Meet the team

Stuart has worked in the investment industry for over 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 2004, Stuart started Fowler Drew as a wealth management 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, Stuart has contributed articles to the Financial Times, wealth management publications and journals of his own professional body, The CFA Institute. He is a graduate of Oxford University.

David is a Director and Head of Financial Planning 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.

As Quantitative Strategist, Sa has overall responsibility for the design of our mathematical decision processes and the technology infrastructure in which they operate. Her role extends from quantitative analysis to the development of adopted solutions, including writing programme code and contracting bought-in services such as user interface design and database build and maintenance.

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.

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.