Rob Brockbanks

Co-Fund Manager TMI Bond Fund & Fund Manager TMI Liquidity Fund

Rob joined Thomas Miller Investment (Isle of Man) Limited in 2007 and is responsible for the institutional and private client dealing within TMI along with the day to day management of TMI branded funds. Rob acted as co-Fund Manager of the TMI Bond Funds. Rob also acts as a Director for the TMI Liquidity Fund plc, a listed company.

Rob has 15 years experience in the Finance Industry having previously worked for Barclay's Bank plc in the UK & IOM before taking up dealing roles within MyTravel Group plc and Clerical Medical International prior to joining Thomas Miller Investment.


Sam Buckingham

Investment Analyst

Sam Buckingham
work +44 (0) 20 7204 2943

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Sam joined Thomas Miller Investment at the beginning of 2016. He is responsible for the developed market equity strategies within the Managed Portfolio Service.

Further to this, he is a member of both the Collectives and Equity teams.

Prior to joining Thomas Miller Investment, Sam graduated from the University of Nottingham where he studied Finance, Accounting and Management. He is currently studying towards the CFA


Karen Faragher

Assistant Portfolio Manager

Karen Faragher
work +44 (0) 1624 647854

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Karen joined the Private Investment Management Team at Thomas Miller Investment (Isle of Man) Limited in 2014, having previously worked within TMI as a securities dealer and also for Nedbank Private Wealth.

Karen works closely with the lead portfolio managers on a large number of private client portfolios and is a key member of the Collectives research team with a focus on fixed income fund selection.

Karen is a Chartered Member of the Chartered Institute for Securities and Investment and holds a BSc (Hons) in Sport Administration and Science from Nottingham Trent University.


Andrew Herberts

Head of Private Investment Management (UK)

Andrew Herberts
work +44 (0)20 7204 2957

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Andrew joined Thomas Miller Investment in May 2012. He oversees all UK private client investments for Thomas Miller, manages a number of client portfolios directly as well as leading our direct equity research team.  He joined from Adam & Company Investment Management Ltd where he was the Investment Director charged with implementing and overseeing its investment process and strategy across all asset classes. He also managed the successful Adam Worldwide global equity fund and portfolios for charity, corporate and private clients. Andrew has 18 years’ experience in investment markets and before joining Adam & Company, was an institutional global equity fund manager with Scottish Widows and Edinburgh Partners.

Andrew is an Associate of the CFA Society of the UK (ASIP) and obtained a BA (Hons) in Economics from the University of Newcastle-Upon-Tyne as well as a Diploma in Investment Analysis from Stirling University.

Prior to embarking on his investment management career, Andrew served six years as a British Army officer with the King's Own Scottish Borderers and is still actively involved in various Armed Service related charities.


Henry Hunt

Director & Head of Portfolio Management

Henry Hunt
work +44 (0) 20 7204 2751

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Henry joined Thomas Miller Investment in 2007 as a senior Investment Director, having gained 20 years experience at F & C Asset Management where he was Director of Fixed Interest and Head of Global Government Bonds.

As the Head of Portfolio Management, Henry ensures that TMI investment strategy and stock selection decisions are implemented across portfolios. He is responsible for the stock selection process for each asset class including equities, fixed income, alternatives and collective funds. He also helps formulate investment strategy as a member of the investment strategy committee. Henry also acts as portfolio manager for certain institutional client relationships.

In addition to managing global bond and currency portfolios for F & C ‘s institutional and retail clients, Henry was also a member of the Asset Allocation Committee that determined the company’s investment policy across all asset categories. Henry holds an MA in Classics from Worcester College, Oxford.


Richard Jarvis

Investment Director

Richard Jarvis
work +44 (0) 20 7204 2729

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Richard has accumulated over 30 years investment experience.

He joined Thomas Miller Investment in 1992 and holds responsibility for fixed income and currency management and acts for a number of clients as their portfolio manager. Richard also has experience in managing hedge fund investments.

