Jim Grant Chief Executive Officer

Jim has over 30 years experience in financial services in both customer-facing and business management roles. Jim was previously CEO of Chartwell Group, with over £1 billion of client assets under management, and was responsible for establishing a range of risk rated model portfolios as well as the Chartwell OEIC. Read More

Mark Nish Chief Investment Officer

Mark has more than 27 years’ experience in financial services and joined Parallel in 2014 as Chief Investment Officer. From 1987 to 2004 Mark advised private clients for Chase de Vere Investments plc, before joining Chartwell where he was appointed Investment Director with responsibility for the Chartwell OEIC and its range of discretionary model portfolios. Read More

Matthew Jones Director

A former managing director in the Global Equities Division at Nomura, Matthew has over 20 years’ experience in portfolio and risk management in Securities and Derivative products. Matthew has been involved with Parallel from its creation in 2011 and is a key member of both the Asset Allocation and Investment Committees. Read More

Gary McArdle Director

In addition to his role as a Director of Parallel, Gary is Chief Operating Officer of the Fidelius Group, with responsibility for Finance, Compliance, Operations, Risk Management, IT, Marketing and Facilities. Read More

Ian Fowler Director

Ian is Chief Financial Officer of the Fidelius Group as well as a Director of Parallel. Ian has day to day responsibility for all aspects of finance within Parallel and is able to capitalize on his broad experience gained within both the Financial and Manufacturing sectors. Read More

Rebecca Whelan Investment Manager

After graduating from the University of Wales, Cardiff with a degree in Economics, Rebecca began her career in financial services with Sanlam Private Wealth on its graduate investment management programme. Read More

Laura Robins Investment Administrator

After three years’ experience in the client services administration team with Novia Financial plc, an investment trading platform provider, Laura joined Parallel in 2013 as an Investment Administrator. Read More

Andy Pike Head of Compliance

Throughout his career Andy has set up and managed the compliance and Training and Competency requirements for financial planners with a number of companies, including Lloyds Bank Group plc. Read More

Jim Grant Chief Executive Officer

Jim’s 30 years’ experience in financial services began with a short period in the life assurance sector followed by the development of a number of highly successful independent financial planning businesses. The most notable was the Chartwell Group, of which Jim was CEO, and whose successes included the launch of the Chartwell OEIC together with the establishment of a range of discretionary risk-rated model portfolios adopting multi-asset investment strategies. Following the acquisition of Chartwell by Close Brothers Asset Management in 2010 Jim became CEO of the Fidelius Group and successfully launched Parallel Investment Management in 2011.

×

Mark Nish Chief Investment Officer

Direct line: 01225 322 379

Mobile: 07545 642958

Email: mark.nish@parallel-im.co.uk

Mark has more than 27 years’ experience in financial services and joined Parallel in 2014 as Chief Investment Officer. From 1987 to 2004 Mark advised private clients for Chase de Vere Investments plc, before joining Chartwell where he was appointed Investment Director with responsibility for the Chartwell OEIC and its range of discretionary model portfolios. He was instrumental in the successful integration of Chartwell following its acquisition by Close Brothers Asset Management in 2010. Mark chairs Parallel’s Investment Committee and oversees the firm’s investment strategy and research capabilities.

×

Matthew Jones Director

Direct line: 01225 322 385

Email: matthew.jones@parallel-im.co.uk

A former managing director in the Global Equities Division at Nomura, Matthew has over 20 years’ experience in portfolio and risk management in Securities and Derivative products. Matthew has been involved with Parallel from its creation in 2011 and is a key member of both the Asset Allocation and Investment Committees. He holds a first class honours degree in Economics from Loughborough University and a Masters degree in Finance from Cambridge University.

×

Gary McArdle Director

In addition to his role as a Director of Parallel, Gary is Chief Operating Officer of the Fidelius Group, with responsibility for Finance, Compliance, Operations, Risk Management, IT, Marketing and Facilities. Gary has cultivated a strong operational background in a wide variety of sectors including building products, retail, telecoms, energy and manufacturing. Gary was previously Finance Director of Hanson PLC’s UK Aggregates business, and has also held senior finance positions at Sainsbury’s Supermarkets Limited, Cable & Wireless plc and The Energy Group PLC.

×

Ian Fowler Director

Ian is Chief Financial Officer of the Fidelius Group as well as a Director of Parallel. Ian has day to day responsibility for all aspects of finance within Parallel and is able to capitalize on his broad experience gained within both the Financial and Manufacturing sectors. Ian has held senior finance positions at INVISTA, subsidiary of privately-owned Koch Industries, Inc. and Endsleigh Insurance Services Ltd. Ian is a member of the FCCA with 13 years’ experience in Finance.

×

Rebecca Whelan Investment Manager

Direct line: 01225 322 380

Mobile: 07701 286992

Email: rebecca.whelan@parallel-im.co.uk

After graduating from the University of Wales, Cardiff with a degree in Economics, Rebecca began her career in financial services with Sanlam Private Wealth on its graduate investment management programme. This was followed by two years with Belgrave Asset Management as an investment manager before joining Parallel in 2012. During her nine years’ experience Rebecca has managed a wide range of both advisory and discretionary private client portfolios, and within Parallel is primarily focused on investment fund research and analysis. Rebecca is a Chartered Member of the Securities Institute and holds the Securities Institute Diploma and Investment Management Certificate.

×

Laura Robins Investment Administrator

Direct line: 01225 322 358

Email: laura.robins@parallel-im.co.uk

After three years’ experience in the client services administration team with Novia Financial plc, an investment trading platform provider, Laura joined Parallel in 2013 as an Investment Administrator. Laura’s primary responsibility is the monitoring and control of Parallel’s trading platforms together with the generation of performance data. Laura graduated from the University of Bristol in 2010 with a degree in Accounting and Finance and is currently studying for the Investment Management Certificate.

×

Andy Pike Head of Compliance

Throughout his career Andy has set up and managed the compliance and Training and Competency requirements for financial planners with a number of companies, including Lloyds Bank Group plc. Of his 25 years’ financial services experience compliance has been Andy’s sole focus for the last seven years, including acting as a Compliance Officer at Close Brothers Asset Management Ltd. Andy joined the Fidelius Group in 2011 and has compliance oversight for the Group including Parallel Investment Management.

×