Why us

Find out more about why our customers stick around and why we think we’re a good choice for managing your wealth.

How we invest

Our team of in-house investment specialists adopt a focused global investment strategy, centred around some key principles and processes. Learn more about how we invest, our philosophies and the team who make the investment decisions.

Who we are

From humble beginnings around a kitchen table, to over 150,000 customers - we’re a company on a mission.

Meet our Investment Management Team

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Simon O'Grady
Chief Investment Officer

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Susan Easton
Head of Investment Strategy

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John Carran
Senior Economist

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Steffan Berridge
Quantitative Strategist

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Diana Gordon
Portfolio Manager

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Greg Hayton
Fixed Interest Analyst

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Nathan Field
Portfolio Manager

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Frank Braden
Global Equity Analyst

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Nigel Croke
Portfolio Implementation Manager

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