Hugo built and developed the Ascentric/IFDL investment platform, building it to £9.8bn of assets and completion of its sale to Royal London. Prior to that, Hugo was CEO of James Hay, and Director of Life and Pension products at Abbey National. Hugo has a degree in Economics from the University of Nottingham and an MBA from London Business School.
James is the founder and Managing Director of P1. He graduated from Exeter University with a first class honours degree in Accounting and Finance before completing his Masters Degree. James has subsequently gained professional qualifications in both the financial planning and investment management disciplines and is a Chartered Member of the CISI.
Head of Sales
Jonathan has over 25 years investment business development and sales experience with significant success at local and strategic level, assisting financial advisers and professional connections with outsourced discretionary investment solutions. Most recently he was a senior business development manager with a leading discretionary manager for over 11 years. Jonathan is leading the national distribution of the P1 investment models and adviser platform. Please contact Jonathan on:
Head of Portfolio Management
Will achieved an MSc in Finance and Investment from the University of Exeter and an Accounting and Finance BSc from the University of Bath. Will has subsequently gained the Chartered Institute of Securities and Investments’ Chartered Wealth Manager qualification. Will’s talent is recognised by Citywire having been named as one of the Top 30 investment managers under the age of 30 three years in a row.
Dr Quintin Rayer
Head of Research & Ethical Investing
Quintin has worked for actuarial and investment consultancy firms as well as a multi-national European bank for nearly ten years including wide experience in quantitative fund and risk analysis. He is a Chartered Fellow of the Chartered Institute for Securities and Investments and a Chartered Wealth Manager. Quintin has a Physics Doctorate from Oxford University and has applied computational and analytical skills developed while working in engineering to areas in finance. Quintin has completed the Sustainable Investment Professional Certification (SIPC), becoming this programme’s second graduate in the UK.
Operations and Investment Analyst
Adrian was previously an investment process manager at a firm of wealth managers and prior to that Personal Tax Senior at Darnells Chartered Accountants and a Personal Tax Senior at EY. Adrian holds the Chartered Insurance Institute’s Diploma in Financial Planning as well as level four qualifications in Securities Advice and Dealing, Discretionary Investment Management and Wrap & Platform Services.
Gary qualified as a Chartered Accountant in 1990, working in industry and practice until 1994 when he became a partner in practice, developing a diverse client base. Gary’s experience in accountancy and audit will be invaluable to P1 Investment Management, as it builds assets under management.
Paul has almost 30 years’ experience in the financial services industry and has worked in compliance consultancy roles for four of the five main high street banks, one of the ‘big four’ accountancy firms and various product providers. As well as holding the CISI’s Certificates in Investment Operations and Risk in Financial Services, Paul has passed the Chartered Insurance Institute’s Securities Advice and Dealing exam and holds the Certificate in Discretionary Investment Management.
Senior Project Manager
Jan adds another dimension to the P1 team, bringing a wealth of project management experience. She has held project management positions at a variety of organisations, ranging from the fire service, to the Environment Agency, and AXA. Her knowledge of IT, systems and risk will make a great contribution to P1’s success.
Johanna has significant experience in managing platform operations, having previously worked for a fintech company in the South East of England. Prior to that she worked as a relationship manager for a platform provider which included implementation and training its supporting advisers. Johanna also worked as an office manager for an IFA network.
Head of Marketing
Harry has a BSc and a Masters Degree from the University of Birmingham. After graduating, he worked offshore as a Senior Engineer for oil services giant Schlumberger. From there he progressed on-shore to the Operations and Support Team, before joining the Marketing & Sales group at WesterGeco, a subsidiary of Schlumberger.
On graduating from the University of Birmingham with a BA (Hons) Gordon trained to qualify as a chartered accountant. Leaving this, Gordon worked and managed super-yachts as a mate for several years before returning to the UK. On returning to the U.K. he obtained the IMC and level 1 of the CFA program before taking up his role as Investment Analyst at P1 Investment Management where he continues his CFA level 2 qualification.