Asset Allocation & Research

​Peter Conniff

Investment Committee

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Peter Graduated from Fordham University in the United States, with a Degree in Political Science. Peter has over 25 years’ experience in Sales and Trading having worked for Merrill Lynch in New York and San Francisco. Peter has worked across their Institutional Capital Markets Group, International Operations Division, Institutional Advisory Group and Global Capital Markets Division; where he covered over 100 clients.

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Peter Schofield

Investment Committee

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Peter has almost forty (40) years’ experience in the financial services industry. He began his career in 1981 as a “blue button” on the floor of the London Stock Exchange for Wood Mackenzie. He spent 6 months working in their research department based in Edinburgh before transferring back to London where he worked on the European trading desk executing trades in equities, foreign exchange & ADR’s.
In 1986 Peter moved to New York to set up their local trading desk, quickly establishing a multimillion-dollar business. After a number of takeovers, he was appointed as a managing director of NatWest Securities Inc. In 1996 he moved to HSBC as a managing director & deputy head of sales trading with responsibility for Europe & Australia before spending time as a Vice President at Lehman Brothers.

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Chris Holcombe

Investment Committee

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Chris has more than twenty (20) years' experience in both audit and the corporate finance sector, skilled in various aspects of financial management, including strategic planning and leadership. During 2024 he was awarded Fellow Membership of Chartered Institute of Management Accountants (CIMA) having successfully completed the Chartered Global Management Accountant qualification, a globally recognised credential demonstrating advanced expertise in management accounting, strategic financial leadership, business decision-making, risk management, and ethical professional practice. Chris had previously achieved Fellow Membership of the Association of Accounting Technicians in January 2017, having completed a comprehensive programme covering the preparation of financial statements, taxation computations, management of financial and credit control systems, performance management and value enhancement, and planning and control of resources. 

 

Chris is additionally qualified as an Investment Adviser Representative (IAR) having passed the Uniform Investment Adviser Law Examination (Series 65), administered by the North American Securities Administrators Association in June 2022, enabling him to function as an investment professional in most US states. The Series 65 course comprises 24 units across four parts, covering laws and ethical guidelines, economic and business factors, investment vehicle characteristics, and strategies for client investment recommendations.