Meet the team

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Giles Neville

Giles Neville

Head of Charities

Giles joined Schroders in 1987 as a research analyst, initially in the UK and subsequently in Australia. From 1992 Giles managed a number of global emerging market funds, subsequently becoming the Product Manager for this area in 1999. In 2005 he was appointed as Head of Investment Product Development and is currently the Head of Charities at Schroders. He has a Degree in Economics from the University of Cambridge.

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Kate Rogers

Kate Rogers

Head of Policy and Co-Manager - Charity Multi-Asset Fund

Kate specialises in investment on behalf of charities, endowments and foundations and joined Schroders Charities in 2005 after four years with Kleinwort Benson Private Bank Charity team.

Kate is chair of the Charity Investors' Group, which is a membership organisation providing a forum for investment debate. In this role she has collaborated with CFG to launch a guide to written investment policies and 'For Good and Not For Keeps' published by the Association of Charitable Foundations in 2013. Kate also regularly writes on charity investment in the charity sector press.

Kate is also Portfolio Director at Schroders, where she manages a common investment fund, The Charity Multi-Asset Fund, which aims to generate a regular income for charities whilst protecting the capital against inflation over the longer term. She is a CFA charterholder and has a BSc (Hons) in natural sciences from the University of Durham, is Chair of her local community foundation, and governor of her local primary school.

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Alex Baily

Alex Baily

Portfolio Director

Alex joined Cazenove Capital at the start of 2009. He is a Portfolio Director in the charity team, with specific responsibility for managing both segregated and pooled portfolios. Alex joined from Barclays Wealth, where he was an Associate Director managing both charity and private client investments. He started his career with the charity team at James Capel (which subsequently became HSBC Investment Management) in 1998. He is a Fellow of the Securities Institute and a CFA charter holder. Alex graduated from Durham University with a degree in History and Politics.

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Jeremy Barker

Jeremy Barker

Portfolio Director

Jeremy joined Cazenove Capital in 2005, as a member of the institutional and charity client service team. He is currently responsible for managing portfolios for charities, corporate bodies and pension schemes on both a segregated and pooled funds basis. He was previously at Collins Stewart/Natwest Stockbrokers managing advisory and discretionary portfolios in the private client division and is a Fellow of the Chartered Institute for Securities and Investment. He graduated from Birmingham University with an MA degree in International Relations. He is also a member of the ethical investment and fixed income committees and a primary school governor.

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Nick Bence-Trower

Nick Bence-Trower

Portfolio Director

Nick's investment career commenced in 1977 when he joined Schroders. In 1987, Nick became Head of Discretionary Money Management within J. Henry Schroder & Co., and later Manager of the Schroders Offshore Cash Fund. Thereafter he fulfilled several roles in the cash and fixed income sectors of the market before expanding his role to include other asset classes. Prior to joining the Charities team in 2010, he worked as a Client Director in the Institutional Division of Schroder Investment Management Limited. He holds a Certified Diploma in Accounting and Finance and is a Member of the Chartered Institute for Securities & Investment.

Nick is a Past Master of a senior livery company and is an Ambassador of the Alzheimer’s Society.

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Nathalie Krekis

Nathalie Krekis

Portfolio Director

Nathalie joined Cazenove Capital after graduating from Leeds University in 2008 with a BSc in Sports Science where she was also an athletic scholar. Nathalie has completed the Chartered Institute of Securities and Investment diploma and is a Portfolio Director within the Charity team. She is Chair of the European Equity Fund Committee and a member of the Asian Equity, Private Equity and Charity Investment Committee. Nathalie is also a Member of the Chartered Institute of Securities and Investment and a Fellow of the Royal Society of Arts.

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Tom Montagu-Pollock

Tom Montagu-Pollock

Portfolio Director and Co-Manager, Charity Multi-Asset Fund

Tom began his investment career in 2005 after graduating from Newcastle University with a BA (Hons) in Business Management.

He is now a Portfolio Director with responsibility for a number of segregated portfolios and clients invested in a common investment fund, the Charity Multi-Asset Fund. He co-manages this fund having been involved in its running since launch in 2007.

Tom is a full member (MCSI) of the Chartered Institute for Securities and Investment. He has also completed the London Business School Foundation and Endowment Asset Management Course.

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Lucinda Napier

Lucinda Napier

Portfolio Director

Lucinda graduated from Exeter University with a degree in Economics and Social History and joined Cazenove Capital in 1993. She is a Team Leader in the Charity Department with specific responsibility for managing discretionary client portfolios. Within Wealth Management she is a member of the Charity Investment Committee and sits on both the Commercial Property and Global Equity Asset Class Committees. She is a Chartered Fellow of the Chartered Institute for Securities and Investment, a Governor of Reed’s School in Cobham and Chairman of the Cazenove Charitable Trust.

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Nick Orr

Nick Orr

Head of Charity Investment

Nick joined Schroders in 1993 after three years with investment and actuarial consultant Watson Wyatt and is Head of Charity Investment. He is chairman of Schroder's Charity Investment Committee and is an associate member of the UK Society of Investment Professionals. In 1994 he was the winner of the Wincott Foundation Prize (Institute of Investment Management and Research). Nick has a BSc (Hons) 1st Class Degree in Mathematics from Warwick University.

