Our Investment Management Department consists of our investment managers, analyst and execution teams, all of which have accumulated a vast experience of creating portfolio management solutions for our clients. We believe that diversity of ideas and experiences breeds the best investment solutions. With specialists dedicated to research, analysis and portfolio management, the team is fully resourced and capable of meeting the demands required by both the client and the ever changing financial landscape.
Lester Petch
Founder and CEO
Lester is Chief Executive Officer and founder of TAM, with over 40 years' investment management experience in major 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 before founding TAM Asset Management. 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
Chief Investment Officer
James joined our investment management team in 2014 as an Investment Analyst and is now our Chief Investment Officer. 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.
Personal Awards
2023 Citywire Top 100
2022 Citywire Top 100
Daniel Babington
Portfolio Manager
Daniel joined our investment team in 2020 as an analyst and has since been promoted to portfolio manager.
Daniel graduated with a first class honours in Economics from the University of East Anglia in 2019. Throughout Daniel's degree he worked as a part time administrator at Roberts Mackie Winstanley IFA in Norwich and post graduating was promoted to research analyst where he designed and managed the investment strategy for the firm.
Personal Awards
2024 Investment Week Best Sustainable Wealth Manager and Best Sustainable Champion Finalist
2024 Citywire Top 30 Under 30
2023 Investment Week Best Sustainable Fund Selector Finalist
2022 Portfolio Adviser Highly Commended Rising Star
Francis Banzon, CFA
Portfolio Manager
Francis joined our investment team in 2022 and currently serves as a Portfolio Manager, with responsibility for managing the firm’s range of Passive model portfolios. He began his career at Aberdeen Investments, where he worked as an Investment Risk Analyst on the firm’s flagship Global Absolute Return Strategy, and later joined the European Private Equity desk as a Portfolio Analyst. Francis is also a CFA charterholder and holds the Investment Management Certificate. He graduated with First Class Honours from Aston Business School and is a prospective student in the Masters in Finance programme at London Business School.
Olivia Gennings
Dealing and Investment Operations Manager
Olivia joined our Investment Management Department in 2022 as an investment operations assistant. She has since been promoted to Dealing and Investment Operations Manager and is responsible for direct execution and onboarding on a day-to-day basis.
Olivia graduated from the University of Birmingham with a degree in Geography, where she developed a broad skillset valuable to her role here at TAM.
James Baxter
Senior Analyst
James joined TAM in 2022 as an anlyst and has since been promoted to senior analyst, supporting the investment team with fund research and analysis. James studied Accounting and Finance at BNU, graduating with a first-class honour in 2021. Following this, he completed an internship in Open-Banking as a Junior Analyst, where he undertook commercial tasks and enhanced his analytical skills. During the end of the internship, James began a master’s degree in Behavioural Finance at Henley Business School, which he completed in May 2022.
Olivia Peters
Operations Assistant
Olivia joined our Investment Management Department in 2023 to support the team with operations. She is responsible for third-party platform execution and onboarding on a day-to-day basis.
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