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You are here: AFI Panellists

Adviser Fund Index: Panellist

The Adviser Fund index, or set of indices, are designed to act as indicators of the UK funds market. The AFI provides a benchmark against which the investment community can compare fund portfolio performance, as well as offering a relevant flagship index for the funds market.

Select one of the Panellist below for further information.

Company Name
AB Investment Solutions Paul Warner
AFH Independent Financial Services Ltd Stephanie Holmes
Beckett Financial Services Samantha Owen
Chelsea Financial Services Darius McDermott
City Asset Management James Calder
Dart Capital Limited Richard Whitehead
Fiducia Wealth Management Gordon Kearney
Hartsfield Gareth J. Lewis
Murdoch Asset Management Austen Robilliard
Rowan Dartington Tim Cockerill
Saunderson House Ben Williams
Save & Invest (Financial Planning) Limited Jeffrey Deans
Whinchat Financial Planning Ltd Christopher Wise
Whitechurch Securities Limited Jonathan Moyes
Murdoch Asset Management Photo of Austen Robilliard
Murdoch Asset Management was founded in 1991 to match our clients’ financial needs with the best possible investment managers. We have over £440 million invested in seven diverse, risk-graded portfolios, with both advisory and discretionary services.

Our Investment Committee, backed up by FE Analytics and three full-time analysts, steers the award-winning Investment Monitoring Service available to all our clients, with the aim of achieving above average investment returns over the long-term.

Owned and run by three Chartered Financial Planners, we meet the highest-level qualifications and rigorous capability criteria set. We are small enough to care, but large enough to drive a hard bargain for our clients.

Company Name Murdoch Asset Management
Company Website
Year Established 1991
Client Base ~1,600
Funds Under Management (£) £440 m
Number of Employees 23
Number of Offices 1
Annual Company Turnover (£) -
Area Service available
Investment Yes
Pensions Yes
Life Assurance Yes
Tax Planning Yes
Corporate Yes
Mortgages No
Healthcare No
Offshore/Expats No
ISAs Yes
Name Job title
Chris Birch Managing Director and Chartered Financial Planner
Derek White Director and Chartered Financial Planner
Tony Dunne Director and Chartered Financial Planner
Austen Robilliard Head of Investments
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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