TROY ASSET MANAGEMENT - Key Persons
Job Titles:
- Executive Assistant
- Executive Assistant / Bio
Alexa is Executive Assistant to Sebastian Lyon and Francis Brooke. She joined Troy Asset Management in October 2019.
Before joining Alexa worked as an Investor Relations Associate at Numis Securities where she was responsible for clients in the Financial Services, Insurance, Investment Funds, TraveI & Leisure and Healthcare sectors. Prior to Numis, she spent over 4 years at Ninety One (formerly Investec Asset Management) working as an Executive Assistant. Alexa graduated in 2006.
Job Titles:
- Investment Analyst
- Investment Analyst / Bio
Aniruddha is an Investment Analyst and has the responsibility of the analysis of global companies and their selection for Troy's portfolios.
Aniruddha joined Troy in September 2019 on an internship before becoming an permanent member of the investment team in January 2020. He holds a B. Eng. degree from the University of Pune and an MPhil Finance and Economics from the University of Cambridge.
Job Titles:
- Business Development / Bio
Antonia helps manage UK investor relationships.
She joined Troy Asset Management in March 2019 from Aberdeen Standard Investments, where she was marketing manager on the investment trust team. Antonia graduated from the University of Leeds in 2012 and has passed her IMC.
Job Titles:
- Senior Fund Manager / Bio
Blake is Manager of the Trojan Income Fund and Co-Manager of Troy Income & Growth Trust.
Blake joined Troy in 2019 from Investec Asset Management where he was lead manager on the UK Equity Income fund and co-manager on the Global Quality Equity Income Fund. Prior to that, Blake managed retail and institutional UK equity funds at Columbia Threadneedle. Blake holds a MA Hons in Economics and Politics from the University of Edinburgh.
Job Titles:
- Assistant Fund Manager of the Trojan Fund
- Senior Fund Manager / Bio
Charlotte is the Assistant Fund Manager of the Trojan Fund and Personal Assets Trust and Fund Manager of the Trojan Ethical Fund, with responsibility for multi-asset coverage and the analysis of global companies and their selection for Troy's portfolios.
Charlotte joined Troy in 2013 from Ruffer Investment Management, where she worked as an Investment Associate. Graduating from Cambridge with an MA in Modern Languages, Charlotte holds the CISI Diploma and is a CFA Charterholder.
Chloe supports the Business Development team managing investor relationships.
She joined Troy Asset Management in November 2020 from Natixis Investment Managers, where she worked as sales support for the Northern Europe sales team. Chloe graduated from the University of the West of England in 2017, with BA in Politics and International Relations.
Job Titles:
- Non - Executive Director
- Chairman of Landsec
- Non - Executive Director / Bio
Cressida is Chairman of Landsec, and has spent over 20 years in the principal investment industry, first with 3i Group plc and more recently with Canada Pension Plan Investment Board.
While at 3i she co-founded the infrastructure business, and ran 3i Infrastructure, from 2009-2014. From 2014-2018 Cressida led CPPIB's global infrastructure investment business, managing a portfolio of c. $20 billion in unlisted investments. She has sat on the Boards of several investee companies, including Anglian Water Group and Associated British Ports. She became a non-executive on Landsec's Board in 2014, and Chair in July 2018.
Job Titles:
- Risk and Attribution Analyst
Elena holds a BSc in Mathematics and two MSc in Quantitative Finance and Financial and Insurance Mathematics respectively from University of Bologna and Ludwig Maximilian University of Munich.
Job Titles:
- Fund Manager
- Assistant Manager of the Trojan Income Fund
- Fund Manager / Bio
Fergus is the Assistant Manager of the Trojan Income Fund and Troy Income & Growth Trust and has responsibility for the analysis of global companies and their selection for Troy's portfolios.
Joining Troy in 2017 following an internship, Fergus holds a BA in Biological Sciences and a doctorate in Zoology (Biomechanics) from Oxford University. Fergus is a CFA Charterholder.
Job Titles:
- Vice Chairman
- Vice Chairman / Bio
He joined Troy in June 2004 and launched the Trojan Income Fund later that year. He was appointed manager of Troy Income & Growth Trust in July 2009. In December 2021 Francis relinquished his fund management responsibilities and took up a new position of Vice Chairman. Francis began his career in 1986 at Kleinwort Benson Securities and then joined Foreign & Colonial Management Ltd in 1989, where he was appointed Director in 1995. From 1997 to 2004 he worked for Merrill Lynch Investment Managers as a Director, managing over £1.5 billion of UK Equities. Francis gained his MA in Politics from Edinburgh University and holds the ASIP qualification. He is an Associate Member of the CFA Society of the UK.
