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Who We Are

Seneca IM and its predecessors have managed multi-asset funds since 2002. The firm has a fund management team of five specialists who focus exclusively on multi-asset value investing. Further directors and staff focus on management, marketing, compliance and operational roles. Five non-executive directors, all with extensive experience of investment businesses, make up the team.

Our investment team is experienced, knowledgeable and well-resourced. The fund managers are Peter Elston, Richard Parfect, Mark Wright and Tom Delic. They share responsibility for the performance of our funds and segregated mandates. Each member of the team has specific research responsibilities, which feed into each of the funds we manage, and most have specific responsibilities in relation to the management of particular funds.

In addition to the depth and experience of our team, investors can take comfort from the fact that the interests of the Seneca IM are directly aligned with theirs. Overwhelmingly, we own equity in the business, and together we have considerable personal investments in Seneca IM funds, alongside those of investors.


Our People

David Thomas Image
David Thomas

David Thomas

Chief Executive

David joined the board of Seneca IM as chief executive in April 2015. He has previously worked in management, business development and investment roles at Momentum, Midas Capital, Cazenove and Flemings among others.

David graduated in Modern History from Wadham College, Oxford in 1986.  He is a member of the Liverpool University Pension Fund Advisory Committee, and is Fellow of the Royal Asiatic Society.  His interests include Asian art, history and dogs.

0151 906 2480

07469 392 164

david.thomas@senecaim.com

Peter Elston Image
Peter Elston

Peter Elston

Chief Investment Officer

Peter’s research responsibility for Seneca IM is asset allocation. Having joined the team as global investment strategist in November 2014, Peter was appointed chief investment officer in April 2015 and to the board of the company in January 2016. Peter has previously worked in investment roles at Mercury and Aberdeen, largely based in Asia.

Peter graduated in Oriental Studies from Trinity College, Cambridge in 1988. He enjoys running, photography and science.

0151 906 2470

07475 362 236

peter.elston@senecaim.com

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Ian Currie

Ian Currie

Chairman

Ian qualified as a chartered accountant with KMPG and was involved in corporate finance with Peel Hunt & Co, Apax Partners & Co and Altium Capital before co-founding Zeus Group who provided corporate finance, private equity, stockbroking and pension administration services. He then went on to be co-founder of Seneca Partners. Ian joined the board of Seneca IM following its acquisition in March 2014.

Ian is on the board of Hedley & Co Stockbrokers, is a founder and majority shareholder of Liberty SIPP, a partner of Palatine Private Equity LLP and sits on the board of trustees for the Lowry Arts Centre in Manchester. In his spare time Ian enjoys playing golf and watching football.

01942 271 746

ian.currie@senecaim.com

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David Warnock

David Warnock

Non-Executive Director

David has experience of both public and private companies in the UK and USA. He co-founded Aberforth Partners and prior to that worked with Ivory & Sime plc and 3i Group. He is chairman of Troy Income & Growth Trust plc.

David is a graduate of Edinburgh University, Bachelor of Commerce (Honours) and gained a Certified Diploma in Accounting & Finance. In his spare time David can be found enjoying a round of golf.

david.warnock@senecaim.com

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Peter Smith

Peter Smith

Non-Executive Director

Following a long and successful career at Legal & General where he was national sales director for the Platform and Distribution division, Peter is now head of Policy Strategy Development at industry body, TISA. Peter’s role at TISA encompasses the Distribution, Wrap & Platform, Technology Innovation and Retirement Policy Councils, as well as a number of working parties including the innovative Digital Identity project.

Peter joined the board in January 2016.  In his spare time, he enjoys long distance running and photography.

peter.smith@senecaim.com

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Steve Scott

Steve Scott

Non-Executive Director

Steve is a founding Partner of Penta Capital LLP. Prior to this he was formerly a director in the private equity division of The Royal Bank of Scotland. As well as transacting, his focus is on fundraising and investor relations.

