Team Biographies

Learn some more about our Equity team

Fixed Interest Team

Jeff Richards, Executive Director, Investments

Mathematics at Kings College, London (BSc)
Fellow of Institute of Actuaries (FIA)

Joined Canada Life in 1985. Previously worked in fund management at Legal & General for fourteen years.

Funds: Multi Asset Managed Funds

David Bradbury, Head of Equities

Mathematics at Imperial College London (BSc)
Member of Securities Institute (MSI)

Joined Canada Life in 1996. Previously worked at Legal & General for nineteen years where he ran Unit Trusts and specialised in UK smaller and medium sized companies.

Funds: Head of Equity Team

Mark Bon, Fund Manager, Europe

BA Economics and Politics at London University
MA Finance and Investment at Exeter University
MBA Master of Business Administration at Edinburgh University
Fellow of the Securities Institute

Joined Canada Life in March 1998 from Nomura Asset Management where he had been the head of pan European mutual funds. Previous experience includes head of European equities at General Accident and periods at Norwich Union and Lombard Odier

Funds: European

Economics at Coventry University (BA)
Finance and Investment at Exeter University (MA)
Associate of the Society of UK Investment Professionals (ASIP)
Chartered Financial Analyst (CFA)

Joined Canada Life in March 1998 from Daiwa Asset Management.  Previous employment includes Daiwa Asset Management, as a European fund manager; JP Morgan Investment Management & a start up company managed by former JP Morgan executives. 

Funds: UK Equities and provides back up on European equities

Kim Lee, Fund Manager, Far East ex Japan

Management Science at UMIST (University of Manchester Institute of Science & Technology)(BSc)
Computation at UMIST (MSc)
Master of Business Administration at Manchester Business School (MBA) 

Joined Canada Life in March 2006. Previously worked in Shell Pensions Management Services Limited, managing Shell's various pensions in Far East ex-Japan for 18 years. Prior to that worked as a management trainee at Canadian Imperial Bank of Commerce. 

Funds: Far East ex Japan

Shritesh Nanji, Fund Manager, UK & UK Small Companies

Banking & Finance at Loughborough University (BSc)
Chartered Financial Analyst (CFA) 

Joined Canada Life in 1999 after University.  Started in the Investment Accounting department followed by the Middle Office.  Joined the UK Equity desk in 2002 and has been manageing funds since 2004

Funds: UK Equity & UK Small Companies

Mathematics at Warwick University (BSc)
Associate Chartered Accountant (ACA)
Chartered Financial Analyst (CFA)

Joined Canada Life in March 2004 having previously managed equity income funds at Govett Investment Management.  Craig is a qualified chartered accountant who worked at Deloitte & Touche before Govett's.

Funds: UK Equity & Income Funds

Philip Tran, Fund Managers' Assistant

Business Management at Surrey University (BSc)

Joined Canada Life in November 2006 after graduation. Works on the UK equity desk assisting the fund managers

Funds: N/A

London Business School Portfolio Management Course
Stock Exchange Practice

Joined Canada Life in October 1999.  Japanese fund manager since 1986, initially for Kleinwort Benson. Five years at Manulife before moving to head the Japanese desk at Lazards in 1995. Moved to NPI before joining Canada Life in 1999.

Funds: Japanese & North American

Daniel Monks, Assistant Fund Manager

Mathematics & Economics at York University (BSc)

Joined Canada Life in September 2007. Previously worked at Mondrian Investment Partnersas a performance analyst. Currently on a training program to become a fund manager; studying for the IMC and CFA qualifications.

Funds: UK Equity

Alex Lee, Assistant Fund Manager, Japan

Mathematics & Economics at York University (BSc)

Joined Canada Life in September 2007 after working at Barclays Capital in FX Options. Currently on a training program, working towards the IMC and CFA qualifications, with the view of becoming a qualified fund manager.

Funds: Japan Equity

Fellow of the Institute of Chartered Secretaries (FCIS)
Member of the Securities Institute (MSI)
Investment Management Certificate 

Andy joined Albany Life in 1976 and has worked at Canada Life since the acquisition of Albany in 1997.  Responsible for the Middle Office of Investment Department as well as managing the asset split of the Cautious Managed Fund and the day to day allocation of the Defensive Managed fund. Also responsible for the Money funds.

Funds : Cautious Managed (Life & Pension) and Money (Life & Pension)

Honours Psychology at University of Aberdeen (MA)
Associate Chartered Institute of Bankers Scotland (ACIBS)
Investment Management Certificate

Gavin worked for two years with the Royal Bank of Scotland as a graduate trainee before moving to County Natwest for four years.  Joined the commercial lending subsidiary of Albany Life in 1989.  Appointed manager of Client Management Department for Broker Funds and PPF's at Albany in 1996 before assuming current role with Canada Life in 1998.