Private Client Investment Management Team

Victoria Stevenson, FCSI

Investment Manager

Victoria Stevenson

Victoria joined Whitman in 2020 to help establish the Private Client Investment Management division. She has extensive experience of managing portfolios for private clients, trusts and charities. Victoria began her career at Quilter Cheviot in 2012 and is a Chartered Fellow of the CISI. She also holds the CISI Masters in Wealth Management.

Michael Pallett

Senior Consultant

Michael Pallett

Michael has extensive relationships in the investment industry and is passionate about clients’ receiving exceptional service. After working at Laing & Cruikshank which was sold to UBS in 2004, Michael and a number of investment managers moved to build Cheviot Asset Management. In 2015 Cheviot was merged with Quilter Investment Management.

Fund Management Team

Christopher Pease, MSCI

CIO

Christopher Pease

Christopher has over 35 years’ of investment experience and joined Whitman from Sarasin & Partners where he spent 23 years. Christopher founded the Sarasin AIM Portfolio Service in 2007 and grew the strategy to c.£100m in AuM. Prior to Sarasin, Christopher was with Henderson Investors where he managed UK pension funds, charity money and retail unit trusts.

Joshua Northrop, CFA

Fund Manager

Joshua Northrop

Joshua joined Whitman in 2018 from Small Cap specialist Hargreave Hale. There he worked as an Assistant Fund Manager and analyst covering small cap growth stocks across several sectors since 2013. Joshua is a Chartered Financial Analyst.

George Henderson, IMC

Assistant Portfolio Manager

George Henderson

George joined the team from the sell side. Prior to this he was part of Smith & Williamson’s audit team, where he initially trained. George has his IMC and is currently studying for his CFA Level 1.

Management Team

Araminta Le Flufy

Chief Executive Officer

Araminta Le Flufy

Araminta has over 15 years’ experience in the AIM and Smaller Company world. She spent 6 years at Whitman Howard, sitting on the Senior Management team helping to build the core business both in the public and private markets. Prior to that she was an Associate Director at Numis Securities.

Payal Patel

Head of Compliance

Payal Patel

Payal is an experienced compliance professional with over 10 years in the industry. Payal specialises in Governance and Financial Crime with a deep understanding of regulatory and financial crime controls.

Charles McGillivray

MLRO

Charles McGillivray

Charles is an experienced compliance professional. He specialises in Corporate Authorisations, FCA Submissions and Anti Money Laundering.

Non-Executive Team

Richard Lamb

Non-Executive Chairman

Richard Lamb

Richard has had a long career in Asset Management spanning 33 years. Most recently Richard was a Founding Partner at Hansa Capital where he led the investment strategy from 2000 to 2013. Richard helped build Hansa Capital from £150m at inception in 2000 to £1.5bn in 2013. Prior to this he held senior positions at Morgan Grenfell and Rothschild Asset Management.

Richard Morecombe

Non-Executive

Richard Morecombe

Richard has over 25 years of experience in Equity markets. He is currently on the management board of Panmure Gordon, and previously the founder of the Whitman Group acquired by Panmure in July 2020. Richard was also Head of Equities at Numis Securities where he was one of the original management team.
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