A global network working for you

Our expert in-house team has access to 9,000 investment professionals around the world, all working to do more for you.

With investing, your capital is at risk.

9,000 experts in 200 locations helping to make your money do more

At True Potential Investor, we believe there is strength in numbers, and we apply that thinking to the size of our organisation too. Our team brings together over 9,000 investment professionals in 200 locations around the world. This scale of world-class fund managers and partners (the likes of Goldman Sachs, Allianz and UBS for example) has allowed us to create a set of Fully-Managed Investment Portfolios with unique growth opportunities because we have a truly global outlook and network. As well as a world-class investment knowledge, our team includes experience in financial services, regulation, technology and communications.

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.

Team Member

Mark Henderson

Senior Partner

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 .

Team Member

Chris Leyland

Investment Director

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.

Team Member

Barney Hawkins

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

Our analysts are based in the UK and work daily to review market influences.

Team Member

George Bell

George Bell is a Fund Governance Officer responsible for ensuring funds operate within their investment guidelines and objectives. He ensures all fund documentation is up-to-date and accurate. George obtained a first-class degree in Finance and Investment Management and is registered on the Dean’s list for academic excellence.

Team Member

Paul Durrans

Paul’s 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.

Team Member

Jo Dylan

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.

Team Member

Matt Henderson

Matt 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 a Trainee Analyst. Other duties include he is the Secretary of the Investment Governance Committee for the True Potential Auto Enrolment Pension Scheme. Matt has completed the first exam of the CFA’s Investment Management Certificate and is working towards the next level of this professional qualification.

Team Member

Julius Poliakas

After finishing his honours degree in Economics and Business Management and Masters degree in Banking and Finance at Newcastle University, Julius joined True Potential as an Investment Analyst in 2015. Julius focuses on the quantitative and qualitative analysis of funds, portfolios and markets. Julius has the CFA’s Investment Management Certificate and is now looking to pass CFA exams.

Team Member

Keith McDonald

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.

Our fund managers

Working for financial giants and managing billions of pounds worth of investments for the wealthiest clients across the globe, our fund managers work on your portfolio, daily.

Team Member
  • Staff: 2,000
  • Locations: 16

David Copsey

Vice President, Goldman Sachs Asset Management

David Copsey is a vice president in the Global Portfolio Solutions (GPS) Group, based in London, where he assists with portfolio solutions for institutional and third party distribution clients. David Joined Goldman Sachs in 2008 in the Operations Division, supporting the Private Wealth Management Business. He then moved to a role in the Portfolio Control and Analysis team, working alongside the Institutional Business. In 2010 David moved to a role working in the UK Institutional Sales team where he was responsible for new business and managing existing relationships with UK and Irish corporate pension schemes. David graduated from Loughborough University with a BA in international business, having spent his penultimate year working for the Goldman Sachs Private Bank AG in Zurich, Switzerland.

Team Member
  • Staff: 3,600
  • Locations: 24

Richard Lloyd

Managing Director, UBS

Richard Lloyd is Global Head of Structured Solutions, part of the Global Investment Solutions team. Richard is responsible for the design, delivery and execution of a full range of structured and risk managed investment solutions for institutional, DC and wholesale clients globally. Richard joined UBS Asset Management in November 2010 from Insight Investment Management where he had been head of structured solutions since 2008, developing derivative solutions for institutional clients and structured products and solutions for retail clients.

Team Member
  • Staff: 700
  • Locations: 25

Cordula Bauss

Senior Portfolio Manager Multi-Asset, Allianz

Cordula is a Senior Portfolio Manager in the Multi Asset-Active Allocation team in Frankfurt. She manages multi asset funds and heads up the FX team. She also manages the currency overlay strategy for selected portfolios in Asia. Cordula joined the firm in 1997as an analyst for currencies and became a portfolio manager for currency portfolios, currency overlay mandates and emerging markets debt local currencies. In 2008 she started managing balanced portfolios. She started her career as an editor with Finanzen-Verlag in Munich in 1994. Cordula graduated with a university degree in Economics ("Diplom-Volkswirtin") from the university of Gottingen.

Team Member
  • Staff: 700
  • Locations: 32

Marcus Brookes

Head of Multi-Manager, Schroders

Marcus Brookes heads the Multi-Manager team at Schroders having joined from Cazenove Capital Management in July 2013. He has previously worked at Gartmore Investment Management and Rothschild Asset Management. He graduated from the University of Sterling with an MSc. in Investment Analysis. He brings over 20 years’ investment experience to the team.

Team Member
  • Staff: 450
  • Locations: 27

Richard Colwell

Portfolio Manager, Columbia Threadneedle

Richard Colwell joined the company in 2010 as a Portfolio Manager in the UK Equities team. He manages the Threadneedle UK Growth & Income Fund, Threadneedle UK Equity Income Fund and the Threadneedle UK Equity Alpha Income Fund. He also co-manages the Threadneedle Monthly Extra Income Fund. He has research responsibility across all sectors.

Before joining the company, Richard ran high alpha UK equity portfolios at Aviva Investors. He has also held portfolio management roles at Credit Suisse and Schroders and worked at the Bank of England.

Team Member
  • Staff: 550
  • Locations: 1

Riitta Hujanen

Investments Director, Close Brothers

Riitta Hujanen joined Close Brothers Asset Management as Investment Director in July 2012, and was appointed manager of the Close Discretionary Portfolio Balanced Fund 1 April 2013 and of the Growth and Conservative Funds on 24 April 2013. Before joining CBAM, Riitta held fund management positions at Schroders and Montanaro in London.

Team Member
  • Staff: 350
  • Locations: 14

Jason Collins

Head of UK Investment Management Unit, SEI

Jason Collins serves as the head of the UK Investment Management Unit and Portfolio Manager with the UK Equity team. Prior to his employment with SEI, he was a Founding Partner of Maia Capital Partners, a specialist multi-manager investment firm providing multi-asset unit trusts to UK retail investors. Jason participated in all aspects of Portfolio management for the firm, including manager research and fund selection across all asset classes, asset allocation, portfolio construction and implementation.

Team Member
  • Staff: 30
  • Locations: 1

Ian Jensen-Humphreys

Chief Investment Officer, 7IM

Ian is an Oxford graduate with a degree in Physics. He is also a CFA Charter holder and spent the first fifteen years of his career at Goldman Sachs, where he specialised in equity derivatives, in particular risk management and portfolio hedging strategies. He brought that expertise to 7IM when he joined us in May 2016 from Citigroup where he was responsible for identifying strategic investment solutions for UK pension funds.

Initially a Senior Investment Manager focusing on derivatives and alternatives within the multi-asset portfolios and co-managing the 7IM Real Return Fund, Ian became Chief Investment Officer in November 2017.

Our Investment Committee

Our independent investment committee ensure that we deliver the service to clients we promise.

Team Member

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.

Team Member

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.

Team Member

Russell Hogan

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.

Team Member

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.

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.

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