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About

Our vision

A truly diverse and inclusive UK investment and savings industry with the right talent to deliver the best possible results for our clients and to reflect the society we serve.

We believe that recognisable and measurable progress can be achieved over the Project’s five year timeframe. We aim to achieve diversity across all dimensions, including gender, ethnicity, socio-economic background, LGBTI+, age and disability. Metrics to assess progress will be published following an analysis of the industry’s existing position across these dimensions.

Our mission

The purpose of the Diversity Project is to accelerate progress towards an inclusive culture in the investment profession. An inclusive culture across all levels supports more effective teamwork, gives wider perspectives, better investment decisions, better results for our clients and ultimately more sustainable businesses.

The Project spans the whole range of the profession: asset owners, fund managers, fund selectors, pension consultants, actuaries, trustees, wealth managers and the professional standards and trade bodies. 

Our values

The Diversity Project approach is holistic, collaborative and open source. We listen, not prescribe. The Project is complementary to individual firms’ initiatives – we believe that joined-up efforts can yield greater results. We work collaboratively with existing initiatives, such as Investment 2020 among others.

Strategy

We aim to achieve the vision through a concerted, collaborative and cohesive action plan.

We will share best practice, and where there are gaps establish new ones to help create a more diverse industry at all levels from intake to senior leadership and the board. We do not duplicate efforts that are already working, but seek to amplify existing initiatives through a joined-up and intensive approach with a sense of urgency.

We seek to deepen the understanding and image of what the investment industry actually does and the varied roles within it, to encourage a broader range of new entrants.  We offer  networking and mentoring opportunities, to develop and retain existing diverse talent.

The way we work

We have developed a number of focused work streams and these continue to expand. The Project is overseen by a CEO/Chair Advisory Council, which provides strategic input and business leadership. A Steering Committee leads the implementation of the strategy, through specific work streams. There is a further group of Individuals and Ambassadors, members from all levels of the industry, who help deepen the work through individual engagement. In all cases, volunteers are driving change.  

How to get involved

There are five ways to get involved.

  • At a business level - through declaring your firm’s support, providing volunteers, expertise and/or a donation to help fund the work.
  • CEO/Chair Advisory Council - individual leaders who are committed to the goals and can influence their businesses.
  • Steering Committee - suitable for those who are willing to devote time and effort to developing and leading workstreams, and who are at a sufficiently senior level to represent their firms.
  • Workstream participation – suitable for those who are willing to get involved in specific efforts and who may be at any level in their organisation.
  • Ambassadors – individuals who are prepared to offer time and expertise to help with speaking at schools, universities or business schools or who may wish to host networking events or mentor.

Please email us at: [email protected] if you would like to help.

CEO advisory board

The advisory board provides strategic direction for the project.

Alexandra Altinger
CEO
Alexandra Altinger
CEO

I am white German-Italian and grew up in the UK, France, Belgium and Germany. I studied Japanese and International Economics at University de Paris Dauphine and moved to Tokyo straight after University to become a Proprietary Trader with BNP.

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Andrew Lang
Andrew Laing
Deputy CEO
Andrew Laing
Deputy CEO

I am a white male born in Scotland with three sisters and now married with two daughters at university.

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Andrew Schlossberg
Andrew Schlossberg
CEO
Andrew Schlossberg
CEO

I am white American and began my asset management career over 20 years ago.  I started as an equity research analyst in New York before earning my MBA from Northwestern University’s Kellogg Business School in Chicago.

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Chris Cummings
Chris Cummings
CEO
Chris Cummings
CEO

I am a white Yorkshireman – born and bred! I attended a “bog standard” comprehensive school and then went to Newcastle University to read Philosophy & Politics. I was the first person in my family to go to University – only possible because of getting a full grant.

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Ed Francis
Ed Francis
Head of EMEA Investments
Ed Francis
Head of EMEA Investments

I am white British, went to a co-ed comprehensive school, then on to Hull University where I read Economics and Economic History. 

I started my career with short stints at a couple of small employee benefits firms doing generalist pensions work.

