Investment Management

Lester Petch

FOUNDER, CEO, CIO

Lester is Chief Executive Officer, Chief Investment Officer and founder of TAM, with over 35 years investment management experience in major Institutional Investment Institutions as a Regional and Global Investment Manager. He originally trained as an Investment Analyst before becoming a Manager of direct investment portfolios in the Life and Pension Fund industry for such companies as Royal Insurance, PosTel Investment Management and Target Group. He has a Joint BSc Hons Degree in Politics and Law from Southampton University, is a Fellow of the Securities Institute and a graduate of the Investment Management Programme of the London Business School.

James Penny

SENIOR INVESTMENT MANAGER

James joined our investment management team in 2014 as an Investment Analyst and is now our Senior Investment Manager. Prior to joining TAM, James worked at UBS AG New York within the banks options trading division. UBS AG relocated him to their Investment Banking division headquartered in London where he specialised in both global equities and derivatives within the banks' growing Portfolio Trading Division. James brings significant financial market experience to our investment team from a global career within one of the largest financial institutions in the world. A disciplined and methodological approach to global investing is one of the core themes James has instilled at TAM. 

 

Stephanie Sotiriou

Senior Investment Analyst

Stephanie joined our investment management team in 2015 as an Assistant Investment Analyst, focusing on supporting in the fund research and selection process. She has progressed to become the team's Senior Investment Analyst, with a specific focus on managing TAM’s ethical portfolios. Stephanie brings with her significant knowledge in economics and finance, after graduating with a First Class Honours degree in Economics from the London School of Economics and Political Science in the summer of 2015. Stephanie also holds the Investment Management Certificate (IMC) and is currently working towards her Chartered Financial Analyst (CFA) credential.

Eric Williamson

Investment Analyst

Having completed three summer internships with TAM, Eric Joined the IM team permanently in 2016 and completed the Investment Management Certificate (IMC) within the first 6 months. Our newest member brings a first class honours degree in Finance, Investment & Risk from Glasgow Caledonian University, giving him a broad and comprehensive knowledge-base of which to support the investment team with fund research and analysis. Eric also brings with him experience of working with intermediaries, putting him in an advantageous position for serving the needs of our financial advisers.

Jean-Michael Ipock

Product Development Specialist

Jean-Michael joined our investment management team in 2019 as a Product Development Specialist focused on supporting the wide range of portfolio management duties - through the development of systems and analytics; additionally, to enhance and optimise investment solutions. Prior to joining TAM, Jean-Michael worked within Front Office Investment Technology at Schroders plc; with his most recent assignment within the Multi-Asset Core team which specialised in developing proprietary tools for multi-asset fund managers and traders. Jean-Michael brings with him a broad technical and mathematical skillset having graduated with a master’s degree in Astronautics and Space Engineering from Cranfield University in Spring 2017, and is currently working towards completing the Investment Management Certificate (IMC).

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