Job Titles:
- Business Development Director
- Business Development Director / Bio
- in 2009 As Head of Business Development
Fritz joined Troy Asset Management in 2009 as Head of Business Development, to manage existing investor relationships and identify new business opportunities. He was promoted to the Board in 2017.
He began his career with Odey Asset Management, spending four years on the trading desk before moving to sales and marketing where he dealt with UK investors. Fritz completed the Management Acceleration Programme at INSEAD in February 2015 and graduated from Edinburgh University in 2002.
Job Titles:
- Head of Research
- Investment Director
Gabrielle is responsible for Troy's Global Equity Strategy and is Head of Research. Gabrielle was promoted to the board in 2020. She is the Co-Manager for the Trojan Global Equity Fund and Fund Manager for the Electric & General Investment Fund.
Gabrielle has 29 years' investment experience, has managed global equity portfolios since 2001 and European portfolios since 1998. Joining Troy at the end of 2011, previously Gabrielle was a Senior Managing Director at Lazard Asset Management where she worked for 17 years and was responsible for Global and European portfolios. Gabrielle graduated from University College Dublin gaining a BA in History and Economics and an MA in Economics. She holds the ASIP qualification and is an Associate Member of the CFA Society of the UK. Gabrielle was appointed to the Board of Witan Investment Trust in August 2019 and is a Trustee of the charity Launch It.
Job Titles:
- General Counsel
- General Counsel / Bio
George joined Troy Asset Management in September 2014 as Head of Legal, and in 2017 was appointed Company Secretary.
Having completed his training with Simmons & Simmons, George then spent over six years working in the firm's financial services group in both London and Hong Kong. He graduated from The University of Durham in 2003 and qualified as a solicitor in 2008.
Job Titles:
- Senior Fund Manager / Bio
George is the Co-Manager of the Trojan Global Equity Fund. He is responsible for the analysis of global companies and their selection for Troy's portfolios.
George joined Troy in June 2012 from Rathbone Brothers, where he worked as an Assistant Fund Manager for the unit trust business. George graduated in 2006 from King's College London with a first class honours degree in History. He is a CFA Charterholder.
Job Titles:
- Risk and Attribution Manager
Graeme joined Troy Asset Management in October 2018 to manage the risk and attribution function.
Prior to this he was the Head of Risk at TT International, a global asset manager specialising in both long-only equity and alternative strategies. Graeme joined TT International in 2010 from Fidelity International, where he began his career after graduating from the University of Cambridge with an MEng in Mechanical Engineering in 2006. Graeme is a CFA Charterholder.
Job Titles:
- IT Manager
- IT Manager / Bio
Graham joined Troy Asset Management in July of 2014 as IT Manager.
Graham began his career in IT within the Aerospace industry in 1997 and has since gained over 23 years IT experience in a wide range of environments and roles, including working in Iraq for the Ministry of Defence, where he earned the Iraq Campaign Medal.
Job Titles:
- Business Development / Bio
Henry manages institutional and international investor relationships. He joined Troy Asset Management, from Harrington Cooper, in March 2015 to focus on business development in Europe.
He began his career at Western Asset Management, before moving to Neptune Investment Management, where he spent nearly four years as part of a team responsible for their European Business. Henry graduated from Newcastle University in 2004 and has passed his IMC.
Job Titles:
- Senior Accountant
- Senior Accountant / Bio
Hetal joined Troy Asset Management in September 2016.
Before joining, Hetal previously worked at RSM (Formerly Baker Tilly Tax and Accounting Limited) as a Management Account where she also trained. Hetal graduated from Aston University in 2011 and qualified as a Chartered Certified Accountant in 2015.
Job Titles:
- Senior Fund Manager and Head of RI
Hugo is Co-Manager of Troy Income & Growth Trust. He is Manager of the Trojan Ethical Income Fund and has charge of Troy's Responsible Investment processes.
Hugo joined Troy in 2009 from Kleinwort Benson, where he was an equity analyst. Hugo gained his MA in Geology from Oxford University in 1999, following which he spent five years serving with the Scots Guards. He holds the CISI Diploma and is a CFA Charterholder.
Ian has over 20 years experience in financial services with knowledge across a wide range of operational roles. Most recently, Ian spent 8 years holding a senior position within the fund operations area at Odey Asset Management.
Isabel graduated in 2007. She started her career working on the employee trading desk in Private Wealth Management at Morgan Stanley, where she traded for employees, including High Net Worth individuals. Isabel has completed the CISI Certificate in Investments.
Job Titles:
- Non - Executive Director
- Founding Member of Findlay Park Partners LLP
James Findlay is a founding member of Findlay Park Partners LLP and advises Anthony Kingsley (CIO) on investment strategy for the Findlay Park American Fund.
