Your business. Your wealth. Your family. Our know-how

Your business. Your wealth. Your family. Our know-how

The Private Investment Office

Our Team

Tim O'Connor

Tim O'Connor

Joint Managing Director and Wealth Manager

Tim is a highly experienced business leader having spent more than 20 years in the wealth-management industry, with a CV that covers a wide range of business channels both in the UK and offshore. He is a Principal and Co-founder of The Private Investment Office.

Tim has worked for a variety of blue-chip institutions and in particular held senior positions at Barclays Wealth and UBS Wealth Management.

Tim is qualified across a number of disciplines and holds both the CFA Investment Management Certificate and Advanced Financial Planning Certificate, as well as various leadership, banking and stockbroking qualifications. He is also an accredited Six Sigma practitioner and a partner and co-founder of StratEx Partners LLP.

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Stefano Del Federico

Stefano Del Federico

Joint Managing Director, Chartered FCSI and Chartered Wealth Manager

Stefano is an innovative and experienced business leader who has devised and created ground breaking divisions within large financial institutions. He has been at the forefront of the wealth management industry for more than 25 years and held senior positions with Santander and Société Générale, and more recently was Managing Director of Aspinalls, the Mayfair family office.

He is a Principal and Co-founder of The Private Investment Office and is also a Chartered Wealth Manager.

Stefano holds a merit pass from the Chartered Institute of Securities & Investment for the Private Client Investment Advice and Management exam, which gives him great insight to the complexities of providing a truly integrated financial-planning and wealth management service.

Stefano is also a partner and co-founder of StratEx Partners LLP, providing business consultancy services to SME and family owned businesses. Stefano has acted as an external panelist for the University of Sunderland’s London Campus, Business Experiential Learning Course, critiquing and providing insight to Undergraduate and post-graduates undertaking MBA and business-related courses.

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Jonathan Prout

Jonathan Prout

Chief Investment Officer

Jonathan is an experienced investment professional having held senior roles in major financial institutions, managing global Investment strategies for over 15 years. He is a voting member of our Investment Committee and brings an Institutional level of expertise and sophistication to our investment offering.

Starting his career in Investment Banking as an analyst in Deutsche Bank’s Relative Value Group, Jonathan provided investment solutions to some of the Banks largest Institutional and Family Office clients. He joined The Royal Bank of Scotland’s Equity Multi Strategy Group initially as Portfolio Analyst and later Portfolio Manager running investment strategies in both Europe and the US. He was later Head of the ERT group managing RBS’s principal investments in Europe and overseeing the Global business. Most recently, Jonathan was CIO of Third Edge Capital, managing Alternative investments for one of Europe’s largest Single-Family offices.

Jonathan is a graduate of the University of Warwick and holds a number of certificates and qualifications in investment analysis, financial modeling, statistical analysis and quantitative finance.

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Matthew Brown

Matthew Brown

Head of Business Services

Matt joined The Private Investment Office at the beginning of 2019 and has been working in Financial Services since 2007 having graduated from the University of Hertfordshire. Having previously provided senior support within a top 100 city based firm, Matt has extensive knowledge and experience in all aspects of financial planning including investments, pensions, tax planning, protection and mortgages.

He has attained many industry qualifications and holds the Diploma in Financial Planning and Mortgage advice. Matt has a wealth of experience in providing wide ranging and holistic support services to Wealth Managers, as well as implementing operational efficiencies, processes and strategic planning throughout the business.

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Ian Pigney

Ian Pigney

Chief Operating Officer

Ian has been working in senior technology and change roles in the financial services sector for more than 20 years. With experience in many of the large private banks he brings a deep understanding of the impact technology can have on the customer journey and the operational efficiency of an investment firm.

Ian has worked with Tim in several firms over the past 10 years as they honed the vision for a top class, full-service investment offering.

His role at The Private Investment Office is to ensure that the firm continues to improve its effectiveness through the implementation of leading processes and technologies.

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