Introducing Tribe
We are a team of wealth managers and impact specialists. We focus on aligning wealth stewardship and creation with our clients’ personal values, financial requirements and the change they wish to see in the world. Our goal is to deliver long-term positive impact and growth for everyone. Our theory of change? To change the very nature of wealth and its impact.
We have all been through the ImpactDNA™ process and our stories, values and Tribe themes can all be found below.
Meet the Tribe
David Scott
David Scott
Chairman
Amy Clarke
Amy Clarke
Chief Impact Officer
James Lawson
James Lawson
Partner
Harry Catchpole
Harry Catchpole
Partner
Yann Demont
Yann Demont
Impact Manager
James Innes
James Innes
Investment Manager
Siobhan Lazeris
Siobhan Lazeris
Head of Legal & Compliance
Christopher Toy
Christopher Toy
Wealth Manager
Liberty Simpson
Liberty Simpson
Wealth Analyst
Fred Kooij
Fred Kooij
Chief Investment Officer
Neil Hill
Neil Hill
Partner
Amy Simon
Amy Simon
Impact Analyst
Aaron Gaide
Aaron Gaide
Wealth Manager
Cate
Cate Quentin
Wealth Manager
Katharine
Katharine Samuels
Wealth Manager
Melanie
Melanie Tillotson
Compliance Director
David Scott
David is Tribe’s Chairman, as well as a Partner. Previously he founded Vestra Wealth, which became LGT Vestra, where he was Chairman. Before Vestra Wealth David was Managing Director of UBS in London, where he headed up the high net worth UK division. Prior to UBS, he co-founded and was Managing Partner of Scott Goodman Harris, a boutique advisory business.
ImpactDNATM: David’s values are most closely aligned to Tribe Theme 3 – Enterprise & Infrastructure. Having grown up in East Africa and Northern Ireland before moving to London he is only too aware of the pressures that urbanisation causes on the environment, resources and economies. He believes that the private sector need to support the challenges faced by directing greater capital and human resources towards addressing and supporting these issues across the globe.
Amy Clarke
Amy is our Chief Impact Officer, responsible for developing and overseeing the approach we have to delivering positive, sustained impact across our business and our investments. After studying environmental sciences at undergraduate and postgraduate level, Amy has spent 26 years working in sustainability, as a consultant, and as an in-house sustainability lead. Amy has a deep understanding of what successful sustainability management, integration and reporting is. She also has a great awareness of the social, economic and environmental issues we face having spent her entire career working in the impact economy.
ImpactDNATM: Amy’s values are most closely aligned with Tribe Theme 1 – Environment & Ecology. Amy passionately believes that Nature teaches us all we need to know about the changes we must make to ensure everyone and everything thrives. She believes that the root cause of so much of what we face as a global community stems from our disconnect and lack of engagement with Nature, and, therefore, with ourselves. She firmly believes that the wisdom of our ancestors, still firmly rooted in indigenous peoples, has been lost and that their wisdom and many of those values need to be mainstreamed into finance if we are to create the resilient, regenerative and equitable new world we need.
James Lawson
James is one of the Co-Founders of Tribe, and is the Managing Partner. James has been in wealth management for over two decades, starting at UBS where he looked after private clients. He then founded Ledbury Research, helping wealth management organisations to understand their clients and provide them with a better service. Ledbury worked with eight of the ten largest global wealth managers and this experience was part of James’ drive to build a more effective solution. He has a Masters in Economics and holds the CFA designation. James is passionate about enterprise and is a Board Trustee at UnLtd, the UK’s largest supporter of social entrepreneurs.
ImpactDNATM: James’ values are most closely aligned to Tribe Theme 2 – Education & Equality – in particular Goal 4 (Quality Education) and Goal 3 (Good Health & Well Being) as well as Goal 15 (Life on Land). He believes that access to education is the cornerstone of both a more inclusive society and clearer understanding of our planetary boundaries.
Harry Catchpole
Harry is a Co-Founder and Partner at Tribe. He is responsible for working directly with and advising HNW individuals, families, charities and foundations. Harry started his career at HSBC Private Bank in London and is a former Vice President of J.P. Morgan Private Bank.
