and Advisory Investment Management of UBS Private
Banking in London. Most recently, he has been appointed independent
advisor to the Trustees of National Grid Centrica pension fund
(formerly British Gas). |
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Andrew Graham MA (Cantab)
Andrew graduated from Downing College, Cambridge with a BA (Hons)
Classics. He has worked at Audley James & Co Ltd. Stockmarket and
Derivatives Advisory Service and as an investment
consultant at
Flemings and Save & Prosper. He holds the Advanced Certificate in
Investment Portfolio Management. |
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Anthony Yadgaroff
Anthony started in the City in 1966 and was formerly an equity analyst
and small pension fund manger. He established Allenbridge in 1985 to
provide a performance measurement and fund management selection
service for the wealth management industry. Today, Allenbridge has
an extensive team of professionals, including five actuaries and 3
PhDs. Anthony is a member of the Wealth Management Forum and is on
the judges of the prestigious Private Asset Management (PAM) awards. |
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Richard Allen BA (Hons), MSI
Richard graduated from The Nottingham Trent University in 1999 with a BA (Hons) in Financial Services. He joined Rensburg plc as an advisory private client investment manager, following which he helped manage discretionary private client portfolios with HSBC Investment Management. Richard is a Member of the Securities Institute and the Director of Tax Shelter Research at Allenbridge. |
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Odi Lahav
Odi Lahav graduated from the University of the Witwatersrand in Johannesburg, South Africa with a BSc in Actuarial Science and Mathematical Statistics. He spent the next several years working in Pension and Investment Consulting at Alexander Forbes in Johannesburg and Mercer HR and Investment Consulting in Toronto, Canada. While at Mercer he was involved in consulting to pension funds on: liability valuation requirements, asset allocation, and asset liability modelling. Odi left Mercer to join OSFI, the financial institutions regulator in Canada, where his role was supervising multi-national insurance companies with a focus on investment policy, asset liability management, and overall risk management and corporate governance.
Credit Markets
and the Role of Financial Innovations in Risk Management” was
published in March 2000. |
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Jason C Day MA (Hons)
Jason
has worked as a fee-based adviser in an established
London Law firm where he provided Wealth Management solutions for City
partners, barristers and media professionals. He also provided
specialist trust and trustee investment advice for personal injury
cases. More recently, he worked for Deloitte & Touche Private Clients
in the City, where he specialized in Portfolio Management for UK &
overseas investors, trustees and pension schemes. He holds the
Securities Institute Private Client Investment Advice & Management
qualification. |
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Jonathan Wallis BSc FIA
Jonathan Wallis qualified as a Fellow of the Institute of Actuaries
in 1975, having graduated in Mathematical Statistics from the University
of Birmingham. His initial career was spent in the investment department
of Britannic Assurance, and he subsequently became General manager
of a newly formed friendly society before moving into private client
investment management. He spent a number of years as Investment Director
of Minet Consultancy Services Ltd. before leaving to become a director
of Investment Research of Cambridge. He has wide-ranging experience
of the investment markets and is a Member of the Society of Technical
Analysts. |
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Ronit Lami MSc PhD
Dr Ronit Lami is a Personal Growth and Development psychologist who
specialises in "Affluenza and Wealth". She is a member of
the British Psychological Society. She holds a Hypnosis certificate
and is an expert in relaxation and stress management techniques. She
focuses on helping people overcome emotional and behavioural difficulties
caused by their wealth. She believes that there are some primary insights
- her PhD research identifies twelve - that can give clients the ability
to master their concerns and get on with their lives. Dr Lami has
appeared on British television and was interviewed in the Financial
Times. Her book and professional articles about the psychology of
Wealth and Affluenza are due out soon. |
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