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Edward Bonham Carter
Edward Bonham Carter
Vice Chairman
Edward Bonham Carter
Vice Chairman

I am white British, went to Harrow School, then to Manchester University where I read Economics and Politics.

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Euan Munro
Euan Munro
CEO
Euan Munro
CEO

I am a white Scotsman who grew up in Fife during the period of mine closures and unemployment.

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Fiona Dunsire
Mercer Market Leader and CEO
Fiona Dunsire
Mercer Market Leader and CEO

I am white British, specifically Scottish and grew up in St.Andrews (small town about an hour from Edinburgh).

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Helena Morrissey
Helena Morrissey DBE
Chair
Helena Morrissey DBE
Chair

I am white British, went to a co-ed comprehensive school, then to Cambridge where I read Philosophy, joined Schroders straight from University on their graduate programme, was a fixed income fund analyst for them in New York, returned to London as a fixed income fund manager before movi

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Mark Burgess
CIO EMEA and Global Head of Equities
Mark Burgess
CIO EMEA and Global Head of Equities

I am a White British male, who grew up in the East End of London and went to a large inner City Comprehensive school.

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Mark Zinkula
Mark Zinkula
CEO
Mark Zinkula
CEO

I am a white American, the youngest of nine children and a first generation university student.

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Paul Feeney
CEO
Paul Feeney
CEO

I am white British. I grew up in inner city Manchester and also spent some of my schooldays in India at the International school in Delhi.

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Peter Harrison
Peter Harrison
CEO
Peter Harrison
CEO

I joined Schroders in 2013 and I am the Group Chief Executive, based in London. I currently Chair the Investment Association, and sit on The Takeover Panel and on the advisory boards of the Diversity Project, CFA and CityUK. 
 

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Philip Perelmuter
Head of Wellington Management International & Director of Investment Research
Philip Perelmuter
Head of Wellington Management International & Director of Investment Research

I am Cuban-American and grew up in Miami, where my first language was Spanish. I attended the largest mixed comprehensive school in Florida, before going onto Princeton to study Systems Engineering.

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Sarah Bates
Sarah Bates

I am a Mancunian by background, white British. First person in the family apart from an aunt who worked in publishing, to work in the private sector.

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Steering group

The steering committee oversees the project, with volunteers from supportive firms and groups.

Alexandra Haggard
Alexandra Haggard
Head of European Consultant Relations for Europe, Middle East & Africa
Alexandra Haggard
Head of European Consultant Relations for Europe, Middle East & Africa

I am white Dutch-American, went to a semi-private school in France (a French particularity) then to Stanford University where I majored in Political Science.

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Anne-Christine Farstad
Anne-Christine Farstad
Global Equity Portfolio Manager
Anne-Christine Farstad
Global Equity Portfolio Manager

I was born in the USA but I am French-Norwegian-Brazilian. I have lived in the UK for most of life going to secondary school and university here.   

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Antonia Stirling
Head of Corporate Stewardship
Antonia Stirling
Head of Corporate Stewardship

I am white British, went to a private girls school in Manchester, then to Somerville College Oxford where I read Human Sciences.

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Caroline Atkinson
Caroline Atkinson
Head of EMEA Human Resources
Caroline Atkinson
Head of EMEA Human Resources

I am white British and I went to a state school in Kent. I studied Geography at Birmingham University and later an MA in Human Resource Management at the University of Westminster.

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Charlotte Jones
Charlotte Jones
Charlotte Jones

I am white British, went to grammar school in Bury, then to the University of Sheffield where I studied Accounting, Financial Management & Economics.

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Colette Comerford
Colette Comerford
Diversity & Inclusions Manager
Colette Comerford
Diversity & Inclusions Manager

I am white Irish. I attended an Irish language secondary school before joining Bank of Ireland on a trainee scheme.

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Dipak Patel
Head of EMEA Consultant Relations
Dipak Patel
Head of EMEA Consultant Relations

I am a Yorkshireman with Indian parents. I attended a mixed comprehensive school in Leeds then went to Middlesex Polytechnic to study Maths.

