The Expertise of Many, the Power of One

Our Investment Committee is responsible for making sure that our Wealth Strategy Fund Range and the True Potential Portfolios perform inline with their objectives and risk profile.

They also scrutinise our investment partners, to ensure they are acting appropriately and in your best interests.

The Committee has been sourced from a wide range of backgrounds, including investment management, advisory practice and client advocates. This diversification of experience helps them make robust decisions that put you first.

Committee Members

Colin Beveridge

Colin was Chief Investment Manager at one of the largest investment trusts in the UK. In 2006, he left the investment trust world to set up and manage a Global Kokusai income portfolio for Scottish Widows in the UK. The funds were sold into the Japanese retail market. He has written extensively on income strategies and their importance to long-term wealth creation. Colin joined True Potential Investments as Chief Investment Officer in February 2014. Colin stepped down as CIO and took on the role of Executive Chairman of the True Potential Investments Investment Committee on 1st February 2018.

Committee Members

George Peebles

George is an experienced finance professional and has specialised in the financial services sector for over 15 years. He has worked in corporate finance roles with a major accountancy practice and latterly as Development Director of Aegon.

Committee Members

Professor Janusz Brzeszczyński

Professor Janusz Brzeszczyński is Professor of Finance in the Business School at Edinburgh Napier University (ENU) in Edinburgh. Before joining the ENU, he worked as Professor of Energy, Sustainability and Society in the Aberdeen Business School at Robert Gordon University (RGU) in Aberdeen and as Professor of Finance in the Newcastle Business School at Northumbria University in Newcastle upon Tyne. He also held a number of visiting positions at the universities abroad in the USA, Germany, Switzerland and Poland. Professor Janusz Brzeszczyński publishes his research in top finance and economics journals and has been invited to present his work at such financial institutions as BlackRock in San Francisco, RiskLab in Munich or National Bank of Poland (NBP) in Warsaw and has also presented at seminars at some of the top research universities around the world.

Committee Members

David Keir

David joined Saracen Fund Managers from SWIP , where he was Investment Director on the UK Equities Desk, running both Institutional and Retail funds. He was also Head of Research. Before SWIP , David spent four years on the UK Equities Desk at Edinburgh Fund Managers.

Committee Members

Fiona Laver

Fiona is one of the four founding partners of Clear Peak Capital LLP and holds the position of Chief Operating Officer. Prior to this Fiona was Investment Director at Scottish Widows Investment Partnership (SWIP), specialising in UK Equities with responsibilities for risk management, product development and client servicing. Fiona is a member of the Institute of Chartered Accountants in England and Wales and holds a degree in Management Studies from Cambridge University.

Committee Members

Richard Dunbar

Richard has recently stepped down as Head of Multi-Asset research at Aberdeen. Previously he was Head of Economic and Thematic Research at Aberdeen Asset Management which he joined in 2014 as part the acquisition of Scottish Widows Investment Partnership (SWIP). Prior to this he held various roles in the UK and Global Equity teams since joining SWIP in 2000.

Richard is a CFA Charterholder, holds a BAdmin (Hons) in Business Administration from the University of Dundee and is a Fellow of the CFA Society of the UK. Richard is also a past Chairman of the CFA Society of the UK, an Honorary Professor at Heriot-Watt University and an Advisor to the Centre for Finance and Investment at Heriot Watt University.

Our Global Reach

In addition to our expert Investment Committee, we have access to the expertise of over 9,620 investment professionals in 162 locations around the world, all working for you.

Your capital is at risk. Investments can fluctuate in value and you may not get back the amount you invest. Past performance is not a guide to future performance. Tax rules can change at any time.

True Potential Investments LLP is authorised and regulated by the Financial Conduct Authority. FRN No. 527444. Registered in England and Wales as a Limited Liability Partnership No. OC356027.