A global network working for you
Our expert in-house team has access to 14,000 investment professionals around the world, all working to do more for you.
With investing, your capital is at risk.
Our senior investment team
Our founders and many who have joined the team since are from a financial services background. We were also the first clients to invest, and we remain invested today, so success matters.
Mark Henderson
Senior Partner
Mark began his financial services career in private banking with Lloyds, covering investment management, executor and trustee work in the north of England and Scotland. He then moved to Merrill Lynch’s International Private Client Division before joining Positive Solutions where he held the position of Director of Wealth Management. Mark is one of the founding partners of True Potential LLP.
Jeff Casson
Chief Investment Officer
Jeff’s career in began in 1999 with Alliance Trust. In 2005 he moved to Scottish Widows Investment Partnership joining the Emerging Market team to run a series of Emerging Market mandates for retail and institutional clients. In 2010 Jeff moved to Martin Currie Investment Management as an Investment Director on their Global Emerging Markets team before being appointed as Head of Investment Process in 2017. Jeff is a Chartered Financial Analyst (CFA) and holds an Executive MBA from the University of Edinburgh.
Chris Leyland
Director of Investment Strategy
Chairman of the True Potential Portfolios Chris is a seasoned investment professional with over 20 years’ experience within fund management, having looked after private clients, large-scale pension funds and charities. He has previously worked in both fund management and research for Tilney BestInvest and Deutsche Bank. Chris joined True Potential in 2015 and is the Director of Investment Strategy.
Paul Durrans
Investment Director
Paul joined True Potential in 2013 as a platform administrator with a degree in Finance and Investment Management from Northumbria University. He shortly moved into the role of Investment Analyst as the Investment Management department was formed. He is now the co-manager of the True Potential GrowthAligned fund range and also manages the True Potential Global Managed Fund. Paul is a Chartered Financial Analyst (CFA) and also holds the CFA Investment Management Certificate.
Kevin Kidney
Investment Director
Kevin has over 15 years experience within fund management. Previously, he managed global fixed income portfolios for institutional clients in the UK, South Africa and Australia. He worked for Standard Life Investments until 2012 before spending the last nine years at Cameron Hume, where he was Head of Macro Strategy.
Kevin joined True Potential in 2022 and is a co-manager of the True Potential Growth-Aligned fund range. He gained a PhD in Applied Mathematics from the University of Strathclyde in 2007. Kevin is a Chartered Financial Analyst (CFA) and holds the CFA Investment Management Certificate.
Rajesh Yadav
Investment Director
Raj is a seasoned investment professional with over two decades of experience within investment management and research. Raj joined True Potential in 2021 and comes with an extensive experience ranging from managing private client assets for a large Swiss private bank to leading multi-asset research for Morningstar. Before joining True Potential, Raj spent three years in Morningstar leading their multi-asset research capability in the UK. Prior to this he was at Bank Safra/BHI for over 10 years in senior roles in the Bank’s Discretionary Portfolio Management team and headed their Investment Research function. Raj is a CFA Charterholder and holds an MBA degree in Finance from Lancaster University and a BTech degree in Computer Science.
Our analysts
Our analysts are based in the UK and work daily to review market influences.
George Bell
Portfolio Manager
George is an Investment Analyst. His responsibilities include assisting the senior investment team with the fund management of the True Potential Portfolios and presenting the overall investment solution to financial advisers and clients. George holds the CFA’s Investment Management Certificate (IMC), the CISI Investment Operations Certificate (IOC) and a First-class honours degree in Finance & Investment Management.
Jo Dylan
Operations Analyst
Jo joined True Potential in 2012 as a senior administrator in the Wealth Platform, before working on the launch of the True Potential Investments Pension. Jo moved to the Investment Management team in 2015, helping to launch the first of the True Potential Wealth Strategy funds, followed by the True Potential Portfolios. Jo is a Chartered member of CISI after gaining her Investment Advice Diploma. She also holds the CFA’s Investment Management Certificate (IMC).
Matt Henderson
Portfolio Manager
Matt is an Investment Analyst, within his role he is a part of the team responsible for managing the True Potential Growth-Aligned and Global Managed portfolios. His career began working within Fund Governance before moving to the Investment Management team as an Analyst monitoring the True Potential funds. Matt holds the CFA’s Investment Management Certificate (IMC) and is a Chartered Alternative Investment Analyst (CAIA). He is currently working towards Chartered Financial Analyst (CFA) status.
