Team

An experienced investor, Simon Fraser was formerly Chief Investment Officer of Fidelity International Ltd. Since leaving Fidelity Simon has also served as Chair of F&C Investment Trust,  Merchants Trust and a Non-Executive Director of Barclays plc and Ashmore plc.

He is currently Chair of McInroy and Wood Ltd. and TS Lombard Ltd. as well as a Non-Executive Director of Murray International Trust plc, Fidelity Funds SICAV. and Treasurer of the King’s Fund.

Andy has over 20 years of international investment experience as a top rated investment professional at Capital Group and M&G. Throughout his career Andy has been responsible for financial sector investments and has consistently been ranked among the leading equity investors in Europe. Andy was also an Operating Partner with Corsair Capital until the end of 2017.

Andy is a former Fulbright Commissioner, sits on the UnLtd Ventures Advisory Board and is a trustee of MoE.

Fiona has over 30 years of investment and corporate governance experience. Fiona joined the Forum in September 2017 from BlackRock where she was COO of the BlackRock Investment Institute, Deputy Chair of the Americas Investment Stewardship Committee and previously had senior product strategist roles in the EM and UK Equity teams. Fiona began her career at UBS Asset Management where she was a UK equity portfolio manager.

Fiona is a fellow of the Chartered Securities Institute.

Paul Lee is an independent consultant on ESG and stewardship. He has worked for the last 20 years as a specialist in engagement and stewardship. He worked as Head of Investment Affairs for the UK’s National Association of Pension Funds (NAPF, now the PLSA) and most recently was Head of Corporate Governance – Stewardship at Aberdeen Asset Management.

He now advises investors, both asset owners and fund managers, on ESG and stewardship matters, as well as assisting companies to understand investor needs.

Victoria initially joined the Investor Forum on secondment from the Wellcome Trust, where she managed the external equity manager portfolio for ten years.

Victoria is a member of the investment committee of the National Trust, and a Non-Executive Director of the Henderson Smaller Companies Investment Trust. She is also an advisory board member at Ownership Capital B.V and a Finance & Investment Committee member at the Global Crop Diversity Trust. Previously, she was an investment consultant at LCP.

Tim has 28 years of investment experience working in Equity Research & Sales for Credit Suisse, Schroder Securities and W.I.Carr. Most recently he was head of research for Credit Suisse Japan and co-head of APAC sales in Europe.

Susan has extensive investment experience having held senior roles at Goldman Sachs, JP Morgan, CQS and AXA Framlington. She has been a Specialist Adviser to the Treasury Select Committee of the House of Commons and a Commissioner on the Dormant Assets Commission.

Susan is currently a Non-Executive Director of Unity Trust Bank and Asia Dragon Trust and is a Trustee of Link Age Southwark.

Guy has over 25 years investment and corporate finance experience. He was a UK & European equities portfolio manager at UBS and prior to that was Global Head of ESG Investment at Schroders.

Guy is a qualified pension trustee director and was board director on Schroders pension fund.

Laura joined the Forum in July 2019 . Laura has 17 years experience in Business Operations roles with Microsoft UK Ltd and EY UK LLP.
Laura’s experience includes business systems implementation, process management, resourcing deployment, management information and training.

After interning at the UNHCR London, Vy joined the Forum in Jan 2021, driven by a combined interest in sustainability and the investment management industry. As a Stewardship Analyst, she assists Senior Advisers in collective engagements and researches for ESG projects.

Maido joined the Forum in August 2016 after 11 years at the Investment Association where she held a number of different roles and had responsibility for the day-to-day administration of the IA membership; dealing with new applications and renewals.