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, 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.
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.
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.
Barney joined the Investment Department of True Potential in 2016. In a career spanning over 30 years, he has managed investments for private clients, trusts and charities. He has gained experience in a diverse range of investments, working both for stockbroking houses, Laing and Cruickshank and Brewin Dolphin, as well as the wealth management divisions of multinational investment banks Merrill Lynch and UBS. Barney is the co-manager of the True Potential Growth-Aligned fund range.
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.
Our analysts are based in the UK and work daily to review market influences.
Peter 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. 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 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 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 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.
Investment Operations Administrator
Matthew joined True Potential in 2016 through a Business Administration Apprenticeship. He originally worked on True Potential’s Strategy team helping financial advisers with Direct Offer transfers. Matthew moved to the Investment Management team in 2018 to work on fund operations. He holds CII’s 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.
Fund Governance Analyst
Tom joined True Potential in September 2019 after completing his degree in Accounting at Northumbria University. He is a Fund Governance Analyst, responsible for ensuring the funds operate in accordance with their stated objectives.
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.
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.
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.
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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