Steve is a chartered accountant having trained with Arthur Andersen after graduating from the University of Glasgow. In his spare time Steve likes to ski, cycle and play golf.

steve.scott@senecaim.com

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Steve Hunter

Steve Hunter

Head of Business Development

Steve joined Seneca IM in October 2016, having held a number of senior management and business development roles within the insurance industry.

Steve is a Chartered member of the Insurance Institute, with more than 25 years’ experience working in the insurance and investment markets primarily with intermediaries.  When he isn’t working, Steve likes to spend time with his family and is a keen golfer.

0151 906 2481

07470 478 974

steve.hunter@senecaim.com

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Elaine Smith

Elaine Smith

Operations Director

Elaine was appointed to the board in September 2014 as operations director and company secretary having been compliance and money laundering reporting officer with Seneca IM since 2007. She began her career in personal tax and trust accounting, working for a number of major accountancy practices in Liverpool. She later went on to work for Rathbones, Unilever and Tilney Investment Management, before being appointed vice president for Investment Services at Pershing Securities.

Elaine is qualified as a chartered management accountant. Outside of work Elaine enjoys eating, sleeping, cars and holidays.

0151 906 2468

elaine.smith@senecaim.com

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Richard Parfect

Richard Parfect

Fund Manager

Richard applies our value driven approach to his specific focus on specialist assets for Seneca IM.  Richard is a Fellow of the CISI and was a founder of Seneca IM in 2002. He previously worked as a UK equity analyst at Merseyside Pension Fund and started his career at Neilson Cobbold.

Richard holds a commercial pilot’s license and is a qualified instructor. He competes in triathlons and enjoys time with his family.

0151 906 2465

07866 969 421

richard.parfect@senecaim.com

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Tom Delic

Tom Delic

Fund Manager

Tom is responsible for our third party fund selection alongside Gary Moglione. He has worked in the investment industry since 2009 after graduating from the University of Liverpool with a first class degree in Mathematics with Finance. After beginning his career as an investment analyst for Royal Liver Asset Managers, he later joined Seneca IM in October 2011.

During his spare time, Tom can be found spending time with his daughter, at the gym or attending Stoke City FC games.

0151 906 2464

tom.delic@senecaim.com

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Gary Moglione

Gary Moglione

Fund Manager

Gary joined Seneca in April 2018 and is responsible for our third party fund selection alongside Tom Delic. He has worked in the investment industry since 1999 with a major portion of this specialising in fund selection both on a fund of funds and a multi-manager basis. He has previously worked as a fund manager for Royal Liver Asset Management where he managed two of their multi-manager funds (UK Equity and Global Equity). He then joined the multi-asset team at Pioneer Investment Management (later to be taken over by Amundi Asset Management) to manage equity assets in their funds of fund range.

Outside of the office, Gary enjoys travelling, spending time with his family and watching Liverpool FC.

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Mark Wright

Mark Wright

Fund Manager

Mark is responsible for UK equity research across Seneca IM’s investment mandates. He began his career at Seneca IM after graduating from University of York with a BSc degree in Economics.

Mark is a CFA Charter holder and an accredited member of the CFA Institute. He likes to escape to the gym, regularly plays football and wishes he could be more frequently found in the Isles of Scilly or Jersey.

0151 906 2478

07793 537 762

mark.wright@senecaim.com

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Martin Taylor

Martin Taylor

IT Manager

Martin was one of the founding members of Seneca IM in 2002. Prior to this Martin worked alongside the investment team at Merseyside Pension Fund for 11 years, focussing on document management and imaging systems. Martin continues to develop a number of key in-house computer programmes used by the investment team.

Martin enjoys long distance running and woodwork in his spare time.

0151 906 2466

martin.taylor@senecaim.com

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Helen O’Loughlin

Helen O’Loughlin

Business Development Consultant

Helen joined Seneca in April 2017. In her previous role at Premier Asset Management, she had specific responsibility for business growth within the retail adviser market.

