Tutman people

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Photo of David Tyerman
David Tyerman BSc (Hons), MBA (Fin)
Managing Director

David is the Managing Director of Thesis and has been with the company since 1996. David has over 25 years investment experience and is responsible for delivering the Collective Investment Scheme service. David graduated from Cardiff University and City University Business School, and trained at Societe Generale Strauss Turnbull.

Photo of Sarah Noone
Sarah Noone BA (Hons), ACMA, ACSI
Client Services Director

Sarah has over 20 years' experience in Collective Investment Schemes and has held a variety of roles spanning operations, product and relationship management. Sarah has been with the company since 2009 and qualified as an accountant in 1994 and is also a member of the Chartered Institute for Securities and Investment.

Stephen Mugford MA, ACA
Finance Director

Stephen joined Thesis as full time Finance Director in July 2012, having served part time in the role since April 2001 while working for Thomas Eggar LLP, the firm’s former parent Company. Stephen is a qualified chartered accountant with over 20 years’ experience and is responsible both for the Group Finance function and for the control of client assets, where he fulfils the CF10a controlled function. Stephen graduated from Cambridge University in 1988 and then trained with Touche Ross, qualifying in 1991.

Photo of Samantha Butlin
Samantha Butlin MSCI
Investment Manager

Sam began her career heading up PEP and ISA products at Thesis before becoming an Investment Manager for private office clients. She has since moved that expertise into Tutman and provides an oversight monitoring function of all investment advisors appointed on Tutman funds.

A holder of the Investment Management Certificate and Investment Operations Certificate, Sam is also a Chartered member of the Chartered Institute for Securities and Investment.

Ed Baynton-Williams ACSI
Project Manager

Ed joined Tutman in 2004 and has experience in the oversight of third party service providers, fund operations, compliance and regulatory projects. His currently role includes the management of fund launches, mergers and terminations, as well as client relationship management.

Ed holds the Investment Operations Certificate and is an Associate member of the Chartered Institute for Securities and Investment.

Graham Smeed
Senior Manager CGO

Graham joined Tutman in 2014 and has over 25 years regulatory experience in a variety of organisations mainly in the fund management industry. He is responsible for the management of the due diligence programmes that Tutman undertake on its outsourced arrangements. In addition, he provides regulatory advice and guidance to the business on both day to day matters and project developments.

Carla Gillman MA, ACCA
Fund Oversight and Change Manager

Carla joined TUTMAN in 2015. She holds an MA in Global Political Economy from the University of Sussex and is a Chartered Certified Accountant. She trained at Ernst & Young LLP in the Asset Management Assurance practice gaining experience in a number of investment vehicles and in particular UK regulated funds. Before moving to TUTMAN she worked in a large financial services firm as a financial analyst reporting under IFRS, UK and US GAAP. Her current responsibilities at TUTMAN include oversight of third party administrators on a day-to-day basis, managing an oversight programme and managing the implementation of changes to funds from a technical perspective.

Photo of Helen Wilkins
Helen Wilkins Chartered FSCI
Senior Fund Accountant

Helen worked as a Project Manager for Thesis Unit Trust Management from January 2011 to December 2012 and managed all aspects of fund activity including launches, mergers and closures. From January 2013 Helen has worked as a Senior Fund Accountant and will be responsible for the execution of the oversight programme for all outsourced activities. Prior to joining TUTMAN, Helen worked as an Assistant Investment Manager for Thesis Asset Management.

Helen holds the Investment Management Certificate and also the CISI Diploma and is a Fellow member of the Chartered Institute for Securities and Investment. Helen has worked for the Thesis group since 1997.

Photo of Anna Kirkpatrick
Anna Kirkpatrick
Unit Trust Oversight and Monitoring Assistant

Anna joined Thesis in 1990 heading up the General Insurance side of the business before moving to the investment division. During her time with Thesis Asset Management, Anna dealt with the reconciliation of all client’s assets. At the end of 2011, Anna joined TUTMAN as part of the oversight team, overseeing and monitoring multiple functions of third party administrators.

Joanne Wren
Oversight and Monitoring Assistant

Joanne has 8 years’ experience in the Financial Services Industry and has been with Thesis since 2012. Having started on the Data Information and Reconciliations Team, Joanne now forms part of the Tutman Oversight Team, overseeing work outsourced to third party administrators and investment advisers, in relation to Collective Investment Schemes. Joanne is currently studying towards the Investment Operations Certificate and has passed the Introduction to Securities and Investment with Merit.

Stuart Birch ACSI
Fund Adminstrator

Stuart joined Tutman in 2014 and has nine years of financial services experience, within client servicing and administration. He currently has the responsibility of the design and production of investor performance reports, Key Investor Information Documents and maintains the company’s internal database.

Stuart holds the Investment Operations Certificate and is an Associate member of the Chartered Institute for Securities and Investment.

Primrose Wakefield-Harrey BSc (Hons)
Administration Assistant

Primrose joined Tutman in 2015 as an Administration Assistant for the Tutman Oversight Team. She oversees work outsourced to third party administrators and investment advisers, in relation to Collective Investment Schemes. Primrose joined after graduating from Chichester University with a BSc (Hons) in Psychology and will be studying towards the Investment Operations Certificate.

Nigel Daisy
Head of Compliance

Nigel has been employed in financial services for over 25 years with the last 13 years in compliance management roles for a range of financial services firms, including Asset Management, Product Providers and Independent Financial Advisers. Nigel has worked for the Thesis Group since September 2013.

Ben Wythe Chartered MCSI
Compliance Manager

Ben entered the financial services industry in 2001 with Skandia, working in operations and compliance roles. He joined Bestinvest in 2011, working in the group compliance team covering monitoring, financial crime prevention and regulatory implementation. Ben moved to Thesis in early 2014.

Heidi Pannell BA (Hons), ACCA, ACSI
Finance Manager

Heidi has worked in Financial Services for 18 years, having previously worked for Capita in their insurance division, and joined Thesis in June 2011. Heidi qualified as a chartered accountant, and also earned a 1st class degree whilst working full time at Capita. Since joining Thesis Heidi has also studied for and passed the Investment Operations Certificate and is an Associate member of the Chartered Institute for Securities and Investment. Heidi provides the accounting function for Tutman, including liaising with depositaries, sponsors and investment advisors and producing the management accounts.

Miranda Chapple MA (Cantab)
Legal Counsel

Miranda joined the Thesis Group in 2013 and regularly advises Tutman on third party agreements and fund documentation and liaises with external lawyers. Miranda trained at Lovell White Durrant (now Hogan Lovells), qualifying in 1995. She spent six months on secondment at 3i PLC, followed by five years’ experience as a corporate assistant, gaining experience in employee share schemes, mergers and acquisitions and private equity transactions. Miranda qualified as a lawyer in Hong Kong in 1997. She then moved to the Corporate/Commercial department of Thomas Eggar LLP, where she became a partner in 2004. Before moving to Thesis, she was Thomas Eggar’s first Professional Support Lawyer.