Meet the Managers

The Merchants Trust is managed by Simon Gergel who is head of the UK Equity team at AllianzGI and specialises in managing UK equity income portfolios. He is supported by a dedicated team of fund managers and analysts:

  • Simon Gergel  
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    Trust Manager

    Simon joined AllianzGI in April 2006 from HSBC Halbis Partners where he managed over £900m in high income funds as well as core institutional and life UK equity portfolios. Prior to joining HSBC in 2001, Simon worked for 14 years at Phillips & Drew Fund Management / UBS Asset Management where he was involved in all aspects of UK equity fund management, including research, portfolio management and account director roles. He graduated in 1987 from Cambridge University with an honours degree in mathematics and is an associate of the UK Society of Investment Professionals.

  • Matthew Tillet  
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    Deputy Trust Manager

    Matthew joined AllianzGI in 2006 as part of the Global Graduate Programme. In 2007 he joined the Research Department as a pan-European media analyst, and in 2008 he moved to portfolio management as part of the UK Equity Team. Prior to joining AllianzGI, Matthew worked as an intern at Datamonitor and the Office for National Statistics. He graduated from Bristol University with a first class degree in Economics and Economic History. He also holds a Masters (with distinction) in International Political Economy from the London School of Economics. Matthew holds the IMC designation and has passed all three levels of the CFA.

  • Andrew Neville  
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    Portfolio Manager

    Andrew joined AllianzGI in July 2004 as a portfolio manager specialising in UK small and mid-cap company portfolios. Andrew joined AllianzGI from Baring Asset Management where he managed the Baring UK Smaller Companies Trust as well as a number of UK smaller companies institutional mandates. Prior to joining Baring, Andrew trained as a portfolio manager at AIB Govett Asset Management. Andrew qualified as a chartered accountant whilst working at Deloitte & Touche and graduated from Imperial College with a B Eng.

  • Matthew Hall  
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    Portfolio Analyst

    Matthew joined AllianzGI in 2009 as part of the Global Graduate Program. In 2011 he joined the UK Equity Team as a Mid Cap analyst, and the Research Department as a Grassroots Associate. Prior to joining AllianzGI, Matthew worked as an intern at Russell Investments. He graduated from Southampton University with a first class degree in Mathematics. He also holds a masters (with distinction) in Investment Management from Cass Business School. Matthew has passed all three levels of the CFA.

 

Income in retirement? An early start could pay dividends.

"The companies listed on the London Stock Exchange provide investors with a means to gain exposure to business across the globe whilst benefiting from the UK's leading corporate governance."

Simon Gergel
Fund Manager

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