Our Jersey Team

Learn more about us by meeting our Jersey team.  MitonOptimal’s Jersey team is highly focused and professional, delivering superior client services and investment results.

Richard Harwood CFA

Managing Director (Jersey) and Fund Manager

After graduating from the University of Essex, where he read Policy Making and Administration, Richard spent the first 13 years of his career working for the GNI Group covering equities, bullion and derivatives. He regularly appeared at international conferences as a speaker on “The Use of Derivatives in Portfolio Management”. In 1999 he joined SG Hambros (Jersey) as the Head of the Investment Management Team and in 2001 founded his own company Theta Enhanced Asset Management (TEAM) where he was the Chief Investment Officer. He sold this Company in 2007 to a management buy out before forming Orchard Wealth Management later that year. Orchard Wealth Management became part of the MitonOptimal Group in 2018. Richard was awarded the CFA Charter in 2007.

In his spare time, Richard is a keen sports fan and occasional participant and a prolific Charity Fundraiser having initiated several events which have raised millions of pounds for the local Hospice.

Deborah Morrison ACA

Director & COO

Having graduated from the University of Cardiff with a degree in Mathematics, Deborah qualified as a Chartered Accountant in 1989 before entering the City of London where she held a variety of senior positions within the Investment Banking Sector with UBS Philips and Drew, Nomura International, ABN Amro before being appointed an Executive Director of Mizuho in 2008. Deborah is responsible for the internal operating systems of MitonOptimal Jersey Limited, as well as sitting on the Compliance and Risk Committee.

 

Jonathan Ferrara

Director

 Jonathan is a qualified Chartered Accountant, a Chartered Member of the Chartered Institute for Securities and Investment and a member of the Society of Trust and Estate Practitioners. Jonathan has worked in the finance industry for over 30 years including 15 years at Bank of America where he was a Vice President, and 17 years at UBS where he held the position of Managing Director. At Bank of America, he gained exposure to all banking activities within the International Audit Department, before moving to Jersey in 1992 as treasurer of the Bank of America Trust Company. He progressed to Head of Operations for the Private Bank in EMEA before moving to UBS. At UBS he held various management positions and was responsible for merging and then running the combined UBS, Swiss Bank Corp and Bank of America Trust Companies. Jonathan also spent three years running the UBS Jersey Wealth Management Business. Jonathan joined MitonOptimal Jersey Limited (formerly Orchard Wealth Management Limited) in April 2017.

 

Claire Southam ACIS, Chartered MCSI

Compliance Officer & Company Secretary

Claire is an Associate of the Institute of Chartered Secretaries and Administrators, a Chartered Member of the Chartered Institute for Securities and Investment and is also a registered PRINCE2® Practitioner. Claire has worked in the finance industry for over 25 years having worked for AIB Bank and Capita Fiduciary Group. Over 15 of those years have been spent working in Compliance and Operations at a managerial level. Claire was a committee member of ICSA, Jersey Branch. Claire joined the team at MitonOptimal Jersey Limited (formerly Orchard Wealth Management Limited) in 2013 as Compliance Officer, MLRO, MLCO and Company Secretary.

 

Emma Richmond

Administrator

Emma joined the team at MitonOptimal Jersey Limited in 2017 after completing her A-Levels in order to gain experience in the finance sector. Emma is currently studying towards attaining the Investment Advice Diploma with the Chartered Institute for Securities and Investment.

 

 

Our Services

Learn more about the range of investment services offered by MitonOptimal in Jersey.

Address

MitonOptimal Jersey Limited
Suite 23
4 Wharf Street
St Helier
Jersey
JE2 3NR

Phone

+44 (0)1534 616818

Regulatory Information

MitonOptimal Jersey Limited (Registration No. 97242) is regulated by the Jersey Financial Services Commission.

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