We have a Board of 14 Regular members who are elected onto the Board by CFA UK members.
The Board is supported by 14 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.
Alexandra, who is a member of the society’s advisory council, is BlackRock’s head of consultant relations, EMEA, overseeing relationships and partnerships with investment consultants across the region. Alexandra manages the 30+ strong EMEA consultant relations team, comprising experts who are focused on consultants across all segments, with dedicated firms and geographies, along with RFP and data management professionals.
Previously, Alexandra was the CEO of Stamford Associates, best known for providing investment advice to St. James’s Place. Prior to this, she was a managing director at Russell Investments, running the marketing and product teams, and a member of the European executive committee.
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.
Fraser Lundie, CFA is currently Executive director, at Hermes Investment Management and Co-Head of Credit, where he actively manages global credit mandates across Global High Yield, Global Investment Grade, Target Absolute Return and Multi Strategy Credit.
He is a member of the Hermes Senior Management Group (SMG). 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..
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.
Lindsey Matthews, CFA runs specialist Financial Risk and Training consultancy, Perfordiant Ltd and is a consultant and educator on investment risk & performance and related technologies.
He is a Senior Advisor to financial technology company StatPro, and also provides consulting services to UBS Wealth Management, having worked at UBS for 25 years. He holds an MA in Natural Sciences and Computer Science from the University of Cambridge and was awarded his CFA Charter in 2001.
Marshall Bailey, CFA has substantial experience of leading complex international committees and boards. His background spans a range of sectors, including banking and capital markets, regulation, and public policy.
Marshall has had an active role in FICC markets on working with codes of conduct, currently as a member and Co-Chair of the Market Participants Group of the BIS Global FX Code team, and has been part of the All-Party Parliamentary Group on wholesale financial markets for the UK Parliament. In his spare time, Marshall sails and is a qualified Ocean Yachtmaster with the Royal Yachting Association. He received his CFA designation in 1994.
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) Western New England University, USA - Magna cum Laude.
Stuart Fiertz is the co-founder, President and Director of Research of Cheyne Capital Management (UK) LLP. From 1991 to June 2000, and prior to establishing Cheyne Capital, Stuart worked for Morgan Stanley where he was responsible for the development and implementation of customised portfolio strategies and for credit research in the convertible bond management practice, latterly as an Executive Director.
Prior to joining Morgan Stanley, Stuart was an equity research analyst for the Value Line Investment Survey from 1984 – 1986, and a high yield credit analyst in Boston at Merrill Lynch from 1986 – 1988 and in New York at Lehman Brothers from 1988 – 1990. During this time, Stuart was responsible for the analysis of companies in a wide range of industries. Stuart is a CFA® charterholder and a Chartered Alternative Investment Analyst. He is also on the advisory council of the CFA Society of the UK, a council director of the Alternative Investment Management Association (AIMA), on the advisory board of the charity Hedge Funds Care and a Founder of the Hedge Fund Standards Board.
Stuart was educated at the International School of Geneva from 1976 – 1980 and from 1980 – 1984 at Dartmouth College where he was awarded a BA degree in Political Science and Economics and was elected to the CFA UK Board in 2014.
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.
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.