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Our people

EdenTree is an investment management firm with a strong heritage of delivering profit with principles. We provide an award-winning fund range managed responsibly by some of the UK’s most highly rated Fund Managers. Our investment team has some of the longest continuous track records of any in the City. We believe that consistent, long-term returns are more likely to be achieved by investing responsibly in sustainable businesses. That’s why we adhere to our profit with principles approach. We firmly believe that the companies still returning results tomorrow will be the ones acting responsibly today, both internally and within their communities.

Senior Management

Rob Hepworth
Chief Investment Officer and Senior Fund Manager
Our Chief Investment Officer Rob Hepworth has had a prolific career since joining us as an Investment Analyst in 1988. He figures in Citywire's selection list of top fund managers over the last decade, is a Trustnet 2017 Alpha Manager and a member of their ‘hall of fame’ for consistent performance.  He is also a former Investment Week Fund Manager of the year. Rob is best known for his contrarian approach as well as for his skill in tactical asset allocation and switching. He is currently in the midst of scaling the 550 miles across the French Pyrenees and is certified to sky-dive on his own. 
Sue Round
Director of Group Investments and Senior Fund Manager
Starting her career as a trainee fashion buyer at the House of Fraser in the 70s, Sue realised early on she had real interest in investment and made the brave decision to jump into the male-dominated world of investment management in the early 1980s as a junior researcher. She is today Director of Group Investments at EdenTree and has successfully managed the Amity UK Fund for over 30 years. Additionally, she is a keen gardener and can frequently be found haggling the best price on antiques.

Investment Team

David Osfield, CFA
Fund Manager

David joined EdenTree in July 2016 as joint Fund Manager on the Amity International Fund after beginning his career at Alliance Trust in 2002. During his time there David largely focused on Asian equities, although has also covered pan-European and Global equities.  His investment philosophy focuses on long-term, bottom up investing and is passionate about sustainable investing having completed a course in Sustainability Leadership at the University of Cambridge Institute. David was also selected for the Alliance Trust Emerging Leaders Group which received tailored development opportunities provided by Harvard Business School & University of Strathclyde Business School. David has a 1st class BA (Hons) in Business Finance from Durham University and is a CFA Charterholder.

Ketan Patel, CFA
Fund Manager
Ketan joined EdenTree in 2003 as a Research Analyst. He began his career on the equity derivatives trading desk at JP Morgan, before moving to Insight Investment as a Global Healthcare Analyst. Ketan is a co-manager on the Amity UK, Amity Global Income Fund and UK Equity Growth Fund. He has been a CFA Charterholder since 2009, holds an undergraduate degree in History & Geography and post-graduate degrees in both Geography and Economics from the University of London.
Chris Hiorns, CFA
Fund Manager

An acknowledged expert in both Europe and Fixed Income. Chris has worked at EdenTree since 1996. He started as a Graduate Trainee and worked as an Investment Analyst before being appointed as the Fund Manager for the Amity European Fund in 2007 and co-manager of the Amity Sterling Bond Fund in 2008.

Phil Harris
Fund Manager
A graduate from Southampton University with a degree in modern history, politics and economics, Phil started his career at Albert E Sharp in Birmingham as a private client executive and analyst before being internally promoted to work on their small companies and UK general funds. Since then he has grown his extensive knowledge of small and mid cap companies across Threadneedle, Credit Suisse, Hermes and RWC before coming to EdenTree as a Fund Manager on the UK Equity Growth Fund. Phil’s investment style focuses on growth small companies with a significant analytical and risk overlay. When not in the office he can be found on a jumbo jet looking to explore the culture, history and politics of Brazil. 
 
