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.
NGEN Advisory Team
Nat Parmar
Financial Adviser
Nat is a financial adviser and heads up our Nottingham office. Prior to merging his practice Corporate Wealth into NGEN in 2021, Nat held a number of senior positions within the financial services industry which include Senior Group Manager of Allied Dunbar, Group Managing Director of UKIFA and The Arden Court Group.
Nat has over 47 years’ experience in financial services and his areas of expertise include corporate and personal financial planning, corporate protection and pensions as well as personal investments, retirement and protection advice.
NGEN Administration & Paraplanning Team
David Goodwin
Paraplanner
David is a Research Analyst at NGEN and provides fund research and fund suitability reports. He also does paraplanning work for advisers. Previously he has worked with Lloyds Bank, Barclays and NatWest as an investment adviser for high-net-worth individuals. David has also worked in the areas of compliance and training.
Anne Holland
Administrator
Anne is an administrator within NGEN. She provides a full administration service to the Nottingham office and previously worked for Halifax and Aviva plc.