Our investment committee
Our investment proposition is a key aspect of the financial planning process and is managed by our investment committee.
Rayner Spencer Mills Research are retained to provide ongoing research and their principal, Ken Rayner, is a member of the ‘committee supporting the in house team. Regular contributions from a network of investment professionals and supporting advisers brings further expertise to better inform it’s thinking.
Ken Rayner
As a well-known figure within the UK investment industry, Ken spends much of his time in face to face meetings with fund managers, effectively holding them to account on behalf of the Investment Committee.
Ken’s knowledge of the investment universe and how particular funds are managed informs portfolio construction and ongoing management. His many relationships within the industry keeps him close to the “trading floor” providing a useful insight into the fund management industry.
Personally
When Ken isn’t working, he’s usually tending to a busy family life. When time allows him, he enjoys competitive hockey, running and has been known to complete the odd marathon.
Gavin Mahindru
Gavin is an Investment Director at a national firm where he manages direct equity portfolios and is an adviser to the Investment Committee. He’s a Chartered Financial Analyst and has a wealth of experience working with professional intermediaries like The Wealth Office to develop and manage investment solutions.
Previously Gavin worked at Citi Investment Bank where he was a Relationship Manager for their largest institutional Scottish client. Gavin graduated from Strathclyde University where he obtained an Honours Degree from the Business School. Post university, Gavin completed a Masters in Wealth Management and is a Chartered Fellow of the Chartered Institute for Securities & Investment.
Personally
Get in touch
If you would like a chat to find out more, or have any questions about financial planning, then please get in touch.
