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.

Email Ted

+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.

Jamie Arbib, External Adviser

Jamie is a qualified accountant and investment analyst. He is currently a venture investor in resource-efficient technologies. Jamie is also the founder of Tellus Mater, a grant-making foundation that aims to support the transition towards a low carbon economy. He has a Masters in Sustainability Leadership from Cambridge. He also serves on the Sustainability Committee of the ICAEW, The Conservation Advisory Board at ZSL and has a number of other advisory roles in the Environmental and Sustainability sectors. Jamie also helps to oversee a family office, Thamesis, based in London.

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.

Ingrid Holmes, External Adviser

Ingrid Holmes is a Director at E3G. She leads E3G’s work on climate finance and investment. Her team focuses on the UK, EU, Latin America and the G20.  Ingrid has previously been an Adviser to the Prime Minister’s Special Representative on Energy Security (2009), Sherpa to the Green Investment Bank Commission (2010/2011) and Member of the UK Green Finance Initiative (ongoing). She has also been appointed to the European Commission’s High Level Expert Group on Sustainable Finance and is a Board Member of the EU Alliance to Save Energy. Previously, Ingrid worked for asset manager Climate Change Capital as well as the UK Parliament; and the UK Department for Environment.