Real Pedigree In Your Corner

Spread your wings into digital investment with Greenfinch. We believe that everybody should have the opportunity to invest their money in a smart and affordable way, but investment solutions are often out of reach for all but the wealthy. Greenfinch proudly challenges this inequality with a straightforward service enabling you to break down the barriers between you and the investment portfolio you deserve. We provide you with direct access to the award-winning FCA regulated investment manager, TAM Asset Management Ltd (TAM), who will manage your Greenfinch investment portfolio. TAM has been managing clients’ wealth for over a decade and is committed to preserving the values of innovation, honesty and client services, building a reputation as a fully transparent, award-winning portfolio manager.

GreenFinch Team

 

Lester Petch

FOUNDER, CEO, CIO
 

Lester is Chief Executive Officer, Chief Investment Officer and founder of TAM, with over 28 years investment management experience in major Institutional Investment Institutions as a Regional and Global Investment Manager. He originally trained as an Investment Analyst before becoming a Manager of direct investment portfolios in the Life and Pension Fund industry for such companies as Royal Insurance, PosTel Investment Management and Target Group. He has a Joint BSc Hons Degree in Politics and Law from Southampton University, is a Fellow of the Securities Institute and a graduate of the Investment Management Programme of the London Business School.

Stephanie Barkway

Marketing & Development
 

Stephanie joined the team in 2014 to develop and support our range of socially responsible products. She brings with her significant experience of charity and philanthropic work, and has held a number of communication based roles within the charity sector. Her passion and enthusiasm for ethical investment is a key attribution she brings to TAM Ethical. Stephanie graduated from Brighton University with First Class Honours in Business Management specialising in Public Relations and Marketing. She received the Natural PR prize for outstanding performance in the Public Relations elective.

 

TAM Investment Management Team

 

James Penny

SENIOR Investment Manager
 

James joined our investment management team in 2014 as an Investment Analyst, focusing on fund research and asset allocation. Prior to joining TAM, James worked at UBS AG New York within the banks options trading division. UBS AG relocated him to their Investment Banking division headquartered in London where he specialised in both global equities and derivatives within the banks' growing Portfolio Trading Division. James brings significant financial market experience to our investment team from a global career within one of the largest financial institutions in the world. A disciplined and methodological approach to global investing is one of the core themes James has instilled at TAM.

Stephanie Sotiriou

Senior Investment Analyst
 

Stephanie joined our investment management team in 2015 as an Assistant Investment Analyst, focusing on supporting in the fund research and selection process. She has progressed to become the team's Senior Investment Analyst, with a specific focus on managing TAM’s ethical portfolios. She brings with her significant knowledge in economics and finance, after graduating with a First Class Honours degree in Economics from the London School of Economics and Political Science in the summer of 2015. Stephanie also holds the Investment Management Certificate (IMC).

Kooshal Seetul

Investment Analyst - Risk
 

Kooshal joined TAM in 2008 as a Research Analyst after working for Sanne Group, a leading international management company. He is a Graduate in Finance & Law from the University of Mauritius and also holds a Masters in Accounting and Financial Management from Birkbeck College, University of London. Kooshal holds the Investment Management Certificate (IMC) and is currently studying towards his CFA qualifications.

Eric Williamson

Investment Analyst
 

Having completed three summer internships with TAM, Eric Joined the IM team permanently in 2016 and completed the Investment Management Certificate (IMC) within the first 6 months. Our newest member brings a first class honours degree in Finance, Investment & Risk from Glasgow Caledonian University, giving him a broad and comprehensive knowledge-base of which to support the investment team with fund research and analysis. Eric also brings with him experience of working with intermediaries, putting him in an advantageous position for serving the needs of our financial advisers.

 

TAM Operational & Customer Service Team

 

Clare Wickert

Global Operations Director
 

Clare joined TAM as Head of Operations in December 2007 and has responsibility for all aspects of Account Opening and day-to-day Operational and Settlement related activities. Clare joins us with over 20 years operational experience in Stockbroking, Settlements, PEP/ISA Administration and Back-Office Administration functions, having previously been a Manager of a Settlement Agent and worked for James Capel and Robert Fleming.

Chrissie Kendall-Jones

Head of Legal & Compliance
 

Chrissie holds twenty-five plus years’ experience within the legal and compliance sector and has held CF1, CF10, CF11 and CF28 functions in numerous financial services firms within the City. Chrissie brought with her a wealth of knowledge and experience from within legal and compliance and is particularly skilled in the identification, assessment, monitoring and control of compliance and risk frameworks in line with FCA / EEA regulatory requirements and best practices. Chrissie holds a Bachelor of Laws (LL. B Hons) and a Masters in Law (LL.M e-Commerce) and is a member of the Executive Committee and other Committees within the TAM Group.

Charley Brown

Head of Client Relations
 

Charley joined TAM in 2015 as Head of Client Relations to ensure our IFAs, business connections and contacts have a centre of focus. Charley has over 20 years’ experience within the financial industry including; client relationship management, operations, middle and back office. She has been Assistant Vice President for our global custodian, Operations Manager for IFAs and Investment Managers alike, whichsees her in an ideal position to add a wealth of experience to the team.

Sophie Weller

Client Services & Operations
 

Sophie joined TAM in November 2012 as an executive assistant to our CEO, Lester Petch. In a matter of months Sophie's role greatly developed to where she is now an integral part of our Operations Team, responsibile for account opening, client stock, cash transfers and all other administrative related matters. Sophie holds a Bachelor of Arts degree from Kingston University.