Meet The Team

Siobhan Bailey

Chief of Staff

My role as a Chief of Staff at Artorius allows me to engage with everyone in the team. I love the fact that I get to work across all areas of the business supporting the board and the management team by engaging with finance, operations the investment team and of course our client partners. I thoroughly enjoy having a complete overview of the business.

Before joining Artorius I took some time out to raise my family and prior to that I spent 12 years at Credit Suisse in a variety of roles across the Investment Bank, Asset Management and Private Banking.

Away from work my time is spent looking after my four children or helping out in their school where I volunteer as a School Governor.

Ian Bennett

Group Finance Director

I am the money man that controls and plans the finances, as well as supporting the strategic direction of the group. I joined Artorius in 2017 from Deutsche Bank, where I was both the CFO of the UK Asset Management and Global Head of Strategic Planning & Performance Reporting for Asset Management (DWS). Previously I was the Global Finance Director for Deutsche Asset & Wealth Management CFO office, following progression from CFO of both UK Private Wealth Management & Tilney Group. I have extensive experience of building businesses through organic growth and acquisitions from 15 years at Deutsche Bank and Tilney Group. Some of my key achievements include the separation and listing of DWS, merger & subsequent separation of Deutsche Asset & Wealth global division, launch of a UK ultra-high net wealth business, MBO and sale of Tilney, as well as completing 5 transformational acquisitions through some incredibly demanding times.

I qualified as a chartered accountant with a mid-tier Shropshire & Mid Wales firm Whittingham Riddell that specialised in owner managed businesses, and where my father had clocked up an amazing 50+ years of service. The opportunity to join Artorius has provided me an opportunity to complete a full circle back to working with entrepreneurs and successful families.
Away from planning the finances, I am a passionate football fan – I coach a junior grassroots football team, I have been a season ticket holder at Everton FC since university, and still get the boots on. At home I have two young children that love to talk, bake and cycle.

Ross Brown

Client Partner

I am proud to have been part of the Artorius family since the beginning, initially working to build our proposition and providing wealth planning services to our clients and latterly as a Client Partner. As a self-confessed technical nerd, something that has evolved from previous client facing and technical roles both in banking and wealth management as well as a clear passion for detail, working at Artorius provides an intellectual bias with a service proposition that means we have all the tools to deliver for any client requirement whilst being a challenging and exciting place to work. I am a huge advocate of ‘listen, then listen some more’, and I pride myself on delivering exactly what our clients ask us for, whether that be complex areas of planning or focussing on ‘getting the basics’ right. I maintain a keen interest in tax efficient investments and general investment structuring, including non-domiciled investors. I am a Chartered Financial Planner, and Fellow of The Personal Finance Society.

Outside of work, I devote all my spare time to my two young children and wife, squeezing in a keen interest in motorsport and Formula One where they allow.

Jane Fowke

Head of Wealth Planning

I am a Chartered Financial Planner with extensive experience of working with High Net Worth and Ultra High Net Worth clients. I thrive on building meaningful and collaborative relationships with our clients; creating an environment where clients can explore, and sometimes discover, their financial needs and priorities. With more grey hair than I would like, my experience of working with both UK resident and domiciled clients and UK resident non-domiciled clients have given me a rich resource of expertise to draw from when considering the appropriate strategies to enable clients to achieve their financial goals.

Before joining Artorius, I have worked within the Strategic Tax Team at HSBC Private Bank, in the Ultra High Net Worth team at Barclays Wealth and most recently as a Senior Wealth Planner at SG Kleinwort Hambros.

Outside of work, I share my love of sport and my enjoyment for craft gins with my extended family. I am very much hoping that the two hobbies balance each other out.

Sarah Hore

Head of Client Service

I’m the Head of Client Service based in Manchester with 19 years’ experience in the financial services industry. I have previously worked within an accountancy firm, pension provider and financial planning firm.

I have held a variety of roles with the administration and paraplanning areas and am enjoying this role as it brings the two together to focus on delivering an excellent client service by working closely with the Client Partners and support teams within the office. I am a Fellow of the Chartered Insurance Institute and hold a Postgraduate Diploma in Human Resource Management.

Outside of work I enjoy spending time outdoors with my family.

Gerard Lane

Chief Investment Officer

I am the Chief Investment Officer and lead a team of seasoned, some suggest weathered, investment professionals to select investments and shape portfolios to meet the needs of the client here at Artorius. Having started investing at the British Coal Pension fund, where on day one it was emphasised that ‘it’s the clients’ money’, a mantra that forms a foundation of my investment philosophy; through a career that includes UBS and Aviva as an investment strategist.

With the benefit of experiencing working with a variety of talented people in the industry, I am still learning and being challenged by the constant change in market conditions and economic backdrop. The joy of the job is not just the people we meet, but also the knowing that each week will bring a new intellectual challenge in the ever moving jigsaw of investment management. These jigsaw pieces may include strands from politics, accountancy and psychology, so is investment the last liberal art?

Over my career I have developed an elegant, and to date successful, stock selection strategy that complements the more free-flowing analytical framework for thinking about markets and political events.

Away from work, I provide a taxi service to the family, where sport and music feature highly. I assist at a local food bank and community development project in the North West of England.

Paddy Lewis

Chief Executive Officer

I am very lucky to be leading a team of extremely talented, experienced individuals with a common vision of providing a fresh perspective to our clients and their families.

Achieving the right investment outcome over the long term is what drives Artorius. One of the key ingredients is meticulous financial planning which is at the heart of everything we do. I firmly believe that understanding what clients want to achieve across all aspects of their lives is the bedrock of good investment advice.

I have spent my whole career in wealth management, half in the North East and half in London, working for private clients. I love helping people navigate the financial complexities they face across generations and really understanding what it is all for. Developing strong, long lasting relationships and solving problems is what I enjoy most.

Before joining Artorius I spent 18 months as a partner at Sionic, a global financial services consulting firm, prior to which I spent 15 years in several senior roles at UBS Wealth Management and before that at Laing & Cruickshank, Merrill Lynch and Wise Speke.

