CIO, Rob Gleeson
After graduating in Economics from Swansea University, Rob joined FE fundinfo in 2005. Working initially as a data analyst, he was responsible for redeveloping the company’s data systems as well as creating new fund databases. Rob became a fund analyst in 2008 and produced research that was published on Trustnet and in the trade and national press. Rob gained the CFA charter in 2009 and led the creation of FE Investments business in 2010. He currently heads up the investment team and is responsible for developing new products and processes as well as managing its range of managed portfolios.

Head of Client Investment Strategy
Ed Margot
Ed joined FE Investments in 2019 and works with existing and prospective clients to communicate its investment strategy, philosophy and investment processes...

Head of Manager Selection
Charles Younes
Charles joined FE in 2012 as a fund analyst after graduating with a Master of Science in Risk and Asset Management and a Master in Management from EDHEC Business School (France). Prior to joining FE...

Head of Portfolio Management
Amandine Thierree
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...

Head of Investment Operations
Oliver Clarke-Williams
Oliver initially joined FE Investments in 2011 as a support analyst. Oliver has been responsible for the development and testing of the quantitative principles that underpin FE Investments’ research...

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...
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...
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...
Quantitative Analyst
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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