Speakers

Head of UK Multi-Asset
Schroders

Phil joined Schroders in 2003 and is a Fund Manager and Head of UK Multi-Asset. He is also a Member of the Duration and Equity risk premia teams of the Strategic Investment Group Multi-Asset (SIGMA). Phil initially joined Schroders as a portfolio manager in the Fixed Income team, with responsibility for global rates, money markets and then Gilt and European government portfolios. He transferred to the Multi-Asset team in 2009. Phil is a CFA Charterholder and holds a Degree in Philosophy, Politics and Economics from the University of Oxford.

Editor
Professional Adviser
Investment Counsellor
Orbis Investment

Nicola joined Orbis in 2015, having spent three years as a business analyst at Orbis’ sister company, Allan Gray Proprietary Limited. She is a member of Orbis’ team of investment counsellors and a specialist on the Orbis Global Balanced and Global Cautious strategies. She has a Bachelor of Commerce in Economics (Cum Laude) and a Bachelor of Commerce (Honours) in Financial Economics and Investment Management (Cum Laude) from University of the Free State.

Head of Multi-Asset Product, UK and Europe,
Schroders

Paul Joined Schroders in 2007 and is based in London, he is responsible for managing the UK and European Multi-Asset product team. Prior to joining Schroders, Paul was Global Head of Currency Management and Managing Director of the London office of State Street Global Advisors and before that a senior investment manager and co-head of currency and fixed income at PanAgora Asset Management. He has an MBA from London Business Schooll and an MA in Engineering, Trinity Hall, Cambridge University.

Fund Manager
Schroders

Tara joined Schroders in 2014 and is a Multi-Asset Fund Manager. She manages assets on behalf of UK pension & wealth management clients and is co-manager for the Schroder Global Multi-Asset Portfolios. Tara is also Head of the Credit Research Group within Multi-Asset Investments at Schroders. She was previously a Solutions Manager within the Risk Managed Investments team until 2018, which involved designing and constructing systematic risk management and option strategies. Tara is a CFA Charterholder and holds a degree in Natural Sciences from Cambridge University.

Head of Manager Research
Morningstar

Jonathan Miller is head of manager research for Morningstar. He is responsible for leading the team of analysts who qualitatively research and determine the Morningstar Medalist Ratings for approximately 500 open- and closed-end funds domiciled in the United Kingdom. Prior to joining Morningstar in 2016, Miller was head of investment research at Citywire, where he led a team responsible for analysing and rating individual fund managers from across the globe. He has 20 years’ experience in analysing funds, carrying out research, and commenting on the fund management industry. Miller holds a bachelor’s degree in management and French from the University of Nottingham. He also holds the Investment Management Certificate.

Senior Manager Research Analyst
Morningstar

Tom Mills is a senior manager research analyst for Morningstar. He is responsible for conducting qualitative research on UK multi-asset fund managers and their funds. Before joining Morningstar in 2022, Mills worked for Hargreaves Lansdown as a senior member of the fund research team. Prior to that, he was based in Australia where he spent 12 years carrying out fund manager research at BT Financial Group, and Standard & Poor’s. Mills holds a bachelor’s degree in Politics & International Relations from the University of Reading. He also holds the Chartered Alternative Investment Analyst designation.

Fund Manager
Downing LLP

Alex joined the Downing Fund Managers team in January 2023 from Liontrust Asset Management, where he was formerly Head of Client Investment Strategy. He held a similar role at Neptune prior to its acquisition by Liontrust in 2019. He has also held positions as an investment trust analyst at Kepler Partners, and is a former Financial Express journalist.

Investment Counsellor
Orbis Investment

Rob joined Orbis in 2011. He is a member of Orbis’ team of investment counsellors, with primary responsibility for covering the Global Balanced Strategy. Rob has a Bachelor of Arts and a Master of Arts from Carnegie Mellon University, and is a CFA charterholder.

Investment Director
Bordier UK

Robin joined Bordier UK in 2019 as an Investment Director and member of the Investment Committee. He has over 25 years’ experience in managing portfolios for high-net-worth individuals having worked previously at Deutsche Bank Private Wealth Management, Barclays Wealth and Schroders. Robin is also a member of the Chartered Financial Analyst (CFA) Institute.

Associate Investment Director
Schroders

John Joined Schroders in 2013 and is based in London. He is a member of the Multi-Asset product management team specialising in Benchmark-Relative and Risk-Controlled Growth investment products. Prior to joining Multi-Asset, John worked in a number of client roles for Cazenove Capital and Schroders UK Institutional teams. He has a degree in Geography from The University of Southampton.

Senior Portfolio Manager
Morningstar Wealth