We have a Board of 14 Regular members who are elected onto the Board by CFA UK members.
The Board is supported by 15 committees and all members are welcome to get involved. Several Board and committee members also serve on CFA Institute committees.
Click on a board member below to find out more about them and how they serve CFA UK.
Alan has volunteered with CFA UK since 2011 and is currently chair of the Content Steering Committee.
He joined the Lex column at the Financial Times in 2014 after fifteen years in investment management. He is based in London and his specialties include energy and natural resources as well as the emerging markets. In the past he worked in Hong Kong and later in Tokyo as a market strategist for Kleinwort Benson. He attended both Oxford University and University of Maryland and holds the CFA designation. Alan has been a society board member since 2015.
Through his involvement with the society and CFA Institute, David has provided considerable support to the education and examinations offerings of both organisations, and he has also been a member of the Institute’s Asset Manager Code Advisory Council since 2011.
David is head of European fixed income, senior vice president and portfolio manager at Franklin Templeton Investments where he leads the management of European fixed income strategies and is a member of the fixed income policy committee. Prior to joining Franklin Templeton in 2006, David was a senior portfolio manager at Citigroup Asset Management. He has extensive charitable board experience as governor, chairman of the investment committee, and member of the remuneration committee at The Health Foundation since 2011.
Hilary is PwC’s head of global investor engagement, managing the firm’s relationships with the investment community. In this role she seeks to understand their views on corporate reporting, regulation and governance to help companies improve their reporting to the capital markets. She also seeks their views on matters affecting the accounting profession.
Hilary has volunteered with CFA UK since 2011, having served on the financial reporting and analysis committee and volunteering committee. she has also been involved in the value of the investment profession work, focusing on capital allocation.
Hilary previously worked at the International Accounting Standards Board (IASB), where she led their investor engagement programme and the fair value measurement project. She has a background in business and asset valuation.
Gillian is the Founder and Managing Director of Denny Ellison, an independent research and analyst training company. Prior to this, she worked as an equity research analyst for several years at Putnam Investments and Insight Investment. She started her career as a management consultant at The Boston Consulting Group.
Gillian is currently vice chair of the CFA UK’s content and networks steering committee and has extensive volunteering experience with the society. Current and previous roles include chair of the SIG council, co-chair of the research analysts special interest group, member of the careers committee and member of the membership committee. She was awarded the CFA UK Volunteer of the Year Award in 2017.
Gillian holds an MBA from the Harvard Business School and MEng and BSc degrees from the Massachusetts Institute of Technology. She is also an award-winning author.
Weiyen is currently a Policy Manager within UK banking supervision at the PRA. Prior to his current role, he supervised several global systemically important banks. He started his career as a European Residential Mortgage-backed Securities surveillance analyst at Fitch Ratings in London.
Weiyen has also been the Chair of the T Level Financial Panel at the Department for Education since 2017. Weiyen holds the CFA, CIPM, IMC, CAIA, FRM designations and earned his MSc Finance from Cass Business School. Weiyen was co-opted to the board in 2019 to fill a vacancy which had arisen.
Katerina is a partner at J Stern & Co, an independent private investment office. Katerina has wide ranging responsibilities within the firm that include managing client assets and covering various sectors on a global basis. Prior to joining J Stern & Co she was a Senior Global Equities Fund Manager at Allianz Global Investors. Katerina has two decades of professional experience within the industry, with an international career that has spanned the UK, Germany as well as the US. Katerina has volunteered for the society since 2012 and is a founding member of the CFA UK’s Diversity & Inclusion Network. She is a CFA Charterholder and holds an MSc in International Securities, Investment and Banking from the ICMA Centre at the University of Reading and a BSc in Business Administration from the University of Bath.
Matthew is a Founder Partner and Fund Manager at Dejima Asset Management LLP, a Japan/Asia focused alternative/equity asset management business. He has worked in the financial markets in both Europe and the US for the past 30 years, in senior asset management roles in derivatives and structured products in both the equity and fixed income arenas. He trained with Arthur Anderson and worked in both the US and Bermuda. He received a BSc in Business Administration, Major: Accounting and Finance (Emphasis – Economics) from Western New England University, USA - Magna cum Laude. Matthew has been a board member and the society’s treasurer since 2015.
Fraser is currently an Executive Director, at Hermes Investment Management and Head of Credit and a member of the Hermes Senior Management Group (SMG). Fraser actively manages global credit mandates across Global High Yield, Global Investment Grade, Target Absolute Return and Multi Strategy Credit.
Previously Fraser was at Fortis Investments, where he was responsible for European high yield credit. Fraser graduated from the University of Aberdeen with an MA (Hons) in Economics, earned an MSc in Investment Analysis from the University of Stirling and was awarded his CFA Charter in 2009. Fraser was appointed to the board in 2017.
Lindsey is Chief Risk Officer of UBS Asset Management UK and Global Head of Investment Risk for UBS AM. He has worked at UBS for 27 years in various roles across Asset Management, Wealth Management, Investment Banking and Risk Control, having started his career at O’Connor Partners. Lindsey is a regular speaker at industry events including several CFA Investment Conferences and he chairs the CFA UK Exams and Education Committee.
He has an MA in Natural Sciences and Computer Science from the University of Cambridge, received his CFA Charter in 2001 and also holds the CIPM designation. He volunteers teaching Maths and Statistics to A level students in an inner London school and is a visiting fellow at the ICMA Centre, Henley Business School, University of Reading. Lindsey is a member of the Management Committee. He was appointed to the board in 2017.
Tim was appointed a board director of CFA Society of the UK in 2016. He also chairs of the investment committee which invests the society’s reserves. He has volunteered for the society for more than 10 years having previously served as chair of the membership committee and as a member of the ethics committee and the marketing and communications committee. He also founded and chaired a special interest group and led exam revision clinics. In addition, Tim has volunteered and worked with CFA Institute’s educational program for eight years.
Tim has more than 20 years of professional experience in investment banking, asset management and investment research with Citibank, Dresdner Bank and a private partnership. Currently, Tim is a managing partner of Prosperity Capital Services LLP and is also the sole director of Sail Limited.
Helen, who was appointed to the society board in 2016, chairs the society’s value of the investment profession sub-committee. She was previously chair of the continuing education and committee, founded the FX special interest group and is a member of the women’s network.
Helen is currently CEO of her own company BlondeMoney, prior to which she was head of active discretionary currency at State Street Global Advisors. Before that, she was a partner at the global macro fund ABD Investment Management LLP.
Helen worked for thirteen years in foreign exchange at a number of investment banks, including Societe Generale and Merrill Lynch. She also spent time working in politics, as an advisor to George Osborne and as a Research Fellow at the think tank Policy Exchange.
Kieran is also the Executive Director responsible for the overall financial governance and management of the Foundation. He has a background in financial services, having started his career at Accenture in 2006 where he worked with a range of financial services clients on systems integration and technology projects. In 2010, he moved to Virgin Money and spent eight years in various roles across risk, the CEO’s office and finance and treasury. Latterly, he held the role of head of credit portfolio management and he also served on the Virgin Stakeholder Pension Independent Governance Committee. He holds a first class honours degree in law and business (LLB Hons) from the University of Edinburgh and he has been a CFA charterholder since 2018.
The Board manages the business of CFA UK to ensure that its objects, as defined in the Memorandum of Association and summarised below, are achieved. 50% of the Board must be CFA charterholders.
The primary responsibilities of the Board include the following:
Read CFA UK articles of association which outline the purpose of CFA UK and the rights and responsibilities of its members and directors.