Outside of work my wife and I love spending time with our grown up children, one in Asia and the other in South America, when we can. Beyond family my obsession is sailing and particularly racing 505 dinghies, which takes us to some wonderful locations around the world.

I am a chartered member of the Institute for Securities & Investment.

Mili Pavitt

Head of Marketing & Communications

As Head of Marketing and Communications at Artorius, my role comes with a huge amount of variety and every day is different.

I have over 20 years' experience and have enjoyed a varied and exciting international career across a range of industry sectors. I have held senior marketing positions at both UBS Asset and Wealth Management. I’ve also worked in the retail, non-profit and construction industries. I believe my varied experience makes me a better marketer as I’m able to bring fresh ideas and different perspectives to my role.

Outside of work I enjoy travelling with my husband and experiencing different cultures.

Lynsey Roberts

Operations & Change Manager

I’ve been part of the Artorius family since inception in 2014 and have held a variety of roles during its growth phase, helping build the heart and culture of the business

I now work as Operations and Change Manager where I enjoy delving into and managing strategic projects, ultimately helping to deliver an efficient and effective service for our clients.

I’ve worked in the Financial Services sector since graduating from University more than 13 years ago. Prior to Artorius I worked at Baker Tilly/RSM Tenon supporting the Annuity Team and worked closely with directors’ project managing different developments during several acquisitions.

I graduated with a 1st Class Honours degree in Criminology.

Outside of work I love music and watching live bands, and you’ll either find me out running or having adventures on the motorbike!

Gareth Thomas

Head of Investment Management

I am Head of Investment Management, based in London with over 20 years’ experience in the industry. My role at Artorius allows me to combine my expertise in investment research and portfolio management to help achieve the investment goals of our clients through discretionary and advisory offerings. I am lucky that in my role I get to assess a wide range of interesting investment ideas and be challenged intellectually on a daily basis.

Before joining Artorius, I spent 12 years at UBS Wealth Management in several senior investment roles, most recently as Head of Investment Content UK and Head of Portfolio Management UK. Prior to UBS I worked at HSBC Global Asset Management and Nelson Money Managers.

Outside of work, I love spending time with my wife and two young daughters. Beyond family I love to travel and I am a passionate fan of Welsh rugby.

Tina Winder

Group Compliance Officer

My role is to ensure that the business operates in compliance with the myriad of regulations that apply to it. This can take many forms, such as analysing regulatory papers and their impact, preparing procedures, training staff, monitoring the firm’s compliance day to day and speaking with clients. I enjoy the ethos of the business, which puts clients first and allows the spirit of the regulations to be complied with. This leads to the best results for both clients and the firm.

I joined from Tilney where I was Deputy Head of Compliance having previously held senior compliance positions in the wealth management businesses of accounting firms Baker Tilly & BDO. I started my career at the Bank of England, having also spent time at Lehman Brothers and Capita.

I’m a Chartered Fellow of the Chartered Institute for Securities and Investment.

Tom Ahearne

Non-Executive Director

Tom spent 23 years in investment banking with Credit Suisse in European and global roles, including as Vice Chairman of Global Equity Capital Markets, Chairman for 10 years of the Equity Valuation and Risk Committee in Europe, and as a member of the European Equities Management, the Global Equities Operating and the Managing Director Election Committees.

As part of these roles, Tom provided investment banking and markets expertise to entrepreneurs, corporates and governments around the world and worked in close collaboration with Credit Suisse Private Banking.

Prior to joining Credit Suisse, Tom graduated with an MA (Hons) from the University of Cambridge.

Ian Bennett

Group Finance Director

I am the money man that controls and plans the finances, as well as supporting the strategic direction of the group. I joined Artorius in 2017 from Deutsche Bank, where I was both the CFO of the UK Asset Management and Global Head of Strategic Planning & Performance Reporting for Asset Management (DWS). Previously I was the Global Finance Director for Deutsche Asset & Wealth Management CFO office, following progression from CFO of both UK Private Wealth Management & Tilney Group. I have extensive experience of building businesses through organic growth and acquisitions from 15 years at Deutsche Bank and Tilney Group. Some of my key achievements include the separation and listing of DWS, merger & subsequent separation of Deutsche Asset & Wealth global division, launch of a UK ultra-high net wealth business, MBO and sale of Tilney, as well as completing 5 transformational acquisitions through some incredibly demanding times.

I qualified as a chartered accountant with a mid-tier Shropshire & Mid Wales firm Whittingham Riddell that specialised in owner managed businesses, and where my father had clocked up an amazing 50+ years of service. The opportunity to join Artorius has provided me an opportunity to complete a full circle back to working with entrepreneurs and successful families.
Away from planning the finances, I am a passionate football fan – I coach a junior grassroots football team, I have been a season ticket holder at Everton FC since university, and still get the boots on. At home I have two young children that love to talk, bake and cycle.

Martin Block

Non-Executive Director

Martin spent 20 years at Hg, a mid market private equity firm specialising in partnering with high quality, ambitious businesses across technology and services.

He focuses on helping companies to grow and to realise their full potential with long experience of working as a non-executive director across a wide range of innovative and highly entrepreneurial businesses.

Robyn Grew

Non-Executive Director

Robyn Grew is CEO of the LSE-listed active investment management firm Man Group, and an executive director on the Man Group Board.

Robyn was previously President at Man Group, based in the US, and has a strong track record of demonstrating strategic vision and leadership. Since joining Man Group, via GLG, in 2010, Robyn has managed the solutions business, overseen trading and execution as well as acted as Group COO, Head of ESG and General Counsel.

Before joining the firm in 2009, Robyn held senior positions at investment banks Barclays Capital and Lehman Brothers as well as at LIFFE, the largest futures and options exchange in London – since renamed ICE Futures Europe.

Robyn is a qualified barrister and has worked in the investment industry since 1994.

Paddy Lewis

Chief Executive Officer

I am very lucky to be leading a team of extremely talented, experienced individuals with a common vision of providing a fresh perspective to our clients and their families.

