All of the members of our team at Mole Valley Asset Management are highly professional, skilled and experienced in the asset management industry, and we all share the vision of making a real difference to the clients we serve.
Craig has over 20 years’ experience managing assets, portfolios and people, for prominent investment houses including Société Générale and Daiwa SB in London. Prior to that he worked for Colonial First State Investment Managers in both London and Melbourne. Craig holds a BSc degree in Economic Geography and a Securities Industry Diploma.
Lisa worked at JPMorgan for 12 years in various roles within the Equity Derivatives middle office, managing transaction flows, implementing systems and procedures, and ensuring the smooth running of day-to-day activity. More recently she has had compliance experience at a local investment management firm. She now ensures we comply with all current regulation, maintaining our relationship with the regulators and handling any concerns our clients may have.
Andrew joined MVAM from Berenberg Capital Markets LLC in the USA, where he was CEO, responsible for building out the North American operations for Berenberg Bank. Prior to that, Andrew was a senior member of the specialist equity sales team and the European Healthcare team at JPMorgan. He held a similar role at SG Cowen between 2000 and 2005, having started his investment career at Cazenove & Co in 2000. He is a qualified Chartered Accountant and a Fellow of the Chartered Institute of Securities and Investments.
Vikki started working in investment support roles 10 years ago at London based firm Julius Baer and went on to work with Craig at Daiwa SB Investments. Her role at MVAM includes reconciliation of client accounts and sending your client reports. Please contact her with any administrative queries.
John was previously a Director at Societe Generale (SG) in London, where he headed the Pan-European retail sector team, responsible for equity research coverage of a wide range of consumer stocks. Prior to joining SG, he was Head of Retail at Cazenove & Co. During his career he has been consistently highly rated in surveys, such as Extel and was regularly top-three ranked for stock-picking by Starmine. He read PPE at Oriel College, Oxford and holds the CISI Diploma.
Having gained a 1st in BA (HONS) Leisure Marketing from Bournemouth University, Kirsty is a welcome member of the Team. Majoring in Business Marketing, Events and Management, and being technically fluent in most computer software systems, Kirsty will be assisting Vikki in the Investment Administration division.
Michael has spent over 25 years in the financial services industry advising a range of clients from Sovereign Wealth Funds, to Life and Pension Schemes and Asset Managers. Michael has worked in the Pan-European Equity Sales Divisions for a number of City firms, including HSBC, Citi Group and Société Générale. Michael brings a wealth of city experience to the team. He holds a BA (Hons) in Business Studies from the University of Westminster.