Prior to founding Findlay Park, James worked at Foreign & Colonial as a portfolio manager, focusing on US companies from 1985, as lead manager of the F&C American Smaller Companies Fund. James began his investment career in 1978 at Hoare Govett.
James is the Senior Fund Manager responsible for the Trojan Global Income Strategy. He has 23 years' investment experience, and has managed global equity portfolios since 2002. James is manager of the Trojan Global Income Fund, co-manager of the Trojan Ethical Global Income Fund and was awarded management of Securities Trust of Scotland plc in November 2020.
Joining Troy in 2016 to establish the Trojan Global Income Fund, James was previously a Fund Manager at Newton Investment Management where he established and managed the Newton Global Income Fund. He was also the alternate manager on the Newton Real Return Fund. Under James's management, the Newton Global Income fund grew to c. £4.5bn in AUM and was first in its sector over 10 years. James graduated from Bristol University with a BSc in Politics, before completing his Masters in Finance at the London Business School. He holds the ASIP qualification and is an Associate Member of the CFA Society of the UK.
Jan was Chairman of Merrill Lynch International Debt Capital Markets for 10 years.
He had previously been Head of Global Debt Origination at Dresdner Kleinwort Benson which had acquired the credit research boutique Luthy Baillie which he had co-founded in 1990. Prior to that he worked for 12 years at Lehman Brothers where he was a member of the Executive Management Committee in Europe.
On secondment from TiG Data Intelligence, Karan joined the IT Team in January 2020.
Before joining Karan previously worked on the Service Desk at MMRIT for 3 years.
Marc is an Investment Analyst working on the multi-asset mandates, with responsibility for analysis of global companies and their selection for Troy's portfolios.
Marc joined Troy in June 2019 from RWC Asset Management, where he worked as an Investment Analyst. Marc holds a BEng in Electromechanical Engineering and a PhD in Electronic and Electrical Engineering from Southampton University. Marc is a CFA Charterholder.
Melissa joined Troy Asset Management in November 2021 from Privium Fund Management where she worked within the Compliance team.
Melissa started her career in investment management compliance in 2016 having graduated from King's College London with a degree in French and subsequently completing her Graduate Diploma in Law at BPP Law School in 2014.
Prior to joining Troy, he began his career at AIS Europe Limited before moving to RAB Capital. Michael graduated from Rhodes University in 2008 with a first class honours degree in Economics and a first class masters degree in Financial Markets. He has completed the CFA Investment Management Certificate and the Johannesburg Securities Exchange Registered Persons Examinations.
Michael is an investment specialist on the Multi-Asset Strategy. Michael joined the Business Development Team at Troy in May 2016 from Veritas Investment Management where he worked as an Assistant Portfolio Manager.
Michael graduated from Dublin Business School with a BA (hons) in Business Studies in 2005. Michael holds a Masters in Wealth Management from the Chartered Institute of Securities & Investments and the IMC.
Nick joined Troy Asset Management in November 2016 as Operations and Systems Manager.
Nick began his career in financial services in 2007 at Neptune Investment Management. He spent seven years here progressing through a variety of roles in Fund Operations before moving onto Miton Group in 2014 running their Middle Office. He graduated from the University of Sussex in 2006 with a degree in Economics.
Job Titles:
- Chief Operating Officer
- Member of the Executive Committee
Nick Hughes joined Troy Asset Management in May 2021 as Chief Operating Officer and a member of the Executive Committee.
He has over 20 years of experience working in institutional Asset Management. Joining from Global Equity boutique Velanne Asset Management (an Associate firm of Silchester International Investors) where he was CFO/COO, prior to that Nick spent 13 years at Marathon Asset Management where he was Chief Operating Officer from 2012 to 2017 and Deputy Chief Operating Officer from 2005 to 2012. Nick graduated from The University of Exeter in 1995 with a degree in Modern Languages (French & German) and is a CIMA passed finalist. In 2015 he completed the Accelerated Development Programme at the University of Chicago Booth School of Business.
Nick is responsible for developing Troy's institutional relationships both in the UK and internationally.
Nick joined Troy Asset Management in September 2018. With a background in equity portfolio management at Mercury Asset Management and Merrill Lynch Investment Managers, most recently Nick led the international institutional business of London based Sarasin & Partners. He gained an MSc in Environmental Technology from Imperial College London, and BAHons in Economic and Social Statistics from Exeter University. Nick holds the ASIP qualification is an Associate Member of the CFA Society of the UK.
Philip joined Troy Asset Management in November 2018 as Legal Counsel.
Having completed his training with Simmons & Simmons, Philip then spent over six years working in the firm's financial services group. He graduated from Oxford University in 2007 and qualified as a solicitor in 2012. Philip completed a Graduate Diploma in Economics at Birkbeck, University of London in 2018.
Job Titles:
- Senior Compliance Officer
Raju joined Troy Asset Management in May 2017.
