Investment Team

Name: PETER BAXTER Chartered MCSI, IMC  
Investment Manager  
Peter Baxter has more than 25 years experience of Private Client investment management having started his career in 1980 in the Treasury department of a large Canadian investment bank based in London. He joined the UK Stockbroking community in 1983 and held a number of positions before becoming Director in charge of a national stockbroker’s office. During his time there Peter was a member of the firm’s Regional Investment Committee with specific responsibility for collectives. Peter joined BRI from a midlands based investment group where he was Head of Trading. Peter is a member of the Chartered Institute for Securities & Investment and holds the Investment Management Certificate.

pjb@brigroup.co.uk


Name: ROBERT BILL BA Hons, ACSI, IMC  
Chief Economist. Investment Manager  
Robert Bill has worked in investment, corporate finance and marketing since graduating in Economics in 1996. Robert chairs the Investment Committee, holds the Investment Management Certificate, and specialises in economic analysis and portfolio strategy. Robert has been with BRI since 2000.

rab@brigroup.co.uk
Name: BENEDICT CRABBE Chartered FCSI, Cert PFS  
Investment Manager  
Ben Crabbe is a Fellow of the Chartered Institute for Securities & Investment and a Member of the Chartered Insurance Institute. Ben has extensive experience in stockbroking looking after private clients and has worked for a number of large UK financial organisations.

bttc@brigroup.co.uk


Name: PAUL CUSACK Dip IoD Chartered FCSI  
Director. Investment Manager  
Paul Cusack has worked in the financial services industry since 1991, beginning his career in the fund management department of a major stockbroking firm in Birmingham where he was appointed as Divisional Director. Paul joined BRI in 2004 and is Joint Chief Executive with specific responsibility to manage and develop the Front Office. He is a Fellow of the Chartered Institute for Securities & Investment, holds the Diploma in Company Direction from the Institute of Directors and is Chairman of the Birmingham Stock Exchange Association. Paul also sits on the Board of a charitable organisation and has a wide experience in looking after clients, trusts, pension funds and charities.

pjc@brigroup.co.uk


Name: HANNAH EDWARDS BA Hons, Dip PFS, ACSI  
Head of New Clients  
Hannah joined BRI in January 2010 having spent seven years in the city. Hannah holds the Advanced Diploma in Financial Planning and is also an Associate of the Chartered Institute for Securities & Investment. Hannah has built her reputation through the quality of her work for private clients and her regular appearances on the media circuit. The areas of expertise Hannah is most heavily involved in are retirement planning, advice through divorce and investment portfolio planning.

hee@brigroup.co.uk


Name: IVAN GRIFFITHS MCSI  
Client Consultant  
Ivan began his career in 1965 and has worked for a number of leading stockbroking firms in Birmingham. Ivan joined BRI as a Client Consultant in 2008 and is a Member of the Chartered Institute for Securities & Investment.

info@brigroup.co.uk


Name: MARK MERTEN-JONES Chartered FCSI  
Director. Chief Investment Officer  
Mark Merten-Jones has worked in the financial services industry since 1987 and joined BRI in 1995. In 2000 he accepted the position of Divisional Director for a large UK stockbroking firm for a four year period, before returning to BRI in 2004 as Chief Investment Officer. Mark holds the Investment Management Certificate and is a Fellow of the Chartered Institute for Securities & Investment. Alongside his duties at BRI Mark also sits as a Director and Trustee for a major charitable organisation. He has extensive experience in investment management, particularly with regard to looking after private clients.

mmj@brigroup.co.uk


Name: OLIVER MUSTIN BSC (Hons), IMC  
Investment Manager  
Oliver began working for BRI in October 2007 after spending four years working in London for a major global accountancy firm. Since joining Oliver has become certified as an investment manager and to further his knowledge and understanding of the industry Oliver is currently undertaking the Chartered Institute for Securities & Investment diploma.

opm@brigroup.co.uk


Name: DEAN WRAGG BA, Dip IoD, Chartered FCSI, IMC, Acol  
Director. Chief Operating Officer. Investment Manager  
Dean Wragg has worked within the financial services industry since 1986 and has a broad knowledge and understanding of stockbroking and investment management. Dean is a Fellow of the Chartered Institute for Securities & Investment, a Member of the Compliance Institute and holds the Investment Management Certificate. Dean has been at BRI since 1995.

daw@brigroup.co.uk