BMWealth
Management

Meet the team

Specialist advisers. Deep credit expertise.

Our fixed income desk is staffed by senior brokers with a combined century of experience in sterling corporate bond markets. Every client is matched to a dedicated adviser who understands their income objectives, tax position and appetite for risk.

Portrait of Steven Whitmore

Steven Whitmore

Head of Fixed Income

CFA, MSc Finance (LSE) · 22 years in fixed income

Specialism

Sterling investment-grade corporate bonds

Steven leads the fixed income desk, overseeing bond selection, pricing and execution across the firm's after-market corporate bond book.

Previously a senior credit trader, he built his career on the sterling investment-grade desk, executing benchmark issues for FTSE 100 treasurers and institutional accounts.

He is regularly consulted by private clients on portfolio construction using laddered fixed-rate instruments to generate defined, tax-efficient income streams.

Portrait of James Blackmore

James Blackmore

Senior Corporate Bond Broker

CFA, Chartered MCSI · 22 years in fixed income

Specialism

Financial issuer & bank capital bonds

James specialises in senior and subordinated debt from UK and European banks — core coverage on his desk.

He began his career on a fixed income floor in 2003, later heading the sterling credit book at a boutique brokerage in the City for eleven years.

James is known amongst clients for his forensic approach to issuer credit analysis and his ability to source bonds at attractive after-market yields.

Portrait of Michael Bennett

Michael Bennett

Fixed Rate Bond Adviser

CISI Diploma, IMC · 12 years in fixed income

Specialism

Retail & consumer sector issuers

Michael advises private clients on fixed rate bond allocations across the retail, telecoms and consumer sectors.

Born and raised in London, he read Economics at Warwick before joining a private client credit desk, where he was recognised for building bespoke income portfolios for high-net-worth individuals and family offices.

He is a strong proponent of CDS-hedged strategies for clients seeking capital protection alongside above-market fixed yields.

Portrait of Henry Faulkner

Henry Faulkner

Institutional Bond Broker

CFA, ACSI · 16 years in fixed income

Specialism

Sovereign, supranational & gilt-adjacent credit

Henry handles the institutional flow of the desk, brokering large-ticket trades for trustees, charities and family offices — typically £500,000 and above.

His background spans a decade on a gilt desk and four years advising pension trustees on liability-matching bond ladders.

Henry is the first port of call for clients seeking bespoke matched-maturity strategies to fund known future liabilities such as school fees, retirement drawdown or capital projects.

Portrait of Charlotte Pemberton

Charlotte Pemberton

Private Client Fixed Income Adviser

Chartered FCSI, IMC · 14 years in fixed income

Specialism

Income planning & CDS-insured portfolios

Charlotte works closely with private clients to structure fixed rate bond portfolios that deliver reliable, tax-efficient income — typically alongside CDS insurance for capital protection.

She trained at a leading wealth manager and spent six years in investment management before joining the firm's fixed income desk in 2019.

Charlotte is a regular contributor to industry commentary on the after-market corporate bond opportunity and the role of credit default swaps in private client portfolios.

Portrait of Victoria Ashford

Victoria Ashford

Senior Broker & Head of Client Advisory

CFA, MBA (London Business School) · 19 years in fixed income

Specialism

High-yield & subordinated corporate credit

Victoria heads the client advisory function, sitting between the trading desk and the firm's private clientele to translate market opportunity into actionable bond strategies.

She spent nine years on a European credit sales desk and later co-headed fixed income at a boutique wealth manager serving UHNW families across London and the Home Counties.

Victoria specialises in higher-yielding subordinated issues — including bank Tier 2 and corporate hybrids — where careful issuer selection and optional CDS protection deliver compelling risk-adjusted returns.

Speak to a broker

Your bond portfolio deserves a specialist.

Every enquiry is handled personally by a member of our fixed income team. Call us or drop us a line and we'll match you with the right adviser.