Achieving the right investment outcome over the long term is what drives Artorius. One of the key ingredients is meticulous financial planning which is at the heart of everything we do. I firmly believe that understanding what clients want to achieve across all aspects of their lives is the bedrock of good investment advice.

I have spent my whole career in wealth management, half in the North East and half in London, working for private clients. I love helping people navigate the financial complexities they face across generations and really understanding what it is all for. Developing strong, long lasting relationships and solving problems is what I enjoy most.

Before joining Artorius I spent 18 months as a partner at Sionic, a global financial services consulting firm, prior to which I spent 15 years in several senior roles at UBS Wealth Management and before that at Laing & Cruickshank, Merrill Lynch and Wise Speke.

Outside of work my wife and I love spending time with our grown up children, one in Asia and the other in South America, when we can. Beyond family my obsession is sailing and particularly racing 505 dinghies, which takes us to some wonderful locations around the world.

I am a chartered member of the Institute for Securities & Investment.

Ian Marsh

Non-Executive Chairman

Ian has spent eight years as CEO and Executive Chair at Artorius. He is now Non-Executive Chairman of the Artorius Board.

Prior to Artorius, Ian spent 22 years at Credit Suisse, ultimately serving as CEO of UK Private Banking Credit Suisse. From 2012 to 2016, Ian was CEO of Fleming Asset Management.

Ian is a chartered member of the Institute of Securities and Investments.

Darren Carter

Advisory Council

Darren has been on the board of stock broker Peel Hunt since 2002. From 1999 to 2010 Darren was Chief Executive of KBC Financial Products and prior to that he was Managing Director / Partner at DE Shaw & Co.

Darren has a history of supporting philanthropic initiatives ranging from local UK charities to global projects focussing on health and development in Africa and Asia. Closer to home he is particularly keen on identifying ways to support young people in his local London community.

Andrew Formica

Advisory Council

Andrew Formica is CEO and a Board member of Jupiter Asset Management. Prior to that he was Co-Chief Executive of Janus Henderson Investors and previously Chief Executive and a member of the board of Henderson Group plc, a position he had held since November 2008.

Andrew has been in the fund management industry since 1993 and before taking the helm at Henderson, held various senior roles within the organisation. Andrew earned a Masters degree in Economics from Macquarie University in 1993 and an MBA from London Business School in 2001. He is also a Director of Hammerson plc, was previously Deputy Chairman of the Investment Association and is a member of the Fellow of the Institute of Actuaries both in the UK and Australia.

James Leigh Pemberton

Advisory Council

James is Chairman of RIT Capital Partners and Deputy Chairman of UK Government Investments, having previously served as Chairman of UK Financial Investments (UKFI). He joined UKFI in 2013 from Credit Suisse, where he was Regional CEO for the UK. He began his career in banking in 1979 with SG Warburg, where he worked until 1994, when he was appointed head of European Equity Capital Markets at Credit Suisse.

He was Non-Executive Director of Shepherd Neame (2004-2016). He has been a member of the Prince's Council since 1999 and is a Trustee of The Royal Collection Trust and the Charities Aid Foundation.

Rupert Edwards

Specialist Environmental Advisor

Rupert is a Senior Advisor for Forest Trends, a Washington D.C based conservation organisation and an advisor to the Environmental Defense Fund. He has previously acted as a consultant to the World Bank and Vivid Economics, and participated as an expert on environmental finance issues, including with the US State Department, UK government, OECD, United Nations, government ministries in Brazil and Peru, and the NDRC of China.

Rupert started his career in finance, working for JPMorgan from 1988 to 2002, including as Head of European Government Bond trading. He was a Managing Director of Climate Change Capital until 2011.

Rupert has an MSc in Environmental Technology from Imperial College, London and an MA in History from Trinity College, Cambridge and is a trustee of the Wye and Usk Foundation.

Esa Akhtar

Client Manager Associate

I joined Artorius as a graduate trainee in October 2021 straight from Manchester Metropolitan University with an Economics and Finance degree. I have recently been promoted to Client Manager Associate, a role which requires more involvement with the team I work with and more understanding of what we do on a day-to-day basis.

Before Artorius, and while at University, I worked in retail. This experience helped me understand different customers and build my communication skills. I was also able to work more efficiently and learn to overcome hurdles.

Outside of work I like to stay fit at my local boxing gym. I am passionate about coaching young children as I beleive they are the future of the sport. I also have a huge interest in football, especially my club Manchester United.

Ben Barnaby

Client Partner

I found my passion early on in my career for working with individuals and their families to create bespoke multi-generational wealth plans and investment solutions. I thrive on building strong relationships by understanding my client’s financial needs, priorities and genuinely considering what is important for them and their family. I feel privileged to act as a trusted advisor to my clients.

I have spent fourteen years working in financial services initially in the North East for HSBC Bank, Barclays Wealth and then latterly in the North West for Coutts & Co.

I am a Chartered Financial Planner and Fellow of The Personal Finance Society. I am also a Chartered Wealth Manager with the Chartered Institute for securities and Investment.

When I am away from the office, I spend my time travelling the World; I love exploring new places - especially places where I can ski!

Steve Brandreth

Client Partner

After 16 years at Aviva, including a very educational period in London’s West End, I made a decision to move away from dealing with intermediaries to advising clients directly.

During the 16 years building the Midlands business at Coutts, I advised clients across the UK on all financial matters, whether on investment strategy, debt, cashflow management and succession planning.

Level 6 qualified, I’m not only committed to helping clients to meet all of their financial aims, but take particular interest in using 30 plus years of experience to provide constant piece of mind for successive generations.

Ross Brown

Client Partner

I am proud to have been part of the Artorius family since the beginning, initially working to build our proposition and providing wealth planning services to our clients and latterly as a Client Partner. As a self-confessed technical nerd, something that has evolved from previous client facing and technical roles both in banking and wealth management as well as a clear passion for detail, working at Artorius provides an intellectual bias with a service proposition that means we have all the tools to deliver for any client requirement whilst being a challenging and exciting place to work. I am a huge advocate of ‘listen, then listen some more’, and I pride myself on delivering exactly what our clients ask us for, whether that be complex areas of planning or focussing on ‘getting the basics’ right. I maintain a keen interest in tax efficient investments and general investment structuring, including non-domiciled investors. I am a Chartered Financial Planner, and Fellow of The Personal Finance Society.

