Steve is responsible for the distribution business, playing an active role in the servicing of clients in the asset management, adviser and platform space. He is also responsible for the development and implementation of the firm’s strategy in conjunction with the executive management team.
Anna primarily covers Square Mile’s responsible investment research, focusing on the 3D investing capability. This includes researching funds and producing reports, writing insights and updates for client communications.
Based in Henley-on-Thames, Clive serves as a fund manager in Invesco’s multi asset team. He commenced his career in 1997 and held several prominent investment roles at Merrill Lynch, Dresdner Kleinwort Benson and Société Générale before joining Invesco in 2015.
Mike is consulting director, and sole-proprietor of the lang cat Isle of Wight office. A driver and survivor of platform mergers, migrations and RDR he held a number of senior roles at Skandia and Old Mutual Wealth. He is now working with platforms, advisers, banks and asset managers to help them create and communicate in a way that is a little less corporate and a little more human.
Sonja is CIO at LGIM. She leads the firm’s investment team which spans trading as well as solutions, active fixed income, index, active equity, annuities and multi-asset businesses, with a focus on leading LGIM’s responsible investment strategy.
Lloyd has more than 20 years of industry experience. He joined Newton in 2018, and his role includes conducting research and company engagement on environmental, social and governance issues. Previously, he was at KPMG where he worked within the sustainability consulting team. He is a member the Climate Disclosure Standards Board’s Technical Working Group and the Institute of Chartered Accountant’s of Scotland Sustainability panel.
As head of research, Julie overseas the centralised product and fund research used by Threesixty clients to inform and support their centralised investment propositions and research functions. Previously having worked within adviser businesses, she has insight into the challenges and demands of adviser firms within a changing regulatory landscape. Through her policy work, she helps Threesixty clients to anticipate and navigate upcoming changes which may impact research considerations and processes, including the FCA’s work on ESG.
One of threesixty’s founding partners, Russell was appointed Threesixty’s CEO in 2020, having previously held the roles of compliance director and managing director. He leads by example and plays an integral, hands on role at Threesixty, helping the team and its clients navigate the ever changing, always challenging regulatory landscape. He keeps his ear firmly to the ground and maintains a broad range of contacts from within the industry. He has previously chaired The Association of Professional Compliance Consultants and PFS’s Leadership Summit Group, and regularly engages with regulators, providers, technology companies and PI Insurers, always looking for new ideas and best practice examples to help threesixty’s clients mange the risks within their businesses.