Yevgeni Agerd
Yevgeni is a seasoned wealth management professional with 18 years of experience, having managed portfolios peaking at $450 million with a focus on Emerging Markets. His career includes a tenure at Citigroup Wealth Management and building a client portfolio through entrepreneurial consulting partnerships. Yevgeni holds a prestigious EMBA Global from LBS, Columbia, and HKU.
Jonathan O’Brien
Jonathan, our Chief Financial Officer, has over 30 years of financial services experience across the UK, Europe, Asia, and the US. His distinguished career includes senior roles at Boston Consulting Group, Fidelity, and Invesco. With a proven track record leading multi-national teams to deliver strong commercial outcomes, Jonathan is a Fellow of the Institute of Chartered Accountants.
Glenn Berry
As Chief Operating Officer, Glenn brings over 30 years of asset management experience from senior roles at JP Morgan, Citigroup, Barclays, and HSBC. His extensive career provides him with deep, comprehensive insight into global operations. Glenn’s leadership is underpinned by a BA in Mathematics from Oxford University, giving him a strong analytical approach.
Kirill Pyshkin
As Chief Investment Officer, Kirill brings 25 years of investment management experience from roles at Credit Suisse and JP Morgan. As a lead portfolio manager, he successfully oversaw equity funds exceeding $1 billion. A strong advocate for sustainability, Kirill has also managed a top-tier EU impact fund (Article 9) and holds a PhD from Cambridge.
Chris Cathcart
As Chief Marketing Officer, Chris brings 27 years of leadership experience across marketing, communications, and product. He has managed major brands in finance and technology, holding senior roles at organisations like Google and Digitas. Chris also has direct consultancy experience with UHNW customers and is a recognised Fellow of the Chartered Institute of Marketing.