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Our Team

Find out more about our core team


Meet Our Core Team

We have highly valued team members that have been with us for a number of years & they have been instrumental in most of the projects we have been involved with. Below is a list of the main group of people that are the driving force behind most of the procedures that we go through.

Phillip Price

Chief Executive Officer

Michael Bauer

Head of Allocations

James Albert

Senior Portfolio Manager

Charles Klopp

Senior Wealth Manager

Simon Crawford

Head of International Trading

Daniel House

Head of Wealth Management

Gregg Coplin

Senior Portfolio Manager

Richard Carter

Senior Wealth Manager

William Foster

Head of Institutional Trading

Harrold White

Head of Asset Management

Chris Taylor

Portfolio Manager

Robert Price

Senior Wealth Manager

Jonathan Roberts

Head of Private Client Division

Kyle Nelson

Head of Finance

Liam Cox

Senior Portfolio Manager

Nigel James

Senior Asset Manager

Become a client today

We are always aiming to achieve the optimum results for our clients and for our company. We believe that the success of our clients and investors is directly linked to our growth and outstanding achievements.

Accurate Information

We gather data from many sources from around the globe, for the most up-to-date & accurate information.

Thorough Analysis

We thoroughly analyze all the data we receive, to ensure that our chance of success is maximized.

Bespoke Strategies

We provide tailor-made solutions that suit any of our clients or investors goals & needs.