Our People

Fulcrum is an experienced, stable, multi-disciplinary team whose senior members have complementary strengths and are supported by a strong team of research investment professionals.

Katherine Fairclough
Investor Relations Director
Katherine Fairclough
Investor Relations Director
Chi Ninh
Business Development Director
Chi Ninh
Business Development Director
Janice Charm
Investor Relations Associate
Janice Charm
Investor Relations Associate
Edward Osborne-Fardon
Marketing Director
Edward Osborne-Fardon
Marketing Director
Jared Maharaj
Sales & Investor Relations Analyst
Jared Maharaj
Sales & Investor Relations Analyst
Caolan O’Flynn
Investor Relations Associate
Caolan O’Flynn
Investor Relations Associate
Neel Patel
Client Reporting Analyst
Neel Patel
Client Reporting Analyst
David Merton
Research Director
Fulcrum Investment Team
Gino Cenedese
Gino Cendese
Senior Economist
Matthew Roberts
Head of Fulcrum Alternative Solutions
Matthew Roberts
Head of Fulcrum Alternative Solutions

Matthew is Head of Fulcrum Alternative Solutions. Before joining Fulcrum in 2018 to run Fulcrum Alternative Solutions, Matthew had been a Portfolio Manager for the Towers Watson Partners Fund since 2014 and before that a manager researcher in fixed income, hedge funds and other alternatives since 2005. Matthew holds a BSc in Economics and Finance (2005) from University of Bristol. He has been a CFA charterholder since 2009.

Howard Fryer
UK Wholesale Relationships
Howard Fryer
UK Wholesale Relationships
Tomomi Guillochon
Investor Relations Analyst
Tomomi Guillochon
Investor Relations Analyst
Oyetola Oyeleye
Senior Researcher
Oyetola Oyeleye
Senior Researcher
Tetsuaki Take
Head of Japanese Distribution
Tetsuaki Take
Head of Japanese Distribution
Stephen Crewe
Portfolio Manager
Stephen Crewe
Portfolio Manager

Stephen Crewe joined Fulcrum in 2013. He is the lead portfolio manager for our Fulcrum Income Fund and Fulcrum Equity Dispersion Fund, in addition to being an integral member of the broader investment team, where his focus is on volatility strategies. Prior to joining Fulcrum, Stephen spent over two decades with F&C/BMO as Director of Alternatives.

Rachel Cordes
Marketing Associate
Rachel Cordes
Marketing Associate
Philip Strother
Head of Portfolio Engineering
Philip Strother
Head of Portfolio Engineering

Phil Strother joined Fulcrum in 2015. He heads up the Portfolio Engineering team and is co-portfolio manager on the Fulcrum Multi-Asset Trend Fund and the Fulcrum Risk Premia Fund. With over 20 years’ investment experience, Phil has previously worked at AHL, COMAC Capital, JPMorgan and BNP Paribas. Phil holds a Ph.D. in Physics from Imperial College London and an M.Sc. in Finance from the London Business School.

Paul Seaton
Head of North America Distribution
Paul Seaton
Head of North America Distribution
566, 606, 682, 686, 688, 692, 684, 1811, 694, 793, 768, 742, 758, 784
694, 729, 742, 779, 852, 796, 851, 759, 788, 3853, 5405, 5406, 5404, 5401, 5402, 5400, 5403
Your privacy

Cookies are data files that are stored on your computer or other smart device by a website’s server. Each cookie is unique to your web browser. It will contain some anonymous information such as a unique identifier, website’s domain name, and some digits and numbers. Cookies are useful as they allow us to recognise a user’s device and its preferences in order to ensure that our website works properly. By continuing to use this website, you consent to the use of our cookies.

 

You can find out the different types of cookies used on our website in our Cookies and Data Privacy Policies.

Necessary cookies