Siddarth Chand LallUK Equity
Sid is a graduate of Edinburgh University with 15 years’ experience on the buy-side. He was previously a specialist in Pan European (including UK) small and mid cap equities at DSP. Sid joined the team in 2007 to work on the Marlborough funds and has managed the Marlborough Multi Cap Income Fund since launch in July 2011.
Marlborough Multi Cap Income
Giles HargreaveUK Equity
Giles is head of the UK equity funds team and is a highly experienced small cap investor. He has managed Marlborough Special Situations since 1998 and now runs the fund jointly with Eustace Santa Barbara. Giles is also Co-Manager of the Marlborough UK Micro-Cap Growth and Marlborough Nano-Cap Growth funds.
Eustace Santa BarbaraUK Equity
Eustace, a graduate of Harvard University, joined the investment team from Close Brothers in December 2013. He has worked as both an analyst and fund manager and has over 14 years’ experience on the buy-side. Eustace co-manages the Marlborough Special Situations Fund with Giles Hargreave.
Marlborough Special Situations
Guy FeldUK Equity
Guy, a graduate of Oxford University, has over 25 years’ City experience dedicated to the research and fund management of small and mid-cap equities. He joined the investment team in 2003 and has a particular focus on the tech sector and other “New Economy” and growth companies. Guy co-manages the Marlborough UK Micro-Cap Growth Fund with Giles Hargreave.
Richard HallettUK Equity
Richard qualified as a Chartered Accountant at Ernst & Young in 1994 and subsequently joined Singer & Friedlander in 1995 as a UK Equity fund manager. Richard has managed the Marlborough UK Multi-Cap Growth Fund since joining the investment team in 2005.
Marlborough UK Multi-Cap Growth
David WaltonUK Equity & International Equity
David graduated with a First Class degree in economics from Cambridge University before joining M&G, where he was a European equities fund manager with responsibility for small/mid caps. In 2000 David joined Baillie Gifford, where he took on responsibility for the European small cap portfolios including the Baillie Gifford European Smaller Companies Fund. David joined the investment team in January 2013 and has managed the Marlborough European Multi-Cap Fund since October 2013.
Will SearleInternational Equity
Will studied Accounting & Finance at Southampton University before joining the investment team in September 2010. He has worked alongside David Walton since January 2015 and was promoted to deputy manager on the Marlborough European Multi-Cap Fund in February 2017. Will holds both the Investment Management Certificate and the Investment Advice Diploma.
Marlborough European Multi-Cap
Geoff HitchinUK Fixed Interest & Global Fixed Interest
Geoff spent nearly 20 years as a tax officer and tax consultant before founding Marlborough Fund Managers in 1986 and launching the Marlborough Global Bond Fund in the following year. He went on to set up the Marlborough Bond Income Fund in 1998.
Nicholas CoolingFund of Funds
Nicholas joined the asset management company that went on to become Marlborough Investment Management as a fund manager in 1991. He was responsible for a total reorganisation of its investment processes, leading to significant expansion of the business. Nicholas is Deputy Chairman of Marlborough Fund Managers and Investment Director of Marlborough Investment Management.
Danny FoxUK Fixed Interest & Global Fixed Interest
Danny began his career in fund management in 1993 after graduating with a BSc. Honours in Business, Finance & Economics from the University of East Anglia. After eight years at Sun Alliance (later to become RSA) Investment Management, where he managed government and corporate bond funds, he moved to Rothschild Asset Management to specialise in managing corporate bond portfolios. Danny then managed bond funds for Insight Investment, following its acquisition of Rothschild. More recently, he has managed bond portfolios at Co-operative Asset Management and worked on the construction of a golf course. Danny joined Marlborough in 2018 as Assistant Fund Manager of the Marlborough Global Bond and Marlborough Bond Income funds.
Niall McDermottUK Fixed Interest & Global Fixed Interest
Niall graduated with a master’s degree in Investment Fund Management from the University of Glasgow and joined Marlborough in 2016 as an investment analyst working on the Marlborough Global Bond and Marlborough Bond Income funds. His role is to develop investment recommendations and assist in the day-to-day running of the funds. Niall has successfully completed Level III of the CFA programme.
Steven LoganUK Fixed Interest
Steven has 30 years’ credit market experience and has been managing European high yield portfolios for 15 years. He is an Associate of the Chartered Institute of Bankers.
