LONDON WALL PARTNERS - Key Persons

Working closely with Nick Fletcher over an 18 year period, David played a key role in successfully building and growing a leading City based advisory firm, of which he was a Director for 22 years. David shares Nick's passion for truly independent financial advice and, in addition to his client work, has a particular interest in the regulatory and operational side of the business, having previously held the role of Compliance Officer. David provides advice to Partners / retired Partners of leading City law and accountancy practices, executives in industry and family estates, and is a member of the firm's investment committee. David is a Chartered Financial Planner and an Associate of both the Personal Finance Society and the Chartered Insurance Institute and is registered as a Client Advisor in Switzerland. In addition to spending time with his family, David enjoys badminton, skiing, helping with his son's football team and archery.

DOMINIC GROOM

Job Titles:

Senior Associate, Financial Planner

ED SPRINGETT

Job Titles:

Senior Associate, Financial Planner

FREDDIE NEDEN

Job Titles:

Associate Financial Planner

GEORGE GREEN

Job Titles:

Associate Financial Planner

GUY LAWSON-JOHNS

Job Titles:

Member of the INVESTMENT COMMITTEE
Client Portfolio Analyst

Prior to joining London Wall Partners in July 2024, Guy spent nearly three years at Hargreaves Lansdown working across fund and equity research. Here he conducted bottom up fundamental equity research for the HL Select UK strategy and gained experience in portfolio management as part of the Multi-Manager team. Guy holds a Diploma in Regulated Financial Planning and is a CFA Level 1 Candidate. Before that, Guy read Management Sciences at Loughborough University. Outside of work, he enjoys running, golf and watching rugby.

HANNAH CROSBY

Job Titles:

Director, Chartered Financial Planner

HECTOR MILLAR

Job Titles:

Associate Director, Chartered Financial Planner

Ian McCafferty

Job Titles:

Member of the INVESTMENT COMMITTEE
Investment Committee Member and Senior Adviser

Ian McCafferty is a former external member of the Bank of England's Monetary Policy Committee and former Chief Economic Adviser to the CBI. Prior to his roles at the Bank and the CBI, Ian was Head of Macroeconomics at BP, Chief International Economist at both NatWest Markets and Baring Securities and also worked at The Economist and the International Chamber of Commerce, in Paris. He is currently also a Senior Adviser to Oxford Economics and Visiting Professor at King's College, London. Ian is a member of the Investment Committee at London Wall Partners, where his expertise as a leading economist adds to our in-house economic research and analysis. Ian graduated from Durham University, and conducted his postgraduate work at the University of Amsterdam. He is also a Fellow of the Society of Business Economists.

ISABELLE BACH

Job Titles:

Assistant Financial Planner

JAMES DOUGHTY

Job Titles:

Senior Associate, Financial Planner

JOEL TURNER

Job Titles:

Senior Associate, Financial Planner

JONAH PEPPIATT

Job Titles:

Assistant Financial Planner

JONNY RUSBRIDGE

Job Titles:

Chartered Financial Analyst
Director
Member of the INVESTMENT COMMITTEE
Director of Investment Research

Prior to joining London Wall Partners in August 2016, Jonny spent two years as an investment manager in a wealth management company. As part of the investment team, he gained valuable experience of financial markets, as well as wider financial planning. Jonny is a Chartered Financial Analyst. He read Economics at Cardiff University. Outside of work, he has a keen interest in sports, and particularly enjoys playing hockey, golf and cricket.

JULIUS HASWELL

Job Titles:

Member of the INVESTMENT COMMITTEE
Senior Associate, Investment

Prior to joining London Wall Partners in March 2022, Julius spent nearly four years in the equities team within the asset management arm of a Swiss private bank. Here he covered the Global Healthcare and US Utilities sectors for the global equities fund, and also gained experience in portfolio management, helping to manage a thematic, concentrated long-only equity portfolio. Before that, Julius read Modern and Medieval Languages at King's College at Cambridge University. Outside of work, he enjoys playing music and singing in choirs, and also has a keen interest in rugby, cricket, and football.

KATIE KELMAN

Job Titles:

Assistant Financial Planner

KEN VOLPERT

Job Titles:

Member of the INVESTMENT COMMITTEE

Ken Volpert has built diverse investment management teams for nearly 30 years. His last 26 years (1992-2018) were with Vanguard where he built up their bond indexing business from a $1 billion business with two portfolios to a $750 billion business with global investment teams and more than 80 portfolios. He has a track record of developing numerous diverse leaders at Vanguard who are currently in senior roles in the investment group. Prior to 2007, Ken was the fund manager of Vanguard Total Bond Market Portfolio as well as Vanguard's TIPS portfolio. From 2007 to 2014 Ken managed the taxable bond business for Vanguard in the US which included all Vanguard's actively managed bond funds and index funds. Ken was instrumental in transforming Vanguard's active bond management process which involved significant change management and team training and development. From 2014 to 2018 he was Head of Investments for Vanguard UK and Europe (London based) where he oversaw Vanguard's 80 person investment team in UK/Europe covering all asset classes in addition to managing the global bond indexing business (investment teams in the US, Europe and Asia-PAC). Ken has significant experience with the challenges and complexities of matrix management of global teams. Since returning from Vanguard in 2018, Ken has completed all training to receive his ACC coaching certification from the International Coaching Federation so he now also provides executive coaching to leaders in the finance sectors. In addition, Ken serves on a few non-profit Boards and Investment Committees. He has a BS in Finance from the University of Illinois, an MBA from the University of Chicago, is a Chartered Financial Analyst (CFA) and Associate Certified Coach (ACC). He resides in Santa Monica, California with his wife.

LAUREN HELMORE

Job Titles:

Associate, Client Services

LEONORA NEWELL

Job Titles:

Office Manager

LISA CANNADINE

Job Titles:

Associate, Client Operations

MARK JOHNSTON - CFO, COO

Job Titles:

Chief Financial Officer
Chief Operating Officer
Member of the INVESTMENT COMMITTEE

MATT FAGAN

Job Titles:

Senior Associate, Chartered Financial Planner

MICHAEL MARKHAM

Job Titles:

Associate Financial Planner

NICK FLETCHER

Job Titles:

Member of the INVESTMENT COMMITTEE
Senior Partner

Nick played a leading role in successfully developing and managing what became a leading City based advisory firm from 1993 to 2011, initially as a client adviser and for the latter 8 years as the CEO and Chairman of the Investment Committee. During this time, Nick served an ever growing number of clients, many sourced through personal recommendation, in what was a difficult period for investment and financial advisers generally. His passion was and remains to provide proper independent financial advice without the conflicts of interest, which have become an increasingly prominent part of the financial services industry. Nick provides advice to Partners / retired Partners of leading City law and accountancy practices, entrepreneurs, executives in industry, family estates and charities. He is also a trustee and executor for a number of families. Apart from his business building and risk management skills, Nick is well known as an adviser for listening and understanding the intrinsic strategic financial planning and investment needs of clients, and for being on their side of the table. He formed London Wall Partners to maintain total independence and ensure first and foremost that clients' best interests remain the priority. Nick was an Economic Historian at Hull University, is a Chartered Fellow (Financial Planning) of the Chartered Institute for Securities & Investment and is registered as a Client Advisor in Switzerland. When he's not working, he enjoys golf and spending time with his family.