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PA Investment Panel

The Portfolio Adviser Investment Panel.

Our panel comprises key individuals from firms in portfolio construction, specialist investment areas and trade associations. They provide us with both commentary for articles we write and editorial direction in terms of the PA brand. 

Portfolio Construction

   
             

 
 

Ben Gutteridge
Head of fund research
Brewin Dolphin

   

Gavin Haynes
Investment Director
Whitechurch Securities 

             
 

Lee Robertson
Chief Executive
Investment Quorum 

 
 
 

Simon James
Founding Partner
Gore Browne Investment Management

             
 

Tim Cockerill
Investment director
Rowan Dartington 

 
 
 

Patrick Connolly
Certified Financial Planner
Chase de Vere

             

 
 

Juliet Schooling Latter
Research director
Chelsea Financial Services

   

William Forsyth
Head of Investment
Charlotte Square 

             
 

Mark Dampier
Head of Research
Hargraves Lansdown

   

Nick Sketch
Senior investment director
Investec Wealth and Investment

             

Specialist areas

   
   

Deborah Fuhr
Partner and co-founder
ETFGI

     

Stephen Peters
Investment analyst
Charles Stanley

       
 
   
   

Clive Moore
Managing director
IDAD Limited

     

Danny Blanchflower
Professor of economics
Dartmouth College, Boston, US

Industry representatives

   
   

Annabel Brodie-Smith
Communications director
AIC

     

Guys Sears
Director - risk, compliance and legal Investment Managemnt Association


 
     
 
   
   

Steve Gazzard
Chief executive
Institute of Financial Planning

     

Liz Field
Chief executive
The Wealth Management Association

     

 

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