We believe that through building a long-term relationship we are better able to understand your changing requirements and to use the expertise within our team to actively manage your assets in order to meet them.

We also prioritise our client relationships by limiting the number of clients that individual managers look after, ensuring that we can provide you with a dedicated, personal service at all times.
The stability of our team is something we are very proud of, with our extremely low staff turnover allowing our clients to benefit from a high level of service continuity. This has resulted in a particularly loyal client base, where retention has been very high for a number of years.

Main contact:

Melanie Wotherspoon - ACA
Private Client and Charity Business Development Director
Melanie joined Jupiter in 2007 after spending nine years at Baring Asset Management. She previously worked for Deutsche Morgan Grenfell, First Chicago NBD and Ernst and Young. She gained international experience after graduation working for HSBC in Hong Kong, San Francisco and Bombay. Melanie is a Chartered Accountant and has a degree in Systems and Management from City University. Melanie is a trustee of the Francis C Scott Charitable Trust.
Email: mwotherspoon@jupiter-group.co.uk
Phone: 020 7314 5574

Private Clients Investment Managers:

Colin Chisholm
Private Client Director
Colin Chisholm studied at Oxford University and gained a degree in Philosophy, Politics and Economics. He has worked in fund management since 1974 and has specialised in private clients since 1985 when he co-founded Thornhill Investment Management. He subsequently worked for the Rothschild Group and joined Jupiter in 1996. Colin is a trustee of the Nelson Trust.

David Blake
Investment Manager - Private Clients & Charities
David holds a Masters degree in Economics from University College Dublin and started his career in investment management at Brooks Macdonald Asset Management in 1998. In 2003 he moved to Bestinvest as a Senior Investment Manager to help launch the Bestinvest Discretionary Investment Management Service. David joined Jupiter in 2008.


Kevin Booth
Private Client Director
Kevin has 27 years experience in private client fund management and has managed portfolios at Jupiter for the past 22 years. He moved to Jupiter from Rea Brothers in 1988, having previously worked at Hill Samuel.




Samantha Boyd
Private Client Director
Samantha holds a degree in French and
Management Studies from Reading University.
She joined the Jupiter Private Client & Charity
Team in 2001, having previously worked as a
Portfolio Manager within the Private Client
Department at Lazard Asset Management.



Oliver Burns - MCSI
Private Client and Charity Director
Oliver attained a degree in Economic and Social History from Birmingham University and then joined Bestinvest in 1997 as an Investment Adviser. There he advised clients on investments in collective investment schemes, pensions and venture capital trusts. In 2003, he helped to launch the Bestinvest Discretionary Investment Management Service and, in 2007, was appointed Head of Investment Management. Oliver joined Jupiter in 2008.

Victor Cazalet
Private Client Director
Victor joined Jupiter in 2000 from Lazard Asset Management where he was responsible for the Private Client department and their principal client. He has many years' experience in fund management, concentrating latterly on the management of personal and charity assets. Prior to joining Jupiter, the majority of his career was spent at Morgan Grenfell Asset Management. Victor graduated with a degree in History from Oxford University.

William Day - MCSI
Investment Manager - Private Clients & Charities
William started his career at Douglas Deakin Young (now part of Duncan Lawrie) in 2000 after attaining a degree in History from Manchester University. Having spent five years managing client portfolios, he joined Bestinvest in 2005 and later became Senior Investment Manager. William joined Jupiter in 2008.



Paula Forecast - Ch. FCSI
Private Client Director
Paula joined Jupiter in January 2009 having begun her investment career at Hoare Govett. In 1988 she moved with her team to Invesco Private Portfolio Management, which subsequently became Atlantic Wealth Management. The Group was acquired by Singer & Friedlander in 2004 where Paula continued to manage private client and charity portfolios and was also a member of the Investment Policy Committee and Fund Selection Team. Paula was selected as a member of the London Stock Exchange in 1991 and is a Fellow of the Securities Institute.