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Emily Petersen

Emily Petersen

Portfolio Director

Emily joined Cazenove Capital after graduating from Trinity College Dublin with a degree in Economics and Philosophy. Emily has completed the Chartered Institute of Securities and Investment diploma and is a Portfolio Director, responsible for managing charity investment portfolios. She is a member of two asset class investment committees and sits on the direct equity risk committee at Cazenove. Emily supports several charities and volunteers at two community organisations in East London.

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Claire Watson

Claire Watson

Portfolio Director

Claire graduated from Edinburgh University with an MA in Modern Languages and joined Schroders in 1993. Claire is a fund manager of both charity and pension fund portfolios, having previously worked for James Capel Fund Management as a fund manager and UBS Phillips and Drew as an overseas research analyst.

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Belinda Martin

Belinda Martin

Assistant Portfolio Manager

Belinda joined Cazenove Capital in January 2014 initially working as a Novation Analyst. She has since been appointed an Assistant Portfolio Manager within the Charities team. She graduated from the University of Manchester with a BSc (Hons) in Psychology. Belinda holds the Investment Management Certificate and has passed CFA Level II. Belinda sits on the UK Equity, Structured Products and Money Market Asset Class Committees.

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Emilie Shaw

Emilie Shaw

Associate Portfolio Manager

Emilie joined Schroders in 2011 and currently works as an Associate Portfolio Manager within the Charities team. Emilie is responsible for managing both segregated and pooled portfolios under discretionary, advisory and execution only mandates. Alongside managing client portfolios, Emilie sits on the Ethical Investment Committee. Emilie holds the CISI Chartered Wealth Manager Diploma and the CISI IAD Securities and IMC qualifications. She studied business and management at University of Chichester.

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Amy Browne

Amy Browne

Portfolio Manager

Amy joined the Charities team at Cazenove Capital as a Portfolio Manager in 2016. Previously at GAM and Sarasin & Partners, Amy has seven years of investment experience working as a portfolio manager for charities, private clients and institutions. Amy holds the Investment Management Certificate, the PC Investment Advice & Management Certificate and the Investment Advice Diploma in Securities. She holds a BA (Hons) 1st Class in History from the University of York.

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Ben Minter

Ben Minter

Portfolio Manager

Ben joined Schroders in 2009 and currently works as a Portfolio Manager within the Charities team. Alongside managing client portfolios, he sits on the Charity Investment Committee and the UK Equity, Global Equity and Property Asset Class Committees. Ben is a Chartered Wealth Manager and holds the IMC and PCIAM qualifications. He studied Classics at Royal Holloway, University of London.

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Caroline Hooft Graafland

Caroline Hooft Graafland

Assistant Portfolio Manager

Caroline joined the Charities Team at Cazenove Capital in November 2014 and is an Assistant Portfolio Manager. She graduated with a BA Hons in History from Bristol University in June 2014. Caroline completed CFA Level II in June 2016, and is a CFA Level III candidate. Caroline sits on both the Cazenove Capital Commodities and Private Equity asset class committees.

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Joe Davies

Joe Davies

Client Service Executive

Joe joined Schroders in 2014 starting his career in the Insurance team. Joe then joined the Charities team as a Client Services Executive. Joe holds the Claritas Investment Certificate.

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Michelle D'Arcy

Michelle D'Arcy

Client Services Executive

Michelle joined the Charities team at Cazenove Capital in November 2016 as a Client Services Executive. Michelle was previously an investment assistant at Ruffer and PAAMCO. Michelle has a BA (Hons) in Public Relations from University of Lincoln.

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Kim Marks

Kim Marks

Secretary

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Naman Mahfooz

Naman Mahfooz

Client Service Executive

Naman joined the Charities team at Cazenove Capital in April 2016 as a Client Services Executive. Naman previously worked as an Insurer Reconciliation Clerk for a national insurance broker, Bluefin. Naman is currently studying for the CISI Level 3 Investment Operations Certificate (IOC) and has completed unit 2, UK Final Regulation of the IOC in September 2016.

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Rebecca Pink

Rebecca Pink

Client Service Executive

Rebecca joined Schroders in 2010 initially as a Team Assistant, having previously worked in Australia. She is now a Client Services Executive on the Charities team providing support to both the Portfolio Directors and directly to clients. Rebecca also oversees e-Services within the team, which provides online access to account information for our clients. In addition to her role on the Charities team she is also secretary of the Charity Investors' Group, an independent body promoting a greater understanding of investment related issues within the charity sector.

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Liz Templeton

Liz Templeton

Client Service Executive

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Jamie Beveridge

Jamie Beveridge

Client Services Executive

Jamie joined Schroders in 2016 within the UK Retail sales team and now works as a Client Services Executive in the Charities team. Jamie holds the CFA Institute Investment Foundations Certificate and the Investment Environment of the Investment Management Certificate.

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John Clifton

John Clifton

Business Development Manager

John joined Schroders in 1993 as a client executive in the institutional area and moved to the charities team in 2006 where he works as a business development manager. He has a BA (Hons) in Politics from the University of London, has passed the Investment Management Certificate and has passed the CISI Private Client Investment Advice and Management. He is a chartered member of the Chartered Institute for Securities and Investment.

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Joanna Dunn

Joanna Dunn

Marketing Manager (on maternity leave)

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Contact Cazenove Charities

Achieving your charity's investment objectives takes time and thought. To find out how we can help you please contact:

Giles Neville

Giles Neville

Head of Charities giles.neville@cazenovecapital.com
John Clifton

John Clifton

Business Development Manager john.clifton@cazenovecapital.com