Marlborough High Yield Fixed Interest
Matthew RainbirdMixed Asset
Matthew has more than a decade’s experience in the industry in roles including trading equities and fixed interest securities and managing private client portfolios. He is a Chartered Member of the Chartered Institute for Securities & Investment. In 2009, Matthew was appointed Co-Manager of the Marlborough Extra Income Fund, which he jointly runs with Andrew Moffat.
Marlborough Extra Income
Andrew MoffatMixed Asset
Andrew is a highly experienced fund manager who has worked in financial markets for nearly three decades. His career has spanned retail fund management, global economics, asset allocation, institutional equity research and private client wealth management. In summer 2017, Andrew was appointed Co-Manager of the Marlborough Extra Income Fund, which he jointly runs with Matthew Rainbird.
Marlborough Extra Income
Sally MacdonaldInternational Equity
Sally has been in financial services for over 30 years. She joined Marlborough in 2013 to manage the Marlborough Far East Growth Fund. Prior to joining, Sally worked for City of London Investment Management, was a Partner at Dalton Strategic partnership and led the Asian desk at Morley Fund Management, where she managed over £3.4bn in assets. She has also held positions as an Associate Director at Sanwa International, Head of Asia Pacific Equities at Lazard Brothers Asset Management and ran the Asian desk at Canada Life between November 1997 and 2004. At Canada Life, she ran the Canlife Far East Unit Trust. Sally has a BA (Hons) in Classics and is an associate of the CFA Society of the UK and the CFA institute and a member of the Pensions Management Institute and CISI. Until August 2016, Sally was a Trustee of the Royal College of Nursing Foundation, where she Chaired the Investment Committee. Sally is currently a Trustee on the Board of Helping the Burmese Delta and is a Partner of Stevington Partners.
Jing LiangInternational Equity
Jing joined Marlborough in 2014 and has more than 15 years’ experience in the financial services industry. She runs the Marlborough Emerging Markets Trust and also assists in the running of the Marlborough Far East Growth Fund. With a wide range of financial services experience, her previous appointments were at Mizuho International, JP Morgan and the Bank of England. Her responsibilities during this period have spanned equity sales and research, macro-economic research and compliance, across a variety of different Asian geographies. Jing has a BSc (Hons) in Banking and International Finance from Cass Business School, an MSc in Economics (Development) from the University of Bath and is a CFA charter holder.
Brad WeaferInternational Equity
Brad’s career encompasses roles as Chief Investment Officer at Boston Financial Management and as an investment manager and equity research analyst. He is a Chartered Financial Analyst and has a degree in Economics from the University of Vermont and a masters in Business from Babson College.
Marlborough US Multi-Cap Income
Brad GardnerInternational Equity
Brad is a highly experienced investment professional, whose career includes senior roles at Boston Financial Management and Emerson Investment Management. He is a member of the CFA Institute and the Boston Security Analysts Society. He is a graduate of Lafayette College and completed Harvard Business School’s Program for Management Development.
Marlborough US Multi-Cap Income
Gurjit SoggiFund of Funds
Gurjit graduated from the University of the West of England with a BA (Hons) in Financial Services and joined the investment team at Marlborough in 1996. He works closely with Nicholas Cooling and has developed a pragmatic and research-driven investment style.
Raj ManonFund of Funds
Raj graduated from Sheffield Hallam University with a BA (Hons) in Financial Services and joined Marlborough’s funds of funds team in 2003. His enthusiasm and drive enabled him to be fast-tracked to a fund management role within a year. Raj is a CFA charter holder.
Nigel BaynesFund of ETFs
Nigel started his career in the industry as a software specialist developing portfolio management solutions for an asset management company. He worked as an investment analyst and then fund manager before setting up iFunds in 2001. With the growth in the ETF market, and ongoing development of the company’s proprietary software based investment process, iFunds was able to team up with Marlborough and launch a range of actively managed ETF funds.
Marlborough ETF Commodity
Stacey AshFund of ETFs
Stacey has over 20 years’ experience in the financial services industry. He has worked both on the fund management and marketing side of the business and holds the Securities Institute Securities and Derivatives Certificates as well as the Investment Management Certificate. He has been a director of Aberdeen Unit Trust Management and more recently a director of IG Index, where he was a participant in its management buyout. Stacey Joined iFunds in 2004. He heads up the marketing side of the business and maintains his involvement in the investment management process.
Marlborough ETF Commodity