Ted Franks, Chartered Accountant, CFA
Partner, Fund Manager
Ted built a career in banking around sustainability-related sectors before taking his convictions further and helping to found WHEB Asset Management in 2009. Ted was a member of the original team that launched the Sustainability Fund in June 2009. He has been a key member of the investment team throughout the Fund’s history and has played a pivotal role in the development of this unique sustainability-focused boutique.
Before joining WHEB, Ted was a sector specialist in the renewable energy and utilities sectors at Dresdner Kleinwort and KPMG. Over seven years Ted advised on projects involving over €15bn of investment. Amongst numerous renewables transactions and engagements, Ted advised both of the two largest European renewable energy generators on their European expansion strategy, and on one of the most successful ever disposals of a UK water utility.
Ted is a Chartered Financial Analyst and a Chartered Accountant, and won the Helen Somerville Prize during qualification. Ted has a degree in Philosophy and Economics from Bristol University and a Postgraduate Diploma in Law from Bristol Legal Institute.
Ted is the named Fund Manager of the FP WHEB Sustainability Fund.
+44 (0)20 3219 3418
Listed Equity Investment Advisory Committee
Geoff Hall, Non Executive Chairman
Former Chief Investment Officer at Allianz Insurance PLC (formerly Cornhill Insurance), Geoff brings over 35 years of investment experience to the team, having managed portfolios for British Railways Pension Funds, HSBC Mutual Funds and Life Assurance funds amongst others. For the last 15 years he has personally managed UK portfolios investing in environmental and green issues.
Clare Brook, External Adviser
Clare is CEO of the Blue Marine Foundation. She was the founding partner of WHEB’s Listed Equities business and is one of the pioneers of sustainability investing with a 22 year track record of investing in the sector. She was Head of SRI at Aviva from 2000-2007 where she established the Sustainable Future range of funds. Aviva was awarded ‘Leading European Fund Management firm for SRI’ in 2003, 2004, 2006 and 2007. Clare previously was Head of SRI at Henderson, established the Global Care range of funds at NPI, and managed the Jupiter Ecology Fund.
Kelly Clark, External Adviser
Kelly Clark is the Director of the Finance Dialogue which works with investors, financial experts, NGOs and philanthropists to catalyse a substantial redirection of capital into the low carbon economy. Previously Kelly was a Director of the Tellus Mater Foundation, a private family foundation dedicated to sustainable capitalism. She is also the Managing Director of Marmanie Consulting, an impact investing advisory firm. Kelly serves as an advisor to Carbon Tracker and to the Stranded Asset programme at the Smith School of Enterprise and Environment, Oxford University. She is the impact investing advisor to the Friends Provident Foundation, and she holds Advisory Board seats with the Ashden Trust, Finance Matters, and The Environmental Funders Network (EFN) as well as WHEB
Mike Clark, External Adviser
Mike Clark established Ario Advisory in 2016, a firm offering responsible investment advisory services. Mike has four decades of financial sector experience covering portfolio management, pensions, insurance, investment consulting, client relations and actuarial work. Most recently he was Director, Responsible Investment, at Russell Investments. Mike represents the UK actuarial profession on the Advisory Council of the Smith School’s Sustainable Finance Programme at the University of Oxford. He is particularly interested in how the financial sector can support the real economy.
Rachel Crossley, External Adviser
Rachel has worked in international development, sustainable finance and asset management for twenty-five years, and currently combines roles at the Access to Nutrition Foundation and as a Trustee for the C3 Collaborating for Health initiative. Previously Rachel held senior roles and played an integral role in developing the SRI businesses at both ISIS Asset Management (now BMO Asset Management) and Insight Investment.
Mark Lewis, External Adviser
Mark is the Global Head of Research at the Carbon Tracker Initiative, an independent financial think tank that analyses the impact of the energy transition on capital markets. Mark has over twenty years of experience as an analyst covering global energy and environmental markets. Before Carbon Tracker he was Head of European Utilities Research at Barclays and has also held research roles at Kepler Cheuvreux and Deutsche Bank. Since 2016, Mark has also been a member of the Financial Stability Board’s Task Force on Climate-related Financial Disclosures.