Learn about what makes us different, our investment approach and meet our team.
We believe that successful investing starts with understanding you, your goals, circumstances and ambitions. From there, we build an investment portfolio for you.
Our investment approach can be summarised in three areas:
We apply the same rigorous research and portfolio construction process used by the big investment firms, tailored to your family's needs.
We begin with the right asset allocation, balancing higher and lower-risk assets to reflect your circumstances.
Your portfolio is built across geographies, asset classes and investment types, wherever we see the greatest opportunity.
As discretionary investment managers, we make adjustments as markets shift, ensuring your wealth is always best positioned for your goals.
We don't believe in “set and forget.” We believe that great wealth management is about an ongoing partnership, this includes regular reviews and ensuring your financial strategy evolves with your life.
We also offer family financial education sessions and access to our Moai community, helping you and your loved ones build confidence with all things finance.
Our 'A Team Players'. By this we mean curious people with exceptional skills, proven success and a passion for client service.
With over 30 years in the world of investing, Lee has guided families and institutions through every kind of market environment. A passionate advocate for thoughtful, long-term investing, he's spent his career managing portfolios, leading research, and helping clients make confident decisions. Lee brings deep investment expertise and the first-hand experience of building one of Bristol's most successful investment businesses.
Jess is passionate about all things investment, business and client experience. Jess has held stategic roles at leading financial institutions, spanning client experience, product development, and innovation. More recently, she launched a financial technology company before co-founding Moai Wealth with Lee. She brings energy, enthusiasm and a relentless drive to make things better.
Sian has two decades of experience working closely with high-net-worth families, entrepreneurs and executives helping them to implement plans for their wealth that maximise value. Sian focusses on spending time with clients to fully understand who they are as individuals, what really matters to them and is skilled at helping clients to decide how they want to use and pass on their wealth in a way that is meaningful to them and their families.
For more than 30 years, Jonathan has worked closely with high-net-worth families, helping them make sense of complex financial decisions and navigate ever-changing markets and tax environments. Over that time, Jonathan built and led a successful investment management business rooted in trust, clarity, and long-term relationships. That business became part of Moai Wealth in 2025.
With a strong foundation in the mathematical side of investment analysis, Adam developed his expertise as an Investment Analyst at Hargreaves Lansdown. At Moai Wealth, Adam applies his analytical skills to design and manage investment strategies tailored to each client's long term goals. Adam is passionate about making complex data easy to understand so that both colleagues and clients can make informed investment decisions.
With over 20 years of experience in operations and client service, Saffron plays a key role in ensuring clients receive an exceptional level of care. Known for her attention to detail and approachable manner, Saffron is dedicated to delivering a smooth, professional experience that gives clients confidence and peace of mind.
Ruth uses her extensive experience in investment management to shape, design, and optimise journeys across all areas of Moai Wealth. Ruth brings a detail-oriented and proactive approach, to ensure experiences for clients, and business partners, are seamless.
Take the first step
Send us a message and one of the team will be in touch
