Tony commenced his career as a financial adviser in 1984, and began managing funds in 1988. He has been managing investment funds continuously since then. He founded Wise Investment, now Oak Investment Partnership, in 1992 to help people manage their investments and financial affairs. The company’s aim from the beginning has been to build relationships on understanding and trust, rather than selling products.
Tony specialises in managing investment portfolios and is Co-Portfolio manager of the TB Wise Multi-Asset Income and TB Wise Multi-Asset Growth funds as part of the Wise Funds subsidiary. The team's process begins with economic, market, fund and company analysis. Fund management for him is the process of putting ideas into action.
Vincent joined the Wise Funds team in April 2017 as a Co-portfolio manager, bringing eleven years of portfolio management experience.
In his previous role, Vincent was at Standard Life Investments where he managed a Tactical Asset Allocation mandate as part of the Multi Asset Investing team. He joined Standard Life Investments from Ignis Asset Management where he started as a fund manager in the Multi-Manager team before joining the Asset Allocation team at its creation. Vincent began his career at Goldman Sachs as an analyst in the European Portfolio Strategy team conducting research on equity and bond markets and then moved to Fidelity International as a fund analyst in the Multi-Manager team.
Philip joined the Wise Funds team in September 2018 as Co-portfolio manager, having known Tony for a decade in his role as a UK Equity manager both at Jupiter and Schroders.
Philip began his fund management career at Jupiter in 1999, spending 13 years managing retail and institutional equity portfolios. His portfolios focussed on income generation and he has experience investing into UK companies across the market cap spectrum. In 2013 he joined Schroders, where he managed their UK Alpha Plus portfolio and UK Growth Investment Trust.
Rick joined the Wise Funds team in October 2019, providing support to the portfolio managers as an investment analyst. He previously worked as an investment banking analyst in Citigroup London, focusing on IPOs and on companies across Europe, Middle East & Africa. Rick is a CFA Charterholder.
Rick holds an MSc in Economic & Social History from the University of Oxford and a First Class Bachelor’s in Economics from the University of Exeter. In his spare time Rick avidly enjoys playing his acoustic and electric guitars, following the NBA and playing squash.
John joined the Wise Funds team in November 2015 as the business development manager, accumulating fourteen years of industry experience from HSBC Asset Management and BNY Mellon.
John communicates and promotes the Wise Funds to a range of intermediaries including independent financial advisers and fund selectors. He especially enjoys the relationship building aspect to his role and getting to know what results our clients need.
Jo joined the Wise Funds team in September 2018 as Office Manager, having come from one of our partnership companies. She is responsible for supporting both the Portfolio Managers and Business Development as well as the day to day management of the office which includes HR and trading support.
She previously worked for over 10 years as an Event Manager working for several national and international companies in the UK and abroad. Her highlights were working at the London Olympics 2012 and around Europe with a world touring car team. She has covered all areas of events from pitching to the client, organisation and set up.
Jo’s background means she is customer focused and adaptable and this helps to ensure the smooth running of the Wise Funds team.
Nicole joined The Oak Investment Partnership in January of 2016 as its Compliance manager. Nicole brings to Wise Funds over thirty years of experience in both retail banking and investment management.
Her last appointment was head of investment management operations with private bankers Arbuthnot Latham. Prior to this she was the asset services manager at Legal and General Investment Management, and the reconciliations manager at Gartmore Fund Managers.