Meet our team of
industry experts

Peter is responsible for writing, producing and strategizing Cadro’s creative content. Formerly a breaking news journalist and book editor, he has over a decade’s experience creating things on-the-go and getting stuff done.

Emily is responsible for supporting the client and investment teams, and regularly presents videos for Cadro’s creative output. Bold, positive and energetic, Emily is used to solving problems and thinking on her feet. She holds a Level 4 CISI certificate and is working towards CISI Level 6.

Shaun is a Client Adviser with extensive experience implementing investment strategies for high-net-worth individuals and families. After training as a Wealth Manager with UBS in 2014, he became skilled at managing portfolios and client relationships and went on to lead the investment strategy of a major Single Family Office in London. Shaun holds the Investment Advice Diploma, Investment Operations Certificate and Private Client Investment Advice & Management Certificate with the CISI.

Ollie helps Cadro's technology engineering team find creative ways to display client data, and assists with business development through data analysis. An Oxford University maths graduate, Oliver formerly worked as a data analyst for a sport betting company, and plays a cool hand in any statistical challenge.

Edward manages Cadro's legal and regulatory affairs. Called to the Bar in 1999, he has over two decades of financial services legal and regulatory experience, from senior roles at multinational institutions. In addition to being a Chartered Fellow of the CISI, Edward is a full member of STEP, with extensive knowledge of trusts, offshore tax and regulation. He is a Fellow of the Chartered Governance Institute, with expertise in board level governance. He is also Cadro's Compliance Officer and MLRO, overseeing all aspects of risk management, anti-money laundering and regulatory compliance.

Jamie manages Cadro’s community and networks. With extensive reach across across tech, sport, media and entertainment, he is well known as an effective communicator and relationship builder. His personal network spans over three decades’ experience in financial services, where he has developed many trusted relationships with high net worth individuals and family offices.

Rory advises a wide range of HNW and UHNW clients in the management of their wealth through multi-asset portfolios and Private Markets. Formerly a relationship manager at Barclays and Investment Manager at Smith & Williamson, his professional qualifications include the Investment Advice Diploma, Chartered Wealth Masters & CFA Level 1.

Evan has broad experience with private clients across wealth management and private equity investing. He specialises in strategies for high-net-worth and ultra-high-net-worth individuals, and family offices. Evan is also responsible for active and passive fund research across all Cadro portfolios.

Christian leads Cadro’s operations team, ensuring protocols for managing the flow of client assets, performance data and system integration with the Cadro app. With over 20 years’ experience in financial services, Christian is also a talented builder, and his super-power is making sure broken things get fixed.

N’Chika is responsible for Cadro's financial management and strategy. A qualified accountant, he was previously Finance Director at Capita Plc and Wifinity, where he helped in the acquisition of a competitor and the ultimate sale of the business through a management buyout. N'Chika is a keen middle distance runner, and is as fast on his feet as he is at crunching numbers.

Ajay is responsible for private equity and venture capital investing at Cadro. He has over a decade’s experience investing in global private equity and venture capital funds across primaries, secondaries, and co-investments on behalf of public and private institutions. Ajay sits on Cadro’s Investment Committee.

David oversees Cadro’s investment team, chairing all investment-related committees. He has worked in London, Cardiff, Edinburgh, New York and Paris, in roles spanning fintech, banking, insurance, and asset management. Outside of Cadro, he sits on Wealthify’s Investment Committee, and the Investment Committee for the Royal Company of Merchants of the City of Edinburgh, one of Scotland’s largest education charities. He is an adjunct-lecturer in finance at Heriot Watt University.

Greg manages a wide range of multi-asset class portfolios and advises individuals, families, trusts, corporates and charities on navigating complex financial affairs, often including long term planning and structuring. With over 10 years’ experience in the Wealth Management industry, having previously held roles with Deloitte and Killik & Co, Greg is also a Chartered Investment Manager with the CISI. He graduated from Cardiff University with a degree in Economics.

Kathleen advises private clients and families in wealth management. She is part of Cadro’s advisory team running portfolios and managing relations with the firm’s external advisers, regarding the transfer of wealth between generations. Katheen’s varied career spans roles in wealth management, fintech and private equity. She spent several years as a portfolio manager in South Africa, advising trusts and individuals on wealth solutions. She holds a CISI Level 4 certificate and a Finance and Accounting bachelor’s degree from the University of Cape Town.

Mai is responsible for producing Cadro’s creative content and communication strategies. After starting her career in business journalism and documentaries at major publications like Business Insider and CNBC, she has worked on social media influencer campaigns across finance, luxury retail, and entrepreneurship. She is a graduate of New York University.

Olivia is an Executive Assistant at Cadro, helping organise and coordinate the many meetings and outside obligations of the Co-founders, and ensuring day-to-day office tasks are performed promptly and efficiently. A meticulous planner, Olivia's journey started in the West End where she began her career at the young age of 10. She later honed her skills as an Executive Assistant to a fashion stylist and a law firm, before transitioning into Financial Services.

Tamara leads Cadro’s tech architecture, drives the integration of the company’s tech stack components and supports the operations and product management teams. She is a highly organized software engineer and leader with over 10 years’ experience working for start-ups and big tech corporations. She is a mother of three boys and nothing scares her.