Chairman of IIMI and Chairman of Dalton Strategic Partnership
Nick took over as Chairman of IIMI in November 2019. He is an experienced global equity investor and has invested in Asian stocks since 2000. Nick joined Dalton Strategic Partnership LLP in 2010, where he is now the Chairman of the Board. Prior to this, Nick was a founder, Managing Partner and a Global Equity Portfolio Manager at Origin Asset Management LLP, as well as Head of Equities at Investec Asset Management, where he was responsible for managing the London equity team and global equity portfolios. Before joining Investec in 2000, where he also initiated the 4Factor™ process, Nick was a Director and Global Head of Research at Schroder Investment Management, overseeing over 100 equity analysts around the world. Nick also managed equity funds for Schroders, after joining the company as an investment analyst in 1990. Nick is a Chartered Accountant and has a degree in English and American Literature from the University of Kent in Canterbury.
Deputy Chairman of IIMI, Head of Client Services at Somerset Capital Management
Sebastian became Deputy Chairman of IIMI in 2017. He joined Somerset Capital Management LLP in 2012. He is an Associate Partner and Head of Client Services and helped build Somerset Capital from $1.8bn to over $10bn in AUM. He graduated from the University of Edinburgh with a First Class degree in Mathematics and Business Studies and is a CFA charterholder.
COO, Partner, Longview Partners
Jamie was Chairman of IIMI from 2017 to 2019. Prior to joining Longview Partners in 2021, Jamie had over 20 years’ experience in the asset management industry across a variety of disciplines. Jamie spent fifteen years in his prior role as Partner at Oldfield Partners, where he was initially Head of Operations, then went on to become Head of Business Development and Client Servicing, and for the last seven years was Chief Executive Officer. Previously, Jamie was a Product Specialist for the Global Equity and Emerging Market Equity teams at Merrill Lynch Investment Managers. Jamie holds a BSc Hons in Economics from Loughborough University and obtained his MBA from the University of Cambridge.
Co-Founder and CEO of Stanhope Capital LLP
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.
Susannah De Jager
Service & Proposition Development Director
Susannah was Deputy Chairman of IIMI between 2016 and 2021. She has over eleven years of industry experience; latterly as CEO of S. W. Mitchell Capital, a European equities boutique. Prior to this, she was COO and Head of Business Development at the same firm. 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.
Managing Partner at Latitude Investment LLP
Freddie is the Managing Partner at Latitude and is the Portfolio Manager of the Horizon and Global Funds.
Before founding Latitude he was the manager of the Atlas Fund at Odey which was renamed the Latitude Horizon Fund upon the firm’s inception. Prior to this Freddie spent two years at Rothschild & Co where he managed a similar fund and was a member of the Investment Committee.
Initially, he worked at Goldman Sachs where he was an analyst focussing on US equities and building long-term asset allocation models.
Freddie holds a MA in Maths from Oxford University (St Edmund Hall) and is a CFA Charterholder.
Responsible Investment Lead, Findlay Park
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.
Charles Scott Plummer
Head of Funds at Waverton Investment Management and IIMI Treasurer
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.
CEO of Findlay Park Partners LLP
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.
Managing Director of Waverton Investment Management Limited
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.
Executive Director of IIMI
Toby Illingworth joined IIMI in 2013 as the Project Coordinator. He became the Executive Director in 2015 and is responsible for running IIMI’s day-to-day operations and lobbying activities, as well as managing the overall strategy. Previously he worked at Glyndebourne Opera House and has also spent a number of years working in politics. In addition to his work at IIMI, Toby is a serving District Councillor in Sussex and a Director of The Kulin Initiative, a think tank focused on Bosnia & Herzegovina.
The Board is supported by:
Head of Regulation at IIMI
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.