Our Team - New page

Derrick has extensive experience of the financial services sector and is responsible for all aspects of YOU. Prior to joining the business in 2018, he was Chief Executive of Sanlam FOUR which he founded in 2006. That business had teams managing UK, European, US and Global equity as well as a multi-asset strategy team and a managed portfolio service team with over 500 portfolios. Derrick began his career at Russell Investments in 1990 working in manager research and performance measurement roles, moving to Stamford Associates in 1994 in a global manager research role and then Mercer (again in international fund research role) in 1998. He subsequently went on to build the multi-manager business, Attica MM, from 2000 which was acquired by American Express, before founding FOUR Capital Partners which was later acquired by Sanlam.

Derrick possesses an in-depth understanding of the asset management industry having worked with operational and governance structures of both large and small companies, successfully navigating them through financial crises and substantial regulatory changes. He was nominated a finalist for CEO of the Year in leading industry awards in 2015 and 2016 (Financial News & Professional Pensions Investment Awards). Derrick holds the Investment Management Certificate

Shane is the Client Investment Director for YOU Asset Management. Shane jointly set up a company in 2004 for Discretionary Fund Management, which was developed alongside financial planners to provide a range of risk-managed model portfolios. Shane ran those models for 15 years before that company went on to become YOU Asset Management. Shane has spent over 35 years in the financial services industry and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Peter is the Operations Director for the YOU Asset Management. Peter has helped develop and has led two discretionary investment management services over 12 years in the investment industry. Peter is a qualified actuary and holds the Investment Management Certificate.

Cormac began his career in Financial Services in 2012 with an Internship in Partners Capital. Prior to this he read Economics and Investment Analysis at Trinity College Dublin. He then spent a number of years working as an Analyst for SECOR Asset Management, an outsourced investment office for pension funds. At SECOR, Cormac gained experience in qualitative manager research and developed a quantitative skillset surrounding return decomposition and the creation of models. Before joining YOU, he worked in Fintech for over a year. Cormac holds the Investment Management Certificate, level I of the CAIA and is studying for level II.

Chris joined the team as a Fund Manager in 2022. He possesses over 27 years of global manager research and multi-manager portfolio management experience. Most recently Chris managed his own investment consulting firm, advising a $10bn+ Asian university endowment on their European public and private investments as well as sustainability focused strategies.  Prior to this, Chris spent over 12 years as a Partner and Portfolio Manager at Connecticut based Alternative Investment Group LLC.  There he founded their first overseas office and was responsible for leading investment strategy, external manager selection and portfolio management for hedge fund and public equity investments outside the U.S.  From 1995 to 2007, Chris worked at UK institutional investment consultant, Stamford Associates Limited, where he was Head of Investment Manager Research, leading and developing the global manager research team advising multi-billion pound UK pension funds and wealth managers. Chris graduated in Economics from University of Southampton and holds the Investment Management Certificate.

Ilaria supports the team in the day-to-day management of YOU Asset management products. She started her career in financial services in 2018 at BNP Paribas Milan moving then to Moody’s Investors Service. She has a master’s degree in Finance and International Markets.

Millan supports the team in the day-to-day management of the model portfolios and the Multi-Asset Blend Funds. Millan is an Affiliate of Chartered Institute for Securities and Investment and holds the Investment Management Certificate. He holds a MSc in Investment Analysis.

Dominic joined the company in 2022 from Gale and Phillipson, following the merger. He joined Gale and Phillipson in 2013 as an Investment Analyst where he undertook fund research and portfolio construction. He graduated from City University London with a BSc (Hons) in Financial Economics and is a CFA Charterholder. He also holds the Investment Management Certificate.

Ashwin joined YOU Asset Management in 2022 from Gale and Phillipson, where he worked as an investment analyst, providing fund research and portfolio construction. Prior to this, he began his financial career in 2018 as part of the Gale and Phillipson Investment Operations team. At YOU Asset Management, he supports the team in the day-to-day management of its products. Ashwin holds a bachelor’s degree in international finance, as well as the Investment Management Certificate. He is also a CFA charterholder.

Kira joined YOU Asset Management in August 2022 and been working in the financial industry since 2007. Most recently, Kira was working at LionTrust Investment Partners as an Investment Support Manager, looking after the Multi-Asset Funds and Model Portfolio Services.

Kira will oversee the day-to-day trading requirements of YOU and work with the firm’s Investment Administration team to ensure clients receive the highest standard of service. In 2022 Kira passed part one of the IMC qualification.

Conor joined the firm in October 2017 and works as a Specialist in the Investment Administration team. He has a wide range of responsibilities including the handling of the monthly rebalances and onboarding new funds into both the Model Portfolios and Multi-Asset Blend Funds.

Before joining, Conor worked at Marathon School Supplies where he was tasked with managing and updating the stock, as well as aiding in the creation of logos before going to print.

Maddie left the University of Kent in 2006 with a 1:1 in Business Administration and started her financial career as a graduate trainee at Capita Registrars. From there she went onto Ruffer LLP. Maddie was in the Investment Operations department for 13 years, 7 of which she was the Client Servicing Supervisor. Her roles varied throughout the years, covering reconciliations, portfolio restructures, stock transfers and client onboarding

Linda joined YOU Asset Management in 2022 from Gale and Phillipson and has 10 years experience in the investment industry within various investment operation roles. Her role is to provide support to the investment team for our Multi Asset Blend funds and maintaining the MPS service on various platforms. She has a degree in Business management and has passed the IMC 1.

Steven joined the group in 2012 and manages the compliance function and oversees the business risk mitigation procedures across the Group’s companies. As a highly qualified specialist, Steven seeks to ensure that all clients are fairly treated and that our risk management and governance procedures are adhered to. Steven also looks after relationships with key stakeholders such as the regulator, PI insurers, regulatory lawyers, and professional bodies. He is a Chartered Member of CISI and holds the Level 6 Diploma in Investment Compliance. Away from the office, he is a keen sports fan and participates in football, triathlon, and dog agility.

Stephen’s entire 40-year career has been spent in the investment industry. After four years at Samuel Montagu & Co Ltd, he spent seven years at Capel-Cure Myers. This was followed by roles at James Capel Fund Managers, now HSBC Asset Management and 10-years at Gartmore in several roles including Head of the Global Equity Team. Stephen also worked at Liontrust Asset Management as Institutional Marketing Director. He is a member of the IAAC and remains fascinated with investment markets and reads extensively. Outside of his life at YOU, Stephen is a keen sportsman, playing tennis, hockey and cycling.