Outside of work, I devote all my spare time to my two young children and wife, squeezing in a keen interest in motorsport and Formula One where they allow.

Emmanuella Chukwu

Client Manager Associate

I joined Artorius as a Graduate Trainee in October 2021 after graduating from the University of Manchester with a degree in Economics and I am thrilled with my recent promotion to Client Manager Associate.

My academic journey equipped me with a comprehensive understanding of financial management, alongside valuable analytical and technical skills crucial for my growth in finance. My previous experience include a rewarding research internship at an asset management company, serving as a brand ambassador for a private bank, and of course my day-to-day client management duties at Artorius. These opportunities ignited my passion for investment analysis and empower me to support clients in achieving their goals. I look forward to further expanding my expertise in financial advice, honing my skills to their utmost potential.

Beyond finance, I have a flair for cooking, given my family has a long history of catering I love to experiment and make different dishes from around the world. Additionally, I enjoy writing short fiction stories and drawing!

Stephen Coleman

Client Partner

I am a Senior Client Partner based in Manchester and a Chartered Fellow of the Chartered Institute For Securities & Investment. In March 2019 I was named in the PAM top 40 under 40, which recognises rising talent within the UK Wealth Management Industry.

I love that my role offers me the opportunity to assist wealthy individuals and their families with both their wealth planning and investment needs. I am a firm believer in putting the right team of people around the client to help achieve their financial objectives and goals, whether that be internally with fellow members of the Artorius Group or externally with fellow professional advisors.

Prior to joining Artorius in October 2016 I spent 11 years working as a Senior Client Advisor for Credit Suisse, initially in London before moving back to my native North West to join the Manchester Team.

Away from the office I enjoy spending time with my Wife and two young Children. I will happily watch most competitive sports live or on the TV but am most passionate about football (Liverpool FC) and golf (maintaining a single figure handicap is hard with two children!)

Aiden Curtis

Client Manager

I joined Artorius in April 2022 as a Client Manager working out of the Manchester office.

I began my career at an accountants in October 2012 before making the switch to an IFA after 14 months. I quickly progressed through the company from the Office Junior to Business Support and finally the Team Leader of the administration staff. My previous experience is within the Personal Injury & Court of Protection sector as well as advice for Private Wealth clients.

I enjoy being part of a team, working collectively with Client Partners & colleagues to provide the best advice and service to our clients helping them achieve their financial goals.

Outside of work I have a keen interest in sports; mainly, football, cricket, and snooker. I’m an avid player of the latter two and, for my sins, support Manchester United for the former.

Max Di Lieto

Client Manager

Prior to joining Artorius as a Client Manager, I spent nearly 5 years at UBS. I joined UBS as an apprentice and worked my way up the ladder, supporting clients with the day-to-day management of their accounts.

I enjoy being part of a team which provides a well-rounded, holistic service to clients, and like ensuring that their future needs are considered and catered for. Alongside our Client Partners, I strive to give clients the best service possible, and put them at the centre of our business.

Outside of work I enjoy being on and around a football pitch, whether that be refereeing, coaching, or watching either Arsenal or Gli Azzurri (when they qualify for major competitions…). I am also an avid fan of Formula 1 and cricket.

Paul Fletcher

Client Partner

I specialise in working with self-made entrepreneurs, multi-generational family wealth and business owners. I provide bespoke wealth planning advice and investment solutions to my clients and their families. Whilst experienced, I enjoy a new challenge and each day brings that here at Artorius. My clients need to have confidence and trust in what we are here to offer, and I believe this is something I can deliver on. I thoroughly enjoy spending time with all my clients and becoming their trusted advisor on all financial matters.

Previously, I worked at RBS and Barclays Private Banking. I am married with a young family, when not travelling you will find me at the football or playing golf.

I am a Chartered Wealth Manager with the Chartered Institute for securities and Investment.

Olivia Pounder

Client Manager Associate

I joined Artorius as a Graduate Trainee in September 2022, straight from the University of Manchester where I studied International Business, Finance and Economics. In October 2023, I was promoted to Client Manager Associate and following the October 2024 completion of my Diploma in Regulated Financial Planning, I have been promoted to Client Manager.

My role within Artorius allows me to focus on delivering excellent client service, whilst developing my industry-specific knowledge and building relationships both with existing clients and an external network. I enjoy understanding client’s individual circumstances and needs, working to ensure that our clients achieve those financial goals. The idea of being a trusted advisor to clients in the future is something I strive for.

Before I joined Artorius, I completed both a professional placement year, and summer internship. The former within football and the latter in financial services. Both were key in shaping my professional development and confirming my aspiration to work to become

Outside of work, you’ll find me in the green fields of the Ribble Valley with our black labrador or exploring new places with my husband!

Jane Fowke

Head of Wealth Planning

I am a Chartered Financial Planner with extensive experience of working with High Net Worth and Ultra High Net Worth clients. I thrive on building meaningful and collaborative relationships with our clients; creating an environment where clients can explore, and sometimes discover, their financial needs and priorities. With more grey hair than I would like, my experience of working with both UK resident and domiciled clients and UK resident non-domiciled clients have given me a rich resource of expertise to draw from when considering the appropriate strategies to enable clients to achieve their financial goals.

Before joining Artorius, I have worked within the Strategic Tax Team at HSBC Private Bank, in the Ultra High Net Worth team at Barclays Wealth and most recently as a Senior Wealth Planner at SG Kleinwort Hambros.

Outside of work, I share my love of sport and my enjoyment for craft gins with my extended family. I am very much hoping that the two hobbies balance each other out.

James Goddard

Client Partner

Prior to joining Artorius, I have spent nearly 20 years within wealth management across Citi, Barclays and UBS. Over this time, I feel extremely fortunate to have partnered with my clients, their families and businesses, by working across a diverse range of financial solutions from the vanilla to complex investment banking/asset management. After nearly two decades in large financial institutions, I now look forward to providing genuinely agnostic client led advice. The strength and breadth of Artorius allows me to truly focus on my clients’ bespoke needs, whilst still being able to implement global multi-asset class and debt solutions across the leading private banks.