David Katimbo-Mugwanya, CFA
Fund Manager
David joined EdenTree in 2015 bringing almost a decade of Fixed Income investment experience to our portfolios. David is a CFA charterholder and holds the IMC as well as a BSc in Economics from the University of Essex. His investment style centres on a top-down macro-economic focus and evaluating investment opportunities across Global Fixed Income markets including sovereigns, corporates, inflation-linked bonds and money market instruments. His previous experience at Epworth Investment Management saw him managing Institutional client and charity portfolios where he excelled in being flexible within mandates and operating controlled risk parameters. David has a keen interest in tennis, swimming and athletics and is also fluent in French. 
Thomas Fitzgerald
Fund Manager

Tom joined EdenTree in 2011 as a Research Analyst where he focussed on global equity analysis and the technology sector. During his time at EdenTree Tom has supported the Investment Team in providing detailed company analysis and thematic research into a number of emerging sustainable trends. His Amity Insight report on Cybersecurity was “highly commended” at the Investment Week Research Awards in 2017. Tom continues to contribute investment ideas to other funds, as well as co-managing the Higher Income Fund. Tom holds a BSc with Honours degree in Economics and Business Management from Oxford Brookes University, the Investment Management Certificate (IMC) and is currently studying for the CFA.

SRI Team

Neville White
Head of SRI Policy and Research

Neville is responsible for SRI policy and research and leads on global corporate governance proxy voting and engagement with business around environmental, social and governance issues. He previously managed socially responsible investment for a number of church and charity investment managers. He’s also the Chairman of a Chapter of Amnesty International.

Esmé van Herwijnen
Responsible Investment Analyst
Esmé holds a Master’s degree in Sustainable Business from Toulouse Business School and gained experience in ESG research from Sustainalytics and PIRC. She supports our SRI team with company screening, proxy voting and engagement.

Sales Team

Daniel Barber
Head of Sales and Marketing

Daniel leads EdenTree’s Sales and Marketing team, providing guidance and direction to the Institutional and Wholesale sales teams.  He has over 18 years of experience working in Investment Management marketing at Merrill Lynch Investment Managers and AXA IM.  Daniel joined EdenTree in 2008 to implement an accelerated marketing communications program and to grow assets under management.  

Philip Baker
Head of Institutional Business Development

Philip leads EdenTree’s institutional business, providing investment solutions and services to charities and other institutions.  Philip joined EdenTree in 2009 from Fidelity International, where he worked within sales, marketing and operations, both with investment platform FundsNetwork and Fidelity’s Investment Solutions Group.

020 7680 5844
07825 982 945
philip.baker@edentreeim.com

Adrian Judge
Regional Sales Manager

Adrian is responsible for IFA and intermediary relationships in the Southern Region (Southern England, Central England, East Anglia & South Wales). Adrian was formerly an independent financial adviser. 

020 7680 5862
07990 564 047
adrian.judge@edentreeim.com

Scott Dakers
Regional Sales Manager

Scott is the Regional Sales Manager covering the Northern Region. Prior to joining EdenTree, Scott was with Aberdeen Standard Investments where he was Head of UK Regional Sales. Scott was previously Head of Product Solutions within SWIP's Investment Solutions business unit, delivering innovative multi asset investment solutions that meet their clients’ investment needs. 

scott.dakers@edentreeim.com

Martin Jenkins
Regional Sales Manager

Martin is the Regional Sales Manager covering the South West region where he is responsible for Wealth Manager & IFA relationships. Prior to joining EdenTree, Martin was with Liontrust Asset Management where he was a key member of their Sales team helping to drive their ambitious Sales growth and covered the South of England region. Before that, Martin worked at SWIP/Aberdeen Asset Management for a number of years where he was Investment Sales Director and had responsibility for delivering Sales of their Equity/Bond/Commercial Property funds aswell as their Multi-Asset Investment Solutions.

07741 726413
martin.jenkins@edentreeim.com

Sagar Mehta
Senior Sales Associate

Sagar joined EdenTree in 2012, having previously worked at investment platform provider FundsNetwork. Day to day, he supports the Retail Sales team in managing IFA and intermediary relationships across the UK. Sagar has a BSc in Economics from Brunel University and is currently studying for the IMC. 

