Founder and Director
Edward is founder and Director of Whitley Asset Management. Prior to establishing WAM, Edward worked at NM Rothschild & Sons Limited.
Edward graduated in 1983 from Oxford University with an honours degree in English. He holds the CISI Private Client Investment Advice and Management Certificate. Edward is also the founder and Chairman of The Whitley Fund for Nature, a UK registered charity founded in 1993.
Edward has written four books, Rogue Trader (co-authored with Nick Leeson); Richard Branson’s Autobiography (co-authored with Richard Branson); The Graduates; and Gerald Durrell’s Army.
Edward was awarded the OBE in 2013.
Louise has been with Whitley Asset Management since its beginnings and is responsible for finance, compliance, and operations.
Following qualification as a Chartered Accountant at Coopers & Lybrand, Louise spent several years in the City, at Lloyds Merchant Bank and then Hill Samuel. Louise joined the Whitley Fund for Nature in 1999 and then worked with Edward to set up Whitley Asset Management in 2002.
Louise graduated from Cambridge University in 1985 with an honours degree in Law. She holds the CISI Private Client Investment Advice and Management Certificate.
Ian joined Whitley Asset Management in 2006. Ian looks after a number of WAM clients and is involved in investment decisions and fund manager selection and monitoring. Ian chairs the Quarterly Strategic Asset Allocation Review meetings.
Prior to joining WAM, Ian was a Portfolio Analyst in the Private Wealth Management department at Morgan Stanley & Co Limited.
Ian graduated from Strathclyde University in 1999. He holds the CISI Private Client Investment Advice and Management Certificate.
Dan joined Whitley Asset Management in 2008 and looks after a number of WAM clients. Dan sits on the investment committee and is involved in investment decisions, fund manager selection, strategic asset allocation decisions and on-going monitoring.
Prior to working at WAM, Dan trained as an Investment Advisor at Bestinvest Brokers (now Tilney) in London.
Dan graduated from King’s College London in 2005. In 2017 he was awarded the CFA charter.
Anna joined Whitley Asset Management in 2016. Anna has extensive experience in asset management having run European equity funds at GT Global and Robert Fleming & Co.
Anna maintained her interest in equity investing throughout a career break to bring up her children, and joined WAM to develop a second career in wealth and asset management. She manages the portfolios of a number of WAM clients and is engaged in all investment decisions. Anna chairs the Monthly Manager Review meetings.
Having graduated from the University of Durham in 1986, she qualified as a member of the Society of Investment Analysts in 1989. Anna holds the CISI Private Client Investment Advice and Management Certificate.
Kate joined Whitley Asset Management in 2005. Kate manages a number of WAM clients and is involved in all aspects of the investment process with a focus on compliance.
Prior to working at WAM, Kate worked in the statistics department of the Association of Investment Trust Companies.
Kate graduated from the University of Leicester in 1999 and achieved her MA in 2000. She holds the CISI Investment Advice Diploma.
Alastair joined WAM in 2016 as a Team Assistant. Promoted to Manager in 2019, Alastair now manages a number of WAM clients. He attends the Investment Committee, contributing to its discussions and is involved in investment decisions, fund manager selection and monitoring.
Prior to joining WAM, Alastair worked at Henderson Global Investors as a Broker Relations Analyst. In 2019 he was awarded the CFA charter.
Hugh joined WAM in 2016 as an Intern and is now an Investment Assistant. Hugh provides support on a number of WAM clients, assists in the management of client portfolios and acts as an additional point of contact. Hugh is involved with fund analysis and helps Edward oversee the marketing process.
In 2015, Hugh graduated from the University of Edinburgh's School of Economics. Hugh holds the CFA Society's Investment Management Certificate and is a CFA Level II candidate.
Lily joined WAM as an Intern in 2017 before graduating from King’s College London. In 2018 she returned to WAM as an Investment Assistant, supporting the Managers with WAM clients, and helping Edward in marketing for potential clients.
Lily is studying for the CFA Society’s Investment Management Certificate.
Alex joined Whitley Asset Management in 2003 as a Non-Executive Director.
Alex has been in the private equity industry both in the UK and USA for over 25 years. During this time he has acted as a principal investor; manager and sponsor of private equity and venture capital management teams. Alex also advises professional private clients upon their private equity investment strategies.
Alex managed the venture capital and private equity fund investment portfolio for Hambros plc, prior to its sale to Société Générale in 1998.
As well as his Whitley Asset Management responsibilities, Alex is a founder and Chairman of Judges Scientific plc; Chairman of Falanx Group Ltd and a director of Octopus Apollo VCT plc.