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.
Meet The Team
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.
Duncan Sanford is the Director and Portfolio Manager for MVAM York office. He has over 20 years’ experience in the international financial industry, successfully combining direct investment and managing active investment teams. He worked as CEO and CIO for Nestlé Capital Management Ltd accountable for the global pension fund assets, managed both internally and externally. He joins MVAM from LGPS Central Limited, an aggregation of nine U.K. public pension funds, where he was the Deputy CIO responsible for building the internal investment team and selecting external investment opportunities.
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.
Matt recently graduated from Swansea University with First Class Honours in Political Studies and joined MVAM in July 2019. His role is to provide administrative support to our Portfolio Managers and Investment Administration team. In the long-term, Matt intends to pass professional exams in order to become a fully-fledged portfolio manager.
Rachel has over 18 years’ experience in the financial services industry working as an accountant for Citigroup Asset Management, ABN Amro and Aviva before moving into project management at Aviva. She will be managing the set-up and running of the York office. She is a Fellow of the Association of Chartered Certified Accountants.
Alison has over 11 years’ experience in the Pension industry having worked for Legal & General in their Final Salary department. She joined MVAM in February 2018 and she will be working alongside Vikki in the Investment Administration Team.
Bronwyn is South African and relocated to the UK joining MVAM in March 2018. She has a Degree in Financial Management from the Independent Institution of Education(IIE) and is now beginning the Level 4 Investment Advice Diploma with CISI. Her role at MVAM includes onboarding and assisting Clients, whilst working alongside Vikki and the Portfolio Managers of MVAM.