Meet the team

Stuart Fowler
Founder & Managing Director
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 Anderson
Director & Head of Financial Planning
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.

Chris Ling
Director & Head of Investment Management
He leads our investment research activities in both modelled and non-modelled assets. Chris previously worked for the US money manager Alliance Bernstein for seven years, latterly as a senior associate portfolio manager.
His first experience managing portfolios was with pensions advisers David Booler & Co, looking after both SIPPs and small employer schemes. Chris has a degree in Economics from University College, London.

Sa Lu
Quantitive Strategist
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.

Sophie Barrow
Client Service Manager
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.

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.