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Director Profiles

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• Director Profiles

Christopher Finch – Managing Director

Prior to forming TRI Investments Limited, Christopher spent 22 years in the financial services business. The first 10 years was spent working for two national Independent Financial Advisors (IFA’s) specialising in advising clients on investment products as well as corporate pension schemes. For the last 12 years, Christopher has worked for two global investment management companies focusing on developing new investment products and services for the retail and institutional markets.

Tim Sharman – Operations Director

Tim has 18 years experience in the financial services industry. He started his career as a private client portfolio manager and then specialised in Regulatory Compliance first working for the industry regulator and then as a compliance manager at board level. He has spent the past six years as a Regulatory Consultant working with a number of asset management companies. One of his specialisations is the management of outsourced functions, ensuring compliance with regulatory guidelines and minimisation of operational risk.

Chris Chapman – Non-Executive Finance Director

Chris Chapman has 20 years experience in the financial services industry, primarily in senior finance related roles. He currently acts as the Chief Operating Officer in the UK regulated entity of a US asset management and investment solutions company being responsible for finance, risk, human resources and other administrative functions. Previously he was the Head of Finance for a Private Banking business based in London. He qualified as a Chartered Management Accountant in 1988.

Keith Wilson – Non-Executive Director

Keith has 20 years of experience of working in the financial services industry. He is a specialist in marketing strategy and pooled fund sales. Keith spent 16 years as Head of UK Sales at a major City-based fund manager and has also been Head of UK Mutual Funds Sales within a major European Investment house.

Geoff Brooks – Non-Executive Director

Geoff has 20 years of experience in financial services. He has a track record of delivery in the fields of strategic market development, sales and marketing, product development and project management. Geoff possesses in-depth experience of the commercial and personal pensions market (for both high networth individuals and employee benefits). Geoff has worked for several major brand name life offices and currently holds a senior strategic pensions and business development role for a global top three bank.