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 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

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

INVESTMENT MANAGER
 

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
 

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.

JEAN-MICHAEL IPOCK

PRODUCT DEVELOPMENT SPECIALIST
 

Jean-Michael joined our investment management team in 2019 as a Product Development Specialist focused on supporting the wide range of portfolio management duties - through the development of systems and analytics; additionally, to enhance and optimise investment solutions. Prior to joining TAM, Jean-Michael worked within Front Office Investment Technology at Schroders plc; with his most recent assignment within the Multi-Asset Core team which specialised in developing proprietary tools for multi-asset fund managers and traders. Jean-Michael brings with him a broad technical and mathematical skillset having graduated with a master’s degree in Astronautics and Space Engineering from Cranfield University in Spring 2017, and is currently working towards completing the Investment Management Certificate (IMC).

TAM Operational & Customer Service Team

 

Clare Wickert

Global Operations Director
 

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.

 

Sophie Weller

Client Services & Operations
 

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.

ALAN FIELD

COMPLIANCE MANAGER & MLRO
 

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 Chartered Member of the Chartered Institute for Securities and Investment (MCSI).

SALLY SMITH

SENIOR ADMINISTRATION ASSISTANT
 

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.