Over the last five years I have found a specialism partnering with business owners & entrepreneurs, and sports & entertainment professionals through their journey. I feel very strongly that as a financial partner we should be helping clients when they need it - whether that is as a sounding board through the early days, supporting you through tough times, or advising and implementing a business sale.

Away from the office my wife and I try to keep up with our children. We are fortunate to live outside of London where we run an equestrian centre, so my weekends involve a lot more mud and far less glamorous spreadsheets! Any remaining time I try to keep fit, enjoy music, sports and my dogs.

Peter Healey

Client Manager

I’m a Client Manager based in Manchester. With 12 years’ experience in the industry, joining from Coutts where I worked for 5 years as a Wealth Analyst with UHNW and HNW clients, and prior to that as a Senior Investment Paraplanner for an IFA firm based in Cheshire. I make sure our clients receive the best possible experience they can throughout their wealth journey with Artorius, with a passion and focus on their investment strategies. I really enjoy working alongside such a wealth of knowledge within the Artorius team and particularly the alternative investment space. I hold the CISI’s Level 4 Investment Advice Diploma and I’m currently working towards becoming a Chartered Financial Planner.

Outside of work I’m a keen cyclist, switching between the mountain and the road, and also a keen skier and traveller. I enjoy keeping fit and also like to see myself as a bit of a handyman, renovating my last two properties.

Sarah Hore

Head of Client Service

I’m the Head of Client Service based in Manchester with 19 years’ experience in the financial services industry. I have previously worked within an accountancy firm, pension provider and financial planning firm.

I have held a variety of roles with the administration and paraplanning areas and am enjoying this role as it brings the two together to focus on delivering an excellent client service by working closely with the Client Partners and support teams within the office. I am a Fellow of the Chartered Insurance Institute and hold a Postgraduate Diploma in Human Resource Management.

Outside of work I enjoy spending time outdoors with my family.

Paul Hutchinson

Client Manager

I am Client Manager based in Nottingham with 15 years’ experience in the financial services. I feel privileged to work at Artorius and share their ethos of putting the client first whilst delivering an exceptional service.

I have been at Artorius since in 2019 and I work closely with Client Partner’s. Working holistically, we ensure our clients financial needs are met and they receive the best service and advice possible. The most enjoyable part of my role is getting to know clients and building strong relationships based on trust and integrity.

I specialise in looking after high net worth individuals and their families, supporting them reach their financial goals. To make this possible, I put the client at the heart of the work I do and use my financial knowledge and experience to help them make important decisions with their wealth. I hold an Investment Advice Diploma and International Certificate in Wealth Management through the Chartered Institute for Securities & Investment (CISI).

Previously, I worked as a Paraplanner. However, 8 years in the industry were spent at Coutts supporting a team of Wealth Managers and their clients. I also did similar role NatWest Private Banking at the start of my career.

Away from the office, I enjoy spending time with my wife, young daughters and friends eating out, and going on sunny holidays!

Rachel Kuhoff

Client Manager

I joined Artorius in May 2024 as a client manager working from the Manchester office. I’ve worked in financial services for the last 8 years, initially starting my career in the public service housing sector and later moving to work with estate agencies on the lettings side of the business, before moving to financial services.

From 2016 –2019, I worked for Marquis Financial Services assisting mortgage advisers with the administrative side of their role before moving to Kellands (Hale) Ltd, independent financial advisers based in South Manchester, where I spent five years.

I’m excited to be a part of the Artorius team. I have always felt passionate that clients should always receive the best service and have always strived to provide this to the highest level. I’m proud to have joined Artorius where it is evident that this is a passion shared by all. Having spent some of my public sector time working in homelessness I am also proud to work for a company that recognises and supports local charities such as “A Bed Every Night” giving us a chance to help those struggling.

Outside of work I enjoy spending time with my partner and our children, with an age range of 9-26! My eldest son lives in Manchester so I’m looking forward to spending some more time with him and his partner now that I will be working a bit closer to them – although I’m not so sure he’s as enthusiastic! I also enjoying cooking and walking with our family dog, Nala.

James Mooney

Client Manager

I joined Artorius in September 2022 as a Client Manager based in the Manchester office.

I’ve worked in financial services for over 7 years previously working for Evelyn Partners for 5 years as a senior associate & Chase de Vere as an administrator. I enjoy working with wealth planners to ensure the best possible plan for our client’s needs and helping clients achieve their financial goals while delivering excellent customer service.

Outside of work I spend lots of time with my partner going to the theatre and enjoying meals out which is easily done living in the city Centre, I am also a Manchester City fan and have been my whole life and not just the successful times.

Helena Wyatt

Client Partner

Before joining Artorius as a Client Partner, I spent 5 years at UBS and prior to this I started my career at Rathbones as a graduate. My focus is always to build strong and trusted relationships and I thoroughly enjoy working very closely with my clients, their families and their other advisers. What I think is so special about Artorius is that we are genuinely client-centric and see ourselves as an agnostic financial partner, which means that our only goal is whole heartedly providing the best advice to our clients. We have a vast reach across services and investment opportunities, and I like that I can leverage our network for the benefit of my clients.

I have a particular specialism working with entrepreneurs, sports/media/entertainment clients as well as those families requiring a bespoke Family Office service.

Outside of work I enjoy going to the gym or playing tennis, as well as visiting art exhibitions and would call myself a keen traveller.

Ben Roberts

Client Partner

I have been working in investment management for over 20 years, encompassing various roles within both a boutique firm and across some of the national wealth managers.

More recently, my focus has been on the client journey, establishing myself as the trusted adviser for all of their wealth and financing requirements. My clients are predominantly business owners and serial entrepreneurs, many of whom have complex requirements and who need a pragmatic approach to their finances. An increasing area of my advice is to resident non-domiciled clients, structuring their affairs as appropriate.

