Our team

Ferdi van Heerden joined Momentum in August 2010 from Switzerland, where he was chief executive of a new start-up insurance venture. Before his three years in Switzerland, he held a number of senior executive positions in Momentum Group Limited, which is one of the three-largest life insurance and investment groups in South Africa, and the FirstRand Group – both in the 30-largest listed companies on the Johannesburg Stock Exchange. During his career of almost 20 years with the group, his responsibilities included being head of Momentum’s individual life operation, the private pension fund administration business and FirstRand’s consumer banking division. Ferdi has more than 25 years’ experience in the life and pensions industry.

Ferdi studied mathematics, statistic, and actuarial sciences and holds a BSc and BSc Honours degree from the University of Port Elizabeth. He also completed an Advanced Management Programme at Insead Business School in France and has a post-graduate diploma in management from the Henley Business School.

Roberts Grava is CEO of Crown Agents Investment Management. He brings greater than 30 years of global institutional asset management experience to the firm, having focused mainly on sovereign investment institutions and official sector investment issues.  He has held several senior roles in public and private sector institutions, including Head of Official Institutions, Institutional Solutions and Advisory and Managing Director, Fixed Income at J.P. Morgan Asset Management, Head of Quantitative Strategies, Risk and Analytics and Engagement Manager, Reserves Advisory and Management Program (RAMP) at the World Bank.  Previously, he had spent 11 years as Chief Investment Officer, Head of Reserves Management and Market Operations and Member of the Executive Board at Latvijas Banka, the central bank of Latvia.

Andrew Hardy is Managing Director of Momentum Global Investment Management with overall responsibility for the UK arm of Momentum Investments' multi-manager business. Prior to taking on this role in 2024, Andrew was Executive Director and Head of Investment Management, having been part of the UK investment team since he joined the business in 2005. He has over fifteen years of investment research and portfolio management experience, across equity and multi asset strategies, during which time he played a central role in developing the investment philosophy and process whilst also supporting business strategy and development. He is a CFA Charterholder and has a BSc in Economics from the University of Bath.

Glyn is a senior member of the investment team and manages many of the relationships with key partners and clients. He has over fifty years of investment experience, nearly all of which has been in the City of London. He was one of the founders of Momentum’s international investment business in London in 1998, prior to which Glyn was Head of the International Division at Deutsche Morgan Grenfell, where he was responsible for international investments for non-UK institutions.

Alex is a Senior Portfolio Manager and Investment Strategist at Momentum. He is co-Portfolio Manager of the Harmony Portfolios, Momentum’s Luxembourg domiciled multi asset fund range. He also manages Momentum’s Managed Portfolio Service which offers active, passive and sustainable MPS solutions, and is also the lead Portfolio Manager for several fixed income funds and portfolios including the Momentum GF Global Fixed Income Fund and Momentum International Income Fund. In his capacity as Investment Strategist, Alex helps to steer Momentum’s tactical asset allocation process, liaising closely with the investment team in South Africa. Alex regularly appears in the press and presents at conferences around the world. He joined Momentum in September 2007 having previously worked as Futures Portfolio Manager at JP Morgan Asset Management in London, where he started his investment career in 1998 after graduating from The University of Nottingham.  Alex is a CFA charter holder.

Richard originally joined Momentum in 2008 as an intern, and re-joined the team in 2010 after completing his degree in Economics and Politics. He became a CFA charter holder in 2013. Richard has progressed from being an Analyst to an Assistant Portfolio Manager, to now a Portfolio Manager. He specialises in building multi asset solutions for clients, assisted by the wider investment team at Momentum.

Lorenzo joined Momentum’s investment team in 2018 and is now a Portfolio Manager, co-leading on the Harmony Portfolios multi-asset range and on Momentum’s global equity funds. He drives the integration of artificial intelligence in the company’s investment process and is more broadly involved in quantitative research, asset allocation and equity manager selection. Prior to joining Momentum, Lorenzo worked at Julius Baer as a quantitative investment strategist for the CIO office. He is a CFA Charterholder and has a MSc in Financial Engineering from the Ecole Polytechnique Federale de Lausanne.  