Helen has over 10 years’ experience in financial services and has also held successful roles at Friends Life, Just Retirement and with AIG in Melbourne.

In her spare time, Helen has a passion for travel and different cultures. She also likes to spend time with her family and is a season ticket holder at Manchester United.

0151 906 2483

07789 745214

helen.oloughlin@senecaim.com

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Lucy Dolan

Lucy Dolan

Business Development Consultant

Lucy joined Seneca IM in April 2018 with over 7 years’ experience in the Financial Services industry.

In her previous role at Barclays UK, Lucy was part of the Barclays Premier Relationship Team, specialising in client experience and development of colleagues.

When not working, Lucy enjoys travelling. She also enjoys keeping fit and spending time with her family.

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Ian Borrows

Ian Borrows

Operations and Compliance Monitoring Officer

Ian has been with Seneca IM since 2005, after graduating from The University of Liverpool with a B.A degree in Geography. Ian is responsible for fund operations and assists with compliance monitoring for the company.

Ian is a big Liverpool FC fan and also enjoys music, video games and films.

0151 906 2476

ian.borrows@senecaim.com

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David Binnion

David Binnion

Finance and Operations Manager

David joined Seneca in April 2016 as a senior member of the Operations, Finance and Compliance Team, with more than 15 years’ experience in financial, management and fund accounting. He spent five years with Greenpark Capital prior to their takeover by Stepstone Group and joined Seneca from Bibby Financial Services.

When not at work, David likes to play badminton and is a fan of TT, looking for an opportunity to return to the Isle of Man TT at some point.

0151 906 2462

david.binnion@senecaim.com

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Dawn Morris

Dawn Morris

Marketing Manager

Dawn has recently joined the team as Marketing Manager and is responsible for marketing strategy and planning, brand development and effectiveness and all client communications, with the support of the marketing team.

Dawn has extensive marketing experience within the financial services industry working for brands such as M&S Bank and Santander and brings a wealth of practical and strategic knowledge. 

When not working, Dawn is very active and enjoys running, climbing or cycling.

0151 906 2477

Dawn.Morris@senecaim.com

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Darron Pace

Darron Pace

Compliance Manager

Darron has joined Senena Investment Managers as Compliance Manager, with 12 years’ experience in the alternative asset sector. Darron joined from SL Investment Management applying a risk based focus to compliance. He has experience with regulators in Europe and around the globe, including BaFin, the Irish Regulator and the SEC. Managing compliance with amongst others AIFMD, MiFID, OFT and FCA.

In his spare time Darron enjoys the outdoors, hiking, camping and walking the dogs.

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Danielle Tully

Danielle Tully

Investment Administrator

Danielle graduated from Liverpool John Moores University with BA Hons in Accounting & Finance. She went on to work at Pershing LLC gaining 8 years of investment experience in different areas of the business. Following working alongside the equity and FX traders at Pershing, she has recently joined Seneca Investment Managers as Investment Administrator.

In her spare time, Danielle enjoys walking in the Lake District, travelling, films and reading.

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Kieran Martin

Kieran Martin

 Marketing & Communications Assistant 

After successfully completing a Sales & Marketing Apprenticeship, Kieran joins Seneca Investment Managers as Marketing & Communications Assistant supporting the Marketing Manager.

In his spare time, Kieran enjoys playing his guitar and actively gigging across the Northwest region. He is a great outdoors person and loves walking dogs and keeping active.

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Seneca the Younger

Seneca the Younger

Honorary Team Member

Seneca the Younger was a Roman philosopher and statesman born in 4BCE (Before the Common Era).  His famous dictum ‘Luck is what happens when preparation meets opportunity’ inspires our approach to everything we do. According to the Encyclopaedia Britannica, Seneca was one of Rome’s leading intellectuals in the 1st century CE and with his friends virtually managed the Roman Empire for a brief period. Seneca the Younger’s interests included writing, ruling the known world and wearing purple.