It was an easy decision to join the Artorius family. Independently owned and with no internal products to push, the team is purely focused on the right outcomes for the client. The quality of personnel is of the highest calibre and being able to offer services such as credit and lending and private market access, differentiates us from many of the larger players in the market.

Outside of work, two small children at home keep me busy. I enjoy the regional restaurant scene and am determined to gradually improve my golfing skills.

I am a Chartered Wealth Manager (level 7 qualified) and a Fellow of the Chartered Institute of Securities and Investment.

Suzanne Royle

Client Manager

I joined Artorius in August 2022 as a Client Manager, based in the Manchester office.

I have over 25 years’ experience working in the Financial Services sector.

Prior to joining Artorius I spent 12 years working as the Paraplanner Manager for a niche IFA practice who specialise in personal injury / clinical negligence and Court of Protection – pre and post settlement.

I am an Associate of The Chartered Insurance Institute and hold the Certificate and Diploma in Financial Planning, together with the Advanced Diploma in Insurance.

When I am away from the office, I enjoy spending time with my family and friends. I am fond of countryside walks with the dog and try to keep fit at the gym.

Sarah Sheppard

Client Manager

I am a dedicated Client Manager at Artorius based in the Manchester office, having joined the company in April 2022. I really enjoy working within the team, assisting our diverse range of clients with their financial planning requirements, while continually learning in order to provide an ongoing exceptional service.

Prior to my current role, I gained valuable experience at an independent financial advice firm in Saddleworth, where I completed my CII Level 4 Diploma in Regulated Financial Planning.

Beyond my professional endeavours, I try to lead an active lifestyle, engaging in activities such as running and swimming and I achieved a long term ambition of completing the London Marathon in October 2021. I also love spending time with family and friends.

Kevin Shone

Client Partner

30+ years in Wealth Management – what’s that all about? For a lad from Wigan the journey through Managing Director positions at Coutts, Goldman Sachs & Barclays has been almost surreal, until the adventure of helping to build Artorius was a fork in the road. The change in direction to a role that is purely on the side of the client has been frightening, challenging, engaging and rewarding in equal measure! No more “safety blanket” of working inside a huge organisation, but the wonderful freedom to think nothing other than “what is right for our clients?”. No sales targets, promotions, incentives or institutional bias – all of the conflicts of interest that Artorius was set up to eradicate. Being amongst a team that has nothing to “sell” but their advice, openness, trust and energy was always the goal, and to see the career journey reach that strived for destination is a delight.

The personal journey has also, thankfully, reached a delightful place – living in the Peak District with my wife & 4 kids (anybody with 4 kids knows that the section for “hobbies” is pretty much filled in advance, but still darting around a 5-a-side football pitch whenever possible!).

My focus at Artorius continues to be the management of multi-generational planning – how to asset allocate, control and govern assets across generations such that families see their wealth working for them not against them.

Stephen Swift

Client Partner

I’ve been at Artorius since inception, initially combining the roles of client partner and investment team member. More recently I’ve stepped down from the latter to focus exclusively on looking after my clients. I continue to serve on the Artorius Alternative Investment Committee, with a particular interest in private companies.

Before getting involved in wealth management I worked for twenty-five years in institutional equity sales and research, specialising for several years in the technology sector.

Away from work, I have a keen interest in the arts, especially music. My degree was in Modern Languages and History of Art and I played trumpet in the National Youth Orchestra of Great Britain. I sit on the Finance Committees of two important musical charities and spend as much time as I can with my family at our house on the marshes outside Aldeburgh.

Dee Thompson

Client Manager

I have worked in Financial Services all my working life , having held positions with Coutts, UBS, & Brown Shipley. I have experience in banking, credit, financial planning and investments and hold the Financial Planning Certificate.

I have always had a passion to be part of a wealth management team and working alongside trusted advisors who focus on delivering exceptional service. I enjoy building relationships with clients and helping them to achieve their goals.

Kate Thurman

Wealth Planning Partner

I believe that the role of the Wealth Planner is to give clients and their families confidence that their wealth will endure and have a meaningful impact not only on their lives, but beyond. This is only possible by building strong relationships and developing a deep understanding of what is important to them, and this is what I enjoy most about my role.

Having started my career in Investment Management, for the last 12 years I have specialised in Wealth Planning with a particular passion for pensions. I have worked within large Private Banks such as Barclays Wealth, Brown Shipley and Coutts and most recently as an Independent Financial Advisor for Pannells Financial Planning.

I am a Chartered Financial Planner and member of the Chartered Institute of Securities and Investment.

Outside of working hours I am a keen trail runner, having completed races across the UK and Europe - combining my love of hills and mountains with a wanderlust for new places.

Clare Wakeling

Client Service Manager

I joined Artorius in 2019 as a Client Manager and I’m delighted with my promotion to Client Service Manager. My new role allows me to combine my passion for coaching and mentoring with my client facing role, ensuring we deliver a consistently high level of service for all clients.

With over 30 years' experience in the Private Banking industry, I thrive on delivering exceptional client service which is at the core of everything I do - I love finding solutions and delivering them from start to finish. Having worked at Coutts, St James's Place and Kleinwort Hambros, I relish how Artorius brings a different dimension to wealth management; building solutions around the clients and their families and putting them at the heart of everything we do.

Outside of work, I am compiling a list of new hobbies and interests now that I have an ‘empty nest’, with both daughters forging their own independent lives. The Wine Club should balance nicely with the gym membership but I’m yet to be convinced by my husband’s suggestion of pottery making classes……

Mark Widdup

Client Partner

I started my career in banking at the age of 16 with Barclays because I figured out it was the only way I could continue to study for professional qualifications and get paid. During my 15 years there I progressed through retail, small business and corporate before finding my natural resting place in wealth management. I liked the idea of becoming the trusted advisor to wealthy families and decided to make this my speciality. In an effort to develop my skills as far as I possibly could, I embarked on a journey that saw me spend 4 years at Merrill Lynch and 15 years at Credit Suisse before joining Artorius in 2016. During this period, I honed my skills in private banking, investment banking and most importantly of all, in the live environment dealing with complex wealthy families.

