WealthSmart combines over 100 years of experience across technology, financial services and product design. This experience has been acquired across some of the world's largest and most prestigious financial institutions, technology companies and a major broadcaster. We believe the diversity of professional backgrounds is essential to challenging our industry's many established practices.
Karan Shanmugarajah, CFA
Before WealthSmart, Karan was a Portfolio Manager at Barclays in London overseeing $500 million in client assets. He was a member of the North American Equity Committee, the United Nations Principles for Responsible Investment (UNPRI) evaluation committee and a voting member of the Selection Committee responsible for multi-asset reference portfolios across the UK and Europe. He is currently a director of a London-based charity that promotes entrepreneurship.
Prior to joining WealthSmart, Chris was the Head of Centralised Investment Management at Barclays Personal Investment Management, a business of 18,000 portfolios. He also oversaw Portfolio Management Operations across the UK. Chris is passionate about diversity within the financial sector and beyond, working with The Great Initiative running workshops around gender and sexuality in London schools.
Over the last 21 years at Wellington Management Co., Bob founded, built, and led the Global Fixed Income group. He was a lead investor and responsible for the global macro, currency, and credit investment and business platform located in Boston and London. At the end of 2016, the WMC global bond assets-under-management totalled over $100billion with 300+ clients around the world.
Tarne is an independent consultant specialising in helping asset management firms to address the challenges faced by commercial, regulatory and technology changes. She has worked in a number of management roles for some of the world’s leading organisations. She is currently completing an Executive MBA at Cass Business School, and is a member of the board of the Cass MBA Expeditionary Society.
Kevin was the former CEO and founder of both Intrinsic Financial Services and Bellpenny. He also served as Marketing Director of Allied Dunbar and Chairman of Zurich Life in the UK, having started in financial services in 1979 by building a very successful financial planning franchise, subsequently sold in 1997. Currently founder of business growth consultancy, Clarus Fortior.
Simon Allen is now following a plural career as a non-executive director, a mentor and angel investor focussing on the Fin-Tech sector. Previously Simon spent 25 years in financial services working most recently for Aon as COO and Head of Risk and Compliance. Before that he was COO at Prudential UK and at Capital One Europe. Earlier in his career he worked for Bain & Co and successfully started a company that specialised in the marketing of credit cards.