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.
Trainee Investment Manager
In 2013 Gary graduated from the University of York as a Master of Physics and joined KPMG’s offshore tax team, providing US, UK and Jersey tax compliance and advice to individuals, multinational corporates and funds. Gary joined MitonOptimal Jersey Limited from the investment desk of a global family office, having previously gained exposure to mezzanine and real estate funds at an international finance firm. Gary is currently an Associate Member of the Institute of Chartered Institute for Securities and Investment and holds the Institute of Chartered Secretaries and Administrators’ Diploma in Offshore Finance and Administration.
In his spare time, Gary is a keen sportsman, undertaking long distance running and rowing events, and enjoys studying foreign languages.
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 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.