About IDAD

WHAT WE DO

Established in 2002, the IDAD Group designs and delivers structured investment solutions for wealth managers and financial professionals across global markets. Our approach is focused on product structuring, risk management and alignment with defined investment objectives.

Since 2014, we have worked in partnership with a UK-based asset manager to develop and support a range of specialist and thematic investment funds, including UCITS-compliant fund structures. These funds are designed to provide investors with access to a broad range of asset classes and risk profiles, supporting investment requirements across the risk spectrum.

WHY IDAD?

As a business built on structuring products for our investors with clear risk and Built on a disciplined approach to investment structuring, IDAD Funds applies clear risk and reward frameworks across its investment fund and managed portfolio solutions. These principles underpin the design and ongoing management of our fund range, ensuring consistency across strategies.

Our focus is on delivering investment solutions that aim to provide the best potential value for investors, supported by transparent reporting, defined investment processes and robust risk management controls.

The IDAD Funds investment offering spans a broad range of investment objectives and portfolio roles, including strategies designed for specific strategic allocation within portfolios, as well as multi-asset managed solutions. Each product is developed with a clear purpose and governance framework, reflecting our commitment to putting investors first, an approach we refer to as The IDAD Difference.


KEY PERSONNEL

Clive Moore

Managing Director & Portfolio Manager

Tom McGrath

Chief Investment Officer & Portfolio Manager

Andy Merricks

Portfolio Manager

Christopher Hughes

Head of Structured Solutions & Portfolio Manager

Ash Weston

Portfolio Strategist

Ben Board

Head of Strategic Partnerships

Terry Dixon

Sales Director

Thom Gascoigne

Director

Andy Gibson

UK Sales Manager

Rainer Baker

Chief Operating Officer

Tom Shirley

Operations Manager

Neil Browner

Head of Fund Solutions

George Burnett

Strategic Partnership Manager

Nikolai Gibbins

Operations Specialist

Andy McKay

Business Development Director

Bevan Goulden

Institutional Solutions

Steve White

UK Sales Manager

Alicia Sims

Marketing Manager

Daniel Bramley

Operations Support

Duncan Crocker

Non Executive Director

JEREMY KRAUSZ

Global Head Funds and Partnerships

Hattie Berryman

Strategic Partnership Manager

Jake Kent-Houghton

Strategic Partnership Manager