Well rounded expertise

Meet The Team

Toby Bentley
DipPFS Cert CII (MP) - Financial Adviser
Haydn Brooks
DipFA - Financial Adviser
Molly Burd
DipPFS - Financial Adviser
Jake Carney
CeMAP - Mortgage Adviser
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Henrietta Dymott
Head of Operations
Thomas Eyles
DipPFS - Financial Adviser
Oliver Field
DipPFS - Financial Adviser
Alistair Fullerton
DipPFS - Financial Adviser
Rory Kinnear
DipPFS - Financial Adviser
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Toby Luck
Operations
Dan Partington
ACSI - Financial Adviser
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Jonathan Reid
Compliance
Laura Whetstone
APFS - Chartered Financial Adviser

Non-Executives

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Olaf Rogge
Non-Executive Director

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.

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David Witzer
Non-Executive Director

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

Human-centric Technology

We combine cutting-edge investment analytics with human insight to consistently match whatever is happening in your life, and the world, right now.

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