Raju started his career within the asset management industry in 2011 at Fidelity International before moving to Neptune Investment Management in 2013. He worked as a Compliance Manager at Neptune for over 3 years. Raju graduated from Oxford Brookes University in 2009 with a degree in Law and completed his Legal Practice Course at BPP Law School in 2011.
Sabrina supports the Business Development team managing investor relationships. She joined Troy Asset Management in October 2015.
Sabrina graduated from King's College London University in 2014 and has passed her IMC.
Scott supports the Business Development team managing investor relationships. He joined Troy Asset Management in December 2013.
He began his career at St James's Place Wealth Management working as part of the adviser support team. He then joined Capita Financial Managers in 2008, occupying a number of roles within the company's fund services division. Scott has passed his IMC.
Sebastian Lyon - Chief Investment Officer, Founder
Job Titles:
- Chief Investment Officer
- Founder
- Troy 's Chief Investment Officer
Sebastian is Troy's Chief Investment Officer and is responsible for Troy's Multi-Asset Strategy. He is the Senior Fund Manager for the Trojan Fund and Investment Manager of Personal Assets Trust.
Sebastian began his career in 1989 at Singer & Friedlander Investment Management. Joining Stanhope Investment Management (the management company for the GEC Pension Fund) in 1995, he jointly managed the £2 billion equity portfolio and the Fund's asset allocation. He was appointed Director in 1999, and in 2000 he left to establish Troy. Gaining his BSc in Politics from Southampton University, Sebastian holds the ASIP qualification and is an Associate Member of the CFA Society of the UK.
Job Titles:
- Chairman of the Remuneration Committee
- Non - Executive Director
Simon is Chairman of the Remuneration Committee. He was formerly Managing Director of Goldman Sachs International, Chairman of Dresdner Kleinwort Benson, non-executive Chairman of Rolls Royce Holdings plc and Deputy Chairman and senior independent non-executive director of HSBC Holdings plc.
He is also a non-executive director of The Economist Newspaper Limited, the Royal Opera House Covent Garden Limited, a trustee of the Eden Trust and also a founding member of Simon Robertson Associates LLP.
Steven joined Troy Asset Management in July 2017 as Head of Dealing. He began his career at Singer & Friedlander Investment Management Ltd, working there for over 20 years as a trader and Investment Director, managing their institutional and private client trading operation. In 2009 he moved to LV Asset Management Ltd in a multi asset trading role before joining Friends Life Investments as their Head of Trading in 2012, focussing on Global Rates, Derivatives, FX and Credit markets. Following the acquisition of Friends Life by Aviva Investors in April 2015 his role changed to Head of Market Structure, FX & Liquidity Trading.
Job Titles:
- Deputy Head of Business Development
Tom manages UK investor relationships.
He joined Troy Asset Management in August 2013 from Jupiter Unit Trust Managers, where he worked as a broker sales executive servicing UK based discretionary clients. Tom graduated from the University of Leeds in 2011 and has passed his IMC.
Tom helps oversee Troy's research team and conducts equity analysis.
Tom joined Troy in 2014 and managed Troy's multi-manager Spectrum Fund until its merger with Trojan Global Equity in May 2022. Tom previously spent three years at Rothschild specialising in fund research. Prior to that, Tom was a portfolio manager at Kaupthing Singer & Friedlander and Williams de Broe (which acquired the Singer & Friedlander Wealth Management business in 2008). He started his career at Brewin Dolphin in 2005. Tom graduated in 2005 from Oxford with an MA in Modern History. He qualified as a member of The Chartered Institute for Securities and Investment (CISI).
Job Titles:
- Fund Manager
- Co - Manager of the Trojan Ethical Global Income Fund
Tomasz is the co-manager of the Trojan Ethical Global Income Fund, Assistant Fund Manager of the Trojan Global Income Fund and has responsibility for the analysis of global companies and their selection for Troy's portfolios.
He joined Troy in 2017 from Susa Fund Management, a European equity fund. He previously worked as an Associate at Bain Capital Credit. Tomasz graduated in European Economics from the University of Rome, before completing his Masters in Economics at Bocconi University, and his MBA at London Business School.
Job Titles:
- Finance & Operations Director
- in 2009 As Head of Operations
William joined Troy Asset Management in 2009 as Head of Operations, becoming a director in 2017. He was previously financial controller and member of the Operations Committee of Rensburg Sheppards Investment Management, now Investec Wealth & Investment, which he joined in 1991. William graduated in 1986 and is a member of the Institute of Chartered Accountants in England and Wales.
Before joining Troy in April 2020 she worked as an Executive Assistant for five years.
Xenia graduated from Oxford Media and Business School in 2014 with a Personal Assistant Diploma.