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Multi-Asset Class Bespoke
Discretionary Investment Solutions
Digital Client
Client Focused
Investment Ideas

Carl Stelfox

Co-founder and CRO

Carl is a banking veteran with 20 years’ experience with J.P. Morgan. During his time there he managed global teams in positions across its Investment, Investor Services, Treasury Services, Commercial and Private Banks, specialising in risk, compliance and employee conduct control matters. Carl has successfully defined and implemented robust risk management governance frameworks including policy, procedures, standards, tools, issue management, business continuity, analytics and reporting to enable controlled business growth.

Carl holds a degree in Business Decision Analysis from Bournemouth University.