NGEN Team
Overview
The team at NGEN Private Wealth Management has extensive experience in providing financial planning and investment services to individual and corporate clients. It has six offices in the United Kingdom.
NGEN Management Team
Neil Chakraborty
Managing Director
Neil is a shareholder and director of NGEN responsible for investment management and corporate strategy. Before NGEN he was an Executive Director at Morgan Stanley in London from October 2006 to April 2013.
Susie Bolton
Compliance Director
Susie heads up the compliance function at NGEN Financial Planning, and is responsible for ensuring that regulatory obligations are met across the group.
She has over 20 years of experience in financial services compliance, previously holding the position of Strategic Compliance Director at SimplyBiz where she coordinated tailored compliance support for specialist firms under the Signature service.
William Mok
Investment Director
William sits on the Investment Committee and is responsible for the build of the NGEN model portfolios. William joined NGEN from MSCI, the leading provider of investment indices, where he conducted research and development on MSCI/BARRA’s Risk Premia or Smart Beta indices.
Richard Kendall
Head of Financial Planning
Richard heads up the Financial Planning advisory team at NGEN. Richard has over 20 years’ experience in financial services and historically provided financial planning advice throughout the West Midlands area under his own firm, prior to joining NGEN. He has worked in several areas within financial services and has a track record in banking, financial advice, T&C supervision and compliance at senior levels.