Where experience meets innovation
WealthKernel combines over 100 years of experience across technology, financial services and product design. This experience has been acquired across some of the world's largest and most prestigious financial institutions, technology companies and a major broadcaster. We believe the diversity of professional backgrounds is essential to challenging our industry's many established practices.
Karan Shanmugarajah, CFA® - CEO
Karan was a Portfolio Manager at Barclays in London overseeing $500 million in client assets. He was a member of the North American Equity Committee and a voting member of the Selection Committee responsible for multi-asset reference portfolios across the UK and Europe. Karan has also worked in Canada and Singapore. He is currently a director at a London-based charity that promotes entrepreneurship.
Joe Campbell - CTO
Joe has over 15 years of software development experience within media and finance. He has worked at the BBC, Egg Banking, BNP Paribas and most recently as Development Lead at Barclays Wealth. He has an excellent track record of building high performing teams that thrive on excellence and innovation.When Joe isn't honing his own coding skills he's often found coaching others or contributing to open-source projects.
Chris Wright - Head of security
Chris has nearly 2 decades' experience of building software in the financial services industry. Prior to joining WealthKernel, Chris was an Executive Director at Morgan Stanley, where he built electronic trading systems. Before that, Chris led development at low-latency statistical arbitrage hedge fund, IV Capital. He began his career in financial services at UBS, after gaining a masters degree in Engineering from the University of Cambridge.
Chris Barton - Head of operations
Prior to joining WealthKernel, Chris was the Head of Centralised Investment Management at Barclays Personal Investment Management, a business of 18,000 portfolios. He also oversaw Portfolio Management Operations across the UK. Chris is passionate about diversity within the financial sector and beyond, working with The Great Initiative running workshops around gender and sexuality in London schools.
In December 2016, Bob withdrew from Wellington Management Co. Over the last 21 years at WMC, Bob founded, built, and led the Global Fixed Income group. He was a lead investor and responsible for the global macro, currency, and credit investment and business platform located in Boston and London. At the end of 2016, the WMC global bond assets-under-management totalled over $100billion with 300+ clients around the world.
Kevin was the former CEO and founder of both Intrinsic Financial Services and Bellpenny having raised significant multi million pound funding to build both businesses. Bellpenny specialises in consolidating the investment funds under management of other financial services firms where the principals are retiring or otherwise wish to exit the financial services industry. He has built in house asset management capability and DFM propositions. Also served as Marketing Director of Allied Dunbar and Zurich Life in the UK, having started in financial services in 1979 by building a very successful financial planning franchise, subsequently sold in 1997. Currently founder of business growth consultancy, Clarus Fortior.
Tarne is an independent consultant specialising in helping asset management firms to address the challenges faced by commercial, regulatory and technology changes. She has worked in a number of management roles across different functions for some of the world’s leading organisations. Tarne has a keen interest in collaborating with driven entrepreneurs to develop and grow great business ideas has led her to work as a mentor and investor with several start-ups. Tarne originally worked and studied in Melbourne, Australia having completed a part time Bachelor of Business in Banking and Finance from Monash University via distance education after moving to the UK 22 years ago. She is currently completing an Executive MBA at Cass Business School, and is a member of the board of the Cass MBA Expeditionary Society developing leadership skills of MBA students and alumni.
Simon Allen is now following a plural career as a non-executive director, a mentor and angel investor focussing on the Fin-Tech sector. Previously Simon spent 25 years in financial services working most recently for Aon as COO and Head of Risk and Compliance. Before that he was COO at Prudential UK and at Capital One Europe. Earlier in his career he worked for Bain &Co and successfully started a company that specialised in the marketing of credit cards.
WealthKernel was co-founded by Karan Shanmugarajah, Joe Campbell and Yannick Brunner in 2015. Karan, then a portfolio manager at Barclays, witnessed a significant drop in face-to-face client servicing on the back of increasing costs driven by regulation. He reached out to Joe, at the time development lead at Barclays Wealth and Yannick, a derivatives trader knowledgeable in financial regulation, to build a new type of financial services company. One which combined the world's leading technology practices with a deep understanding of financial regulation.