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. Having spent many years managing WAM clients, Kate now has responsibility for implementing and monitoring the compliance processes at WAM.
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 and is studying for the CISI Diploma in Investment Compliance.
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 Investment Assistant. Promoted in 2019, Hugh now manages a number of WAM clients and is involved in all aspects of the investment 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.
Hugh volunteers with Give a Book, attending reading groups and family days in two of London's prisons.
Business Development Manager
Ella joined Whitley Asset Management in January 2021 as Business Development Manager. Ella's role involves working with current and prospective clients as well as providing operational support.
Prior to joining WAM, Ella worked in the client solutions team for a global custodian and investment administrator. Ella holds the CFA Society's Investment Management Certificate and graduated from the University of Exeter in 2015.
As well as being a keen sailor, Ella has developed a deep interest in sustainability and the environment which led her to undertake a business sustainability management course with the University of Cambridge in 2020.
Lily joined WAM as an Intern in 2017 before graduating from King’s College London with a BA in English. In late 2018 she returned to WAM as an Investment Assistant, working with WAM's client portfolio teams and carrying out investment research.
Lily holds the CFA Society’s Investment Management Certificate and is a CFA Level I candidate.
Lily is a senior volunteer for Mencap; she has helped run an annual residential holiday for eight years and has held a leading role for five. Lily is a Trustee of The Lady More Charitable Trust.
Jacob joined WAM as an Intern in 2019 after graduating from the University of Oxford with a BA in Theology and Oriental Studies. In 2020, he became a full time Investment Assistant, supporting the managers with WAM clients and research.
Jacob holds the CFA Society's Investment Management Certificate.
Jacob is a keen scuba diver and kite surfer and has volunteered with Local Ocean Conservation in his hometown in Kenya.
Nick completed a Summer Internship with WAM during his second year at Durham University studying Geography. Following his graduation from Durham in 2020, he became a full time Investment Assistant, supporting the managers with WAM clients and undertaking research.
Marnie joined WAM as an Investment Assistant in 2021, after graduating from the University of Oxford with a BA in English Language and Literature. She supports the team through working with WAM clients and conducting investment research.
Marnie enjoys classical music and plays the French Horn in her spare time. She is also a keen squash player.
Sophia joined WAM in 2019 as the Office Manager. As well as managing the day to day running of the office, Sophia provides administrative support to the team.
Prior to joining WAM, Sophia worked for The Berkeley Group (St George Developments) as an Assistant Customer Service Manager.
Alex joined Whitley Asset Management in 2003 as a Non-Executive Director.
Alex has been in the investment industry for 30 years during which time he has acted as a principal investor; manager and sponsor of private equity and venture capital management teams.
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 also founder Chairman of Judges Scientific plc, a scientific instrumentation group; Falanx Group, a cyber security services company and OTAQ plc, a marine and aquaculture technology company. Alex is also a non-executive director of Octopus Apollo VCT plc; Time Partners Ltd and Oberon Investments Group plc.
Fabia's experience is in family offices, private equity, philanthropy, rural estates and heritage management.
After graduating from Oxford in Mathematics she joined Lord Rothschild's office, where for over 30 years she has held a variety of senior positions. Most recently Fabia was CEO of the Rothschild Foundation, a family charitable trust with assets of over £700m and annual giving of £10m; responsible as CEO for Waddesdon Manor, a Rothschild house attracting 500,000 visitors annually with its associated trading businesses; director of the family office and board member of the Waddesdon Estate.
The current focus of her work is food and farming sustainability and climate impact. Fabia is an advisor to Sustainable Food Trust and the Global Farm Metric coalition, board member for several family offices, Trustee of the Illuminated River Foundation and Director of Waddesdon Wines Limited.