Meet the team
Stuart Fowler
Founder & Chairman
Founder of Fowler Drew, Stuart was an institutional fund manager from 1974 to 1995, managing money for a wide range of clients, from overseas governments and pension funds to wealthy families and foundations, before starting his own business consultancy in asset management.
In 2004, Stuart started Fowler Drew as a wealth management firm, embodying the thinking, principles and quantitative techniques drawn from his earlier career.
Having served as its Managing Director until 2023, he is no longer involved in delivering the firm’s services but remains on the Board to provide a degree of continuity to the management team.
David Anderson
Director
David is a Director and financial adviser responsible for financial planning for new clients and handling relationships with established investment clients.
He is a Chartered Financial Planner with expertise in tax, pensions, insurance and trusts and has a BA in Economics and Business. David has been involved in financial advice since 2002, advising both individual and corporate clients and working with professional firms as referrors.
He joined Fowler Drew from consulting actuaries Alexander Forbes and previously worked for various independent advisers including the advisory arm of a large UK accounting practice.
Sa Lu
Director
Sa is a Director and has overall responsibility for the quantitative decision processes used by professional staff in both financial planning and goal-based portfolio management. Her role extends from quantitative analysis to the development of adopted solutions and oversight of their implementation by professional staff.
Sa previously spent 10 years in London and Beijing with UBS and private- equity manager Actis, designing and implementing investment solutions covering each of portfolio allocation, portfolio analysis and risk management, across conventional and alternative asset classes.
Sa’s first degree is a BA (Economics) from Renmin University of China, Beijing, followed by MSc Distinction in finance and banking disciplines from each of Salford and Reading Universities, and a PhD in Finance from Reading. Her doctoral thesis was on portfolio diversification with hedge funds. She is a CFA® charterholder.
Tariq Shaikh
Director, Head of Investments
Tariq joined Fowler Drew in 2024 after a successful career as a trader at Goldman Sachs and UBS in London, where he led a variety of fixed-income businesses. He has an MA from Trinity College, Cambridge, holds the Advanced Diploma in Financial Planning from the Chartered Institute of Securities and Investment. Tariq combines the oversight of the firm’s investment activities with managing some of our client relationships.
Tariq has been a client of Fowler Drew since 2011 and is also a member of the Board of the Fowler Drew Employee Ownership Trust Company.
Shameer Patel
Investment Manager
He came to us from Brewin Dolphin where he was a trainee investment manager in one of the largest London teams managing discretionary portfolios for private clients.
Shameer has a BSc Computer Science from University of Surrey and holds CISI Masters in Wealth Management.
Sophie Barrow
Client Service Manager
A qualified investment manager and adviser with previous responsibility for many of our client relationships, Sophie brings this experience to bear on her role ensuring the highest possible standards of client service delivery. As Client Service Manager, reporting to senior management and liaising closely with clients, she contributes to the design of the advice, management and business processes underpinning service delivery; monitors compliance with those processes; has primarily responsibility for client-data privacy.
Prior to joining Fowler Drew Sophie worked for four years in Luxembourg for a large insurance-owned fund and investment-bond provider (formerly Scottish Equitable) dealing with high net worth individuals and companies. Sophie has a degree from Manchester Metropolitan University in Retail Marketing.
Fowler Drew is clearly a very trusted firm with a high level of perceived honesty. The word integrity was used frequently to reinforce this. The phrase peace of mind constantly came up which suggest a very relaxed and confident client base. Clients feel valued and are pleased that the service is based around their needs. The advice is also presented in an understandable manner which people can easily assess.
Independent survey of Fowler Drew clients