Matthew Hunt: Matthew is the Principal of Prospect which he founded following a successful career in investment management in London with Close Brothers Group, Coutts & Co and Chemical Bank. Matthew has over 15 years experience as chief investment officer at these leading investment organisations and more than 30 years investment experience in total. He is an MBA graduate of the London Business School and a Chartered Financial Analyst. While at Chemical Bank Matthew developed a proprietary valuation model (ValueHUNT) that has proven highly successful in identifying under/over valued securities. This model forms a core part of the investment management expertise offered at Prospect.
Tel: 0207 392 2811
Tom Ball: Tom is Head of Business Development. He has spent the majority of his career in the private client space, most recently as a high net worth client adviser at Merrill Lynch Wealth Management and UBS Wealth Management. Tom holds a Geography degree from the University of London and various financial qualifications including the Investment Management Certificate and the Private Client Investment Advice & Management Certificate. Tom is a Chartered Member of the Chartered Institute for Securities & Investment.
Tel: 0207 392 2815
Simon Ricca: Simon is a qualified financial planner and has responsibility for business development with our network of professional introducers. He has over 30 years’ experience in financial services. Before joining Prospect, he held senior positions within Oval, one of the UK’s largest financial services groups, and Kingston Smith, a top twenty firm of accountants. For more information on the financial planning services available visit the Prospect Financial Planning website.
Tel: 0207 392 2817
Roger Ballard: Roger is an Investment Manager and Head of Account Management. He has 20 years experience providing financial services to private clients. Over this time he has been an investment manager for several IFA companies and was a senior manager at Close Wealth Management. Roger has an MBA from the Bradford University Management Centre, is an Associate of the Chartered Insurance Institute and is a Fellow of the Chartered Institute for Securities & Investment.
Tel: 0207 392 2812
Edward Harbach: Edward is an Investment Manager. He holds the Private Client Investment Advice & Management qualification, Investment Advice Diploma and has a degree in French & Spanish with European Studies from the University of Bath. Edward is a Chartered Member of the Chartered Institute for Securities and Investment.
Tel: 0207 392 2801
Julia Young: Julia is an Investment Manager. She previously worked for Samena Capital, an investment company catering to high net worth individuals. Julia has a degree in History of Art from Bristol University and holds the Investment Management Certificate as well as the CISI Diploma. She is a Member of the Chartered Institute for Securities and Investment.
Tel: 0207 392 2809
Helen Rambaut: Helen is an Equity Analyst. She has 27 years investment management experience for leading financial institutions and their clients. Latterly she led the team managing European equities for TD Bank’s mutual fund clients. Helen has a BSc in Economics and Accountancy from The City University.
Tel: 0207 392 2814
David Lister: David is an Investment Analyst. He has a degree in Maths with Russian from Manchester University. David has passed Level I of the Chartered Financial Analyst program and holds the Investment Management Certificate.
Tel: 0207 392 2807
Tel: 0207 392 2807