Guy Stephens, Chief Investment Officer, chairs the weekly meeting of the Investment Committee which comprises a team of Investment Analysts and the Heads of Equities, Fixed Interest and Collectives. It is the purpose of the Investment Committee to agree core equity and collective recommendations for inclusion in client portfolios and to review the performance and developments relating to these securities over time.

Guy Stephens also chairs the Asset Allocation Committee which meets on a monthly basis and is responsible for the firm’s asset allocation and geographic preferences for client portfolios. Members of both Committees are shown below.