Sam Elliott
Investment Analyst
Sam joined True Potential in 2019, working on the support team for TP Investor clients, before joining the Investment Management team at the start of 2020. As a Data Analyst, his main responsibility is to provide the senior investment team with the data and information required to manage the True Potential Portfolios. Sam holds a degree in Financial Management.
Jonathan Velu
Product Specialist
Jonathan is a Product Specialist. He joined True Potential in 2021 after completing his degree in Finance, Investment and Risk at Glasgow Caledonian University. His responsibilities include assisting the senior investment team with the fund management of the True Potential Portfolios and presenting the overall investment solution to financial advisers and clients.
William Lamb
Investment Support Analyst
William joined True Potential in 2021 after completing his master’s degree in International Finance & Investment at Northumbria University. He is an Investment Support Analyst, and his responsibilities include providing the senior investment team with the data and information required to manage the True Potential Portfolios and assisting the Operations team with the day to day running of the portfolios.
Joe Forward
Operations Analyst
Joe joined True Potential in 2020 after completing his degree in Maths at Nottingham University. He initially worked with Wealth Management, before joining the Investment Management team as an Operations Analyst in late 2020. His responsibilities include the back-office management of the True Potential Growth Aligned Funds & Global Managed Fund, as well as supporting the Wealth Strategy funds and True Potential Portfolios.
Faye Graham
Trainee Investment Analyst
Faye joined True Potential in March 2022 as a Trainee Investment Analyst after completing her Master’s in Finance at Newcastle University. Her main responsibility is to provide the senior investment team with data and information required to manage the True Potential Portfolios.
Magdalena Szczesc
Trainee Investment Analyst
Magdalena joined True Potential in September 2021 after completing her Master's degree in Banking and Finance at Newcastle University. As a Trainee Investment Analyst, her main responsibility is to provide the senior investment team with the data and information required to manage the True Potential Portfolios.
Our Investment Committee
Our independent investment committee ensure that we deliver the service to clients we promise.
Colin Beveridge
Colin was Chief Investment Manager at one of the largest investment trusts in the UK. In 2006, he left the investment trust world to set up and manage a Global Kokusai income portfolio for Scottish Widows in the UK. The funds were sold into the Japanese retail market. He has written extensively on income strategies and their importance to long-term wealth creation. Colin joined True Potential Investments as Chief Investment Officer in February 2014. Colin stepped down as CIO and took on the role of Executive Chairman of the True Potential Investments Investment Committee on 1st February 2018.
Janusz Brzeszczyński
Professor Janusz Brzeszczyński is Professor of Finance in Newcastle Business School (NBS) at Northumbria University in Newcastle upon Tyne. Before joining NBS in 2013, he worked at Heriot-Watt University in Edinburgh and held a number of visiting positions at the universities abroad in the USA, Germany, Switzerland and Poland.
He was awarded Fulbright scholarship (Senior Grant) at the Arizona State University in the USA, Humboldt Fellowship for Experienced Researchers at the University of Münster in Germany, ESKAS federal scholarship at the Swiss Institute of Banking of Finance at the University of St.Gallen in Switzerland and DAAD research scholarship at the Kiel University in Germany.
George Peebles
George is an experienced finance professional and has specialised in the financial services sector for over 15 years. He has worked in corporate finance roles with a major accountancy practice and latterly as Development Director of Aegon.
David Keir
David joined Saracen Fund Managers from SWIP , where he was Investment Director on the UK Equities Desk, running both Institutional and Retail funds. He was also Head of Research. Before SWIP , David spent four years on the UK Equities Desk at Edinburgh Fund Managers.
Fiona Laver
Fiona is one of the four founding partners of Clear Peak Capital LLP and holds the position of Chief Operating Officer. Prior to this Fiona was Investment Director at Scottish Widows Investment Partnership (SWIP), specialising in UK Equities with responsibilities for risk management, product development and client servicing. Fiona is a member of the Institute of Chartered Accountants in England and Wales and holds a degree in Management Studies from Cambridge University.
Some important information
With investing, your capital is at risk. The value of your investments will rise and fall at times and you could get back less than you invest.
