Roberts Grava is CEO of Crown Agents Investment Management. He brings greater than 30 years of global institutional asset management experience to the firm, having focused mainly on sovereign investment institutions and official sector investment issues.  He has held several senior roles in public and private sector institutions, including Head of Official Institutions, Institutional Solutions and Advisory and Managing Director, Fixed Income at J.P. Morgan Asset Management, Head of Quantitative Strategies, Risk and Analytics and Engagement Manager, Reserves Advisory and Management Program (RAMP) at the World Bank.  Previously, he had spent 11 years as Chief Investment Officer, Head of Reserves Management and Market Operations and Member of the Executive Board at Latvijas Banka, the central bank of Latvia.

Charles Thomson, Head of Fixed Income and Senior Fund Manager, manages some of the most important global bond portfolios of CAIM clients through active management of duration and yield curve exposures and relative value analysis within OECD sovereign bond markets. Having graduated with a degree in mathematics from Cambridge University, Charles began his career at Barclays Global Investors – specialising in the management of global bond portfolios. He has extensive experience of managing both low risk central bank reserve portfolios and longer duration pension fund fixed income allocations. After spending nine years with Barclays Global Investors, Charles then spent seven years managing central bank, insurance company and pension fund portfolios for Middle Eastern institutional clients at Gulf International Bank.

Jude Kuwan, Vice President, is Head of Business Development and Client Relationship Management at Crown Agents Investment Management. Prior to joining CAIM in July 2021, Jude was Vice President Business Development Africa at Allianz Global Investors from 2014 to April 2021. At AllianzGI, Jude was responsible for, among other things, developing and deepening relationships with institutional investors – Central Banks, pension funds and sovereign wealth funds – as well as mutual fund distribution partners in Africa.  Prior to Allianz Global Investors, Jude worked in client relations at IBM Germany and Finance and Accounting at Robert Bosch Group in Stuttgart. Jude holds a BA in Business Administration and MSc. in International Finance, and he is fluent in English, French and German.

Slawek Soroczynski, Senior Fixed Income Fund Manager, is responsible for managing fixed income portfolios for a number of CAIM’s key clients, including mandates from central banks and a range of other investment funds. He has extensive trading experience in fixed income, foreign exchange and emerging markets.  He worked for Commerzbank for six years as a senior local currency bond trader focusing in particular on Central Eastern Europe.  Prior to joining Commerzbank, he was chief dealer at Bank Przemyslowo-Handlowy in Krakow, Poland, with responsibility for all treasury trading operations.  Slawek lectured on financial markets and instruments at the Academy of Economics, Krakow, and is co-author of two books on the Polish financial markets.

Simon Price, Senior Equity Fund Manager, currently manages a number of portfolios, focusing on fundamental analysis for asset allocation and stock selection. He enjoys building client relationships via effective portfolio management and client contacts including client/trustee meetings. He is always available to clients to help them develop in-house capability and capacity in capital markets. Simon joined CAIM in 2000 and for the previous six years he worked for Barclays in the Stockbrokers and Private Client divisions. Simon holds a BA (Hons) in Accounting & Finance as well as industry qualifications including the IIMR Investment Management Certificate and The Chartered Institute for Securities & Investment Diploma.

Charlie Nash is Head of Quantitative Strategies, Risk & Analytics, and manages the investment portfolio risk for CAIM’s institutional clients – quantifying and ensuring portfolio risks are understood by the investment team and clients, and that they are consistent with the client objectives and risk constraints.  She has worked at CAIM since 2007 having graduated with a degree in Neuroscience from Sussex University. Charlie is also responsible for providing client training and knowledge transfer.

Anna Chan is a SVP and the Head of Operations of Crown Agents Investment Management (CAIM) bringing over 30 years’ experience in investment management. She began her career with Barings Assets Management Ltd in the settlements department in 1982 in Hong Kong (HK). She spent 5 years there before moving to other roles with increasing seniority in Cresvale Far East Ltd, an international broker, Lloyd George Management in HK and then the UK. She joined CAIM in 2015 where she has been an integral part of the team for over 10 years. She has various industry certifications and affiliations, including an Investment Management Certificate (IMC), IAQ Merit Award in International Settlements, OEICS Administration and ISA Administration, registered Options Principal, Clearing and Operation Principal and Member Representative at HK Futures Exchange Ltd, Hong Kong, a Certificate in Accountancy (Foundation H.K.S.A. /A.C.C.A. Syllabus, HK), Certificate in Compliance, Anti Money Laundering & Financial Crime Prevention, International Compliance Association, and Lean Six Sigma Green Belt.

Andrew Hardy is a long-standing member of Momentum’s UK investment team, having been with the company since 2005. Prior to his appointment as Director of Investment Management he was co-Head of Research and has managed portfolios for over ten years, leading on the Harmony Portfolios multi-asset range and global developed and emerging market equity funds. During his time at the company he has played a central role in developing the team’s investment philosophy and process while supporting business strategy and development. He is a CFA Charterholder and has a BSc in Economics from the University of Bath.

