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 & GROUP CEO
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Lester is Chief Executive Officer, Chief Investment Officer and founder of TAM, with over 35 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

HEAD OF MARKETING AND CHARITIES
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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.

JAMES PENNY

CHIEF INVESTMENT OFFICER
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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

INVESTMENT MANAGER
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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 one of the team's Investment Managers, with a specific focus on managing TAM’s ethical portfolios. Stephanie 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) and is currently working towards her Chartered Financial Analyst (CFA) credential.

ERIC WILLIAMSON

INVESTMENT ANALYST
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Following several internships with the company, Eric joined the Investment Team permanently in 2016 as an Investment Analyst, with added focus on supporting trade execution. He has a first-class degree in Finance, Investment & Risk from Glasgow Caledonian University and the Investment Management Certificate (IMC), as well as previous experience working with Financial Advisers in Glasgow. In addition to sitting on the Investment Management Committee and contributing to portfolio and fund analysis for TAM’s Investment Managers, Eric now heads the Execution team on a day-to-day basis, as well as helping to support the execution operations of TAM International.

RUXANDRA IFTIMIE

INVESTMENT OPERATIONS ANALYST
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Roxy joined our investment management team in 2019 as an Operations Analyst, focusing on supporting the trade execution team on a day-to day basis. She graduated from Queen Mary University of London in 2018 with a master’s degree in Investment Banking. Prior to joining TAM, Roxy has completed several internships in the industry, where she developed a broad financial knowledge and skillset.

CLARE WICKERT

GROUP OPERATIONS DIRECTOR
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Clare joined TAM as Head of Operations in December 2007 and is now our Operations Director. Clare has responsibility for all day-to-day operational and settlement related activities. Clare has over 25 years operational experience in stockbroking, settlements, PEP/ISA administration and back-office administration functions, having previously been a manager of a settlement agent and roles with James Capel and Robert Fleming.

ALAN FIELD

COMPLIANCE MANAGER & MLRO
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Alan joined TAM in 2018 as our Compliance Officer and MLRO. Alan has responsibility for the day-to-day compliance and anti-money laundering activities. Alan brings with him over 40 years of experience from working in the city, as a regulator with The London Stock Exchange before becoming a Compliance Officer and MLRO with, Walker Crips Stockbrokers. Subsequently working at, amongst others, Charles Stanley Group and CCLA Investment Management. He is a member of the Chartered Institute for Securities and Investment (MCSI).

SOPHIE WELLER

CLIENT SERVICES & OPERATIONS
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Sophie joined TAM in November 2012 as an executive assistant to our CEO Lester Petch, having graduated with a Bachelor of Arts degree from Kingston University. In a matter of months Sophie's role developed signficantly to form an integral part of our Operations Team, and has more recently developed to include the management of client services. Sophie supports the Operations Team with all adminsitrative items, and is directly responsibile for supporting our clients with all new business and account opening matters.

SALLY SMITH

SENIOR ADMINISTRATOR
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Sally joined TAM in January 2009 to support our Operations Team, who now have a long history of working together for settlement agents and, therefore, form a co-ordinated and cohesive department. Sally is now directly responsible for all administrative matters including client stock and cash transfers. She has over 20 years experience in this area, having previously worked for The London Stock Exchange, Hoare Govett and NatWest Stockbrokers.