Chief Investment Officer, CIO

Nicki is a CFA® Charterholder and a member of the CFA Institute. Having been a Global Equities Portfolio Manager with UBS Global Asset Management for over 15 years, Nicki has a thorough understanding of investment management. She is responsible for our investment strategy including asset allocation, research, due diligence and portfolio construction. 

Investment Analyst

Emmanuel is an Economics Graduate from the University of Kent and is currently studying for the IMC. With over 2 years of experience as an Investment Analyst, he has developed a deep understanding of the industry and has supported clients in all aspects of the DFM Delivery. 

Investment Analyst

Reva joined Timeline in 2021 and has a core role on the investment team supporting advisers in all aspects of the DFM service.  Reva also takes the lead on a diverse range of research projects, drawing on her academic background.  She holds a MSc in Investment and Finance with Distinction from Queen Mary's University of London, and a MBA in Finance alongside her previous banking experience at Citi Union Bank. 

Senior Quantitative Analyst

Georgios joined Timeline in 2017. He has been integral to developing our Planning tools and modelling and is responsible for overseeing all data analysis and calculations.  Having extensive knowledge of financial mathematics, he combines work experience and academic research.  He is in the last year of his Doctor of Philosophy - PhD in Mathematical Finance (candidate) from Goldsmiths, University of London with several academic publications already achieved. 

Investment Analyst 

Rhys is a Business Management graduate with varied experience in Investment Operations. Rhys has a particular interest in how investments are traded having spent 4 years on a platform’s dealing desk prior to joining Timeline in 2023. Rhys holds the Investment Management Certificate and is looking forward to undertaking further studies in the future.

Investment Analyst 

Alex joined Timeline in 2023 and already has over 5 years of experience within wealth management. She was previously a financial adviser for St. James’s Place and started her career as an Intern at Investec. She graduated from the University of Exeter in 2018, and also holds also a Diploma in Regulated Financial Planning from the CII.

Senior Investment Analyst 

James is an Economics and Business graduate with experience through internships in financial services in analytical roles before joining Timeline in 2019.  James has particular responsibility for investment implementation as well as fully supporting all parts of the DFM service.  James is currently studying for the Investment Management Certificate (IMC). 

Quantitative Analyst

Noah joined Timeline in 2021 to focus on data analysis and modelling, having previously worked as a financial engineer with Gridlex.  He holds a MSc in Quantitative Finance from Lancaster University and Bachelor's degree in Electronics and Instrumentation engineering from VIT University, Vellore, where his work led to a published research paper.

Senior Investment Analyst 

Daniel came to Timeline in 2019 with a varied background in financial services, IT software and project management in a career spanning 15 years.  Daniel is an Economics graduate and enjoys studying - he holds a MSc with Distinction in Management with Finance, the Investment Management Certificate (IMC), Investment Operations Certificate (IOC), CAIA levels 1 and 2, and is a CFA Level 3 candidate.  He has a special interest in Behavioural Finance. 

Investment Strategist

Laurentius joined Timeline in 2022 to work closely with our CIO on investment strategy and portfolio construction.  Laurentius has 8 years of investment experience with a wealth management background in South Africa. He started out as a Certified Financial Planner® before moving into a more focused role in investment management. He holds a bachelor’s degree in Business Science from Stellenbosch University and is a CFA® charter holder.