Our People


Our people are fundamental to the way we do business. The collective skills, knowledge and commitment of our team means you can have confidence that we can and will deliver the investment solutions you need.

Management Team


Frank Aldridge Frank Aldridge 
Managing Director
Neil Craig Neil Craig
Executive Chairman
Ken Phillip

Ken Phillip
Chief Financial Officer

Deidre Copley Deidre Copley
Head of Fixed Income
James Beale James Beale
Head of Investment Management
Mike Caird Mike Caird
Executive Director, Head of Debt Capital Markets
David Sawtell David Sawtell
Head of Advisory
John Moore John Moore
Head of Equity Capital Markets
Stephen Jonas Stephen Jonas
Head of Client Services
Geoff Zame Geoff Zame
Head of Institutional Equities
Regan Carey Regan Carey 
Head of Compliance
Cam Watson Cameron Watson
Director Private Wealth Research
Kim Martin Kim Martin
Marketing Manager
Susan Boyle Susan Boyle
Human Resources Manager