Richard is a Fellow of the CISI and was a founder of Seneca IM in 2002. He previously worked as a UK equity analyst at Merseyside Pension Fund and started his career at Neilson Cobbold in 1996. As the lead manager of Momentum Diversified Income Fund and the Real Assets Growth and Income Fund he has a research focus on Specialist Assets (investment trusts).

Richard holds a commercial pilot’s license and is a qualified instructor. Being on the ‘wrong side’ of 50 he tries to keep fit, works in his garden and enjoys time with his family and dogs.

Mark has worked in the asset management industry since graduating from University of York with a BSc degree in Economics in 2006. He has managed multi-asset investment portfolios since 2011 and became part of Momentum’s investment team in 2020 when Momentum Global Investment Management acquired Seneca Investment Managers. During his career, Mark has gained significant experience in trading, asset allocation, fund selection, equity research and derivative strategies. He currently manages several multi-asset portfolios and is responsible for Momentum’s direct UK equity allocation. Mark is a CFA Charter holder and an accredited member of the CFA Institute. 

Gary joined the business in 2018 and is the Co-Portfolio Manager of our Momentum Global Equity Fund and Momentum Real Assets and Growth Fund. His research responsibilities encompass developed equity funds and investment trusts. He has been in the investment industry since 1999, with the majority of his career specializing in fund selection, both on a fund of funds and a multi-manager basis.

Previously, Gary worked as a fund manager for Royal Liver Asset Management, where he managed two of their multi-manager funds (UK Equity and Global Equity). He then joined the multi-asset team at Pioneer Investment Management (which was later acquired by Amundi Asset Management) to manage equity assets in their fund of funds range.

Tom joined the business in 2011 and has worked in the investment industry since 2009 after graduating from the University of Liverpool with a degree in Mathematics with Finance. Tom’s research responsibilities include emerging market equity funds and direct UK equity income. He also has various oversight roles across the VT Momentum Diversified Funds.

Gregoire joined Momentum in October 2022 as a Senior Research & Portfolio Analyst within the multi asset team, with a focus on fixed income.  He leads the manager research and selection across a number of sub asset classes and helps shape the fixed income asset allocation for Momentum’s funds and portfolios.  He is also a key individual in the portfolio management team for Momentum’s Managed Portfolio Service (MPS) and the Sustainable MPS range.

Prior to this, Gregoire worked at Signia Wealth, and BNP Paribas where he started his career in 2012. He is a CFA charterholder, holds an MSc in Finance from EDHEC Business School and an MEng in Electrical & Electronics Engineering from Imperial College.

Jade joined Momentum in 2023 as Responsible Investment Specialist & Senior Analyst within the investment team. She provides ESG investment insights and support on sustainability across all asset classes. She contributes to the management team of the Harmony Sustainable portfolio, the Momentum Global Equity Fund, and Momentum’s multi-asset portfolios run for the South African retail market.

Prior to joining, Jade worked at Quilter Cheviot, ABN Amro in Paris and Towers Watson, where she started her career in 2011. She achieved a first class (hons) degree in Accounting and Finance from the University of Brighton, has completed level one of the CFA qualifications and CISI Wealth Management diploma, and holds both the IMC qualification and CFA certificate in ESG investing.

Stephen is a Portfolio Strategist, with responsibilities that include developing and coordinating the strategic and tactical asset allocation process across MGIM’s multi-asset portfolios. Since joining the team in 2010 he has played a significant part in developing the team’s portfolio construction and risk management framework, after initially focusing on equity manager research and selection. He is a CFA Charterholder and has a BSc in Mathematics.

Gabby has over 4 years’ experience in the investment industry. Upon successful completion of a Business Administration Apprenticeship, she then studied towards and completed the CISI Investment Operations Certificate and Investment Advice Diploma. In her previous role at Quilter Cheviot, Gabby worked as a Trainee Investment Manager assisting in the management of portfolios for private clients, charities and trusts.

