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Stephen Whittaker is Senior Partner and Equity Manager
Stephen has 29 years’ experience of managing a wide variety of UK portfolios, including small companies, special situations, income and growth funds.
Phil Roantree is Chief Investment Officer and Bond Manager
Phil has 23 years’ experience in the financial services industry. He has managed a broad spectrum of bond portfolios for 18 years, including segregated, unit linked, sterling, global, government and credit portfolios. |
The other two members of the Querns Management Team are Peter Gardner and John Tierney. They have 60 years’ industry experience between them, covering all aspects of systems design, administration, technical and compliance functions, legal operations, risk management, product and business development, sales and marketing and client service. As colleagues for 10 years at Perpetual plc, they worked on the launch of numerous new funds, combining their knowledge to develop products that met all legal and technical requirements whilst remaining user-friendly and highly attractive to investors.
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| John Tierney & Peter Gardner |
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Peter Gardner - Chief Operating Officer and Compliance Officer
Peter has 31 years’ experience in the financial services industry and is extremely experienced in the operations and regulation of asset management companies. Peter was at Perpetual for 17 years and was instrumental in its development into a leading investment company, managing at various times fund administration departments, transfer agency functions and the compliance department as Chief Compliance Officer. For two years he was Perpetual’s Technical Director, responsible for legal and regulatory advice and corporate governance issues, accounting technical matters, product design, administrative systems and specifying designs for computer systems.
Following the acquisition of Perpetual in 2000 by the global Amvescap organisation, he was appointed Compliance Officer and Money Laundering Reporting Officer for the group's UK businesses, which operated under the Invesco name, and as Compliance and Risk Director for Invesco UK. He was also a member of the group’s UK Executive Committee, developing its strategic plans and products with responsibility for compliance, risk management and internal audit.
Peter has spent the last five years drawing on his extensive industry experience to advise fund supermarket and asset management companies in operational and regulatory matters.
John Tierney - Sales and Marketing Partner
John has 29 years’ experience in the financial services industry covering a range of business development roles. He began his career in 1980 at Sun Alliance Insurance Group as an Administration Assistant and was soon appointed to the role of Life and Pensions Sales Consultant. His subsequent career has focused on Sales and Marketing.
Following a period with the Clerical Medical Investment Group, John was headhunted to run the Bank of Ireland's Fimbra registered Insurance broker. He joined Perpetual in 1990 as a Sales Consultant and worked there for 10 years, spending his final two years at the Company as Sales Director.
Since leaving Perpetual in 2000 he has added to his industry experience with a number of key business development roles, including Head of Retail Sales for Dresdner RCM Global Investors (UK). |