Meet the investment team
Nutmeg portfolios are built and managed by our experienced in-house investment team, in line with the core principles of our investment philosophy.
Our different investment styles allow you to choose the right type of management for you. No matter what style you choose, our investment process draws on the team's collective expertise. This encompasses investment strategy, financial market research, macroeconomic analysis, ETF selection and execution, investment risk management and quantitative research. Our investment team works hand in hand with our in-house trading team to ensure that, where we adjust our investment portfolios, we do so with precision and care, leveraging our proprietary technology to reduce costs.
For our Fully Managed, Thematic Investing and Socially Responsible Investing portfolios, our asset allocation follows an 'active approach'. This means our investment team regularly makes tactical adjustments, to incorporate and benefit from the team's continual analysis of economic and financial market trends. For our Smart Alpha portfolios, we also work with the multi-asset team at J.P. Morgan Asset Management to inform our strategic asset allocation. For investors who prefer a more passive management style, our Fixed Allocation portfolios are designed to perform without regular intervention, with the investment team conducting an in-depth review of your portfolio once a year to check that it is well-diversified and in line with your chosen risk level.
You can also find out more about our investments here.
As with all investing, your capital is at risk. The value of your investments with Nutmeg can go down as well as up and you may get back less than you invest. Thematic investing carries specific risks and is not for everyone.
James McManus
Chief Investment Officer
James is Head of Investments at Nutmeg, having joined in 2015 from Coutts. A self-confessed ETF geek, James is regularly quoted in the national and industry press and has been voted one of Private Asset Manager’s ‘Top 40 under 40’ in each of the last three years. James holds a BSc in International Business from Nottingham Business School, the Chartered Financial Analyst (CFA) UK Investment Management Certificate, and the CFA Certificate in ESG Investing.
Pacome Breton
Head of Portfolio Management
Pacome is an investment manager and Head of Portfolio Management at Nutmeg with more than 15 years' experience in investment and risk management. He previously worked for a US family office and a large European asset manager and started his career at Société Générale in Tokyo. He holds an MSc in Quantitative Finance from Bocconi University in Milan and is a Certified Financial Analyst (CFA) and Financial Risk Manager (FRM).
Brad Holland
Director of Investment Strategy
Brad is Nutmeg’s Director of Investment Strategy. A veteran of over 30 years in financial markets, he started his career as a professional economist at the Reserve Bank of Australia. He now specialises in economic and financial market strategy within investment management. Brad studied post-graduate Quantitative Economics at the University of Queensland, Australia.
Bola Onifade
Portfolio Manager
Bola is a portfolio manager at Nutmeg, joining in 2023. Previously, she worked as a derivatives portfolio manager, where she covered both liability management and equity overlay portfolios. Prior to that, Bola worked as a software engineer, building portfolio management and trading functionality across various asset classes. She's a Chartered Financial Analyst (CFA) Charterholder and holds the Financial Risk Manager (FRM) certification.
Scott Gardner
Investment Strategist
Scott is an investment strategist at Nutmeg. He joined Nutmeg in 2022 from Charles Stanley with a strong focus on asset allocation and macroeconomic analysis. Before moving to London from New Zealand in 2018, Scott was a portfolio manager covering fixed income and multi-asset mandates. Scott is a graduate of the University of Auckland School of Engineering, holds a Master's in Financial Economics from Massey University and is a Chartered Financial Analyst (CFA) Charterholder.
Yang Yang
Investment Analyst – performance and risk
Yang joined the Nutmeg team in 2017. Prior to Nutmeg, he was a postdoctoral research associate at Imperial College London.
Yang is passionate about quantitative financial analysis and optimisation, and works to operate, develop and safeguard Nutmeg’s proprietary quantitative investment tools.
Yang holds a PhD degree in Stochastic Analysis for Power Systems Economics from Imperial College London. He is a CFA Charterholder, certified Financial Risk Manager (FRM).
Giovanni Fazio
Investment Analyst
Giovanni joined Nutmeg in 2023 from Allianz, where he worked as a pricing analyst within the Research and Development department at LV=GI.
Giovanni holds an MSc in Mathematical Finance from the University of Birmingham, where he won the Financial Mathematics Prize as best student in the cohort. He is currently working towards the achievement of the CFA Investment Management Certificate.