Who We Are
People
Stuart Fowler
Stuart is the founder of Fowler Drew and the Director of Investment Management. He has worked in the investment industry for 40 years. As an institutional fund manager with Touche Remnant in the 1970s and Hill Samuel in the 1980s, he managed money for a wide range of clients, from overseas governments and pension funds to wealthy families and foundations.
In 1990 he set up Valu-Trac Investment Management to develop an innovative approach to investing, combining dynamic, computer-based asset allocation with the use of index-tracking funds. It was a very competitive international manager of US pension funds, thanks to good performance and large cost savings.
Six years later, he formed a business strategy consultancy in financial services. This led to the formation of a business in 1999, with Chris Drew (below), to develop a radically new concept in private client portfolio planning and management for delivery to investors directly through the Internet and indirectly through IFAs. Though this venture was never funded, it gave a new focus to their consulting, as innovators in applying quantitative techniques within retail services ranging from financial advice to portfolio management.
In 2004, Stuart started Fowler Drew as a wealth management advisory firm embodying the thinking, principles and techniques drawn from his earlier career as an institutional money manager and business consultant.
As well as writing the book from which the business took its original name, he has contributed articles to the Financial Times, wealth management publications and journals of his own professional body, The CFA Institute. He is also one of very few ‘bloggers’ in this field. He is a graduate of Oxford University.
Jo Gray
Jo is Director of Operations, responsible for financial control, systems and processes, including the compliance procedures of the firm. A key aspect of her role is to ensure that the service provided to our clients is maintained to the highest standards.
Jo joined Fowler Drew in 2006, bringing 18 years of arts and charity management experience as well as a spell at Edward Jones running one of the stockbroker’s UK offices.
Jonathan Brown
Jonathan is Business Development Director responsible for the firm’s marketing activities. Jonathan took up this position in 2011 having been a client of Fowler Drew since 2009.
Jonathan has worked in London and New York as a senior corporate financier for over 20 years for JP Morgan and Salomon Brothers, advising some of the UK’s largest companies on mergers, acquisitions and capital raising.
He is a graduate of Oxford University.
Amanda Cleaver
Amanda is the primary point of contact for new clients during the financial planning stage. She is responsible for personal data gathering, analysis and the initial preparation of financial planning reports.
She has 10 years experience of customer-focused investment advice and in-depth financial planning gained both in New Zealand and the UK.
Amanda holds the Certified Financial Planner professional designation. She has a Certificate in Financial Planning from the Chartered Insurance Institute and a Diploma in Personal Financial Planning from Massey University.
Eva Mucha
Eva is our client administrator working across both the planning and investment management aspects of client affairs.
Eva has a first class honours degree in Accounting and Finance from Middlesex University and previous experience in an accounting practice.
Chris Drew
Chris acts as a consultant to Fowler Drew and (through Lambda Investment Technology, a separate investment technology business co-owned with Stuart) provides many of the technical resources which are at the heart of the Fowler Drew process. These range from designing computer models solving investment problems (dynamic asset allocation, resource planning, sustainable income drawdown, fund selection) to helping devise optimal approaches to the typical planning and investment choices faced by our clients. He also leads our systems development, whether producing internal solutions or managing projects outsourced to other developers.
He met Stuart in 1998, as managing director of wealth manager James Baxter & Co (now known as Dart Capital) before going on to collaborate with Stuart on business consulting projects, including advising Egg on a new mass-market advice format and developing a ground-breaking fund selection application.
He is a graduate of Lancaster University in Management Sciences and later studied investment management at the London Business School.
