TB Amati Strategic Innovation Fund
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The Team
Rachel Le Derf
Head of Sales & Marketing
Rachel heads up the Sales & Marketing Team including all investor communications across the Amati fund range. Rachel originally started working with Paul Jourdan at First State Investments within the UK Equities team in 2005 then moved to Noble Fund Managers before becoming one of the original partners of Amati Global Investors in 2010. Prior to that Rachel held roles at The Financial Times and UNESCO in Paris. Rachel holds the IAQ from the Securities & Investment Institute.
D: +44 (0)131 503 9104
M: +44 (0)7979 601223
Colin Thomson
Head of Intermediary Distribution (Northern England, Scotland & NI)
Colin Thomson joined Amati in March 2020 to further enhance the firm’s client relationship capabilities. Colin is based in Edinburgh however will be responsible primarily for the Midlands and North of England. Having worked at SVM Asset Management for over 16 years, latterly as Head of Wholesale Distribution with overall responsibility for business development, he will bring a depth of experience in intermediary sales. Prior to that he held intermediary sales positions at major life assurers Prudential and Zurich.
D: +44 (0)131 503 9118
M: +44 (0)7884 026517
Jonathan Woolley
Sales Director (London, Midlands, SW. England, & Wales)
Jonathan joined Amati in January 2019 working as part of the Sales & Marketing team. He joins from JO Hambro Capital Management where he spent 12 years as Sales Director covering the South West, Midlands and Ireland. Prior to that Jon held roles at Old Mutual & UBS developing relationships with discretionary & advisory accounts. Jon holds the CISI Private Client Investment Advice & Management (PCIAM), IMC and holds a degree in Economics.
D: +44 (0)131 503 9112
M: +44 (0)7818 203013
Thomas Whitfield
Sales Director (London & SE England)
Prior to joining Amati in November 2022, Tom worked at Sanlam Investments where he held the position of Account Director. During this time, he looked after wholesale and institutional clients across London and the surrounding areas. Prior to that, he held an investment management position at Brewin Dolphin where he worked on a team managing significant assets under management for discretionary and advisory client portfolios. Tom is an Associate Member of the Chartered Institute for Securities & Investment and holds a BA Hons degree in Architecture.
D: +44 (0)131 503 9120
M: +44 (0)771 483 9155
Samantha Dalby
Sales & Insight Manager
Samantha joined Amati in May 2017 to assist and support the sales team. Sam is responsible for dealing with regular investor and adviser queries for all Amati funds. Previously Sam worked at Nucleus Financial and holds the CII Diploma In Regulated Financial Planning.
D: +44 (0)131 503 9116
EmailOlivia Pattison
Senior Sales Support Executive
Olivia Pattison joined Amati at the end of November 2020 as Marketing Support Executive. Olivia is a recent graduate from the University of Dundee, gaining a First-Class Honours Degree in Geography, and has particular interests in climate change and renewable energies. She has had previous experience in marketing, promotion and sales through promotional agencies in Belfast. Olivia has completed her first IMC exam and is working towards the final one to provide her with the full qualification.
D: +44 (0)131 503 9126
EmailSally Ammar
IHT Operations Administrator
Sally is a Class of 2020 graduate from University of Buckingham, with an undergraduate degree in BSc (Hons) International Financial Services. Sally worked as a Trust Officer in IQ EQ (Jersey) Limited – a trust services company - in Jersey Channel Islands from 2018 to 2020. She relocated to Scotland at the end of 2020, and has gained experience in working remotely for the School of International Financial Services (SIFS) in Jersey, as an Events & Social media administrator, assisting with the organisation of CPD events for offshore financial centres. She joined Amati in September 2021 and is responsible for dealing with regular investor and adviser queries for the AIM IHT Portfolio Service.
D: +44 (0)131 503 9124
EmailMilly Stevenson
Sales Support Executive
Milly Stevenson will be joining Amati in January 2023 as a Sales Support Exectutive. Milly completed her undergraduate degree at the Univerisy of Dundee in 2018, before moving to Australia to work in the renewable energy sector for two years. Her time abroad provided her with experience in business, marketing, and sales. Since returning to Edinburgh, Milly has received a Masters with Distinction in Marketing with Digital Strategy at Napier University.
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