George Latham, ASIP

Managing Partner and Chief Investment Officer

George is responsible for management of WHEB’s Listed Equity business.  As CIO he is responsible for overseeing the investment process and chairing the Investment and Risk Committee.  He also plays an active role in business development and oversees institutional client relationships.

Prior to joining WHEB, George led the award-winning SRI team at Henderson Global Investors. During his fifteen years managing UK and pan-European equity and managed funds, George has been awarded ‘A’ and ‘AA’ Citywire ratings, nominated for Investment Week’s Fund Manager of the year and named in Citywire’s top 100 managers in the UK. He was also responsible for designing and launching Threadneedle Asset Management’s sustainable and responsible investment strategy.

George has a degree in Geography from Oxford University, and served as a British Army Infantry Officer, and holds UKSIP qualifications.

Email George

+44 (0)20 3219 3414

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.