Ferdi van Heerden joined Momentum in August 2010 from Switzerland, where he was chief executive of a new start-up insurance venture. Before his three years in Switzerland, he held a number of senior executive positions in Momentum Metropolitan Holdings Limited, which is one of the three-largest life insurance and investment groups in South Africa, and the FirstRand Group – both in the 30-largest listed companies on the Johannesburg Stock Exchange. During his career of almost 20 years with the group, his responsibilities included being head of Momentum’s individual life operation, the private pension fund administration business and FirstRand’s consumer banking division. Ferdi has more than 25 years’ experience in the life and pensions industry.

Ferdi studied mathematics, statistic, and actuarial sciences and holds a BSc and BSc Honours degree from the University of Port Elizabeth. He also completed an Advanced Management Programme at Insead Business School in France and has a post-graduate diploma in management from the Henley Business School.

Jonathan joined Momentum in 2003 as a Management Accountant when the Finance team was established. As Momentum and FirstRand Bank expanded its operations in the UK, Jonathan was promoted to Financial Controller of the Central Finance function in 2007. Following the unbundling of Momentum and FirstRand in October 2010, Jonathan joined Momentum Global Investment Management Limited as Chief Financial Officer. Jonathan has a wide ranging remit which includes financial management (including budgets & forecasting); group, regulatory and statutory reporting; cash & balance sheet management; M&A activities; taxation and payroll. 

Jennifer created and led the World Bank’s Reserves Advisory and Management Program (RAMP), which is one of the world’s leading providers of consulting and capacity building services to public sector asset managers. In this capacity, she worked globally with central banks, national pension funds and sovereign wealth funds in strengthening governance and building investment management capacity. She contributed to setting global standards of best practice for the management of sovereign assets working with the IMF on the Reserves Management Guidelines and the ISWF’s “Santiago Principles”. Ms. Johnson-Calari is a contributing author to several books on sovereign wealth and central bank reserves management and has spoken widely on these topics at international conferences and central bank forums.

She began her career with the Board of Governors of the Federal Reserve System in international bank supervision before joining the World Bank. She has earned advanced degrees from the Harvard Business School (GMP, 2004) the Johns Hopkins School of Advanced International Studies (SAIS) (MA, 1981) and is a Chartered Financial Analyst (CFA). She currently serves as a consultant to several official sector asset managers and think-tanks.

She has contributed to several books on the topic of portfolio and risk management and was a contributing author and editor of Sovereign Wealth Management.

She has earned advanced degrees from the Harvard Business School (GMP, 2004) the Johns Hopkins School of Advanced International Studies (SAIS) (MA, 1981) and is a Chartered Financial Analyst (CFA).

With a career spanning 30 years, Peter began his contribution to financial services as a Sales Consultant at Scottish Amicable before advancing to serve as the Chief Executive Officer of the Skandia UK Group, one of the largest retail platforms in the UK.

As a strategic visionary, Peter laid the foundations for expanding Skandia into the retail platform leader it is today. Previously Vice Chairman at Old Mutual Group, Peter was integral to the delivery of the organisation’s growth strategy. Prior to that Peter also acted as CEO of Bankhall, the IFA network group. Peter supported significant revenue growth and steered the company to profit, implementing several new services for existing members across various business lines.

Peter is acknowledged as a substantial contributor to the development of the UK wealth management market, with perspective that encompasses both providers and advisers.

David was CEO of Seneca Investment Manager from 2015 to 2020, prior to its acquisition by Momentum Global Investment Management. He previously held management, business development and investment roles at Momentum Global Investment Management, Midas Capital, Cazenove, and Flemings among others. He is a trustee of Dialogue Earth and has recently completed an MSc in Climate Change and Development at SOAS. He previously attended Wadham College, Oxford, gaining a first class honours in Modern History. He is based in Lancashire.

Philip is the firms Head of Compliance and Risk with broader oversight of the firms’ governance functions including the Legal and Company Secretariat team.

Prior to Momentum Global Investment Management Philip held senior Compliance roles over a 26-year career at leading global asset management firms, including Allianz Global Investors, Schroders, AXA IM, Janus Henderson, Franklin Templeton, and Federated Hermes.

Philip is a Fellow of the Chartered Institute for Securities & Investment and holds a law degree from the University of London, and Legal Practice Course from De-Montfort University.

Nigel Dunkley is a Non-Executive Director of both MGIM and CAIM. Nigel joined Momentum in 1991 as the Head of Tax where after he became the Group Financial Manager. In 1995 Nigel founded the Momentum Corporate Advisory Services business unit which specialised in onshore & offshore structured investment products for the Investment Banking and High Net worth retail markets. In 2009 Nigel was appointed as the Momentum Group CFO and formed the group’s Balance Sheet Management Division responsible for capital management, treasury, hedging and optimisation of the Shareholder’s proprietary Balance Sheet. Post the merger of the Momentum and Metropolitan Groups, Nigel was appointed as the CEO of Momentum Metropolitan Holdings Limited (Momentum Metropolitan) Balance Sheet Management, which he handed over in May 2014 when he moved to London to play a strategic role in growing Momentum Metropolitan’s global business outside of South Africa. He served on both the Momentum and Momentum Metropolitan Executive Committee from 2000 to 2014.