WHO WE ARE

Chief Executive Officer

In January 2017, David became Chief Executive Officer of the firm. He is a Director of Epworth, leads the Executive Committee and has ultimate responsibility for all aspects of the business.

He has previous experience in the asset management industry in the USA, Guernsey and London. David has served on a number of Boards in the Private Client and Hedge Fund sectors.

In 2007, he obtained an MBA from the Massachusetts Institute of Technology. David worships at St. Alfege Church in Greenwich.

Chief Investment Strategist

Roz joined the firm in June 2021 as Chief Investment Strategist and is responsible for all matters relating to the investment functions of Epworth, including defining and executing the investment strategy, asset allocation, and fund performance. Roz is an Executive Committee member.

Prior to joining Epworth, Roz worked at UBS Asset Management, chairing their Product Strategy Board, helping build the global product range and develop an innovative product shelf and strategy. Roz has 25 years of experience in the investment industry, including 15 years as a consultant working with some of the world’s largest investors.

Chief Responsibility Officer

Andrew joined the firm in April 2021 as Chief Responsibility Officer and is responsible for all matters related to ethical thought leadership and ethical performance. Andrew is an Executive Committee member.

From Texas, and ordained in the Methodist Church of Nigeria, Andrew was previously Director of Global & Learning Innovation at Cliff College, a graduate and postgraduate evangelical learning community that forms part of the Methodist Church.

Andrew holds postgraduate qualifications in theology from the Southern Methodist University in Dallas and has completed his Doctor of Ministry with Wesley University in Nigeria.

Head of Compliance & HR

Vanessa joined the firm in September 2017. Vanessa is an Executive Committee member.

She has 23 years experience working in the financial services industry and since 2011 has worked within a number of compliance roles at Ashcourt Rowan Plc, Towry and Tilney. Prior to this she worked as a sales trader within several investment banks, including CSFB and SG Securities.

Vanessa is a graduate with a BA (Hons) degree.

Head of Change & Transformation

Mo joined the firm in July 2023 as Head of Change and Transformation, and is responsible for Change Management, Project Management, IT and Operations. Mo is an Executive Committee member.

Prior to joining Epworth, Mo was a consultant in the Asset Management space, focused on change, and spent 17 years at Newton Investment Management working in Operations and Technology. Mo was born in Kampala, Uganda, coming from a family of refugees, is passionate about the treatment of those less fortunate in society.

Head of Research

Miles has worked at the firm for over 20 years. He is Head of Research and has overall responsibility for identifying quality companies that fit our investment philosophy.

He oversees a team of five people, ensuring their research meets all our investment and ethical requirements.

Miles has an MSc in Investment Management from Cass Business School.

Head of Client Relations

Sarah joined the firm in January 2022 as Head of Client Relations and is responsible for the management of client portfolios and providing investment advice.

Head of Finance

Lina joined the firm in October 2023 as the Head of Finance and is responsible for the financial management of the business.

She has previously worked across a range of sectors both in the UK and internationally.

Lina has an MSc in Economics and a BSc in Finance Management. She is also an Associate of the CIMA.

Head of Business Development

Simon has been in Financial Services since 1988 and has successfully run Distribution Teams for large corporates (AXA), and start up companies (Utmost, Flagstone and Blackfinch). He is responsible for sales, marketing and communications for Epworth.