The PIER Committee
Chief Investment Officer of Stanhope Capital
Jonathan has been Chief Investment Officer of Stanhope Capital and a member of the executive committee since its launch. He is also Vice Chairman of the Board.
Jonathan has 35 years of experience in investment management, asset allocation and manager selection. Prior to Stanhope, he was Chief Investment Officer of Newton Private Investment Management, a member of Newton’s Executive Management Committee and manager of one of the firms leading pooled funds investing in equities and bonds. Previously he held senior positions at Principal Investment Management where he managed institutional and private client portfolios and BZW Portfolio Management where he worked as a portfolio manager from 1987 until 1994.
Chief Executive Officer of Pier Financial Investments
Founder of the regulated advice business, Stephen has been instrumental in establishing Pier Financial Investments and is the CEO of the company. An ardent believer in the importance of controlling cost in delivering long term returns Stephen has developed a client focussed business designed to provide defined levels of return for measurable levels of risk. Stephen has a commercial investment and taxation background and is particularly experienced in company sales and acquisitions.
Chairman of Pier Investment Committee
Has chaired the Investment Committee since the launch of the Pier Portfolio service in 2014. With over 30 years in the UK financial services market, Stephen has a proven reputation in managing client money and helping them to achieve their objectives. A member of the Antrams team for the past 15 years where he has specialised in private client wealth management and pension planning.
Founding Partner of William and Partners
For over two decades Will has advised and managed money for a wide range of private and institutional clients. After graduating from Exeter University with a degree in Business Economics in 1999, William held a series of investment management roles at C Hoare & Co and Kleinwort Benson. He set up and led a team at Barclays Wealth tasked with advising and managing the most sensitive and strategically important clients of the bank. William is the founder and managing partner of William & Partners LLP, a private investment office based in Oxfordshire.