About Us
Adifferentbreedoffinancialadviser
From the way we work to the culture of our team, we are proud to be different.
From the way we work to the culture of our team, we are proud to be different.
How we work
Financial Review
We recognise that every client is different. Some have yet to begin any financial planning in earnest, while others use us to add finesse to their already well-developed plans. Most are somewhere in-between. Before we can advise our clients on which areas to consider first, we need to discover what has or hasn’t been done so far. Our clients aren’t naïve – we know that most financial planning ideas aren’t new to them – but they are busy people who often lack the time to devise, execute and maintain their own financial plan.
Expert Upfront Advice
At Lathe & Co, our job is to streamline things for you. We have the expertise to hone in on your priorities and to make challenging concepts seem simple. First, we listen to your plans and, if you want, we can suggest ways in which those plans could be improved. Then we divide your proposal into digestible tasks that we take care of. Throughout the process, you are always in complete control of your financial plan; we just look after the details.
Ongoing Strategy
Our commitment to giving pragmatic, but insightful, advice to our clients never stops. Creating a financial plan is only the initial step of an effective wealth management strategy. Maintaining the plan is a much bigger task. This is where Lathe & Co’s advisers can really make a difference as to how your proposal unfolds in practice.
Affiliated Services
Whether it’s buying a house abroad or separating from your partner, life can take all sorts of unexpected turns. As your independent adviser, we are more than happy to provide trusted referrals to professional services, including accountants, solicitors, and foreign exchange specialists.
Meet the team
Your adviser will be part of our external client services team (ECS), and they will have overall responsibility for your financial plan. But from internal client services (ICS) to our non-executive leadership, there are a great many more talented people working behind the scenes to ensure your plan is executed smoothly.
Toby Bentley
Financial Adviser I DipPFS Cert CII (MP) Associate Director I ECS
Haydn Brooks
Financial Adviser I DipFA Director I ECS
Molly Burd
Financial Adviser I DipPFS Cert CII (MP) ECS
Will Carrick Smith
Financial Adviser I DipPFS ECS
Thomas Eyles
Financial Adviser I DipPFS Director I ECS
Alistair Fullerton
Financial Adviser I DipPFS Director I ECS
Rory Kinnear
Financial Adviser I DipPFS Associate Director I ECS
Alistair Newson
Financial Adviser I DipPFS ECS
Dan Partington
Financial Adviser I ACSI ECS
Laura Whetstone
Chartered Financial Adviser I APFS Director I ECS
Non-Executive Directors
Olaf Rogge
Olaf Rogge is an enormously successful businessman who Lathe & Co is proud and privileged to be able to work closely with. Olaf spent the last 30+ years building the global fixed income specialist manager, Rogge Global Partners Ltd, which he founded, growing it to a firm with assets under management in excess of $60bn before its sale to Allianz Global Investors in 2016. Previously he held a variety of leadership roles at Lombard Odier and LF Rothschild, Unterberg, and Towbin. Olaf Rogge was educated at the Banking University in Hamburg, Germany, finishing as a qualified banker in 1973.
David Witzer
David Witzer is the COO of wealth and investment manager, Plurimi Wealth. A trained lawyer, David Witzer has extensive experience in global financial markets that he is distilling for Lathe & Co. Since 1995 he has been a director and Senior Partner at Rogge Global Partners, while at the same time serving as CEO of Tokio Marine Rogge Asset Management,a joint venture with Rogge Global Partners. David Witzer has held a variety of diverse senior leadership roles at Rogge Global, including advisory services, corporate strategy, information technology, regulatory framework and compliance, human resources, outsourcing, and established mutual funds in multiple jurisdictions including, Ireland, Luxembourg and the United States. More recently David was also CEO of Icelandic investment advisory business, Fossar Markets.
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