0800 011 3821
sagar.mehta@edentreeim.com

Amity Panel

George Prescott
Chartered accountant BA FCA

George Prescott is a chartered accountant and until his retirement in 2009, was Deputy Group Chief Executive of Ecclesiastical Insurance Group. In the UK he is chairman of Giles Insurance Brokers, a member of the board of JP Morgan Cazenove Pension Trustee Company, and a Director and Chairman of the Audit Committee of Capital Gearing Trust Plc. He is also a director of Mapfre USA and Commerce Insurance (US). He is a trustee of M&G Charibond and Charifund. George is also a member of the Court and of the Finance & Investment Committee of the Worshipful Company of Coopers.

Julie McDowell
Independent consultant

Julie McDowell is an independent consultant with over 25 years’ experience in law and finance. From 2001 to 2013 she led the Responsible Investment Team at Standard Life Investments, one of the UK’s largest fund managers. She specialised in extractive industries for over ten years and has served on numerous advisory groups relating to extractive industries, human rights, climate change and corporate reporting. She was a member of the Board of the Extractive Industries Transparency Initiative (EITI) from 2009 to 2013 and chaired the Validation Committee from 2009 to 2012. 

Helen Crosby
Environmental consultant

Helen joined the Advisory Panel of the Amity Fund in 2008. With an ecological, business and legal background, Helen's specific interest is in understanding the contribution of environmental and social issues to business risk. Helen is an independent consultant specialising in environmental and sustainability issues with a focus on environmental assessment, working to national and international standards. Helen also has experience in sustainability appraisal, feasibility assessment, and strategic development projects across a range of industries including infrastructure, manufacturing, mining and services, having worked in the United Kingdom, United States of America, southern and east Africa and Mongolia.

Julian Parrott
Client Member, Ethical Futures

Julian Parrott is an independent financial planner specialising in ethical and sustainable investment advice. Julian has over 25 years’ experience in financial services, encompassing building society management, life assurance sales and financial planning & advice.  He is the founding partner of the Ethical Futures llp and holds the ISO 22222 standard in financial planning. Julian is active in promoting ethical investment to the public and adviser community. He has served on the board of UKSIF & Ethical Investment Association. He is a Director of the Ethical Finance Hub project as well as other consultancy roles. Julian is a fellow of the RSA.

Rt Rev Dr Nigel Peyton
Panel Chair

The Rt Rev Dr Nigel Peyton was elected and consecrated Bishop of the Diocese of Brechin in 2011, returning to the City of Dundee where he was ordained in 1976. Between 1985 and 2011 Nigel served in the Diocese of Southwell & Nottingham, first as an inner city vicar and from 1999 as Archdeacon of Newark and Canon of Southwell Minster. Nigel has been a long-serving member of the Church of England’s General Synod, a school governor and chaplain, magistrate and a Non-Executive Director of Ecclesiastical Insurance Group (2005-2012).

Bill Seddon
Former CEO CFB Methodist Church

For 30 years, until retiring in 2017, Bill Seddon was Investment Manager and Chief Executive of the Central Finance Board of the Methodist Church and a member of the Methodist Church Joint Advisory Committee on the Ethics of Investment. He was also the CFB Observer on the Church of England’s Ethical Investment Advisory Group, a member of the Joseph Rowntree Charitable Trust Investment Committee and Trustee of the EIRIS Foundation. Currently he is the CFB’s Special Adviser on ethical issues, Director of Dominion Insurance and an elected representative of General Synod on the Church of England’s Pension’s Board.

EdenTree Investment Management Limited (EdenTree) Reg. No. 2519319. Registered in England at Beaufort House, Brunswick Road, Gloucester, GL1 1JZ, UK. EdenTree is authorised and regulated by the Financial Conduct Authority and is a member of the Investment Association.