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Georgina Harley
Georgina Harley
Product & Service strategy and development
Georgina Harley
Product & Service strategy and development

I am white Australian, went to a co-ed private school, then to university where I studied Psychology and Statistics, joined Mer

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Helena Morrissey
Helena Morrissey DBE
Chair
Helena Morrissey DBE
Chair

I am white British, went to a co-ed comprehensive school, then to Cambridge where I read Philosophy, joined Schroders straight from University on their graduate programme, was a fixed income fund analyst for them in New York, returned to London as a fixed income fund manager before movi

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Irshaad Ahmad
Head of Institutional Europe
Irshaad Ahmad
Head of Institutional Europe

I am a Guyanese-born Canadian My Indian and Afghan ancestors emigrated from Gujrat in the middle 1800’s as indentured servants following the abolition of slavery.

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Jane Goodland
Responsible Business Director
Jane Goodland
Responsible Business Director

A child of the 1970’s I was raised in Sussex and attended the local co-ed comprehensive school. After some globe-trotting, university beckoned where I studied environmental science and management and graduated from Imperial College London in the mid 90’s.

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Jane Welsh
Senior investment consultant
Jane Welsh
Senior investment consultant

I am white British (and from Yorkshire), attended a co-ed comprehensive school in Rotherham. I went to Oxford to read Politics, Philosophy and Economics, I joined London Business School to market their financial services, took a part-time MBA at LBS while working at LBS and Russell.

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Jennifer Ockwell
Jennifer Ockwell
Trustee Director
Jennifer Ockwell
Trustee Director

I am white British, brought up in the smallest county in the UK, Rutland, where I went to a comprehensive school until the age of 18 before moving to Leeds to read Law. I then moved to York for a year to gain my LPC before deciding that I actually would prefer a job in Finance.

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Joanna Munro
Joanna Munro
Global Head Of Fiduciary Governance
Joanna Munro
Global Head Of Fiduciary Governance

I am white British and was educated at a Girls Public Day School Trust and Westminster School. I read Maths and Engineering at Cambridge. followed by a Masters in Economics at the LSE before joining the Prudential Portfolio Managers graduate programme as an Equity Analyst.

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Jon Terry
Jon Terry
Global Financial Services People Leader and Global FS HR Consulting Leader
Jon Terry
Global Financial Services People Leader and Global FS HR Consulting Leader

I am white British, brought up in multicultural London, went to a grammar school before going on to the University of Nottingham to study Chemistry.

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Karis Stander
Managing Director
Karis Stander
Managing Director

I am white British and moved to London in 2000 from my native South Africa. I went to independent and state schools in South Africa, and read history and psychology at the University of Cape Town.

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Kate Garner
Kate Garner
HR Relationship Manager
Kate Garner
HR Relationship Manager

I am white British with Irish heritage and grew up in Kent, where I still live now. I attended the local mixed comprehensive school and went onto the University of Birmingham where I studied Theology.

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Kirsty Pineger
Kirsty Pineger
Director, Wealth & Asset Management
Kirsty Pineger
Director, Wealth & Asset Management

I am White British of South African decent, born in Switzerland where I lived for my early childhood.

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Lesley Williams
Chair
Lesley Williams
Chair

I am white British, went to a co-ed comprehensive school, then to University. 

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Linda Russheim
Linda Russheim
Director
Linda Russheim
Director

I am white Dutch and obtained my international baccalaureate at a co-ed international school in Hilversum in the Netherlands before studying Economics and Law at Durham University. I am the first person in my family to attend university.

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Maxime Carmignac
Managing Director
Maxime Carmignac
Managing Director

I am white French, was part of the French Junior Team of horse show Jumping when I was a kid. I went to a co-ed school in Paris and then studied Economy and Finance at a “Grande Ecole”.

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Molly Blincow
Principal and Director
Molly Blincow
Principal and Director

I am British/ American and grew up in Sussex. I went to school in both the public and private sector and later went on to study Maths and Economics at the University of Leeds.