For almost 25 years of my career I was lucky to work with Richard Algar, the founder of Artorius and we regularly mused about what clients were actually looking for from the wealth management industry. We worked out it wasn’t rocket science, they simply wanted a trusted advisor who could manage their affairs without the conflict created by corporate targets and strategy shifts. Most importantly, they wanted experienced individuals with high levels of emotional intelligence in addition to the technical product knowledge regularly flaunted by our industry, this cemented my move to Artorius.

Outside of work I am married with two grown up daughters. I’ve been a competitive cyclist since the age of 12 and still enjoy my time on the bike in the Yorkshire Dales. Whilst at Credit Suisse, I was heavily involved in their classic car program and this spawned a new passion for me which has seen me take part in classic rallies around the UK and Europe in my trusty old car.

Phil Carroll

Head of Alternatives

Before joining Artorius in January 2019 as the Alternatives Proposition Officer, I started my career in financial services when I qualified as a Chartered Accountant in 2004. Then after 5 years auditing companies across numerous sectors and sizes I made the move into equity research at Shore Capital, a listed full service mid-cap investment banking company. My role at Artorius is really exciting at it involves meeting and assessing all sorts of alternative investment opportunities for our clients from small EIS companies to multi-billion dollar private equity funds. Whilst at Shore Capital I was an award winning analyst and worked on a number of business areas including the Speciality Financials and Consumer sectors, carrying out investment analysis on listed companies and also businesses seeking to list.

Outside of work, I am a keen amateur musician being principal trumpet of the Chester Philharmonic Orchestra. I also love sport in general with participation now being mainly as a slow runner on roads and mountain trails. I am also a life-long supporter of Liverpool FC and Widnes Vikings.

Gerard Lane

Chief Investment Officer

I am the Chief Investment Officer and lead a team of seasoned, some suggest weathered, investment professionals to select investments and shape portfolios to meet the needs of the client here at Artorius. Having started investing at the British Coal Pension fund, where on day one it was emphasised that ‘it’s the clients’ money’, a mantra that forms a foundation of my investment philosophy; through a career that includes UBS and Aviva as an investment strategist.

With the benefit of experiencing working with a variety of talented people in the industry, I am still learning and being challenged by the constant change in market conditions and economic backdrop. The joy of the job is not just the people we meet, but also the knowing that each week will bring a new intellectual challenge in the ever moving jigsaw of investment management. These jigsaw pieces may include strands from politics, accountancy and psychology, so is investment the last liberal art?

Over my career I have developed an elegant, and to date successful, stock selection strategy that complements the more free-flowing analytical framework for thinking about markets and political events.

Away from work, I provide a taxi service to the family, where sport and music feature highly. I assist at a local food bank and community development project in the North West of England.

Yuval Peshchanitsky

Portfolio Analyst

I’m a Portfolio Analyst here at Artorius with over 4 years experience in the industry, previously working at Quilter Cheviot. I graduated from the University of Manchester in 2017 studying Economics and Development Studies and more recently have completed my Investment Management Certificate from the CFA.

I find the multi-faceted investment and wealth management industry remarkably interesting and is one I am thrilled to be a part of. I enjoy diving into spreadsheets, working with enthusiastic people and using analysis to tackle complex issues in whatever scenario I am presented with. I am passionate about delivering a first class service and firmly believe the client comes first, a view that importantly, is congruent with Artorius’ values.

Outside of work, I love all things music and sport, with a particular passion for all things football. Outside of that I enjoy reading a good book and travelling to new places.

Gareth Thomas

Head of Investment Management

I am Head of Investment Management, based in London with over 20 years’ experience in the industry. My role at Artorius allows me to combine my expertise in investment research and portfolio management to help achieve the investment goals of our clients through discretionary and advisory offerings. I am lucky that in my role I get to assess a wide range of interesting investment ideas and be challenged intellectually on a daily basis.

Before joining Artorius, I spent 12 years at UBS Wealth Management in several senior investment roles, most recently as Head of Investment Content UK and Head of Portfolio Management UK. Prior to UBS I worked at HSBC Global Asset Management and Nelson Money Managers.

Outside of work, I love spending time with my wife and two young daughters. Beyond family I love to travel and I am a passionate fan of Welsh rugby.

Josh Young de Ferrer

Portfolio Manager

I’m a Client Portfolio Analyst based in Manchester with 12 years’ experience in the industry. I previously worked at Tees Financial and Tilney in their Cambridge office. I am happiest when working on complicated Excel spreadsheets and trying to add that little bit extra for clients. I hold the CISI’s Level 6 Certificate in Private Client Investment Advice & Management and I’m currently working towards my Chartered Wealth Manager Qualification.

Away from the office I’m a keen flatwater kayaker and triathlete, and have competed at a national level as well as completing the 125-mile Devizes to Westminster race. You can find me most weekends out exploring the North West either on a bike or with my dog.

Rebecca Critchley

Compliance Manager

Having spent my entire working career in financial services since graduating (over 20 years!) I joined Artorius in August 2021.

Each role I have done over that time has been varied and I think I can say that I have pretty much done it all. From opening the post as a graduate trainee to a brief stint as a financial adviser, through to paraplanner, office manager, and consultant before specialising in compliance and operations. I am qualified as a Chartered Financial Planner and also hold the Diploma in Governance Risk and Compliance from the International Compliance Association.

Compliance to me is all about the client. Clients sit at the heart of any good financial services business and their needs comes first. I have been lucky to work in companies that share this philosophy, it makes my job far simpler! When I’m not at work studying rules and regulations, I am at home attempting to get my two girls to follow the rules. When I have given up on that I like to be outside walking, cycling or running or enjoying live music and festivals.

Katy Hall

IT Manager

I am the IT Manager at Artorius, joining in November 2021. It is my responsibility to manage, support and develop our IT systems and manage suppliers to maintain and improve the user and client experience.

I have over 10 years’ experience working in IT within the financial services sector including nearly 8 years working at Brown Shipley prior to joining Artorius. I enjoy problem solving and investigating new technologies, helping users to adopt new systems and get the best out of the systems they already use.

