Meet our team
Investment Selection Committee
The Investment Selection Committee is dedicated to making it easier for investors to choose the right investment for them. We look across the investment landscape, covering passive and active options on our Super 60 and ACE 40 rated lists, alongside our Model Portfolios and Quick Start funds. Our flat-fee pricing means there are no commercial considerations or other external influences that impact our investment choices. We simply look for what we believe to be the best options available for investors.
Moira O'Neill – Head of Personal Finance
After more than 20 years in investment and personal finance journalism, including senior roles at Moneywise, Money Observer and Investors Chronicle, Moira became Head of Personal Finance at ii in 2018. She is an investing columnist for the Financial Times, a winner of the Wincott Personal Finance Journalist of the Year and has written two personal finance books: Finance At 40 and Saving And Investing For Your Children.
Andrew Pitts – Independent consultant
Beginning his career in financial journalism at Euromoney in 1991, Andrew joined Money Observer in 1994 and became editor in 1998. He stepped down in 2015 but remained a regular contributor and edited the quarterly Trust supplement until the magazine closed in 2020. Andrew has twice been named Best Financial Consumer Journalist by the Association of Investment Companies (AIC), and in 2015 received a special award from the AIC in recognition of his contribution to the investment trust industry.
Chris Horner – Head of Legal & Compliance
Chris has more than 30 years’ experience working in financial services, having joined the industry shortly after the Big Bang in the early 1980s. He has provided regulatory expertise and leadership within compliance at a number of organisations, including Skipton Building Society and GE. Chris joined ii in 2015 from Lloyds Banking Group.
Dzmitry Lipski – Head of Funds Research
Responsible for fund selection and portfolio construction at ii, Dzmitry joined us in 2017 after two years at TD Direct Investing. Previously, he worked at Bank Leumi and spent four years as a portfolio analyst at Standard Life. A graduate in Financial Economics from the University of Liverpool, Dzmitry has more than ten years’ investment experience, is a Member of the Chartered Institute for Securities and Investment and holds the Investment Management Certificate.
Lee Wild – Head of Equity Strategy
Lee started his career in the City 25 years ago as an options pit trader on the International Petroleum Exchange in London. After several years as an investment manager at HSBC and three years producing analysis for Investors Chronicle magazine, he became editor and Head of Equity Strategy at ii in 2014. Lee is regularly quoted in the financial press and runs our award-winning newsletter and market-beating winter portfolios.
Kyle Caldwell – Collectives Editor
Former personal finance reporter Kyle is ii’s Collectives Editor in charge of funds and trusts content. Kyle joined Money Observer in 2016 from Telegraph Media Group and has won various awards, including the Investment Association’s National Investment Journalist of the Year and Association of Investment Companies National Journalist of the Year. More recently he was crowned Financial Consumer Journalist of the Year by the Association of Investment Companies.
Liberty Godfrey – Fund Analyst
Liberty joined ii in 2018 to provide support and quantitative analysis within the fund selection team. She graduated with a BSc Hons in Finance and Investment Banking and completed an internship at Mattioli Woods, where she worked alongside the investment team. She is an affiliate member of the Chartered Institute for Securities and Investment and holds the CISI Investment Advice Diploma.
Tracy Zhao – Senior Fund Analyst
Having joined ii in September 2021, Tracy supports our investment oversight activities and fund selection for the Super 60 and ACE 40. Previously at The Share Centre she worked closely with fund managers, undertaking fund research, analysis and MI reporting. Tracy has a master’s degree in Financial Analysis and Fund Management from the University of Exeter and has completed her Chartered Financial Analyst exams.
Charles Cade was previously Head of Investment Companies (ICs) Research at Numis Securities. He retired from broking at the end of September 2019 following a 25 year career in Listed Funds. Ranked among the leading analysts throughout his career, he previously held roles as Head of ICs Research at Winterflood Securities and HSBC and as a Director of Research at Merrill Lynch. He currently sits on the Investment Committee of the Rank Foundation charity.
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