Prior to joining Thomas Miller, Richard worked for Scandinavian Bank Ltd and S.G.Warburg Group. At S.G. Warburg Richard worked within the fixed income, equity and convertible bond divisions.

He is an Associate of the Chartered Institute of Bankers and holds the Diploma of the Association of International Bond Dealers.


Mark Mckenzie

Head of Alternatives Research and Senior Portfolio Manager

Mark Mckenzie
work +44 (0) 20 7204 2739

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Mark joined Thomas Miller Investment in 2008 having previously worked at J.P. Morgan Asset Management. Alongside portfolio management responsibilities he also conducts research and analysis across a range of asset classes with a focus on alternative investments. He is a member of the TMI Investment Strategy Committee and Head of Alternatives Research. Mark studied economics at the University of Sheffield and is a CFA Charterholder.


Georgios Nikolaou

Investment Analyst

Georgios Nikolaou
work +44 (0) 20 7204 2827

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Georgios joined Thomas Miller Investment in December 2015 having previously worked as a Portfolio Analyst at Capital Generation Partners LLP. He has four years of investment experience and is a key member of the Alternative Investment Research team. His role includes Investment Research and Analysis with a particular focus on the Alternatives sector, Macroeconomic Research and also contributing to TMI’s Portfolio Management process.

He has obtained a MSc Finance and Investment from the University of Durham and a BSc Economics (Distinction) from the University of Athens and is CFA Charterholder.


Abi Oladimeji

Chief Investment Officer

Abi Oladimeji
work +44 (0) 20 7204 2745

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Abi joined Thomas Miller Investment in 2006 after several years as a financial economist. He has written extensively and led seminars on a broad range of economic and investment related topics.

Abi’s role at Thomas Miller Investment ranges from leading our economic analysis and asset allocation research, to devising investment strategy and managing multi-asset portfolios for our largest clients. Abi leads the investment strategy committee and is responsible for the investment process across all asset classes and all client portfolios. He is a Director of Thomas Miller Investment Ltd and a member of TMI’s senior management committee.

In September 2013, Abi received an award for excellence in institutional asset management and was listed by Financial News as one of ‘40 Under 40 Rising Stars of European Asset Management’. 

Abi studied economics at the University of York and holds a Masters in Business Administration (MBA) from the London Business School. He also holds the Chartered Alternative Investment Analyst (CAIA) designation.


James Penn

Senior Portfolio Manager

James Penn
work +44 (0) 1624 648877

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James joined Thomas Miller Investment as an Institutional Portfolio Manager at the beginning of 2010, and was promoted to Senior Portfolio Manager at the end of 2010. He sits on TMI’s internal equity committee and internal fixed interest committee, and in September 2016 was made Deputy Head of the equity committee. He also sits on the strategy committee, and manages several large portfolios on behalf of private individuals, personal and corporate pension schemes, investment companies, collective funds, and offshore and charitable trusts. In the past he has managed two internal fixed income unit trusts.

Prior to joining TMI, he worked as an investment manager and equity analyst for Singer & Friedlander, covering the Alcoholic Beverage, Leisure and Media sectors, and as a senior investment manager for Capital International Limited, where he managed global equity and bond portfolios.

James began his investment career in 1996 as Assistant to the Chief Investment Officer at Coutts, Isle of Man. He has various professional qualifications, being a Fellow of the Chartered Institute for Securities and Investment (FCSI), an Associate of the Society of Investment Professionals (ASIP), and a holder of the CFA charter (CFA).

James also obtained an MA with distinction in 1999 for a dissertation entitled ‘The Collapse of the Savings and Investment Bank in the Context of the Development of the Isle of Man as an Offshore Financial Centre.


Tom Richards

Managing Director (Isle of Man)

Tom Richards
work +44 (0) 1624 645 205
cell +44 (0) 7624 245 676

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Tom joined Thomas Miller Investment (Isle of Man) Limited in 2012 as Head of Private Investment Management (Offshore); joined the Board in 2013 and was promoted to Managing Director in January 2016.

