Michael is an entrepreneur and investor, with over 15 years’ experience in investments and financial services. As a Founding Partner of Leonteq Securities, Michael was responsible for the build-out and development of one of Europe’s most successful FinTech companies, which has been listed on the Swiss Stock Exchange since October 2012.
Prior to founding Leonteq, Michael held senior positions in trading and structuring at Goldman Sachs and Commerzbank. He holds a master’s degree in Business and Engineering Science from University Karlsruhe, Germany. Today, Michael invests in and advises companies in finance, technology and sports.
Charlotte founded Netwealth in early 2015. Having started her career at JPMorgan she spent 20 years at Goldman Sachs, serving as a partner for 10 years. Her leadership roles spanned relationship management, marketing and product development in the Securities Division. From 2006 to 2011, Charlotte was head of Institutional Wealth Management and the Market Solutions Groups for Europe, Middle East and Asia in the Investment Management Division. From 2012, she explored the impact of digital technologies on a variety of industries before founding Netwealth in 2015.
Charlotte is a Vice President of Save the Children and a recipient of the 2015 Mary Lou Carrington Award for her work with Speakers for Schools. She is an active donor and supporter of overseas educational projects, including literacy in Bhutan and early childhood care and school-building in Uganda and Rwanda. Charlotte read modern languages at Bristol University and holds the CISI Private Client Investment Advice and Management qualification.
Tom co-founded Netwealth with Charlotte in early 2015. He has more than 15 years’ experience in financial services, the majority spent at JPMorgan where he was most recently Managing Director and global head of equity and multi-asset quantitative investment strategies. Tom joined JPMorgan as a graduate trainee in fixed income in 1998. In 2000, he joined Goldman Sachs to work on asset-liability management for pension funds and insurers before sailing around the world and then rejoining JPMorgan in 2004.
From 2013 Tom worked at a start-up asset management company before teaming up with Charlotte to found Netwealth. Tom holds an MEng in Aeronautical Engineering from Imperial College and the CISI Private Client Investment Advice and Management qualification.
Michael has more than 40 years’ experience with leading marketing and advertising companies. He spent 20 years as Chairman and CEO of AMV BBDO, the UK’s largest advertising agency. For 4 of those years he was also Chairman of BBDO Europe, Middle East and Africa.
Prior to AMV, Michael spent 15 years at Ogilvy & Mather – most recently as Managing Director and member of the Ogilvy Worldwide Board. For the past 10 years, Michael has been Chairman of the Mill, the world’s largest and most creative advertising visual effects company. He was also a non-executive director of Debenhams and of RHM.
Merryn has worked in and commentated on finance and the financial services industry for more than 20 years. After starting her career in Tokyo at public broadcaster NHK, she became a Japanese equity broker at what was then Warburgs which later became SBC and then subsequently UBS. After 5 years in Japan she returned to London to work at Paribas, before leaving the City to write for the business section of The Week magazine. In 2000, she became launch editor of MoneyWeek. 16 years on, MoneyWeek is the best-selling financial magazine in the UK and Merryn remains as its editor-in-chief.
Merryn is a columnist for the Financial Times and is a regular speaker and commentator on financial matters. She is also a non-executive director of 2 investment trusts: the Baillie Gifford Shin Nippon Trust and the Montanaro European Smaller Companies Trust. Merryn read history and economics at Cambridge and holds the CISI Private Client Investment Advice and Management qualification.