Who We Are

Dani Hristova became Chief Executive Officer of IIMI in May 2023. Dani started her career in financial services in 2015 at Legal and General Investment Management (LGIM) within the defined benefit pension scheme client team. Dani then moved on to Schroders Investment Management where she was responsible for some of the firm’s largest pension scheme clients including the in-house scheme before moving into the insurance business development team. Most recently, Dani has worked for Nordea Asset Management where she was responsible for building the firm’s presence in the UK insurance market. Dani graduated from the University of Exeter with a BSc in Psychology and holds the Investment Management Certificate (IMC) and the CFA Certificate in ESG Investing.

Sebastian became Chairman of the IIMI in 2022 having been Deputy Chair since 2017. He is a Partner and Head of Client Services at Somerset Capital Management LLP, an Emerging Market Equity boutique which he helped grow from $1.8bn to over $10bn in AUM. Sebastian graduated from the University of Edinburgh with a First Class degree in Mathematics and Business Studies, is a CFA charterholder and holds an Executive MBA from Bayes Business School.

Rose Beale joined Findlay Park in 2019 as Responsible Investment Lead. Prior to joining Findlay Park, Rose was an ESG Analyst in the Responsible Investment team at Columbia Threadneedle. Rose started her career at BlackRock in 2014.

Daniel was Chairman of IIMI from 2010 to 2013. He has considerable experience in wealth management and merchant banking, having advised some of Europe’s most prominent families and industrialists for over 20 years. Formerly Senior Banker at UBS Warburg in London and Paris concentrating on mergers and acquisitions, he was a member of the firm’s executive committee in France. He was also Chief Executive of a private equity fund backed by CVC Capital Partners. Daniel sits on several prominent boards and investment committees and regularly contributes economic and financial editorials to leading newspapers. He is the author of ‘Capital Wars’, a book published in early 2014. He holds an MBA from Harvard Business School, an MA in Economics from Institut d’Etudes Politiques de Paris and an MSc in Finance from Universite Paris-Dauphine.

Charles joined Waverton in June 2016 as Head of Funds following the acquisition of 2CG Senhouse where he was a Director, having co-founded Senhouse Capital in 2008. Prior to this, he was Head of Sales and director at Bedlam Asset Management. He started his career on the sell side for Salomon Brothers (1995-6), ABN AMRO (1996-9) and CLSA Emerging Markets (1999-2002), based variously in Southeast Asia, South America and London. Charles graduated from the University of Newcastle with a degree in History in 1994.

Charlotte is the Assistant Fund Manager of the Trojan Fund and Personal Assets Trust and Fund Manager of the Trojan Ethical Fund, with responsibility for multi-asset coverage and the analysis of global companies and their selection for Troy’s portfolios.

Charlotte joined Troy in 2013 from Ruffer Investment Management, where she worked as an Investment Associate. Graduating from Cambridge with an MA in Modern Languages, Charlotte holds the CISI Diploma and is a CFA Charterholder.

Dan is UK Head at Orbis Investments. Prior to this role, Dan spent 15 years as part of Orbis’ investment team covering autos, industrial stocks and the energy sector as well as building out the global sector research team. Dan is a CFA Charterholder, Chartered Accountant and graduate of Brasenose College, Oxford where he studied PPE (Politics, Philosophy and Economics).

Nicole joined Evenlode in 2016 and is Evenlode’s Chief Operating Officer. Prior to joining Evenlode she was Head of Investment Management Operations with private bankers Arbuthnot Latham. Previously she was the Asset Services Manager at Legal and General Investment Management, and the Reconciliations Manager at Gartmore Fund Managers.

Nicole brings over thirty years of experience in both retail banking and investment management to Evenlode.

Edward is Chief Executive of Guinness Global Investors and a fund manager in the Guinness EIS Team. Edward joined Guinness in 2006. Prior to Guinness, Edward worked from 2002 as a merger arbitrage analyst for the Arbitrage Associates Fund at the Tiedemann Investment Group in New York. In 1998 he joined HSBC Investment Bank, where he worked in the Corporate Finance Department in the Energy & Utilities Team and in the Telecoms & Technology Team. Edward graduated from the University of Cambridge with a Master’s degree in Engineering and Management Studies.

Philip is General Counsel of Independent Franchise Partners LLP, an independent institutional-only asset manager based in London. Franchise Partners offers a specialist, differentiated equities strategy, focused on delivering sustainable long-term investment returns through segregated mandates and a range of pooled vehicles. 

Previously Philip has experience as General Counsel of Threadneedle, a major UK-based, US-owned, retail and institutional asset manager with global responsibility for the firm’s legal affairs and regulatory relationships through the credit crisis and its aftermath. Philip was also a Partner in the Dispute Resolution Department at Norton Rose with a practice concentrating on hedge funds, banking, asset finance and financial services disputes. Philip studied jurisprudence at the University of Oxford. 

Helme joined Tellworth Investments in November 2020. Prior to this, she spent 2 years at BennBridge, where she was responsible for building and maintaining client relationships across the UK and Europe. Helme has 10 years’ experience in financial services, including roles at JO Hambro Capital Management, BNY Mellon Investment Management and Blackrock (iShares).

Helme graduated from the University of Bristol with a degree in Aeronautical Engineering, and holds an MBA from the University of Chicago Booth School of Business.

Sondre is Head of ESG in SKAGEN Funds and is part of SKAGENs Portfolio Department. Sondre holds an MA (Honors) in International Relations from the University of Edinburgh and an MSc in Political Economy of Europe from the London School of Economics and Political Science. 

Charles Gubert is the Head of Regulation at NCI. He is founder of GTL Associates, a research, copy-writing and marketing consultancy to financial services institutions, and a contributing editor at Global Custodian Magazine. Prior to this, he was a research manager at Thomas Murray IDS, a consultancy and editor at COOConnect, an online title aimed at chief operating officers at alternative and long-only fund managers. He started his career as a reporter at Risk Magazine and Hedge Funds Review.

Algernon Percy graduated from Christ Church, Oxford, in 1990 with a degree in History.   He has since written a book about the Crimean War.  He worked in the Private Client department of Mercury Asset Management (later Merrill Lynch Investment Managers) for nine years, before joining Waverton (then J O Hambro Investment Management) in 2003. He became Head of Private Clients, and then in 2013 was appointed Managing Director.  He manages the Waverton Portfolio Fund.

Simon has been CEO of Findlay Park since 2016. He is a member of the American Fund Investment Committee. Previously, Simon spent nineteen years at Newton Investment Management, initially as a global banks analyst, then as Head of Global Research, Head of Private Clients and Charities and, finally, as Chief Investment Officer.

Susannah was Deputy Chairman of IIMI between 2016 and 2021. She has over eleven years of industry experience and is now an independent consultant. Prior to this, she was COO and later CEO of S. W. Mitchell Capital, a European equities boutique. Susannah started her career in 2008 at Citywire Financial Publishers where she was responsible for the commercial aspects of their UK fund manager ratings business and external research. Susannah has a degree in Politics from the University of Edinburgh.