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35CITYWIRE WEALTH MANAGER

TOP 30 UNDER 30

THE TOP 30 UNDER 30 METHODOLOGYWe have devised a proprietary scoring system, which ranks the responsibilities individuals have at their company, alongside their qualifications and academic achievements.Additional points are awarded for those who are involved in decision-making, including sitting on investment committees, fund selection teams and other senior managerial and research functions.

We worked with a number of leading wealth management companies to devise the scoring system so it best reflects the relevance of particular qualifications to the individuals’ day-to-day roles.

The application period was between 4 March and 10 April and the results were then independently verified and are presented here in alphabetical order.

RESPONSIBILITIESResearch and asset allocation

INDUSTRY QUALIFICATIONSIMC level 4, working towards chartered wealth manager status

CAREER TO DATEAfter graduating in mathematics from the University of Nottingham, Walker joined de Vere’s wealth management graduate trainee scheme in Malta. She moved to Victoria Private Investment Office in February 2014, joining as an investment analyst, and now personally looks after 15 high net worth clients. Walker has also initiated and hosts a series of regular networking events for industry professionals.

TOP FUND PICKBuying Tesco shares in January ahead of their 30% rally.

BEST ADVICE RECEIVED‘Choose a company and mentor that will support and nurture you.’

VICTORIA WALKERVictoria Private Investment Office

tus

h ries

RESPONSIBILITIESPortfolio and wealth management

INDUSTRY QUALIFICATIONSChartered wealth manager

CAREER TO DATEWard started out as a stockbroker at Edward Jones in 2006, before taking an investment manager role at Fyshe Horton Finney in 2009. He joined Walker Crips in 2013 and looks after 190 clients, with assets under management of £34 million.

BEST INVESTMENT CALLBuying into technology stocks,

including Apple.

BEST ADVICE RECEIVED‘Manage expectations.’

ROBERT WARDWalker Crips

g

INDUSTRY QUALIFICATIONSChartered wealth manager

CAREER TOWard starEdward JinvestmeFinney in2013 andassets un

BEST INVEBuying int

includ

RESPONSIBILITIESResearch and investment management

INDUSTRY QUALIFICATIONSCFA charterholder

CAREER TO DATEWoolley set up his own business, Travellingbug (which arranged gap-year placements overseas), when he was 19. He then spent two years working as a business consultant in Australia, before launching an IT outsourcing firm in the Philippines. After a year working as an analyst for a family office, he joined Hawksmoor in 2013. His research focuses on UK equities, but he has also built bespoke software that is used throughout the firm for portfolio monitoring and management.

BEST INVESTMENT CALLBought Greggs at 450p; it is now 220% higher at near £10.

IF YOU HADN’T GONE INTO INVESTMENT MANAGEMENT, WHAT CAREER WOULD YOU HAVE PURSUED?

Concert pianist.

IAN WOOLLEYHawksmoor Investment

Management

Concert pianist.

RESPONSIBILITIESResearch

INDUSTRY QUALIFICATIONSIMC level 4, CFA levels 1 and 2, CISI private client advice, financial risk manager

CAREER TO DATEYeates started his career at Brewin Dolphin three years ago, after a summer internship in the firm’s quantitative research team. For almost two years, he worked in the firm’s model portfolio service team. In January 2014, he joined 7IM’s investment risk team, contributing to its quantitative investment process and discretionary portfolio construction.

BEST INVESTMENT CALLBuying Tesco at the bottom for his personal account.

MATTHEW YEATES7IM

personal account.