Array ( [title] => Legal Disclaimer [url] => https://www.ascenciaim.co.uk/declined-consent/ [target] => )

Richard Fraser

Chief Executive Officer

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Richard Fraser

Chief Executive Officer

Richard is the proud CEO of Ascencia and our parent company Frenkel Topping Group, which has a reputation in financial services going back more than 30 years. He founded Ascencia in 2016 to offer a personal service that delivers financial growth through tailored solutions and diversification of investments that yield a strong track record of low-risk investment.

Simon Callow

Director of Investment Solutions

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Simon Callow

Director of Investment Solutions

Simon is an experienced multi-asset investment, with over 20 years of experience. His investment career began in 1996 and has held investment roles at a range of firms including Investec, Savoy Asset Management Midas Capital and Miton. He joined joining Ascencia Investment Management in 2016. Simon is the Director of Investments and the Chairman of the Ascencia IM’s investment management committee. Simon has previously been recognised for his consistent investment performance by Investment Week, Citywire and Defaqto.

Anthony Holt

Manager of Investment Solutions

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Anthony Holt

Manager of Investment Solutions

Anthony is a multi-asset portfolio and due diligence specialist. He began his career at Deutsche Bank five years ago after graduating from Sheffield Hallam University with a degree in Accounting and Financial Management.

He moved to the International Settlements team at Pershing (part of the BNY Mellon Group), before moving onto WH Ireland, in Manchester.

At Frenkel Topping he excelled as a junior fund manager, before joining Ascencia, where he completed the CFA UK IMC Level 4 (Investment Management Certificate).

Chris Caveney

Investment Manager

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Chris Caveney

Investment Manager

Chris has worked within the Frenkel Topping Group since 2015, when he started out as a Financial Services Administrator after studying International Business at University. After gaining knowledge and experience in investment products and financial markets at Frenkel Topping, he joined Ascencia Investment Management in January 2018 as an Investment Administrator. He has since completed the CFA UK Investment Management Certificate Level 4, as well as the CFA UK Certificate in ESG Investing Level 4. As well as researching and creating investment models for Ascencia’s clients and investing and monitoring their funds, Chris writes Ascencia’s regular market commentaries.

Debra Smith

Investment Operations Supervisor

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Debra Smith

Investment Operations Supervisor

Debra has been working her way through the ranks of Frenkel Topping group since 2005, when she joined the group as a receptionist and compliance assistant. After developing a passion for investment and gaining knowledge and experience in investment products and financial markets at Frenkel Topping, she joined Ascencia Investment Management in April 2019 as an Investment Administrator. Debra is currently studying for the CFA UK Investment Management Certificate Level 4. Her role within Ascencia includes preparing Ascencia monthly factsheets, investing and monitoring client’s monies, and researching/ creating models for Ascencia clients.

Tom Beater

Investment Administrator

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Tom Beater

Investment Administrator

Tom graduated with a degree in Business Management from The University of York in 2019. He initially began working for Willis Towers Watson as a Pensions Administrator. After developing an interest in the stock market, he relocated to Manchester in 2020 to pursue a career in asset management within Ascencia, where he now works as an Investment Administrator. Tom’s primary responsibilities include the on-boarding of new clients onto Ascencia’s investment platforms, factsheet production and actioning client requests to top up or withdraw funds from their investment accounts.

Dean Daggett

Graduate Associate

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Dean Daggett

Graduate Associate

Dean is a Graduate Associate and joined the Ascencia team in September 2021 after completing his Masters in Mathematics. He is currently undertaking a two-year graduate scheme at Ascencia where his role includes managing and analysing data, platform administration and helping with client investment. As part of the graduate scheme, Dean is working towards completing the CFA UK IMC Level 4 (Investment Management Certificate) and plans to qualify as an Investment Manager after the initial graduate scheme. He is passionate about making a difference and feels that Ascencia provides an excellent platform to help vulnerable clients live a financially secure life.