I graduated with a 1st Class Honours degree in Geography and enjoy the great outdoors. Outside of work I enjoy travelling and outdoor pursuits, whether walking in the hills, skiing in the Alps or in the garden attempting to grow vegetables.

Liga Hannaway

Office Manager

I am a driven and self-motivated individual with background in Retail Merchandising.

Since graduating from Manchester Metropolitan University in 2018, I have worked with established online and offline retailers within Fashion and Home Décor industries.

Managing global supply chains can be a challenging task but the experience has given me the skills to establish close relationships and coordinate multiple work streams, even under difficult circumstances such as the pandemic. I’m also experienced in forecasting and budget planning and take a strategic approach to any projects I’m working on.

I’m excited to bring my commercial and people centric view to Artorius and provide support to the Operations team within the Office Management function.

As a naturally curious and adventurous person, I love to explore the world through travel, books and food. I enjoy taking on other challenges like running a marathon or learning a new language and feel my best after an energising yoga session or a good night’s sleep.

Joao Lourenco

Data Analyst

I have spent my life mostly around computers. I was consistently curious about what technology could do and was astonished at how helpful it can become for humanity.

I have joined Artorius as a Data Analyst and to support the IT operations team. I'm passionate about software development and system automation and will be helping with the development of better systems for all users and clients.

I have worked in a variety of industries throughout my professional career, but the most predominant was in the Health sector for an entrepreneurial company in London, where I have had the opportunity to be a Data Analyst and a Project Manager during my 4 years with them.

I do enjoy learning and will continuously do it. Searching for new topics of interest and obtaining new certifications to widen my knowledge is kind of a hobby at times.

Outside work, I do enjoy football and travelling, hoping that I can visit many more countries in the future and experience their cultures first-hand.

John Parkins

Applications & Systems Manager

I have worked for Artorius for 3 years, initially joining as an intern straight from University in 2015. Since then I have experienced various aspects of the business, initially starting with the investment team, before moving into operations. I now look after the development of the systems in the business, and delight in the continuous challenges this role brings. Prior to joining Artorius I studied for an Msc in Economic and Financial Analysis where I achieved a distinction.

In my spare time along with my fiancé Steph, we love to travel, enjoy as much tv and film as we can, and have really enjoyed sampling Manchester’s culinary delights for the last few years.

Lynsey Roberts

Operations & Change Manager

I’ve been part of the Artorius family since inception in 2014 and have held a variety of roles during its growth phase, helping build the heart and culture of the business

I now work as Operations and Change Manager where I enjoy delving into and managing strategic projects, ultimately helping to deliver an efficient and effective service for our clients.

I’ve worked in the Financial Services sector since graduating from University more than 13 years ago. Prior to Artorius I worked at Baker Tilly/RSM Tenon supporting the Annuity Team and worked closely with directors’ project managing different developments during several acquisitions.

I graduated with a 1st Class Honours degree in Criminology.

Outside of work I love music and watching live bands, and you’ll either find me out running or having adventures on the motorbike!

Ian Bennett

Group Finance Director

I am the money man that controls and plans the finances, as well as supporting the strategic direction of the group. I joined Artorius in 2017 from Deutsche Bank, where I was both the CFO of the UK Asset Management and Global Head of Strategic Planning & Performance Reporting for Asset Management (DWS). Previously I was the Global Finance Director for Deutsche Asset & Wealth Management CFO office, following progression from CFO of both UK Private Wealth Management & Tilney Group. I have extensive experience of building businesses through organic growth and acquisitions from 15 years at Deutsche Bank and Tilney Group. Some of my key achievements include the separation and listing of DWS, merger & subsequent separation of Deutsche Asset & Wealth global division, launch of a UK ultra-high net wealth business, MBO and sale of Tilney, as well as completing 5 transformational acquisitions through some incredibly demanding times.

I qualified as a chartered accountant with a mid-tier Shropshire & Mid Wales firm Whittingham Riddell that specialised in owner managed businesses, and where my father had clocked up an amazing 50+ years of service. The opportunity to join Artorius has provided me an opportunity to complete a full circle back to working with entrepreneurs and successful families.
Away from planning the finances, I am a passionate football fan – I coach a junior grassroots football team, I have been a season ticket holder at Everton FC since university, and still get the boots on. At home I have two young children that love to talk, bake and cycle.

Rihards Ignass

Finance Manager

I joined Artorius as a Finance Manager in August 2021. The main focus of my role is on data quality improvements, delivering new reporting systems and providing management information.

Prior to joining Artorius, I developed my finance and commercial skills within the technology, retail and banking industries. After graduating from university with a first class honours degree in accounting and finance, I gained my first hands-on accounting experience at Intel Corporation, where I was an entity accountant for the Nordic division as well as managed M&A projects in an effort to simplify the legal structure of the organisation. Afterwards, I worked on strategic investments at The Co-op, where I developed financial models for capital investment opportunities, which led to launching numerous of new stores across the nation and significantly improving hundreds of existing stores. Prior to joining Artorius, I worked at BNY Mellon as a lead fund accountant for BlackRock and Invesco client accounts, ensuring the accuracy and integrity of statutory reports.

Outside work, you will often find me hiking in the countryside, bouldering at Depot Climbing Centre, travelling and spending time with my family and friends.

Julie Fearns

Finance Manager

I am a chartered accountant (FCCA), with 20 years’ experience working within the financial services industry.

I joined Artorius in October 2017. Prior to this I worked for Tilney Investment Management, joining in 2000 after graduating at Liverpool John Moores University with a business studies degree.

The Tilney Group was subsequently sold to Deutsche Bank in 2006 where I completed a range of roles including Financial Reporting, Regulatory Reporting and Legal Entity Reporting for Deutsche UK Private Clients. Prior to leaving Deutsche Bank I was seconded onto a Project Management role supporting the role out of a leading UHNW banking platform.

My keen eye on finances is also pursued outside of Artorius. I am responsible for the coordination and financial control of the sponsorship for my local rugby union club, and cheer on both my children and husband from the touchline every weekend. After running around for my young children, I enjoy cycling and running across the Formby coastline.