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Management Board

In addition to Malcolm Small, Peter Le Beau and Chairman, Clive Waller, the members of the Management Board are:

Brian Tora

Brian Tora’s long career in the investment industry has seen him hold many senior positions in a variety of firms, the most recent being that of Investment Communications Director of Gerrard Investment Management Limited, part of Barclays Wealth and one of the largest firms serving the Private Client market in the UK. This position made him the principal investment spokesman of the firm and today, through his consultancy - The Tora Partnership, he continues to advise a number of organisations on investment communications and marketing issues. He is a much sought after writer on financial matters, with columns in a wide variety of publications, and is a regular broadcaster on radio and television.

Justin A. Urquhart Stewart

Having trained as a barrister, Justin took up corporate finance, working in both Africa and Singapore.  He then went into marketing with a focus on corporate cash management facilities.  This led him to help found Broker Services in 1986, which went on to become Barclays Stockbrokers, where he was Marketing Director. In early 2001, he co-founded Seven Investment Management, an investment management business that innovated the UK investment market with the introduction of the first Sterling Investment Wrap Account which now manages and administers in excess of £1.6 billion on behalf of professional financial wealth managers and intermediaries. Justin has a keen interest in developing the investment market to break down as many of the traditional barriers as possible for both private investors and smaller companies.  He writes regularly for national magazines and newspapers, and is a frequent commentator on television and radio, both in the UK and abroad.

David Moffat

Born in Zimbabwe and educated in Scotland, David spent 15 years in the asset management industry with Fidelity, Threadneedle and Mellon Bank before joining JPMorgan as FundsHub Sales and Marketing Director. Since 2004 David has primarily worked as a consultant for a number of wrap and platform clients and with the Money Portal Group with responsibility for platform strategy and fund manager relationships. David recently joined IFDS in the UK where he is responsible for marketing and business development.

Paul Bradshaw

Paul is an actuary by original profession, but has spent most of his career with a focus on sales and marketing. He has run various insurance companies in the UK and abroad, perhaps most well known as a founder and early CEO of Skandia in the UK, he has also been involved in Germany , Italy and Ireland and latterly ran Abbeys Insurance and asset management business. He is Chairman of Nucleus Financial Group , Sumus plc and Medibureau Ltd as well as being a non executive director of Merchant Investors and of Southampton University NHS Trust.

Holly Mackay

Holly has been working with fund distribution platforms for over 10 years and her experience spans the Australian, UK and continental European markets. Holly is Managing Director of The Platforum which she founded in February 2007. The Platforum provides consultancy, research and events to the financial services sector. Holly started her career in the Australian financial services industry where she developed and ran investment platforms at Merrill Lynch Investment Managers and Norwich Union. On returning to the UK in 2003, she worked as a specialist fund platform consultant to both providers and distributors before being recruited to Abbey in 2004 to head up their new wrap proposition. After the Santander acquisition of Abbey, Holly was appointed the UK Director of Allfunds Bank in June 2005 and launched the institutional platform in the UK in 2006. Holly read French and Spanish at New College, Oxford University and holds a graduate Diploma in Applied Finance and Investments from the Securities Institute of Australia. She has dual British and Australian citizenship.

John Martin

John Martin began his career in financial services in the mid-80s, working as a financial adviser and then sales manager. In 1999, he started his own IFA firm in the City, which later transferred to a National IFA where he became Regional Director for some 200 IFAs and firms in the South East. In 2006, he formed Radcliffe & Newlands, a small IFA firm of experienced and specialist advisers, where he is still a director. He has worked with Præmium for three years; firstly as a director of a consultancy firm on distribution and then became Sales and Marketing Director in May 2007 before being appointed Managing Director in April 2008.

Tina Wilkinson

Tina Wilkinson is Head of Business Development UK - Asset Management & Services. She joined BNP Paribas in 2005 as CEO of BNP Paribas Asset Management Luxembourg. In her current role, Tina is responsible for developing the Wealth Management strategy for BNP Paribas group companies in the UK, including the private bank, asset management , insurance, real estate and security services. Tina has just moved into the Head of Business role of Wealth Manager Solutions within BNP Paribas Security Services. Tina has over 20 years of experience in the financial services sector. Prior to joining BNP Paribas, she was CEO of AdvisorTech a US- and German-based fund platform. Originally from the US, she worked for Salomon Bros. as a bond and equity research analyst where she focused on the financial services industry, and has been in Europe for over 15 years in senior management positions. She was Global Head of Distribution for Allianz Asset Management and CEO of Allianz Asset Management Luxembourg. Tina also worked for Threadneedle Investment Managers where she was MD of European Marketing and Product Development. She was co-Head of Institutional Marketing for Indosuez Asset Management. Tina is a Board Member of the Association of the Luxembourg Fund Industry and has worked on several European Commission working groups focusing on the Fund Industry.

Geoff Towers

Geoff Towers was told by his first boss to learn the investment industry before he offered advice. Consequently he has worked as a salesman, a trader and a fund manager, before becoming Citibank Asset Management’s operations head, running Barclays International Funds Group and then latterly as CEO of Standard Life’s wrap and platform business. Geoff’s great interest is understanding and closing the gap between what our customers want and what the industry can provide. So despite experience from five continents, he is still learning - although that doesn’t stop him offering advice.

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