ImpactDNATM: Harry’s values are aligned with Tribe Theme 2 – Education & Equality. Harry believes that education and healthcare are the foundations upon which we can build a more equal society. When approached in a thoughtful and considered manner, private capital can support the work of the public and voluntary sectors in solving the sustainability issues that we face as a global community. Harry believes better engagement with wealth leads to better outcomes for all.
Yann Demont
Yann is an Impact Manager at Tribe. He is responsible for making sure our clients’ investments are aligned to their environmental and social values. Yann is also responsible for our impact data and reporting. Before Tribe, Yann worked for Zoï Environment Network, Ethos and Aonyx where he advised on environmental security and resilience, ESG and impact for pension funds, as well as helping SME’s transition to more sustainable business models.
ImpactDNATM: Yann’s values are aligned to Tribe Theme 1 – Environment & Ecology – in particular Goal 13 (Climate Action) and Goal 12 (Responsible Consumption & Production). Yann believes that whilst some companies are contributing to environmental issues, many are part of the solution, which is why he is passionate about helping redirect capital to those companies creating positive impact.
James Innes
Jamie is an Investment Manager at Tribe where his primary responsibilities include portfolio construction and management, macroeconomic research and fund due diligence. He also leads Tribe’s Investment and Fund Selection Committees. Jamie joined Tribe from Schroders and has worked in Wealth Management across asset classes for almost a decade. Externally Jamie sits on the Impact Investing Institute Learning Advisory Panel and is former Chairman of the CFA UK Impact Investing Group. He is a CFA Charterholder.
ImpactDNATM: Jamie’s values are most closely aligned to Tribe Theme 2 – Education & Equality. With a Bsc in Political Science and an interest in Behavioural Economics, he believes that Goal 4 (Quality Education) and Goal 16 (Peace, Justice and Strong Institutions) are critical if we want to incentivise consumers and governments into addressing humanity’s largest collective challenges: global inequality and climate change.
Siobhan Lazeris
Siobhan’s values are aligned to Tribe Theme 3 – Enterprise and Infrastructure. She is passionate about helping people and wanting to create a greater sense of community where people (young and old) can get the help and support they need to thrive as individuals. At Tribe, Siobhan is responsible for Compliance and Legal and works closely with the Team to build an impact and values led wealth management business. Siobhan has over 25 years experience in the financial services industry, which has included working for Goldman Sachs focusing on Private Wealth Management Compliance and the last 10 years working with our Chairman at LGT Vestra, where she was a Partner, Head of Compliance and Legal and Member of the Management Board.
Christopher Toy
Liberty Simpson
Liberty is a Wealth Analyst at Tribe, supporting the wealth management team in providing a seamless client experience. After graduating from Exeter University reading Modern Languages, Liberty took some time out to travel before moving to London where she worked in both corporate and non-profit businesses. She is currently undertaking her Investment Advice Diploma (level 4). Liberty is involved in several charitable projects including as a volunteer at Peckham Food Cycle and also at the Robes Project in Brixton.
ImpactDNATM: Liberty’s values are most closely aligned to Tribe Theme 2 – Education and Equality, in particular SDG 1 (No Poverty) and SDG 2 (Zero Hunger). She passionately believes that it is our collective responsibility to ensure equality for all, and that business has the power to deliver this.
Fred Kooij
Fred is Chief Investment Officer at Tribe and is responsible for the strategic asset allocation and investment selections for Tribe portfolios. Fred has more than twenty years investment and fund management experience. He was top ranked by Institutional Investor in both equities and leveraged finance while at JP Morgan and Credit Suisse, before moving to the buy side where he was Head of Research for Global Leverage Finance at Bluebay Asset Management. In 2014, he joined Digital World Capital as CIO and Partner, an alternatives fund managing long/short global equities and credit. Fred is also an active angel investor in a number of impact businesses and has extensive experience as a non-executive director in the media space.
