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Management Team

Management Team

Introduction to the key members of the Hargreave Hale Management team.

Giles Hargreave

Giles Hargreave

In 1969 Giles began his career in investments, joining James Capel as an analyst. In 1985 he formed his own investment management business, Hargreave Investment...

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Richard Hallett

Richard Hallett

Richard Hallett qualified as a chartered accountant with Ernst & Young before joining Singer & Friedlander in 1995.

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Richard Pollitzer

Richard Pollitzer

Richard Pollitzer has been a stockbroker for more than 30 years and with Hargreave Hale for the past 20 years.

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Stuart Brookes

Stuart Brookes

Stuart is our Finance and Operations Director based at the firm’s Blackpool office. He heads a team of more than 60 staff whose responsibilities include...

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David Clueit

David Clueit

Based at the firm's Blackpool office, David is our Compliance Director and Money Laundering Officer. His prime responsibility is advising management of the FSA's regulatory expectations.

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Lee Finlayson

Lee Finlayson

Lee Finlayson joined Hargreave Hale in 1991. After working in various back office departments, Lee moved to the front office in the mid 1990’s as...

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Daniel Coleman

Daniel Coleman

Daniel has more than 25 years experience of handling clients' portfolios on both an advisory and discretionary basis.

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Adam Caplan

Adam Caplan

Adam has worked in financial services for 25 years, managing the financial affairs of wealthy clients on a discretionary basis and/or as an adviser.

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George Finlay

George Finlay

George Finlay has been involved in institutional research and fund management since graduating from an MA at Oxford University in 1970.

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Non Executive Board Directors

In addition to the Board Directors, we have three Non Executive Board Directors.

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