Meet the team
For over 50 years, the Quai team has been helping families build and protect their wealth. Our experienced professionals combine traditional values with modern expertise to deliver exceptional service.
Directors
Leading Quai Digital with decades of combined experience in wealth management and financial planning.
Leading Quai Wealth's mission to democratise expert investment management.
Tony Webb
Chief Executive Officer
Ensuring outstanding client service across the investment journey.
Caroline George
Head of Client Services
Senior advisory and governance expertise.
Tim Sargisson
Non-Executive Director
Investment Team
The experts behind our portfolio service, responsible for research, asset allocation, and portfolio management.
Overseeing investment strategy and portfolio construction.
Iain Willis
Chief Investment Officer
Portfolio management and multi-asset research.
Graham Beschizza
Portfolio Manager
Operations Team
The dedicated team ensuring every client receives exceptional service and support.
Michelle Beeton
Operations Director
Sarah Taylor
Head of Compliance
David Smith
Technology Director
50+ years of trusted service
Founded in 2011, our firm has grown from a small local practice into a trusted family wealth manager. Three generations later, we continue to serve families across the UK with the same commitment to personal service and financial excellence that defined our founding.
2011
Founded
£110m+
Assets under management
120+
Families served
Join our team
We're always looking for talented individuals who share our passion for helping families build wealth. Get in touch if you'd like to explore opportunities at Quai.
careers@quai-digital.co.uk