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Nicolas Janvier
Director, Portfolio Manager
Nicolas Janvier
Director, Portfolio Manager

I am Black Haitian-American,  born in Haiti and lived there until 11 when my family relocated to the U.S.

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Ole Rollag
Managing Principal
Ole Rollag
Managing Principal

I am a white American with a Norwegian name and a French passport. To make matters more complicated, I am from New Mexico, U.S.A., where the majority of the population is Hispanic and Native American; this is where I feel I was most influenced culturally.

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Rachel Harris
Rachel Harris
Client Portfolio Manager (Fixed Income)
Rachel Harris
Client Portfolio Manager (Fixed Income)

I am white British and took an 8-year career break before joining Janus Henderson Investors in 2015.

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Sarah Bates
Sarah Bates

I am a Mancunian by background, white British. First person in the family apart from an aunt who worked in publishing, to work in the private sector.

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Sarah Dudney
Client Partner
Sarah Dudney
Client Partner

I am white British and work as a Client Partner for The Buy-Side Club.

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Sinead Clark
Principal
Sinead Clark
Principal

I am white British and grew up in Coventry.   I read Maths at Loughborough University and had a one year industrial placement with Shell, at their Thornton Research Centre in Cheshire.I joined Sedgwick Noble Lowndes in 1997 as a graduate and became an actuarial trainee based in Slough. 

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Virginie Maisonneuve
Founder and Managing Director
Virginie Maisonneuve
Founder and Managing Director

I am Caucasian, French and American and went to a co-ed comprehensive school in France followed by an MBA from ESLSCA and a BA in Mandarin Chinese at Dauphine University.

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Will Goodhart
Will Goodhart
CEO
Will Goodhart
CEO

As a white British man and a product of public school and a Russell Group university, I am evidence of our diversity problem, but hope to be part of the solution.

I have lived in London for most of my life other than a few years in Hong Kong.

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Diversity Project Ambassadors

Alexandra Haggard
Alexandra Haggard
Head of European Consultant Relations for Europe, Middle East & Africa
Alexandra Haggard
Head of European Consultant Relations for Europe, Middle East & Africa

I am white Dutch-American, went to a semi-private school in France (a French particularity) then to Stanford University where I majored in Political Science.

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Anna Strillacci
Anna Strillacci
Anna Strillacci

I am Italian and grew up in Luxembourg, where I learnt the true meaning of a European multi-cultural environment.

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Anne Marie Fleurbaaij
Anne Marie Fleurbaaij
Anne Marie Fleurbaaij

I started my career as an auditor with Deloitte & Touche in California where my graduate intake was roughly 50:50 men:women; I took gender diversity for granted and, if I even thought about it (which I probably didn’t) I probably naively assumed that my peers would always be equal p

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Caroline Keetch
Caroline Keetch
Managing Director
Caroline Keetch
Managing Director

Caroline has worked in the financial services industry for 15 years. She is Managing Director of Halsey Keetch, a specialist global search firm, based in the City.

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Chris Ralph
Chris Ralph
Chris Ralph

Chris has worked in the Financial Services Industry for more than 30 years.

His experience covers investment banking, fund management and includes his current role working for St. James’s Place, the UK’s largest wealth manager.

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Claire Finn
Claire Finn
Managing Director
Claire Finn
Managing Director

I am responsible for BlackRock’s UK DC, Unit Linked and Platform business including a sales and relationship management team of 15 with responsibility for delivering sales and revenue growth via defined contribution, retail and direct to consumer distribution partnersh

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Christine Chow
Dr. Christine Chow
Dr. Christine Chow

Upon returning to the UK in 2000, I did an experiment – I sent out two CVs to executive search firms with the same content, one under my maiden Asian surname, the other under my newly wedded British husband’s surname.

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Duncan Souster
Duncan Souster
Duncan Souster

Duncan is Chief Executive Officer of The Jubilee Sailing Trust (JST), a UN accredited charity that uses the special experience of tall ship sailing to grow individual capabilities and create stronger, more resilient communities.