In her spare time, she enjoys reading, travelling and spending time with her friends and family.

Matt assists Mark Wright in UK equity research after completeing an internship in 2019 and graduating from Liverpool John Moores University with BA (Hons) degree in Business with Finance.

During his spare time, Matt enjoys keeping fit, travelling and spending time with friends and family.

Greg joined Momentum Global Investment Management Limited in 2021. Greg has over a decade of financial market experience in Execution and Sales Trading across European and US markets for Olivetree Global and SpareBank1 Markets. He also worked at Tudor Investment Corp within Legal and Compliance while reading Law at Surrey University. His responsibilities include the daily execution of all asset classes for Momentum.

James joined Momentum Global Investment Management Limited in August 2006. Prior to joining the company, he spent 4 years as a Dealer at JP Morgan Asset Management. Before that, James worked as an Investment Consultant to private clients at the Save & Prosper Group.

Kevin Seepaul joined Momentum Global Investment Management Limited in June 2003. His responsibilities include oversight of front office systems, management of the performance & reporting team and data management team. Prior to joining Momentum Global Investment Management Limited, Kevin worked as Performance Analyst at the Bank of New York Europe Limited.

Born and raised in Zimbabwe, David leads Momentum’s frontier Africa real estate investment management business. Before joining Momentum’s Africa team in December 2012, David spent six years in Momentum’s Alternative Strategies team. Prior to joining Momentum in 2006, David was a Vice President at Maples Finance Limited in the Cayman Islands where he provided fiduciary services to a portfolio of hedge funds, trusts and private equity vehicles. David previously worked as an Account Manager at Fortis Prime Fund Solutions (Cayman) Limited and at Schroder Investment Management, RBS and ING Barings in London. He completed his accounting training at Ernst & Young in South Africa and is a qualified South African Chartered Accountant and a CFA Charterholder.

Jonathan joined Momentum in 2003 as a Management Accountant when the Finance team was established. As Momentum and FirstRand Bank expanded its operations in the UK, Jonathan was promoted to Financial Controller of the Central Finance function in 2007. Following the unbundling of Momentum and FirstRand in October 2010, Jonathan joined Momentum Global Investment Management Limited as Chief Financial Officer. Jonathan has a wide ranging remit which includes financial management (including budgets & forecasting); group, regulatory and statutory reporting; cash & balance sheet management; M&A activities; taxation and payroll. 

Philip is the firms Head of Compliance and Risk with broader oversight of the firms’ governance functions including the Legal and Company Secretariat team.

Prior to Momentum Global Investment Management Philip held senior Compliance roles over a 26-year career at leading global asset management firms, including Allianz Global Investors, Schroders, AXA IM, Janus Henderson, Franklin Templeton, and Federated Hermes.

Philip is a Fellow of the Chartered Institute for Securities & Investment and holds a law degree from the University of London, and Legal Practice Course from De-Montfort University.

Roxanne joined Momentum Global Investment Management Limited in March 2007 and is currently head of Investment and Fund Operations.  In this role Roxanne is responsible for vendor management, product development, settlement, reconciliation and all operational aspects of the management of Momentum GIM’s investment fund ranges   Prior to joining Momentum Global Investment Management, Roxanne worked for 20 years at JP Morgan.  Her most recent roles included Relationship Manager for mid-tier and specialist UK investment managers and Global Client Service Manager & Relationship Manager responsible for Global Service Delivery to a large investment management client.

Samuel joined Momentum Global Investment Management in 2007 having previously worked at Blackrock, Bank of New York and Thomson Financial. His current role spans the Operations and Dealing functions and involves various fund and investment operations responsibilities, as well as the execution of trades across all asset classes. Sam has a BA (Hons) in Economics and holds the CFA UK Certificate in Investment Management (IMC).

Steve joined Seneca IM in October 2016, having held a number of senior management and business development roles within the insurance industry, and joined Momentum in April 2021 as the result of Momentum's acquisition of Seneca IM.

