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 runs our 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.
Tony has amassed a wealth of experience and qualifications, including an MA in History from Cambridge University and the Investment Management Certificate, as well as numerous financial advice qualifications.
Outside work, Tony enjoys walking, gardening, beekeeping, being part of a large family, and supporting charitable causes in the local community.
Vincent joined the Wise Funds team in April 2017 as a fund 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.
Vincent has got a Diplôme Grande Ecole (MSc in Management equivalent) from ESCP Europe in Paris. He also holds the Investment Management Certificate.
John joined the Wise Funds team in November 2015 as its business development manager, bringing to Wise eleven years of industry experience.
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.
Nicole joined the Investment Management team in January of 2016 as its fund operations 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.
Callum joined the Investment Management team in March 2015 and is responsible for the administration of the funds, as well as the dealing. A particular area of interest is financial market analysis and equity research.
Callum came to Wise Funds with a BEng in Aerospace Engineering from Leicester University. Whilst at Evenlode Callum has passed his Introduction to Investments and Securities certificate, and is now working towards the Investment Management Certificate.