Tom is responsible for the management of investment portfolios on behalf of private individuals, personal and corporate pension schemes, investment companies, collective funds, offshore and charitable trusts.

Tom is a member of the executive committee, investment strategy committee, portfolio review group and collective fund research team. He is a non-executive Director of Thomas Miller Wealth Management Limited. Tom is a Chartered Fellow of the Chartered Institute for Securities & Investment and holds an MSc in International Banking & Finance.

Before joining TMI, Tom served as a commissioned officer and pilot with the Royal Air Force until 2004. He subsequently held roles with a number of investment management firms in the United Kingdom and Isle of Man.


Dan Smith

Investment Analyst

Dan Smith
work +44 (0) 20 7204 2024

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Dan joined Thomas Miller Investment in December 2014 as part of the acquisition of Broadstone. He is a key member of the Collectives Research team and has responsibility for the selection and monitoring of Japanese, Asian and emerging market equity funds. Dan is also a member of the Equity research team at Thomas Miller Investment.

Dan obtained a BSc (Hons) in Economics and Finance from the University of Southampton and has been a CFA Charterholder since 2017.


Jordan Sriharan

Head of Collectives Research and Senior Portfolio Manager

Jordan Sriharan
work +44 (0) 207 204 2948
cell + 44 (0) 7976 198675

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Jordan joined Thomas Miller Investment in 2014 following the acquisition of BROADSTONE. He has responsibility for the fixed income strategies within the Thomas Miller Investment Managed Portfolio Service and also for providing asset allocation guidance for the broader multi-asset strategies.

In addition he is Head of the Collectives Research team, working towards the selection and monitoring of the collective fund approved lists. Jordan is also a member of the Fixed Income research team at Thomas Miller Investment, providing analysis and contributing to the investment strategy and outlook for the asset class.
 
Jordan began his career at Fidelity Investments before later moving to The Wellcome Trust, the world’s second largest endowment. Prior to Thomas Miller Investment, he worked at Mercer where he provided investment advice to institutional clients and charities. He studied Economics as an undergraduate at the University of Sheffield and as a postgraduate at City, University of London. Jordan has been a CFA Charterholder since 2011.


Andrew Taggart

Senior Portfolio Manager

Andrew Taggart
work +44 (0) 1624 645218

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Andrew joined Thomas Miller Investment (Isle of Man) Ltd in 2008 and was appointed Senior Portfolio Manager in 2010.  His primary responsibility is to act as lead manager for a broad range of internationally diversified portfolios.  His clients include private individuals, personal pension schemes, trusts, investment companies and charities.  Andrew acts as secondary manager for a further list of portfolios.

Andrew is  member of the Investment Strategy Committee as well as the equity research team where he has a particular responsibility for European equities. He holds an MA in modern history from the University of Oxford and is a Chartered Fellow of the Chartered Institute for Securities and Investment..

Andrew began his career in 1994 and his responsibilities at previous companies have included: European and Japanese equity markets; the UK retail sector; and global quoted property.


David Thomas

Chairman (Isle of Man)

David Thomas
work +44 (0) 1624 645219

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David initially entered the industry in 1969 for a 2 year period with Pearl Assurance Limited prior to attending Reading University where he gained a B.A (Hons) in Politics.

Joining Royal Insurance in 1975 he was promoted to Senior Investment Manager before leaving in 1986 to join Coutts & Co on the Isle of Man where he became Vice President of Investments and was responsible for 26 people managing assets of around £1bn.

In 1999 he joined Capital International Limited as Investment Director where he remained until 2004. Prior to joining Thomas Miller, David also worked for Collins Stewart as a Senior Investment Manager and Singer & Friedlander Investment Management (IOM) Limited.

David is a Chartered Fellow of the Securities Institute (Chartered FCSI) and a Fellow of the Chartered Insurance Institute (FCII).


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