Matthew Merritt, Head of Multi-Asset Strategy Group

Industry experience: 31 years

Matthew joined Insight in September 2004 and is Head of the Multi-Asset Strategy Group. He joined from Citigroup where as Head of Global Equity Strategy for Smith Barney he ran a top-rated equity strategy unit. Prior to joining Citigroup in 2000 he was Managing Director, Chief Investment Strategist at ING Barings which he joined in 1996. This followed four years at NatWest Securities as a global investment strategist. He started his career at the Bank of England in 1989. Matthew holds an MSocSc from the University of Birmingham in Money, Banking and Finance and a BA (Hon) in Economics from Nottingham (Trent) University.

Steve Waddington, Portfolio Manager

Industry experience: 26 years

Steve joined Insight’s Multi-Asset Strategy Group in January 2008 and is responsible for fund management and investment research. Before joining Insight he spent five years at BT Financial Group, Australia (formerly Rothschild Australia Asset Management), where from 2004 he was Head of External Investments, responsible for fund management and investment research. Steve started his career at Savills Commercial Ltd, where he was responsible for advising institutional and private company clients on property investment and development. Steve holds a BSc honours degree in Valuation and Estate Management from the University of the West of England, Bristol and an MBA from the Australian Graduate School of Management, University of New South Wales. He also holds the Investment Management Certificate from the CFA Society of the UK and is a professional member of the Royal Institution of Chartered Surveyors.

Michael Ford, Portfolio Manager

Industry experience: 19 years

Michael joined Insight in November 2003 and is a portfolio manager within our Multi-Asset Strategy Group. Prior to joining Insight, Michael worked at Deutsche Asset Management as a graduate trainee and also within the Performance Measurement Team. Michael holds a BSc (Hon) in Economics from the University of Nottingham. He also holds the Investment Management Certificate from the CFA Society of the UK and is a CFA charterholder.

Colin Bennet, Portfolio Manager

Industry experience: 20 years

Colin joined Insight in July 2017 as a portfolio manager within our Multi-Asset Strategy Group. Prior to joining Insight, Colin was a synthetic equity and derivative strategist at Deutsche Bank. He has also worked at Eurex as Head of Equity and Index Product Development, Banco Santander as Head of Quantitative and Derivative Strategy, Barclays Capital as Head of Delta 1 Research and at Dresdner Kleinwort as Head of Convertible and Derivative Research. Colin started his career in convertible bond research at Merrill Lynch. He studied Mathematics and Electrical Engineering at Cambridge University and is also the author of a highly regarded derivative text book, ‘Trading Volatility’.

Jonathan Crone, Portfolio Manager

Industry experience: 6 years

Jonathan is a portfolio manager within the Multi-Asset Strategy Group. He joined the team in September 2015 as an analyst. Prior to Insight, he spent a year at Marathon Asset Management working in the Performance and Attribution Team. Jonathan graduated from Queen’s University, Belfast with a BSc (Hons) in Actuarial Science and Risk Management. He also holds the Investment Management Certificate from the CFA Society of the UK and has passed level III of the CFA programme.

David Hillier, Portfolio Manager

Industry experience: 28 years

David joined Insight in 2015 as a portfolio manager within our Multi-Asset Strategy Group. Prior to joining Insight, David spent six years at Aviva Investors as a senior Economist. He has also held senior economist roles at Barclays Capital and NatWest Markets, which he joined in 1993. David holds a BA (Hons) in Economics from the University of Kingston. He also holds an MSc in Economics from Queen Mary, University of London.

Abhijit Korde, Portfolio Manager

Industry experience: 8 years

Abhijit joined Insight in February 2018 as a portfolio manager within our Multi-Asset Strategy Group. Prior to joining Insight, Abhijit was a portfolio manager for fixed income ETFs at Deutsche Asset Management, working on multi-currency credit and sovereign ETFs. Before that, he spent almost two years at Vanguard Asset Management as a portfolio manager for fixed income index funds and ETFs. Abhijit started his career in 2012 at Vanguard in London as an investment risk manager. Abhijit has an MBA from the University of Oxford and has graduated in Electrical Engineering from National Institute of Technology, India. Before starting his MBA, Abhijit worked as a business analyst for National Stock Exchange, India and Edelweiss Financial Services, India.

Gauthier Mavinga, Portfolio Manager

Industry experience: 7 years

Gauthier joined Insight’s Multi-Asset Strategy Group in July 2017 as a portfolio manager. He initially joined Insight in March 2014 as a quantitative strategist within the Specialist Investment Team, where he was responsible for front office risk oversight on absolute return strategies, including the analysis and implementation of a range of risk and performance metrics. Gauthier holds a BSc in Information Systems and Financial Markets and an MSc in Information Systems applied to Business Management, both from Paris Dauphine University, Paris.

Shantanu Tandon, Portfolio Manager

Industry experience: 22 years

Shantanu joined Insight’s Multi-Asset Strategy Group in October 2010, focusing on fund management and investment research. Before joining Insight, Shantanu spent over four years at Architas Multi-Manager where he held fund management and research responsibilities across Axa Life entities, including Winterthur Life. He has also held positions at Mercer Investment Consulting, PwC and Investec Australia Ltd. Shantanu started his career in Australia at Retireinvest (formerly part of ING Group) in November 1998. Shantanu holds a BA (Hon) degree in Economics from the University of Delhi and an MBA from the University of Newcastle, Australia. He is also a CFA charterholder.

Lloyd Thomas, Portfolio Manager

Industry experience: 17 years

Lloyd joined Insight in August 2015 as a portfolio manager within the Multi-Asset Strategy Group. Prior to joining Insight, Lloyd spent six years managing absolute return flexible fixed income and multi-asset strategies for Mediolanum Asset Management in Dublin. He has sales and trading experience gained at a boutique brokerage specialising in high yield and distressed assets. Lloyd started his career in 2004 as a Treasury Analyst with JP Morgan. He holds a BSc in Economics, an MBA from the University of Wales and has also passed level III of the CFA programme.

Marcus Williamson, Analyst

Industry experience: 3 years

Marcus joined Insight’s Multi-Asset Strategy Group in 2018 as an analyst. He initially joined Insight in 2017 on the graduate rotation programme. Marcus holds a BSc (Hons) in Mathematical Sciences from the University of Bath. He also holds the Investment Management Certificate from the CFA Society of the UK and has passed level I of the CFA programme.

Matthew McKelvey, Head of Product Management, Multi-Asset and Specialist Equities

Industry experience: 34 years

Matthew joined Insight in June 2007. He is responsible for business development and reporting to clients on investment strategy and performance. Prior to joining Insight, Matthew held the position of investment director for global equities at Fidelity International. There he was responsible for reporting to clients and intermediaries on investment strategy and performance, as well as developing their global equity business. Matthew began his industry career at Merrill Lynch Investment Managers, (formerly Mercury Asset Management and now BlackRock) in 1986 where he held various roles within their Equity Division, latterly as a director and business manager for global equities. Matthew is an Associate of the CFA Society of the UK.

Joe Sullivan-Bissett, Investment Specialist

Industry experience: 6 years

Joe is an Investment Specialist within Insight’s Client Solutions Group, focussing on Insight’s fixed income, multi-asset and specialist equities capabilities. He initially joined Insight in June 2014 as a Client Service Specialist, working directly alongside our client directors in the day-to-day servicing of a range of our institutional clients. Joe graduated with a BSc in Mathematics and Computer Science from Warwick University. He also holds the Investment Management Certificate from the CFA Society of the UK and is a CFA charterholder.