ImpactDNATM: Fred’s values are most closely aligned to Tribe Theme 1 – Environment & Ecology, particularly SDG 13 (Climate Action). Fred believes that corporate stakeholders – customers, suppliers, employees – understand that ignoring negative environmental externalities is a growing business risk, both reputationally and operationally, and the investment community in turn is beginning to realise this could influence the cost of and access to capital.
Neil Hill
Neil is a Partner and Wealth Manager at Tribe working directly with new and existing clients. Neil joined Tribe from JP Morgan Private Bank where he spent eight years as a relationship manager. He previously worked at HSBC Private Bank. Prior to working in finance, Neil spent 10 years in the public sector working at the Foreign & Commonwealth Office and with the British Army.
ImpactDNATM: Neil’s values are most closely aligned to Tribe Theme 2 – Education & Equality – particularly SDGs 4 (Quality Education) & SDG 5 (Gender Equality), which together work towards providing a good and fair education for all. Raised by teachers, Neil believes education is the key to a more equal society – a belief that was reinforced during his service in army. As an officer, Neil served alongside people from a range of backgrounds and saw the dramatic impact access to education had on the paths open to them.
Amy Simon
Aaron Gaide
Aaron is a Wealth Manager working directly with clients, as well as our network of advisers. After studying psychology and sociology at Dartmouth College, Aaron spent over seven years in the asset management industry throughout the United States, including Boston and Los Angeles. Working closely with advisers and wealth management industry leaders, Aaron has a deepened understanding of capital markets, portfolio management and fund administration
ImpactDNATM: Aaron’s values are most closely aligned with Tribe Theme 4 – Governance and Partnerships. Aaron believes that exponential behaviour change is necessary in order for people and the planet to thrive in the 21st century, and that we can effectively transition by collaboratively recalibrating our current social, economic and political frameworks.
Cate Quentin
Cate is a Wealth Manager working with HNW individuals and the charitable and corporate sectors. She joined Tribe after seven years at Standard Bank Group where she managed the wealth of West African families and individuals and developed the Ghana business from inception. With a background in international development and wealth management Cate is committed to helping clients grow their wealth whilst also having a positive impact on the world. Cate has a Masters in Development Studies from SOAS University and a PGCert in Philanthropy and Social Investment from Cass Business School.
ImpactDNATM: Cate’s values are most closely aligned to Tribe Theme 2 – Education & Equality – in particular Goal 5 (Gender Equality) and Goal 10 (Reduced Inequalities). Cate believes the way to achieve sustainable growth is by creating a more equal and inclusive global society where everyone can fairly participate both politically and economically.
Katharine Samuels
Katharine is a Wealth Manager working with HNW individuals, families and corporates. Katharine has worked in Financial Services for over a decade. She joined Tribe from Barclays Wealth where she was Vice President in the Special Focus Team, specialising in looking after UK Resident Non-Domicile clients, Finance Professionals and Entrepreneurs. Prior to that Katharine was a Client Advisor at UBS Wealth Management. Katharine is dedicated to helping clients preserve and grow their wealth whilst also having a positive social and environmental impact on the world. She is a Chartered Fellow of the Chartered Institute for Securities & Investment, and has a BA in History of Art from the University of Leeds.
ImpactDNATM: Katharine’s values are most closely aligned to Tribe Theme 2 – Education & Equality – in particular Goal 5 (Gender Equality), Goal 1 (No Poverty) and Goal 3 (Good Health & Well-Being). Katharine believes education is essential in order to affect the change needed to build an inclusive and equal global society.
Melanie Tillotson
Tribe Fellows
Tribe Fellows act as advisors to our business and sit on our Advisory Board. They are well respected specialists in their fields and are committed to creating and supporting long term positive and sustainable change.
