Retail & Institutional Investments

Luke is a Director and Head of Retail and Institutional Business Development, in charge of the team promoting fund of hedge funds, Venture Capital Trusts and structured products. He joined Matrix Money Management at the start of the business in January 2000 and was appointed a Director two years later. Prior to Matrix, Luke gained considerable investment experience with 15 years at investment houses including M & G and Prudential.

Richard joined Matrix Money Management in 2002 having gained valuable experince in the discretionary and intermediary market. After graduating from Leeds University, Richard started his career with Schroder Unit Trusts Limited where he built up extensive knowledge of the retail fund management industry. Prior to joining Matrix, Richard was with Premier Asset Management where he managed the broker sales team.

Glenn joined Matrix in 2004 after gaining considerable experience with a number of leading investment companies. Prior to Matrix, Glenn was at American Express Asset Management where he had a key involvement in both retail and institutional sales. He also spent a number of years with INVESCO, based in their Jersey and London offices.

Sid joined Matrix in 2007 after gaining valuable experience in the intermediaries market and private client advisory. Having graduated with a degree in Banking and Finance, Sid started his career working as a stock broker where he gained extensive knowledge of the global equities markets. Prior to Matrix, Sid was at Cofunds Ltd where he was responsible for managing accounts with established intermediaries in London and the home counties.

Ed joined Matrix Money Management in 2008 having previously worked mainly in the life insurance industry. Prior to starting at Matrix he worked for NPI, Scottish Equitable and for the past four years at AXA Life; where he was a senior account manager.

Helen joined Matrix in August 2005 and works as the Head of Broker Desk in the retail division. Helen previously worked for Friends Provident for over 8 years gaining experience in a variety of Sales and Administration roles in the Financial Services Industry.

Rachael joined Matrix in August 2006 as an office assistant and now works in retail sales support.

Richard Joined Matrix in December 2007 to support the existing sales team promoting fund of hedge funds, Venture Capital Trusts and structured products.

Bridget is a director of Matrix Group Limited and of its subsidiary Matrix-Securities Limited. Prior to joining Matrix, Bridget accumulated 16 years' of retail investment fund experience at Schroder Unit Trusts Limited, Ivory & Sime and County NatWest. Bridget sits on the Board of Matrix Alternative Investment Strategies Fund Limited, an open ended fund of hedge funds and Matrix Structured Products Limited, a closed ended fund in Bermuda.

Adam Jackson graduated from Cambridge University after earning a Masters in Natural Sciences. Prior to joining Matrix in August 2005, Adam served in HM Forces with 1 RHA where he completed Tours of North Belfast and Iraq. Adam is responsible for marketing Matrix' range of retail products to Independent Financial Advisors.

Ben joined Matrix having graduated from Cambridge University in the summer of 2006. At Cambridge Ben gained a BA (Hons) in History and studied Management at the Judge Business School. Ben is responsible for marketing Matrix’ range of retail products to Independent Financial Advisors.