Wealth management
investment advice underpinned by award winning research
Investment committee
The Allenbridge wealth management investment committee have all held prominent senior positions in the investment industry. Each member brings our clients practical, in-depth knowledge and experience of all aspects of wealth mangement. Each of their biographies appears below - or click a link on the right.
Wealth Management Committee Biographies
Anthony Yadgaroff, MSI
Group Managing Director
BIOGRAPHY
Anthony formed Allenbridge in 1984 to provide independent performance analysis, conflict free research and unbiased advice to clients. Prior to forming Allenbridge, Anthony was a former equity analyst and managed several smaller pension funds' assets and started his career in the family's commodity trading business - in the City of London in 1966. He is non-executive director of Anglo-Pacific Plc and serves on the boards of several charities and non-profit organizations.
Jason C Day, MA (Hons) MSI IMC
Investment Manager
BIOGRAPHY
Jason joined Allenbridge in 2001 from Deloitte & Touche Private Clients in the City. His expertise is fund analysis and portfolio construction and he manages a wide range of investor portfolios. He is also co-manager on the Allenbridge Strategic Alpha Fund with Jonathan Wallis. Jason has contributed a number of articles to the financial press and has had letters published in the Financial Times and Investment Adviser.
Andrew Graham, MA (CANTAB)
Director of Retail Investment
BIOGRAPHY
Andrew graduated from Downing College, Cambridge with a MA (Hons) Classics. He has worked at Audley James & Co Ltd. Stockmarket and Derivatives Advisory Service and as an investment consultant at Flemings and Save & Prosper. He holds the Advanced Certificate in Investment Portfolio Management.
Alan Saunders, MA (CANTAB)
Chairman of Investment Committee
BIOGRAPHY
Alan graduated from Cambridge University with a double first in Economics in 1970. During his 30 year career in financial markets and international industry he has been a stockbroker and partner at Simon and Coates, Chief Economist for Royal Dutch Shell, Investment Director for Lazards and Deputy to the Chief Executive and overall Head of Discretionary and Advisory Investment Management of UBS Private Banking in London.
Alan is currently the independent adviser to Dorset County Council pension fund and chairs the Investment Committee of Hays Group plc pension fund where he is a trustee. He is also an independent trustee of the ICL Fujitsu pension fund. Outside the world of pension funds, he is the Senior Investment Director of the JP Morgan Emerging Markets Investment Trust and sits on the Client Board of ING Real Estate Asset Management.
Jonathan Wallis, BSc FIA
Director of Research
BIOGRAPHY
Jonathan qualified as a Fellow of the Institute of Actuaries in 1975, having graduated in Mathematical Statistics from the University of Birmingham. His initial career was spent in the investment department of Britannic Assurance, and he subsequently became general manager of a newly formed friendly society before moving into private client investment management. He spent a number of years as Investment Director of Minet Consultancy Services Ltd before leaving to become a director of Investment Research of Cambridge. He has wide-ranging experience of the investment markets and is a Member of the Society of Technical Analysts.
