Deputy Chief Executive Officer
T: +44 (0)20 3740 8356
Caroline has been managing global equity portfolios and relationships for international clients and charities, for over 20 years. Her experience as board director and trustee brings a wealth of knowledge and understanding of management, culture, and corporate governance to the team. She joined the business in 2013 and is a Director of the UK and Swiss companies.
Having started her investment career in 2000 at Newton Investment Management, she went on to join the Board of Newton’s Jersey business and to head up their International Private Clients’ team. Caroline was Newton’s designated senior manager for anti-money laundering and financial crime (2010-2012), a responsibility she also held at Veritas.
Sharing her knowledge of investing and of managing businesses responsibly, Caroline has been a member of the University of Oxford’s Socially Responsible Investment Review Committee between 2015 and 2020. She has been honoured in 2020 with a Visiting Fellowship at the University of Oxford, serving to help broaden the reach of the Executive Education program at the university. In 2015 she set up a charity focusing on tackling youth unemployment in the UK, serving as a trustee until 2017. She holds an MA (Hons) from the University of St. Andrews and is an Associate of the Chartered Institute for Securities and Investment.
Investment experience: 20 years