Founder & CEO
Edward has been at the forefront of charity investment consultancy for most of the past three decades, providing professional advice to a wide range of charities in the days when most relied on the skills of their trustees and the engagement of external consultants was not common.
He set up a successful investment consultancy business, Jewson Associates, in the 1990’s advising charities, endowments and foundations on their investment management arrangements. He then sold the business to Stanhope Capital LLP in 2011 and became a partner of Stanhope Capital LLP and Head of Stanhope Jewson.
Edward has extensive experience working with trustee boards and investment committees and helping them reach the highest common denominator as a group and ensure that all participants feel comfortable and contribute to the discussion.
Edward is also an experienced fee negotiator helping clients to achieve better value.
Tatyana is a former Director at Goldman Sachs Global Investment Research. Tatyana has over fifteen years of professional experience in finance and investments through various roles in investment research, strategy planning and consulting. Tatyana is an Associate member of the Chartered Institute for Securities and Investments (CISI).
Tatyana brings an institutional approach and rigorous analytical framework to build a robust research process that drives our investment advice. Tatyana’s understanding of the inner workings of asset management is crucial to our manager evaluation and selection process.
David is an experienced investment professional with extensive experience as a fixed income and balanced portfolio manager, an asset allocation advisor to the United Nations Pension Fund for 28 years and a relationship manager with a particular focus on Sovereign Funds. David has a strong commitment to the charity sector and experience chairing investment committees of The National Trust, The Health Foundation and All Churches Trust. David also serves as an independent member of the Investment Committee of Beazley plc, and sits on the Investment Advisory Committee of UNRWA.
At PMCL David contributes his expertise and ideas on a number of complex investment issues and specific asset classes, including sustainable investing and ESG integration, impact investing, private equity and debt.