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.
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.
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.
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.
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..
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.
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.
Stephen is Vice President, Group Risk at BP plc. where he leads the analysis of the group's risk profile and maintains the framework for managing and reporting risks globally from the group's operations to the board.
Steve began his career in Moores Rowland (now Mazars) in external audit in South Africa and joined BP in 2001 after qualifying as a Chartered Accountant. He has held a variety of roles in regional and global risk, audit and assurance in South Africa, Germany and the UK. Steve has also served in project roles associated with business integration and process improvement.
Steve graduated from the University of Cape Town with a postgraduate diploma in accounting and was awarded his CFA Charter in 2006.
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.
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.