BRI Investment Team
Name: MARK MERTEN-JONES Chartered FCSI
Position: Chief Investment Officer
Email: mmj@brigroup.co.uk
Biog: 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.
Name: ROBERT BILL BA Hons, Chartered MCSI, IMC
Position: Chief Economist. Investment Manager
Email: rab@brigroup.co.uk
Biog: 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 is a Chartered Member of the Chartered Institute for Securities and Investment and has been with BRI since 2000.
Name: PETER BAXTER Chartered MCSI, IMC
Position: Investment Manager
Email: pjb@brigroup.co.uk
Biog: 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.
Name: BENEDICT CRABBE Chartered FCSI, Dip PFS
Position: Associate Director. Investment Manager
Email: bttc@brigroup.co.uk
Biog: Ben Crabbe is a Chartered Fellow of the Chartered Institute for Securities & Investment. He is also a Member of the Personal Finance Society having completed the Diploma in Financial Planning of the Chartered Insurance Institute.
Ben has built up an expert knowledge in stockbroking and investment management from his previous employment with large financial organisations; he looks after portfolios of funds including ISAs, Pensions (SIPPs and SSASs), Trusts, taxable investments and investment bonds.
Name: PAUL CUSACK Dip IoD Chartered FCSI
Position: Joint Chief Executive
Email: pjc@brigroup.co.uk
Biog: 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.
Name: HANNAH EDWARDS BA (Hons) Chartered Financial Planner FPFS ACSI
Position: Commercial Director
Email: hee@brigroup.co.uk
Biog: Hannah is responsible for all new private and intermediary clients to the firm. Hannah is heavily involved at the beginning of any new relationship to BRI, acting independently as a conduit between both client and investment manager, or matching the appropriate investment service. Hannah also provides fee based Financial Planning advice to BRI private clients, however a core part of Hannah’s role is in building relationships with intermediaries who out-source their investment management. Reputation is absolutely key and therefore it is fundamental to Hannah that intermediaries are reassured that their clients are their clients and that BRI are simply the investment managers. Hannah is a financial commentator in the media and regularly appears in the broadsheets or regional radio.
Name: IVAN GRIFFITHS MCSI
Position: Client Consultant
Email: ig@brigroup.co.uk
Biog: 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.
Name: OLIVER MUSTIN BSC (Hons) MCSI IMC
Position: Investment Manager
Email: opm@brigroup.co.uk
Biog: Oliver joined the team at BRI in 2007 after spending a number of years working in London for a major global accountancy firm. As an investment manager Oliver is responsible for the day-to-day management of private client portfolios, including taxable investments, ISAs, pensions and trusts.
Oliver is a Member of the Chartered Institute for Securities & Investment and also holds the Investment Management Certificate
Name: DEAN WRAGG BA, Dip IoD, Chartered FCSI, IMC, Acol
Position: Director. Chief Operating Officer. Investment Manager
Email: daw@brigroup.co.uk
Biog: 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.