• Woodward Partners

  • Woodward Partners

  • Woodward Partners

  • Woodward Partners

Copyright 2020 - Woodward Partners

Our People

Clancy Morgan – Investment Director

Clancy studied at the University of Oxford and has working in the private wealth field for 18 years. He takes pride in insuring our senior wealth advisors educate our clients. Clancy is an expert in large pension plans, sovereign wealth funds, central banks, insurance companies, financial institutions, endowments, foundations, individual and family offices. With these expertise he strives to develop investment strategies and identify the opportunities that shape our clients’ portfolios and long-term investment goals. 

Clancy is well known for his efforts with charitable causes throughout Africa and Asia predominately. He set a precedence when donating 7% of his earnings to charitable causes, in which fellow colleagues have also followed. 

Peter K W Tan – Client Services Director

Peter was born in 1965, he knew from an early age he wanted to work in the wealth management field after having values of financial security and growth instilled in him by his father who was a pioneer in the wealth management industry. Peters experience truly is global having worked in major finance centers of London, New York, Hong Kong and Singapore and assisting clients from all four corners of the globe. 

Wayne McGrath – Head of Value Equity Strategies 

Wayne was born in 1977, he is a highly skilled trader and has extensive knowledge of markets and how stocks are influenced by current events. He has been with Woodward Partners since 2013. 

He is involved in many charities contributing 10% of his annual earnings to global charities.

Kieran Jenkins - Senior Client Advisor

Kieran working in the City of London for 11 years in portfolio management and has a wealth of knowledge in global markets following his experience in New York for a prestigious investment bank for 5 years.

Donald Peters – Senior Client Advisor

Donald was born in 1972, he graduated Kings College in London studying Business and Economics. He started his career in London spending over 7 years with a major bank before moving to Zurich and then Hong Kong before joining Woodward Partners. 

He specializes in private equities for our High Net worth clients. 

Derick Chambers – Senior Client Advisor

Derick was born in 1959, he graduated in 1986 with a degree in Finance, after cutting his teeth in the business working in the Mergers and Acquisitions division for a private bank in London he moved to Tampa Bay Florida and specialized in Wealth Management. 

Derick is a family man as well as finding time to work with charities close to his heart, he annually donates 2% of his earnings to charity and good causes. 

Giedrius Tomulevičius – Senior Client Advisor 

Geidrius graduated Vilnius University with degree in Finance in 2006, he then embarked on a flying start to his career in his home country Lithuania with a commercial bank before being head hunted to work for a major investment bank in Hong Kong working on their European desk. He joined Woodward Partners in 2011. 

Taylor Phillips – Senior Client Advisor

Taylor was born in 1980, he graduated from London School of Finance and Business Management with bachelor degree 2004. He started his career with a US Bank in London before joining Woodward partners in 2009. He specializes in clients retirement planning. 

Jeremy Stevens – Client Advisor 

Jeremy studied anthropology for 1 year before deciding to change career paths, he moved into Finance Management. After spending 2 years travelling the world he took up a trainee Advisor position with Woodward partners he was then promoted to Senior advisor. 

Jeremy is a martial arts enthusiast, he spends his free time coaching children and youths in martial arts.

Javier Salazar – Client Advisor

Javier is a relatively new member of the team, he studied in Europe before joining a large Spanish bank. He joined Woodward partners wanting to be able to give clients a more personal service which is difficult to provide at the large banks and investment houses. 

Lucinda Vargas – Senior Operations Manager  

Lucinda has been with Woodward partners since the start, a hugely important and vital part of the team. When she is not busy ensuring the smooth running of the office she enjoys spending time with family and her 2 young sons. 

Paolo Nare – Senior Client Advisor

Paolo is 33 years old and studied in Milan at Bocconi University after finishing his MBA at Oxford University in 2005.  Started to work in late 2005 for a global financial institution as an equity analyst.  After the 2008 crash, Paolo move into wealth management for St James Place working in their offices in London, Hong Kong and Singapore before joining Woodward Partners in 2012.