Best Startup
At Best Startup UK we track over 130,000 UK startups and over 500,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and board members we think deserve more appreciation than they are currently getting.
This list showcases the top United Kingdom based Partner operating in the Wealth Management space. If you think a Partner is missing from this list, feel free to contact our editor on editor@beststartup.co.uk.
The individuals on this list have been included because of exceptional performance in one of the following categories:
- Innovation – Operating as a key part in an extremely innovative business or startup.
- Growth – Operating as a key figure in the growth and upscale of a market leading business or startup.
- Management – Showing exceptional management skills.
- Societal impact – Putting their business on the map for their positive societal or environmental impact.
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Companies House UK, Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
David Harrison
Managing Partner of True Potential
David Harrison Managing Partner, True Potential LLP In 1997, David founded financial services firm Positive Solutions and grew the business to the largest in the country, representing 1,900 independent financial advisers (IFAs), with a turnover of £114 million and profits in excess of £1 million a month. In 2007, David became Managing Partner of Newcastle-based financial services group True Potential LLP, which had a turnover of £56.7 million in 2015 and currently employs over 250 staff and Partners. David oversees the strategic and key business decision areas for the Group and is a crusader for technological advances in financial services. His vision is to foster a nation of educated savers who set clear targets for their future and use technology to reach their goals. He also believes in the value of building the right savings habits and accessing investments in a way that suits savers’ lifestyles. This has led to the development of world-first technology such as impulseSave®, which helps savers top-up their investments from anywhere in the world with as little as £1 at a time. David invests in technology, chiefly by hiring the brightest developers from the three world-class universities on his doorstep. He currently has 24, most of whom joined the company while still students. He is a regular commentator on the UK’s savings gap crisis and has featured in coverage by the BBC, The Times and The Guardian.
Follow David Harrison:
About True Potential: True Potential is one of the fastest growing and most innovative financial services groups in the UK.
Mark Henderson
Senior Partner of True Potential
Mark Henderson Senior Partner, True Potential LLP Mark began his financial services career in private banking with Lloyds, covering investment management, and executor and trustee work in the north of England and Scotland. He then moved to Merrill Lynch’s International Private Client Division before joining Positive Solutions where he held the position of Director of Wealth Management. Mark is one of the founding partners of True Potential LLP, initially heading up provider relations. In this role, he was responsible for gaining industry-wide agreements that enabled the firm to develop technology for evaluations, electronic payments and commission statements. Instrumental in building the True Potential Wealth Platform, Mark is responsible for enhancing the platform’s product range which now covers ISAs, GIAs, Pensions and Investment Bonds (both onshore and offshore). He has also been the key driver in the development of the True Potential strategy fund range, and the continued evolution of the Wealth Platform’s product and fund range, as well as its benefits for both advisers and clients. In 2013, Mark launched two new Goldman Sachs Institutional funds. These are a first of their kind for retail investors, often reserved for ultra-high net worth and institutional clients, and available only to True Potential clients. In addition, he helped develop one of the first free pension wrappers in the UK, the TPI Pension. Most recently, Mark has overseen True Potential Investments LLP’s success in gaining investment management permissions. This allows True Potential to create and retain greater control over a range of strategy funds. The funds help to drive down charges and provide better value and choice to clients.
Follow Mark Henderson:
About True Potential: True Potential is one of the fastest growing and most innovative financial services groups in the UK.
Martin Newson
Chief Executive Officer & Chief Investment Officer & Partner of Optimus Capital
Martin is the CEO and CIO of Optimus Capital, and he chairs the Investment Committee meetings. Martin NewsonIn 2015 Martin took control of Optimus Capital. Until recently he was CEO of Religare Capital Markets an Emerging Markets investment bank headquartered in London with offices in eight countries. Prior to that he was Head of Global Equities, Equity Capital Markets and Hedge Fund Solutions at Dresdner Kleinwort Investment Bank (DKIB) and a member of DKIB’s Executive Committee. He has been Head of US Equities at Deutsche Bank based in New York where he was also a board member of Deutsche Bank Securities and member of the Global Equities Management Committee. At Credit Suisse he was latterly Global Head of European Equities, a member of the Global Equities Management Committee, board member of CSFB Europe Ltd and Deputy Chairman of CSFB Germany. Martin has also been involved in various entrepreneurial ventures and started his career as an equities analyst. In this capacity he was latterly a number one ranked analyst in the equity research department of Goldman Sachs in London and a member of the department’s stock selection committee. He holds a B.Sc.(Econ) from the London School of Economics and holds the UKSIP Level 3 Certificate in Investment Management. He is married with two children and enjoys tennis, skiing and the theatre.
Follow Martin Newson:
About Optimus Capital: Optimus Capital provider of asset and portfolio management services.
Matthew McLoughlin
Partner & Head of Trading of Liontrust Asset Management
Matthew McLoughlin is the Head of Trading at Liontrust Asset Management. He has worked at both Long Only Asset Managers and Hedge Funds during his career. He joined Liontrust in 2015 from Legal & General Investment Management where he traded Global Equities and Derivatives. Prior to that he was a Senior Trader at Hedge Fund RAB Capital after having spent a number of years as a Junior Fixed Income Portfolio Manager at AIG Investments. Matthew is a member of The UK Investment Association’s MIFID II Best Execution Working Group and was named as a “Rising Star of Trading & Execution” by The Trade magazine in 2015 and 2016. Matthew gained a 2:1 BSc (Hons) in Economics from The University of Surrey and has held the Investment Management Certificate for over a decade.
Follow Matthew McLoughlin:
About Liontrust Asset Management: Liontrust Asset Management PLC is a specialist fund management company.
Marco Knaap
Strategic Partnerships of Cassini Systems
Follow Marco Knaap:
About Cassini Systems: Cassini Systems is a new financial technology company.
