Meet the FE Investments team

Head of Client Investment Strategy

Ed Margot

Ed graduated from the University of Exeter, where he studied Accounting and Finance and gained the Chartered Institute for Securities & Investments’ (CISI) Diploma in Wealth & Investment Management.

Prior to joining FE Investments in 2019, Ed held a range of high-profile roles throughout the investment industry. Most recently he led a £2 billion portfolio management team at London & Capital where he worked with ultra-high net worth clients and developed a range of portfolios for investor visas. Subsequently, he prepared submissions for the Home Office and Isle of Man Government on immigration and inward investment.

At FE Investments, Ed is an Investment Strategist and works with existing and prospective clients to communicate its investment strategy, philosophy and investment processes.

Head of Manager Selection

Charles Younes

After graduating with a Master of Science in Risk and Asset Management and a Master in Management from EDHEC Business School (France), Charles joined FE in 2012 as a fund analyst.

Prior to joining FE, Charles was a Hedge Fund Analyst at Amundi Alternative Investments for two years, mainly covering long/short equities and event-driven strategies. Charles started his career in Paris in 2008 with AMLab, a subsidiary of OFI AM and La Banque Postale. The company’s goal was to seed fund innovative asset management companies.

Charles is now responsible for the production of analysis and research documents on the FE Invest Approved List funds, as well as interacting with selected fund managers. He also oversees FE’s recommended funds list and model portfolios using quantitative governance tools. Charles is a CFA Charter holder.

Amandine graduated with a Specialised Masters in Finance from ESCP Europe, having first gained a Bachelors degree in Mathematics. She initially began her career as a fund analyst, at FundQuest in Paris, where she covered hedge funds. Her role involved quantitative and qualitative analysis, as well as carrying out due diligence for the funds to create a shortlist for BNP Paribas’s private banking arm.

Amandine joined FE Investments in 2011 as a Fund Analyst and now, as Portfolio Manager, is responsible for the production of analysis and research documents on the FE Investments Approved List funds, as well as interacting with selected fund managers. She also oversees the recommended funds list and model portfolios using quantitative governance tools.

Amandine is also a CFA Charter holder and is a Chartered Alternative Investment Analyst.

Head of Investment Operations

Oliver Clarke-Williams

Oliver graduated with a Masters from the University of Surrey. Working initially as a support analyst he joined FE Investments in 2011. Oliver has been responsible for the development and testing of the quantitative principles that underpin FE Investments’ research.

He currently has responsibility for monitoring portfolios to ensure that they remain within the performance and risk targets that have been set. Oliver gained the Diploma in Regulated Financial Planning in 2014 and is also a Chartered Financial Planner.

Retirement Investment Specialist

Toyosi Lewis

Toyosi is responsible for leading and developing the retirement proposition across the investment business. Toyosi joined from Timelineapp where he was responsible for providing technical support and training to IFAs and Wealth Managers on decumulation strategies. He was also responsible for delivering the company’s bi-weekly retirement webinars on decumulation to financial advisers based in the UK and US/Canada. In this role, he also worked with financial advisers based in Ireland, South Africa and Australia and thus has a good understanding of different retirement strategies within a UK context and globally.

As a content contributor, he wrote articles on the sustainable withdrawal framework in investments and retirement. He has experience working on a regulatory project, with a leading Life Insurance company, that addressed gaps in non-advised annuity sales from clients’ pension investments as they approached retirement. Toyosi has held various roles in the financial services industry, including with KPMG and the Royal Bank of Scotland.

He is a member of the Chartered Insurance Institute (CII) as well as the CFA Society of the UK and holds the Investment Management Certificate (IMC). Toyosi has a Masters from the University of Kent in International Finance & Economic Development.

Investment Writer

Gregor Watt

Gregor joined FE Investments in 2020 to lead the company’s client reporting and communications. Before joining he managed the investment writing team at Scottish Widows where he was responsible for communicating the investment performance and investment strategy of the company’s £124bn of client assets.

Before becoming an investment writer Gregor worked as a financial journalist. He initially trained as a news journalist on the Sunday Times before specialising in business and finance. He was deputy editor of Money Marketing for seven years and has worked in print, online and broadcast media covering pensions, investments, financial markets, economics and personal finance.

Investment Strategist

Greg Colley

Greg studied Business with Economics at Northumbria University and graduated with First Class Honours. He then joined FE fundinfo’s high performance graduate programme where he spent a year in the Data Relationship Management team on the collection and validation of data for operations before moving to the FE Investment team. Greg has gained practical experience in the financial advice industry and used lifetime cash flow modelling software to help generate financial plans for high net worth clients.

Greg now works as an Investment Strategist and has comprehensive experience with FE analytics to compare performance and risk of investment portfolios and fund managers.

Quantitative Analyst & Developer

Rafal Zajac

Rafal graduated with a Masters degree in Mathematical Finance from the University of York, with a focus on stochastic control theory and portfolio optimisation. He also holds a Masters degree in Theoretical Mathematics with a specialisation in linear and non-linear optimisation. Rafal joined FE in 2012 to work as a software engineer and later on moved into a Senior Data Scientist role. He was responsible for implementing and overseeing data processing and insights, delivering actionable information helping to make actionable business decisions.

