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About Peter
Peter has previously been Deputy Chairman of HSBC Investment Bank and Head of Europe for the Canadian Imperial Bank of Commerce World Markets. Away from finance, he is Chairman of the Voiceability Charity.
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About Sophie
Sophie has been looking after private clients for 15 years. She joined Featherstone after spending 10 years working for Ruffer where she was primarily responsible for managing discretionary portfolios for private clients. Prior to that, she spent 5 years at Swiss fund manager Global Asset Management (GAM). Sophie is a qualified Chartered Alternative Investment Analyst and is a Chartered Member of the Chartered Institute for Securities & Investment (MSCI).
Sophie in the Press
Citywire – Wealth Boutique Hires Ruffer Investment Director
Investment Week – Featherstone Hires Ruffer Investment Director
Portfolio Adviser – Ruffer Investment Director Joins Berkshire Wealth Manager
International Adviser – Sophie Burke-Murphy Investment Director Of Featherstone
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About James
James joined Featherstone from the well-known hedge fund Odey, where he looked after private clients. In 2020 James was included in Spear’s Magazines list of the UK’s “Top 10 Wealth Managers”.
He trained with HSBC Asset Management before moving to Close Brothers where he worked as an investment consultant on behalf of organisations including Her Majesty’s Treasury, Price Waterhouse Coopers and Royal Dutch Shell. James is a regular market commentator in the FT, The Times, The Telegraph and Investment Week.
He has worked in both Frankfurt and London and read politics at Newcastle University (2:1). In 2011 James was made a Fellow of the Chartered Institute for Securities & Investment. (Chartered FCSI) .
James in the Press
Read James’s Spear’s Magazine review
LinkedIn – James Barton Featherstone CEO
The Telegraph – Best Stocks and Shares 2022
Citywire – Ex-Odey Wealth Director Opens Family Office
Portfolio Adviser – Move Away From Broken Asset Allocation
Citywire – Former Odey Wealth Investment Director Joins Featherstone
FT Adviser – Bonds in an Inflationary Environment
FT Adviser – UK Equity Income Becoming Popular
Trustnet -Small UK Tech Stocks Compete With The Giants
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About Tom
Tom has a specialism in quantitative and qualitative analysis of investment funds.
Tom started his career at Cazenove Capital Management before a two-year graduate programme at Aberdeen Asset Management, going on to work as an investment consultant for institutional clients.
He has a bachelor’s degree in Accounting and Finance from Newcastle University (2:1).
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About Andrew
After serving a 6-year commission with the Royal Navy, Andrew moved to Goldman Sachs where he worked within derivative markets.
He has a 2:1 from the University of Exeter and a postgraduate Diploma in Finance from the London School of Economics.
He holds the CISI Certificate in Investment Management and is currently completing the Diploma in Regulated Financial Planning.
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About Alex
Alex provides holistic advice covering retirement planning, inheritance tax mitigation, trusts and school fee planning. He has worked with private clients since 2005 at Fidelity, UBS, and latterly at Close Brothers.
At UBS, Alex was also part of an internal team responsible for advising senior staff of the Investment Bank on personal financial planning.
He has a 2:1 in Business and Marketing from Oxford Brookes and holds the Investment Management Certificate and Financial Planning Diplomas from the CII and CISI.
Alex in the Press
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About Anya
Anya manages our middle office operations, acting as a vital link between our clients and the various third parties we deal with in order to create a hassle free and seamless experience for our clients. Anya is also working towards the Chartered Insurance Institute (CII) financial planning diploma to give her extra depth of knowledge.
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About Olivia
Olivia is studying the Chartered Institute for Securities and Investment (CISI) exams and helps to look after our clients. Liv trained as a chef at a Michelin star restaurant and in 2021 was voted Thames Valley ‘Apprentice of the Year’.
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About Larysa
Larysa is involved with all aspects of the financial planning process and provides front office technical support. Larysa has worked for Barclays and AXA Wealth, is a Chartered Member of the Personal Finance Society (PFS) and holds the CII Advanced Diploma in Financial Planning and the CISI Investment Operations Certificate.