Sarah has been at Architas since 2014 and was promoted from head of UK proposition to head of Architas UK funds in September 2017. Sarah has responsibility for all commercial aspects of the UK business including distribution, proposition and business development.

Before joining Architas Sarah spent the previous seven years as a sales director at Thomas River Capital and then F&C after its acquisition. Sarah previously worked in an offshore role for Friends Provident International as manager of the funds marketing and research team with responsibility for its international funds range.

Sarah has a Bachelor of Arts degree from Liverpool Hope University and holds the Investment Management Certificate.

Jonathan has worked at Architas as a senior multi-asset product specialist for the past 3 years. He provides technical investment expertise globally for multi-asset, specialist income, real assets and alternative investment strategies.

He previously worked at Fidelity International as an Equity investment Specialist on Global and US Funds. In this role, Jonathan was responsible for communicating key investment messages from Portfolio Managers to clients. He first joined Fidelity in 2013, as a Senior Analyst on the fixed income trading Floor.

Prior to this, Jonathan worked at the Markets division of Thomson Reuters. He initially joined in 2009 as an Investment Management Specialist, where he focused on quantitative equity risk modelling. This led to his second role as a Capital Markets Analyst in 2011, which involved writing research reports for FTSE100 investor relation teams.

Jonathan has a degree in Business Management with French, CFA level 2 and the Investment Management Certificate (CFA Society).

Sheldon co-manages Architas Multi-Asset Blended, Architas Multi-Asset Passive and Elite Fund ranges, as well as the Architas Global Equity Income fund. He oversees fund selection and manages the products’ asset allocation and investment strategies. He also leads fund manager research on global equity strategies.

Before joining Architas in 2010, Sheldon was a fund of funds manager at Nedgroup Investments, part of Old Mutual plc. As well as running a variety of long only multi-asset strategies, Sheldon has extensive experience in the hedge fund space and, prior to joining Nedgroup Investments, was Head of Derivative Trading at Old Mutual Asset Managers in South Africa.

Sheldon has a BComm in Financial Accounting and Economics and holds the IMC and is a CFA charterholder. He has 24 years of investment experience.

Georgina Yarwood is an Investment Analyst in the Investment Strategy Group, the global team responsible for developing Vanguard’s investment methodology, publishing proprietary research and representing Vanguard at various client and industry events.

As a member of the Adviser’s Alpha research team, Georgina is responsible for conducting investment analysis and developing thought leadership around investor behaviour and the value of financial advice.

Prior to her current role, Georgina was a participant of the Vanguard Accelerated Development Program, and spent time working in the Economics research team, Portfolio Review Department and Fixed Income Group. Georgina joined Vanguard in 2016 and holds a BSC in Economics from the University of Bath.

Rob Powell, CFA, is Head of Thematic and Sector Product Strategy for BlackRock's Active Equities group and Lead Strategist for the iShares Thematic Range. His role encompasses business development, product strategy and client communications covering both active equity and ETF products.

He joined BlackRock in January 2015 from Legal & General Investment Management, where he was Product Specialist for the fundamental active equity business focusing on Asian and UK equity income strategies. Prior to this, Rob was a member of the sales team at hedge fund provider, Gartmore.

Rob earned a degree in Modern Languages from Newcastle University, and is a CFA Charterholder.

Caroline Shaw was appointed as the Schroder Archive’s first archivist in 2010 and draws on a decade of experience of working with historic financial records from the City of London.  Previously special collections archivist at St John’s College, Oxford and archivist for The Rothschild Archive, she began her career in project management for the library of the London School of Economics. 

She has master’s degrees in Archives and Records Management from University College London and in Romance Languages and Literature (Portuguese) from King’s College London, where for some years she was a visiting research fellow.  Her bachelor’s degree is in English Language and Literature from the University of Leeds.

Ben Wicks has lead responsibility for the Data Insights Team across Schroders’ equity division. Ben’s investment career commenced in 1999, when he joined Schroders as a graduate. He left Schroders in 2005 to work for the UK Government as a senior analyst conducting geopolitical risk analysis, before returning to Schroders in 2013.

After his return to Schroders, Ben was a fund manager for Schroders’ Global Climate Change strategy and a Global Sector Specialist with the Global & International Equity team. Ben has a BA (Hons) from Oxford University in History and Modern Languages (French).

David has been the Investment Director for pan European Equities since April 2019. David’s responsibilities include product management and product development. As part of these responsibilities, he is currently heavily involved in developing our thematic equities proposition.

Prior to this role, David managed the Schroder Core UK Equity Fund from 2009 to 2019. David has also held Fund Management roles at M&G Investment management and Gartmore Investment Management. David holds a degree in History from Durham University and an MBA from Cranfield School of Management.