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MANAGED FUNDS TEAM

	Charles Brand LLB Managed Funds Director Before joining Principal in July 2002, Charles was Head of Global Equities at Sun Life of Canada Asset Management. Prior to that, he spent 13 years at Morley Fund Management, latterly also as Head of Global Equities. Charles has over 20 years' investment experience on a broad range of equity funds and has a personal track record of out performance in US equity pension fund management (source: CAPS; covering the period January 1989 to September 2000). His role at Principal is to lead the growing Managed Funds division.

	Iain Scotland Senior Investment Manager Iain has 14 years' direct equity fund management experience. Most recently he was Head of UK Smaller Companies at Insight Investment (formerly Clerical Medical), where he was responsible for some £600m in assets under management. In this role he led the development of a distinctive and successful research-driven investment process, recognised by external fund ratings services such as S&P. Prior to that, Iain worked for five years as a smaller companies fund manager under some of the most well known names in the industry, at Gartmore Investment Management. Iain is based in our Sevenoaks office.

	Phillip Hilton BSc (Hons) FSI (Dip) Senior Investment Manager Phillip brings many years of private client experience to Principal, having worked previously at Morgan Stanley Quilter. There he was responsible for advising high net worth individuals, family and charitable trusts and pension funds on a broad range of assets, including equities, government and corporate debt as well as collective investment schemes. Phillip read Russian and Soviet Studies with English Law at the University of Surrey and, prior to joining Morgan Stanley, had a varied career, which included developing his investment skills at Gerrards (formerly Capel Cure Myers) and two years at the Foreign and Commonwealth Office as a Russian linguist. Phillip is based in our Bath office, where he looks after some of our West Country Managed Funds clients, as well as carrying out investment research.

	David King MSI Senior Investment Manager David joined Granville in 1979 and served as a director of Granville Davies Stockbrokers before making the switch to Granville Investment Management, where he managed discretionary private client portfolios and the Bridge Income Unit Trust. David was part of the MBO that led to the formation of Nevile Merriam in 2000. He is based at Principal's London office where he specialises in Managed Funds portfolios.

	Paul Surguy BSc (Hons) IMC ASI Investment Manager Paul joined Principal in November 2000 from the management consultancy arm of PricewaterhouseCoopers. After a thorough grounding in systems development for the company, he joined the Managed Funds team and quickly passed his IMC in June 2003. He now works with a range of managed fund clients, as well as carrying out investment research and analysis.

	Joe Wiggins BSc (Hons) IMC MSI Investment Manager Joe graduated from the University of Southampton with a First Class honours degree in 2004. He began his investment career with Chelsea Financial Services, before joining the Managed Funds team at Principal in April 2007. He holds the Advanced Financial Planning Certificate and Investment Management Certificate.

	Ken Fry BA (Hons) Assistant Investment Manager Graduating from Brighton University with a degree in Accounting & Finance, Ken joined Principal in December 2000 having worked previously in financial services for Alliance & Leicester. Having gained valuable experience within our administration department, Ken joined the Managed Funds team in September 2004. He is now responsible for managed funds dealing, model maintenance and assists in portfolio analysis and construction.

	Paul Stevens BSc (Hons) Managed Funds Dealer Paul graduated with a First Class honours degree in Marine Biology & Oceanography from the University of Southampton in 2005. Paul received his grounding in the financial services industry at Skandia Life Assurance before joining Principal in October 2006. He is currently responsible for dealing on behalf of all Managed Funds clients, as well as providing portfolio modelling and statistical work on client portfolios.

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