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Fiona Dunsire
Mercer Market Leader and CEO
Fiona Dunsire
Mercer Market Leader and CEO

I am white British, specifically Scottish and grew up in St.Andrews (small town about an hour from Edinburgh).

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George Kershaw
George Kershaw
George Kershaw

George was head of global institutional sales at BZW before moving to head the CSFB investment trust team from 1996 to 2000.

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Honor Solomon
Honor Solomon
Honor Solomon

Honor runs the EMEA Retail business at Legal and General Investment Management (LGIM).

She was previously at BlackRock and Merrill Lynch, for 15 years in London, Paris and New York.

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Irshaad Ahmad
Head of Institutional Europe
Irshaad Ahmad
Head of Institutional Europe

I am a Guyanese-born Canadian My Indian and Afghan ancestors emigrated from Gujrat in the middle 1800’s as indentured servants following the abolition of slavery.

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Isabell Moessler
Isabell Moessler

Diversity is in my blood - my Mum is German, my Dad is Austrian, I’m married to an English man, my sister-in law Portuguese and I lived in Germany, the US and now the UK.

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Jane Welsh
Senior investment consultant
Jane Welsh
Senior investment consultant

I am white British (and from Yorkshire), attended a co-ed comprehensive school in Rotherham. I went to Oxford to read Politics, Philosophy and Economics, I joined London Business School to market their financial services, took a part-time MBA at LBS while working at LBS and Russell.

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Kate Jones
Kate Jones

I grew up in the Midlands, went to state school and had no obvious connections to financial services or indeed London.

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Lucy Macdonald
Lucy Macdonald

Lucy is CIO Global Equities for AllianzGI. She joined in 2001 to head up the Global Equity Fund Management team, which manages over £5bn of assets in concentrated global equity mandates for clients around the world.

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Meike Bliebenicht
Meike Bliebenicht
Meike Bliebenicht

I am originally from Hamburg, Germany, and moved to London in 2005. In my current role at HSBC Global Asset Management I head up the Product Specialist team for our London-managed global multi-asset solutions. I very much enjoy the global interaction and overall dynamism of my role.

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Nadia Manzoor
Nadia Manzoor

Nadia is a Partner of boutique investment management firm, S. W. Mitchell Capital. She leads the Business Development team and is General Counsel to the firm. Nadia also sits on the board of J.P.

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Natalie Benitez-Castellano
Natalie Benitez-Castellano
Natalie Benitez-Castellano

I started my career as a legal aid lawyer working in Lambeth. Subsequently I worked at several city law firms and became a Partner.

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Natasha Braginsky Mounier
Natasha Braginsky Mounier

I am Russian and my primary education was in Kiev, which was then the USSR. My family immigrated to America, I attended a state school and became a citizen in 1986.

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Nathalie Casali- Deacon
Nathalie Casali- Deacon
Nathalie Casali- Deacon

Nathalie is an equities analyst at Schroders, focusing on the utilities and consumer sectors. Previously she spent 11 years at JPMorgan, in M&A and equity research, focusing on European utilities.

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Paula Robinson
Paula Robinson
Paula Robinson

I am white, British and currently live in the US. I attended my local girls grammar school before attending Durham University.

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Richard Berke
Richard Berke
Richard Berke

Originally from Manchester Richard moved to London in 2001 and has worked in Financial Services ever since, initially as a head hunter and then moving in-house with RBS and then HSBC before joining Insight Investment in 2016 where he now heads their resourcing function globally

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Sarah Bates
Sarah Bates

I am a Mancunian by background, white British. First person in the family apart from an aunt who worked in publishing, to work in the private sector.

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Sarah Dudney
Client Partner
Sarah Dudney
Client Partner

I am white British and work as a Client Partner for The Buy-Side Club.

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Victoria Nye
Victoria Nye
Victoria Nye

30 years in the investment sector shows that you can enjoy a stimulating career and make time for your family. For me this was based on a solid professional foundation, being keen to learn and having open-minded employers.<

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