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’s values are 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. David is Chairman of Tribe Impact Capital and of LGT Vestra. He is former 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.
Amy’s values are aligned to Tribe Theme 1 – Environment & Ecology. Having studied environmental degrees at University, she is deeply committed to helping people understand and embrace the planetary boundaries within which we live, work and play. Amy believes that the fragility of our planet, the ongoing pressures it faces and our place on it can only be solved when we recognise and embrace our impact on it and work with nature, not against it. Amy is responsible for working with clients on values and for leading our work on impact identification and evaluation. She has over 22 years experience in sustainable business, social investment, impact evaluation and social enterprise having spent time at EY, PwC, Microsoft, Bank of America and the Charities Aid Foundation.
James’s values are most closely aligned to Tribe Theme 2 – Education and Equality. Having been born and lived in Asia and worked in Africa, James is acutely aware of our planet’s interconnected yet fragile ecosystem. He believes that access to quality education is the fundamental building block that can help alleviate many of the pressures and inequalities we face today. At Tribe James works with clients and is also responsible for business development, thought leadership and operational excellence. He has over 18 years’ experience in wealth management and entrepreneurship, having started as an Associate Director at UBS Wealth Management where he looked after private clients. In 2003 he founded the specialist consultancy, Ledbury Research, helping wealth managers and others to understand their clients.
Lizzie’s values are aligned to Tribe Theme 2 – Education & Equality. She is passionate that everyone should have access to good education and that education equality between girls and boys will lead to a more sustainable world and economy, particularly within the developing world. Having spent time supporting children in primary and special needs schools within the UK, she hopes to spend time in East Africa working on building and developing projects in primary and secondary schools. At Tribe she is responsible for marketing and communications and oversees client experience. She has over 15 years corporate experience including time spent at both UBS WM UK and Vestra Wealth.
Yann’s values are aligned to Tribe Theme 1 – Environment & Ecology. Having regularly travelled around Asia and lived in Western Africa, Yann believes environmental issues are directly impacting the well-being of individuals around the world and are growing in prevalence. Yann also believes that whilst some businesses may contribute to these pressures, many if not most are, at the same time, part of the solution and delivering value. That is why Yann is passionate about helping redirect capital to those companies creating positive impact. Yann has worked mainly in Switzerland for Zoï Environment Network, Ethos and Aonyx.
Jamie’s values are aligned with Tribe Theme 2 – Education & Equality. He believes that a society in which the world’s 8 richest men own as much as the 3.6 billion poorest is not only unjust, it is also unsustainable. With his background in political theory he wants to help work towards providing greater equality and removing fundamental roadblocks such as hunger and a lack of education to build a more just society. Growing up in South-East Asia he has had experience teaching and volunteering, and prior to Tribe was an investment analyst at Schroders where he focused on global and emerging market Multi-Asset products. He is a CFA Charterholder.
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.
Chris’s values naturally align to Tribe Theme 2 – Education and Equality. Chris deeply believes in the empowerment of individuals through education, and equality as a powerful tool to accelerate positive change. Having experience of working in charity, specifically on malnutrition in young children across Sub-Saharan Africa and Asia, he understands the role private capital can play in improving and saving lives. At Tribe, Chris is responsible for working directly with and advising our clients. Chris started his career at HSBC in the investment bank and then the private bank, before moving to UBS. He joined Tribe from The Power of Nutrition, the global charity focused on child malnutrition, where he worked with private clients and family offices. Chris looks after high net worth clients, charities and foundations.
Fred’s values are most closely aligned to Tribe Theme 1 – Environment & Ecology. 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. Fred joins us as Chief Investment Officer and comes with twenty years investment and fund management experience and has been top ranked by Institutional Investor as an analyst in both equity and leveraged finance. Fred is also a private investor in a number of impact investments.
Neil’s values are most closely aligned to Tribe Theme 2 – Education & Equality. As the son of teachers, Neil was raised to believe that education is the key to a more equal society — a belief that was reinforced during his service in the British Army. As an officer, Neil served alongside young people from a range of backgrounds and he saw the dramatic impact that access to education had on the paths open to them. Neil joins 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. Neil will work directly with Tribe’s clients, building and managing portfolios that do well by doing good.
Amy’s values are most closely aligned with Tribe Theme 1 – Environment & Ecology. Amy’s passion for the environment has resulted in two degrees in Geography and Environmental Technology. She is deeply concerned about the current climate and ecological crisis and believes that the key to unlock the system shift we need is through reconnecting everyone with our place in and reliance on the natural world. Prior to joining Tribe, Amy volunteered with the Campaign to Protect Rural England and the Business & Human Rights Resource Centre. She also worked for the leading responsible investment charity ShareAction between her undergraduate and postgraduate degrees. It is her experience here that led her into the impact investing world. Amy passionately believes that together investors and companies have the potential to rebalance their activities into positive pursuits.
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 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 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.
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’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’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’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’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.