Our investments team

Award-winning fund management from a team that puts you first

How we put you first

Our Fund Managers are in it for the long run. They are highly experienced and committed to getting the best possible long-term fund performance and returns for our customers.

They've even won multiple awards for their achievements, including Investment Team of the Year in 2020 and Responsible Investor of the Year 2022 (Insurance Asset Risk Awards).

Our team has managed your money through a number of market events, like the bursting of the dot-com bubble and the global financial crisis to the latest worldwide pandemic, keeping your investments at the front of their minds. 

At Wesleyan, we use market volatility to our advantage, finding investment opportunities to benefit our funds.

Our long-term view

Wondering how we manage your investments? We look for the long-term value in shares that others may pass over. Paired with our 'buy and hold' approach, we have a portfolio turnover that's low by industry standards.

All of this means that we're constantly using our expertise and experience to give you the best possible chance of higher financial returns over the long term.

Meet the team

Martin Lawrence

Martin joined Wesleyan in 1995 as an Investment Analyst. He became a Fund Manager in 2001, and for 20 years, he managed several Wesleyan funds, including the With Profits Fund until December 2020. Now, as Director of Investments, Martin is responsible for overseeing the management of all Wesleyan funds and our in-house Investments department, which includes our Fund and Property Managers, Analysts, and Socially Responsible Investment team. He is also a Director of Wesleyan Unit Trust Managers Ltd.

Marc O'Sullivan

Marc became a Fund Manager in 2012 and since then he has been in charge of several Wesleyan funds, managing investments across asset classes and investing directly in UK and overseas equities, government and corporate bonds, and cash. Among his responsibilities, he also manages Wesleyan’s With Profits Fund. Marc joined Wesleyan as an Investment Analyst in 2003, having graduated from the University of Birmingham with a degree in Economics. Marc has been a CFA charterholder since 2008.

Paul Burton

Paul has been the Fund Manager of our Low Risk funds since their launch in 2012. He’s also managed the assets of the Wesleyan Staff Pension Scheme since 1998 and the Society’s Non Profit Fund since 2012. He joined Wesleyan in 1990 and qualified as an Actuary in 1998. During his time at Wesleyan, Paul also worked as an Investment Analyst for five years, so he has plenty of experience gained from different investments-related roles.

Lucas Howarth

Lucas joined Wesleyan as an Investment Analyst in 2007, having attained a degree in Mechanical Engineering from the University of Birmingham. He’s been a CFA charterholder since 2011. Lucas heads up our Socially Responsible Investment team, which focuses on incorporating sustainability issues into our investment process, such as reporting on Environmental, Social and Governance (ESG) factors for the companies all our Fund Managers invest in. As a Fund Manager, he’s also responsible for selecting and monitoring the external funds held within the life and pensions product range.

James Hubbard

James joined Wesleyan as an Investment Analyst in January 2011, after graduating with a BA in Economics and Business from the University of Manchester and working for a corporate bank in London. James is a CFA charterholder and he has been a Fund Manager since 2016. He also leads the ‘Equity Research’ function and strategy in Wesleyan’s Investments team, working very closely with all our Analysts.

Caroline Vincent 

Caroline joined Wesleyan as a Fund Manager in 2021, with previous industry experience gained from several senior fund management roles at other investment houses. She holds a degree in Economics from Thames Valley University and is an Associate of the Chartered Financial Analyst (CFA) Society of the UK. Caroline specialises in equities – with experience spanning both emerging and developed markets – and she currently manages the UK Growth Fund and Life Managed Fund.

Joe Curlett 

Joe is responsible for all aspects of the Society's commercial property investment holdings, maintaining a portfolio of properties located throughout the whole of the UK with support from a team of Property Managers. He holds a degree in Estate Management and is a fully qualified chartered surveyor. Joe previously worked as an Asset Manager for a well-known UK property company and for several property consultants, providing advice to landlords.

Are you ready to dive into the world of investments?

Investing in funds

Considering investing but not sure where to start? In this guide, we look at how and why to invest in funds. 

Fund prices and performance

Find Wesleyan Group’s latest unit fund prices, plus key information, performance charts and factsheets for each fund.

Investing with Wesleyan

See how Wesleyan can help you reach your financial goals – from our popular investment products to our ‘buy and hold’ strategy.