LEADERSHIP
Experience informs judgment.
LEADERSHIP INTRODUCTION
Specialists, not a single point of view.
UNTU Capital is led by a small group of specialists rather than one point of view. Investment strategy, wealth planning, risk oversight and client strategy are treated as distinct disciplines that need to work closely together — not one person’s job spread thin.
Elena Marlowe
Chief Executive Officer
Elena oversees UNTU Capital's long-term strategy and institutional direction, with a focus on investment discipline, governance and sustainable growth.
Institutional strategy, investment governance and long-term firm direction.
Daniel Mercer
Chief Investment Officer
Daniel leads investment strategy across public and private markets, working closely with portfolio teams to maintain discipline across the platform.
Public and private markets, portfolio construction and investment research.
Claire Beaumont
Head of Wealth Management
Claire leads UNTU Capital's wealth management practice, focused on connecting investment strategy with the broader financial lives of clients and families.
Wealth planning, family strategy and long-term client relationships.
Adrian Cole
Head of Private Markets
Adrian directs UNTU Capital's private markets capabilities, overseeing underwriting discipline across private equity, credit and infrastructure.
Private equity, private credit and infrastructure.
Sophia Laurent
Chief Risk Officer
Sophia is responsible for risk oversight across the firm's portfolios, ensuring investment decisions are reviewed with appropriate rigor.
Portfolio risk, investment oversight and governance.
Marcus Reed
Head of Client Strategy
Marcus works to ensure the client experience reflects the same discipline and long-term perspective that defines the firm's investment approach.
Client experience, financial planning and relationship strategy.
Leadership profiles shown for demonstration purposes as part of this portfolio project.
LEADERSHIP PHILOSOPHY
Conviction, tested rather than assumed.
Leadership at UNTU Capital is judged less by conviction and more by whether that conviction holds up under scrutiny — from each other, from the firm’s risk process, and from changing conditions in the markets themselves.
The people behind the process.
Explore the philosophy and governance that shape how this team makes decisions.