Phil Gent - ASIP MCSI
Private Client Director
Phil started his career at Coutts & Co in 1985 where he became an Equity Analyst and Portfolio Manager of private client funds. In 1998 he moved to Invesco Private Portfolio Management, which subsequently became Atlantic Wealth Management. The Group was acquired by Singer & Friedlander in 2004. Phil is an Associate
of the Society of Investment Professionals and a member of the Chartered Financial Analysts Institute. He joined Jupiter in January 2009.

William Luttrell-Hunt - MCSI
Investment Manager - Private Clients & Charities
William joined Bestinvest in 2000 after attaining an undergraduate degree in Classics and then a Masters degree in Economics from Durham University. In December 2003, he became a Senior Investment Manager at Bestinvest, managing a diverse range of discretionary private client and charity portfolios. William joined Jupiter from Bestinvest in 2008.


Oliver Pearson-Lund - ASIP MCSI
Private Client Director
After graduating from university with a degree in Business Studies and Accounting, Oliver joined Coutts & Co in 1995 where he became an Equity Analyst and Portfolio Manager of private client funds. In 1998 he moved to Invesco Private Portfolio Management, which subsequently became Atlantic Wealth Management and
was acquired by Singer & Friedlander in 2004. He is an Associate of the Society of Investment Professionals and a member of the Chartered Financial Analysts Institute. Oliver joined Jupiter in January 2009.

Robert Walker - Ch. FCSI
Private Client Director
Having graduated from Newcastle University with a degree in Economics and Business Management, Robert joined Coutts & Co as a portfolio manager in 1995. He then moved to the Private Client arm of Invesco in 1998, which was acquired by Singer & Friedlander in 2004. Robert is a Fellow of the Securities Institute and joined Jupiter in  2008.


Tim Woods - Ch. FCSI
Private Client Director
Tim holds a degree in Economics and Economic
History from Durham University. He served with
the British Army on a short-term commission in
the Grenadier Guards. Tim started his career in private client investment management in 1983, moving to Jupiter in 1995 from Gerrard Vivian Gray. Prior to this he helped to set up and manage the private client subsidiary of Edinburgh Fund Managers in London.

Private Client Portfolio Assistants

Ross Bridger
Private Clients & Charities Assistant
Having graduated from Cambridge University with a Masters degree in Natural Sciences, Ross worked in operations at Lifetime Group and subsequently Singer & Friedlander within the Reconciliation & Control Team and latterly as a Portfolio Assistant for private clients. Ross is studying towards a Masters Degree in Wealth Management with the Chartered Institute for Securities & Investment. Ross joined Jupiter in 2008.

Chris Conway
Private Clients & Charities Assistant
Chris began his career in 1985 in the Private Client Tax Department of KPMG. In 1996 he moved to HW Fisher & Company. In 1999 he joined Invesco Private Portfolio Management (subsequently acquired by Singer & Friedlander), specialising in capital gains tax before joining the Investment Management Department as Support Manager. Chris joined Jupiter in 2008.


Kate Madocks Wright
Private Clients & Charities Assistant
Kate joined Jupiter in 2005 after graduating from Newcastle University with a degree in Applied Communications BA (Hons). Kate holds the Investment Management Certificate and is currently studying towards the Private Client Investment Advice and Management certificate with the Chartered Institute for Securities & Investment.

Harry Walsh
Private Clients & Charities Assistant
Harry joined Jupiter in 2006 after graduating from
Newcastle University with a degree in Accountancy and Economics. Harry is studying towards a Masters degree in Wealth Management with the Chartered Institute for Securities & Investment.

Liz Watts
Private Clients & Charities Secretary
Liz joined Jupiter in 1997 as Personal Assistant to the former Managing Director Michael Heathcoat Amory. She previously worked at Rediffusion Television, Buckmaster & Moore and F&C Asset Management Limited where she was Personal Assistant, first to the Deputy Chairman and then to the Chairman.



Marion Webber
Private Clients & Charities Secretary
Marion joined Invesco Private Portfolio Management as a Secretary in 1998 from the Compliance & Internal Audit Department, previously having worked in various divisions of Invesco since 1979. Invesco Private Portfolio Management subsequently became Atlantic Wealth Management. The group was acquired by Singer & Friedlander in 2004 where Marion continued to provide secretarial and administrative support for the Private Client Department. Marion joined Jupiter in 2008.
 
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