Steve is a Chartered member of the Insurance Institute, with more than 30 years’ experience working in the insurance and investment markets primarily with intermediaries.  When he isn’t working, Steve likes to spend time with his family and is a keen golfer.

Emma is Head of Distribution Services within the Investment Management Division. She leads the Distribution Services and Marketing Teams with primary responsibility for all client facing activities, documentation and relationship management. She joined Momentum in July 2016 and has over 20 years’ experience in sales, investor relations and marketing having worked in both Australia and the UK. Emma holds a BComm in Economics and Finance and Graduate Diplomas in Financial Planning and Applied Finance and Investment.

Esther joined Momentum in 2016 as Brand Manager, where she works closely with the marketing in team in South Africa and is responsible for managing the promotion and positioning of the Momentum brand in the UK. Prior to joining Momentum she worked for London & Capital a wealth management company. Esther has over 25 years of marketing experience.

Vijesh joined Momentum in 2011 initially within the Performance & Reporting team. His primary responsibilities involve providing fund data and performance analysis to the investments team and for fund documentation. Prior to joining Momentum, he has worked within the security valuation and fair value teams at Fidelity. Vijesh has a BSc (Hons) in Economics & Business Finance.

Johnny joined Momentum in 2022 as a Distribution Services Operations Executive within the Investment Management Division. Johnny graduated from Swansea University with a First Class BSc (Hons) Accounting & Finance degree in 2020.

Ashley joined Momentum in 2022 as Distribution Services Associate where she is responsible for the distribution of all client communications.  Ashley has previously worked as an intern for Canccord Genuity Wealth Management, Marathon Asset Management and HSBC Investment Banking where she deepened her knowledge in financial services. Ashley is a First-Class Economics graduate from the University of Leicester. In her spare time Ashley likes to explore London and give back to her community.

Ellie joined Momentum in 2023 as Marketing Assistant based in Liverpool, UK, working closely with the Marketing, Sales and Distribution teams. Prior to joining Momentum, Ellie obtained a degree in Marketing from Liverpool John Moores University, before gaining marketing experience within the Construction industry.

Jonathan joined Momentum in 2022 after spending 8 years working for one of the UK’s largest platform and investment companies.

Jonathan holds the Investment Management Certificate (IMC) and is currently working towards the Diploma in Regulated Financial Planning. Outside of work Jonathan enjoys watching sports, supporting Manchester United FC, travelling and spending time with friends

Nigel joined Momentum in 1991 as the Head of Tax where after he became the Group Financial Manager. In 1995 Nigel founded the Momentum Corporate Advisory Services business unit which specialised in onshore & offshore structured investment products for the Investment Banking and High Net worth retail markets. In 2009 Nigel was appointed as the Momentum Group CFO and formed the group’s Balance Sheet Management Division responsible for capital management, treasury, hedging and optimisation of the Shareholder’s proprietary Balance Sheet. Post the merger of the Momentum and Metropolitan Groups, Nigel was appointed as the CEO of Momentum Group Limited Balance Sheet Management, which he handed over in May 2014 when he moved to London to play a strategic role in growing MMI’s global business outside of South Africa. He served on both the Momentum and Momentum Group Limited Executive Committee from 2000 to 2014.

David was CEO of Seneca Investment Manager from 2015 to 2020, prior to its acquisition by Momentum Global Investment Management. He previously held management, business development and investment roles at Momentum Global Investment Management, Midas Capital, Cazenove, and Flemings among others. He is a trustee of Dialogue Earth and has recently completed an MSc in Climate Change and Development at SOAS. He previously attended Wadham College, Oxford, gaining a first class honours in Modern History. He is based in Lancashire.