In February 2020, Rafal moved into the role of Quantitative Analyst to help the FE Investments team with expertise in mathematical finance. He is responsible for the research, implementation and verification of quantitative methods used by the team.

Portfolio Manager

Yadu Malhi

Yadu joined FE in November 2020 as a Portfolio Manager. He is responsible for covering the Mosaic range of portfolios, and responsibilities include participating in portfolio construction and maintaining the model portfolios. Previous to FE, Yadu worked as an Portfolio Manager at London Partner’s Capital for almost a year and a half, and as an Investment Analyst at Maseco Private Wealth for 4 years covering multi-asset portfolios. He holds a BSc (Hons) in Financial Mathematics from the University of Leicester and has attained the Investment Management Certificate and is a CFA Charter holder.

Deputy Operations Manager

Craig Simkin

Craig completed his degree in Business from the University of Surrey in 2016, and joined the Research team in July 2016. Craig’s role focuses on ensuring the smooth delivery of the FE Investments portfolios to clients on platform, and FE Analytics dealing heavily with the sales team. Craig is also responsible for liaising with our Operations team based in our Chennai office. Craig is currently studying towards the Diploma in Regulated Financial Planning.

Assistant Portfolio Manager

Edward Bateman

Edward joined FE fundinfo in 2017 on the Training Team where he was responsible for helping advisers and asset managers make the best and fullest use of FinXL and Analytics and gained a thorough understanding of the needs and practices of a wide range of clients before joining the portfolio management team in March 2020. He graduated with a Bsc in Business Administration from the University of Bath in 2012 and is currently a CFA candidate.

Research Assistant

Tom Green

After graduating with a Master of Science in Mathematics from the University of Surrey, Tom joined FE fundinfo as part of their graduate scheme in 2019. First working in the FE Analytics training team and then the propositions team, his last rotation was with FE Investments on the research team. After finishing his graduate scheme, he stayed on the research team permanently as a research assistant where he aids the fund analysts with their work and analysis.

Fund Analyst

John Mactaggart

John is responsible for overseeing our fixed income and government asset classes. He regularly holds meetings with managers to challenge them on performance and assess risk as part of our qualitative analysis to balance the quantitative side of our fund selection. He also assists with portfolio management of our Mosaic model range acting as the portfolio manager for the government bond funds and fixed income tiles.

John previously worked four years at KPMG Investment Advisory assisting institutional clients with portfolio construction. He was responsible for driving fixed income idea generation and conducting research on fixed income funds for pension schemes, some holding assets in excess of £4bn. John’s background in economics provides a solid base for understanding fixed income markets. He studied undergraduate Economics and Accounting at the University of Bristol and a Masters in Economics at SOAS University of London. He has passed all three levels of the CFA program and obtained his charter in September 2020.

Fund Analyst

James Piper

James joined FE Investments in March 2022 as a Fund Analyst. He is responsible for covering US & Global Equities on the FE Investments Approved List. James joined from AJ Bell Investments, where he spent 4 years as a Research Analyst, responsible for fund research and analysis on all actively managed investment solutions. Prior to this, James spent a year as an Operations Analyst for AJ Bell Investments and was heavily involved in the launch and implementation of the AJ Bell funds range. James holds the Investment Management Certificate (IMC) and has a degree in Political, Economic and Social Sciences from the University of Sydney.

Fund Analyst

Fiammetta Valentini

Fiammetta joined the Research Team as Fund Analyst in November 2020. After a MSc in Accounting and Finance at Bocconi University (Milan), she joined Euromobiliare Asset Management SGR as an Investment Analyst. In the following 3 years she had the opportunity to work in different departments, developing both analytical and relational skills. After 2 years in the advisory desk giving support to clients on their portfolios and investment strategies, she joined the fund selection team.

Fund Analyst

Zach Ryan

Zach joined FE in January 2021 as a Fund Analyst. He is responsible for covering Emerging Markets & Asia Pacific equity funds on the FE Invest Approved List. Before joining FE, he worked for three years as an analyst at WEALTH at work, producing investment recommendations on UK direct equities and collectives, across both active and passive strategies. Zach graduated with a BSc in Economics from the University of York in 2017. He holds the Investment Management Certificate and is a CFA Exam Level II candidate.

Fund Analyst

Adam Rizvi

Adam graduated from the University of Southampton with a BSc in Economics. Prior to joining FE Investments in 2021 as a fund analyst, he was a research analyst at IAM, where he focused on hedge funds and alternative UCITS. Previously, he worked as part of the hedge fund research team at Mercer. Adam started his career at Russell Investments in 2018 as an intern in the alternative investments division, where he focused on hedge funds and private markets. As a member of FE Investment’s fund research team, Adam is responsible for the selection of absolute return, property, and thematic strategies for the FE Investments Approved List.

Administration Assistant

Liana Hodgson

Liana joined the Research team at FEfundinfo in March 2021. Originally from Guam, Liana graduated with a BSc in Business Studies from Washington Adventist University in 2016. She originally worked as a primary school teacher on Guam before moving to the UK to take up an Operations and Logistics role in the Oil industry. Liana joined FE to help in the operations section of the team, which includes, ensuring that clients have access to the portfolios they require on our available platforms, as well as FE Analytics. Liana is also responsible for producing supplementary documentation for our portfolios.