About us

Elevate your client’s investments with expert partners

Guiding you through financial fields

We understand the difficulties Independent Financial Advisers and Wealth Managers face in navigating a dynamic, complex landscape of economic, technological, and regulatory obstacles.

Barras Capital Management is a specialist Discretionary Fund Manager. We work in close partnership with investment professionals to design and operate high-quality investment management practices.

Driven by excellence

We are experts in our field, experienced, rigorous and energetic in our approach.

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Accountable, performance-driven investment management

Cutting through complexity

We care about investment performance. Partnering with us and leveraging our expertise helps our clients save time, allowing them to focus on building and nurturing client relationships without compromising the value they deliver to investors.

 

Our mission:

Our mission is to provide strong, cost-effective investment performance allied with a proactive, time-saving approach that gives our clients an edge in increasingly complex and competitive surroundings. 

Our vision:

To contribute to better outcomes for investors, to enhance our clients’ operational efficiency and help them to scale their business more effectively. 

How we operate:

We are an experienced team of client-focused investment professionals united in the belief that thoughtful, long-term investment with strong risk management practices is a good for society.  

Our values:

We operate with integrity. We are open and flexible inside clear principled bounds. We prize strong, meaningful partnerships with our clients. 

Our history

Over £600 million
of assets under
management/influence

Barras Capital Management was established in 2021 as a Discretionary Fund Manager dedicated to actively managing retail investment portfolios. We are a team with an average of 26 years of investment experience in ranging fields, including discretionary fund management, asset management and corporate finance. Our clients comprise UK-based FCA-regulated investment professionals.

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Our team

Multiple expertise,
one team

Our team understands the pressures Independent Financial Advisors and Wealth Managers are facing, having worked in the industry for an average of 26 years.

  • David Acfield

  • Scott Mordrick, CFA

  • Steve Williams

  • Jeremy Askew

  • Phil Whaley

  • David Acfield

    Chair, Investment Committee

    David is responsible for the leadership and proper running of our formal Investment Committee meetings. He has over 30 years’ industry experience, having served as a Joint Chief Executive of an asset management group in his prior role.

    1/5

  • Scott Mordrick, CFA

    Co-founder and Investment Research Director

    Scott leads our fund research and is a portfolio manager. Having served as Chief Investment Officer in his prior role, he has over 15 years of direct experience in portfolio management. His qualifications include the CFA charterholder, Certified Financial Planner, CISI in wealth management and the Investment Management Certificate.

    2/5

  • Steve Williams

    Co-founder and Asset Allocation Director

    Steve heads our asset allocation research and is a portfolio manager. Steve has more than 20 years of direct experience in portfolio management and has served an independent role on a large number of investment committees over that time. Steve’s qualifications include G20 (personal investment), G70 (portfolio management), bonds and fixed interest markets (CISA) and the Investment Management Certificate.

    3/5

  • Jeremy Askew

    Co-founder and Company Director

    With over 27 years leadership experience in the financial services sector, Jeremy is responsible for providing key oversight. Jeremy is a fellow of the Personal Finance Society. His qualifications include: Chartered Financial Planner, the Investment Management Certificate and CII certificate of discretionary investment management.

    4/5

  • Phil Whaley

    Co-founder and Commercial Director

    Phil has worked in corporate finance for more than 20 years and has transacted over £1bn of deals buying and selling companies as well as helping businesses scale up and raise finance for growth. Phil’s qualification include the corporate finance (CF) qualification and he is a fellow of the Institute of Chartered Accountants in England and Wales.

    5/5