Meet the investment team -
a wealth of experience

BIOGRAPHY

Anthony formed Allenbridge in 1984 to provide independent performance analysis, conflict free research and unbiased advice to clients. Prior to forming Allenbridge, Anthony was a former equity analyst and managed several smaller pension funds' assets and started his career in the family's commodity trading business - in the City of London in 1966. He is non-executive director of Anglo-Pacific Plc and serves on the boards of several charities and non-profit organizations.

BIOGRAPHY

Ken is a Fellow of the Institute of Actuaries and qualified in 1965. In 1970 he joined stockbrokers Laurie, Millbank & Co and was Deputy Senior Partner when they were taken over by Chase Manhattan Bank in 1986. In 1988 he joined Frank Russell Company – a leading consultant for manager selection for pension funds – with whom he held Managing Director and consultant roles. Most recently he has been Chairman of FTSE International Bond Index Committee and Past Chairman of the Investment Council of The National Association of Pension Funds (NAPF).

BIOGRAPHY

Jason joined Allenbridge in 2001 from Deloitte & Touche Private Clients in the City. His expertise is fund analysis and portfolio construction and he manages a wide range of investor portfolios. He is also co-manager on the Allenbridge Strategic Alpha Fund with Jonathan Wallis. Jason has contributed a number of articles to the financial press and has had letters published in the Financial Times and Investment Adviser.

BIOGRAPHY

Andrew graduated from Downing College, Cambridge with a MA (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.

BIOGRAPHY

Conrad Montford was formerly at Citi Bank, which he joined in 2006 as a director and senior private banker. Prior to Citi, he had over twenty years experience in the wealth management sector at senior levels in Sagitta Asset Management, Credit Suisse private banking, Fleming Family & Partners, and Deloitte, whose London-based private client business he headed. Conrad was a member of the inaugural PAM (Private Asset Management) Panel.

BIOGRAPHY

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.

Alan is currently the independent adviser to Dorset County Council pension fund and chairs the Investment Committee of Hays Group plc pension fund where he is a trustee. He is also an independent trustee of the ICL Fujitsu pension fund. Outside the world of pension funds, he is the Senior Investment Director of the JP Morgan Emerging Markets Investment Trust and sits on the Client Board of ING Real Estate Asset Management.

BIOGRAPHY

Jonathan 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.