Jennifer created and led the World Bank’s Reserves Advisory and Management Program (RAMP), which is one of the world’s leading providers of consulting and capacity building services to public sector asset managers. In this capacity, she worked globally with central banks, national pension funds and sovereign wealth funds in strengthening governance and building investment management capacity. She contributed to setting global standards of best practice for the management of sovereign assets working with the IMF on the Reserves Management Guidelines and the ISWF’s “Santiago Principles”. Ms. Johnson-Calari is a contributing author to several books on sovereign wealth and central bank reserves management and has spoken widely on these topics at international conferences and central bank forums.

She began her career with the Board of Governors of the Federal Reserve System in international bank supervision before joining the World Bank. She has earned advanced degrees from the Harvard Business School (GMP, 2004) the Johns Hopkins School of Advanced International Studies (SAIS) (MA, 1981) and is a Chartered Financial Analyst (CFA). She currently serves as a consultant to several official sector asset managers and think-tanks.

She has contributed to several books on the topic of portfolio and risk management and was a contributing author and editor of Sovereign Wealth Management.

She has earned advanced degrees from the Harvard Business School (GMP, 2004) the Johns Hopkins School of Advanced International Studies (SAIS) (MA, 1981) and is a Chartered Financial Analyst (CFA).

With a career spanning 30 years, Peter began his contribution to financial services as a Sales Consultant at Scottish Amicable before advancing to serve as the Chief Executive Officer of the Skandia UK Group, one of the largest retail platforms in the UK.

As a strategic visionary, Peter laid the foundations for expanding Skandia into the retail platform leader it is today. Previously Vice Chairman at Old Mutual Group, Peter was integral to the delivery of the organisation’s growth strategy. Prior to that Peter also acted as CEO of Bankhall, the IFA network group. Peter supported significant revenue growth and steered the company to profit, implementing several new services for existing members across various business lines.
Peter is acknowledged as a substantial contributor to the development of the UK wealth management market, with perspective that encompasses both providers and advisers.

Raj is responsible for providing advice (directly or as lead support) to institutional investors across the full investment consulting spectrum. He also has responsibilities for business development, manager research and generating intellectual capital. He has worked in the industry for 18 years, first at Aon Hewitt and then at Mercer for 10 years before joining Momentum in 2015.

Raj is a Chartered Financial Analyst and Chartered Alternatives Investment Analyst.

Richard has overall responsibility for Momentum ISC and focuses on advising a number of multi-billion pound UK pension schemes on all aspects of investment policy and generating intellectual capital. Prior to establishing Momentum ISC, Richard was a Senior Partner at Mercer.

Richard is a Fellow of the Institute of Actuaries and has worked in the industry for 25 years, first at Clay & Partners and then as a Senior Partner at Mercer for 20 years before joining Momentum in 2014.

Anna is an analyst within the Momentum Consulting team, having joined in 2021.  Anna graduated from the University of Bath in 2021 with a degree in Economics and Politics, which included a 12 month work placement in the asset management industry.

Ben is an Investment Analyst within the Momentum Consulting team, having joined in 2022. Ben graduated from the University of Bath in 2022 with a Master’s degree in Finance with Banking, and in 2021 with a First Class degree in chemical engineering.

Alex is an Investment Analyst within the Momentum Consulting team, having joined in 2022. Alex graduated from the University of Bath in 2022 with a Master’s degree in Mathematics.  Alex is currently studying towards the CFA qualification.

Jonathan is responsible for providing advice to institutional investors across the full investment consulting spectrum.  Jonathan joined the Momentum consulting team in 2017, having graduated from the University of Bath with a First Class degree in Economics, which included a 12 month work placement with Momentum Global Investment Management.  Jonathan is a CFA Charterholder.

Margaret Miles is the Operations Manager within the Momentum Consulting team and joined in 2015.  Prior to joining Momentum worked for Mercer for 14 years.

Alistair joined Momentum in 2022 with over 5 years of investment industry experience across both asset management and wealth management. He is also currently a Financial Services Specialist for the CISI, specialising in platforms, wealth management and service providers.

Outside of work Alistair enjoys playing his two favourite sports (tennis and football), experimenting with various musical instruments, and shows constant resolve in supporting the Wales national football team.