Mark Campanale
Mark Campanale
Fellow
Suzanne Biegel
Suzanne Biegel
Fellow
Tim Davey
Tim Davey
Fellow
Alice Gaskell
Alice Gaskell
Fellow
Ulf Erlandsson
Ulf Erlandsson
Fellow
Mark Campanale
Mark’s values are aligned with Tribe Theme 1: Environment & Ecology, particularly life on land, climate action and life below water. Having gained a Masters in Agricultural Economics, specialising in environmental cost accounting techniques, Mark’s career path took him first into rural development projects in East Africa, before moving to become one of the UK’s first specialist equity analysts specialising in sustainability at Jupiter Asset Management in 1989. From there he went onto similar roles at Henderson Global Investors and AMP Capital as co founder of their sustainability funds businesses. Mark’s passion is to see capital markets change to work within nature’s ecological limits to growth and with this goal, he founded two philanthropically funded research initiatives www.carbontracker.org which helped launch the global fossil fuel divestment movement and the other, www.fish-tracker.org which studies fisheries companies. He also believes passionately that capital markets can be a force for good and is the founder of the Social Stock Exchange, which supports investment into high social impact enterprises covering affordable housing, health and clean energy.
Suzanne Biegel
Suzanne’s values are aligned with Tribe Theme 2: Education & Equality, particularly gender equality. She is deeply committed to helping people understand and embrace the opportunities and challenges around women and girls and how gender can be a factor of analysis in all investment decisions. Suzanne believes that there are women in leadership, governance, and value chains who are undervalued in investment, and that paying attention to gender can help investors spot opportunities as well as risks ahead of others. This imperative of addressing gender equality and social issues that disproportionately affect women and girls, married with the massive societal and economic opportunity to bring women into full force in business, can represent a tremendous opportunity for impact as well as financial return. Suzanne has over 30 years’ experience in sustainable business, social investment, emerging markets and domestic entrepreneurship, and the linkages between philanthropy and international development with investment. Her career started at IBM and spanned several tech startups, her own successful e-learning company, and a portfolio career as an active impact investor herself, board member, adviser, and consultant. She founded Women Effect, which has now transitioned to Wharton Business School, where she is a Senior Gender Lens Investing Adviser as well.
Tim Davey
Tim’s values are aligned with Tribe Theme 1: Environment & Ecology. He believes that averting the environmental crisis and developing a sustainable partnership with our Earth is the most important outcome of this century. Tim doesn’t believe creating the kind of long lasting global change we need will come from a single solution. He believes it will come from a wildly diverse ecosystem of passionate people and ideas. Since selling his travel business, Tim is focusing his time on helping grow future change-makers in his Venture Partner roles at EF (Europe’s top incubator) and at Zinc VC (the worlds first impact incubator).
Alice Gaskell
Alice’s values are aligned with Tribe Theme 3: Enterprise and Infrastructure, particularly decent work and economic growth, industry, innovation and infrastructure. As an award-winning investor, her expertise is in European equities which she managed for 23 years at BlackRock and its predecessors, helping to build and lead Blackrock’s European Equity Team to over $40b in assets. She has observed senior management across Europe strive to deliver their strategic goals over nearly a quarter of a century and has a deep appreciation of the capacity of good corporate leaders to deliver better financial and social outcomes for all stakeholders. Alice’s passion is to build a broad network of corporates, individuals, policy-makers and aligned organisations to accelerate the growth of a new culture in UK Financial Services which can engage women at all levels, not least as customers. She believes that sustainable finance is an impossible goal without the diversity of perspective and talent that women bring. She is currently working as Director of Strategy at Women in Banking & Finance, UK Finance’s leading gender network.
Ulf Erlandsson
Ulf’s values are aligned with Tribe Theme 1: Environment and Ecology. Ulf is the Chief Investment Officer of Diem, a startup hedge fund strategy focused on credit market and climate impact. He is also the Founder of the Anthropocene Fixed Income Institute, a non-profit organisation researching and advocating a more positive and stronger bond market influence on our sustainability challenges. Ulf started his career as a quant strategist at Barclays Capital, then ran credit portfolios at AP4, a Swedish state pension fund. He has hands on experience using classical credit trading techniques in a new context to generate returns and impact. Ulf is a firm believer in the written word advancing one’s intellectual process, with work featuring in books such as “Systematic CDS Index trading”, in academic articles like “Credit alpha and CO2 reduction”, and in contributions to teaching material such as the CFA UK’s “Certificate in ESG Investing”.