Our team is made up of experienced forward-thinking investment experts with a wealth of market understanding, fund management history and a strong performance track record. We’ve built our reputation by being accessible, approachable and trustworthy.
Investment Team
Graham Bentley
Chief Investment Officer / Avellemy board member
Graham joined the Group business as its investment committee Chair in 2018, becoming Avellemy Chair in 2020 and its Chief Investment Officer at the start of 2022…
David Morcher
Head of Collectives
Prior to joining Avellemy he spent three years at the Wealth Manager Saunderson House, having moved from Abrdn. At Saunderson House, he was a senior member of the company’s…
Avellemy Board
Paul Nathan
Non-Executive Chairman
Paul brings over 20 years senior management experience in investments, covering operational, governance and strategy roles. He was a Director of Old Mutual’s UK asset management…
Nigel Stockton
Chief Executive Officer
Nigel has over 30 years’ experience in financial services. Prior to his current role he was Financial Services Director at Countrywide, responsible for over 1,000 mortgage advisers…
Steven Lloyd
Managing Director
Having been in Financial Services since 2004, Steve founded Avellemy Limited as an Asset Management firm in 2015, initially as Investment Director, and has been Manging Director…
Jessica Brescia
Chief Risk Officer
Jessica is responsible for the risk and compliance functions within the business. Jessica has spent most of her career in the wealth and asset management industry and, prior to…
Felice Rea
Group Finance Director
Felice has over 15 years’ experience in financial services with prior roles as Group Finance Director, Head of Compliance and Board member of the Torquil Clark group and…
Experienced,
Dedicated,
Passionate
with a wealth of expertise and
understanding