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 began his financial services career in private banking with Lloyds, covering investment management, and 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 .
Chris Leyland is a seasoned investment professional with over 19 years experience within fund management having looked after all client sizes, from smaller private clients up to large scale pension fund and charities. Chris has previously worked in both fund management and research for Tilney BestInvest and Deutsche Bank where he was responsible for the fund management of approximately £420 million. He joined True Potential in 2015 and is an Investment Director.
Barney joined the Investment Department of True Potential in 2016. In a career spanning over thirty years he has managed investments for private clients, trusts and charities. He has gained experience in a diverse range of investments working both for smaller stockbroking houses Laing and Cruickshank and Brewin Dolphin as well as the wealth management divisions of multinational investment banks Merrill Lynch and UBS.
Our analysts are based in the UK and work daily to review market influences.
Peter joined the team as a Fund Governance Analyst in May 2018. His main role is to ensure the funds operate in accordance with their stated objectives. Peter has obtained an LLB from Queen’s University Belfast and an LLM in International Economic Law from the University of Edinburgh.
George is an Investment Analyst. His responsibilities include assisting the senior investment team with the fund management of the True Potential Portfolios, presenting the overall investment solution to clients, and the risk mapping and performance analysis of the True Potential Funds and Portfolios, along with data gathering for the purpose of management reporting. George obtained a first-class degree in Finance & Investment Management, is registered on the Dean’s list for academic excellence and holds the CISI Investment Operations Certificate.
Paul is an Investment Analyst, focusing on the management of the True Potential Portfolios and specialising in risk. Building on his degree in Finance and Investment Management, Paul is completing the final Level 3 stage of the Chartered Financial Analyst exam and has gained the CFA’s Investment Management Certificate.
Jo has worked at True Potential since 2012. Joining 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 member of CISI after gaining her Investment Advice Diploma.
Matt is an Investment Analyst. He joined True Potential straight after completing his A Levels in August 2016. He started off working as part of the Fund Governance department and has since transitioned to Investment Management as an Investment Analyst. Matt has completed the CFA’s Investment Management Certificate (IMC) and is currently working towards Chartered Alternative Investment Analyst (CAIA) status.
Matthew joined True Potential in 2016 through a Business Administration level 3 Apprenticeship. He originally worked on True Potential’s Strategy team helping financial advisers with Direct Offer transfers. Matthew moved to the Investment Management team earlier this year and is currently studying towards a Certificate in Discretionary Investment Management.
Keith has over 25 years’ experience in financial services in both client-facing and back-office management roles. He began his career with Lloyds Private Banking before taking up a client advisory role with Brewin Dolphin. Since moving to True Potential in 2011 to help launch the Investment Platform, he has concentrated on back office management and development. As Transfers Manager he co-ordinated True Potential’s strategy in moving towards electronic transfers, before taking up his current role managing the Investment Team’s operations and fund governance area. Keith holds Fellowship status with the Chartered Institute for Securities and Investment.
Josh is an Investment Analyst who joined the Investment Management team in September 2018. His main role is to support the Investment Directors with analytical and statistical testing of True Potential Portfolio performance. Josh obtained a First-Class Honours in International Business Management before gaining a Distinction in MSc International Investment & Finance with an Award for Excellence on his Master’s thesis.
Our independent investment committee ensure that we deliver the service to clients we promise.
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.
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.
During his 30 years of investment experience, Russell spent 17 years at Aegon Asset Management becoming Chief Investment Officer in 1995 and there after CEO with responsibility for £33 billion. He joined Dundas Global as Director at inception, becoming a full-time member of the team in April 2012.
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.
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.
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