About Us

WealthGuard Investments – Built on Experience, Backed by Trust

We are a specialist investment solutions provider focused on delivering capital security alongside sustainable long-term growth. We develop and manage risk-adjusted investment solutions designed for investors seeking a disciplined and outcomes-focused approach. Our investment philosophy is centred on prudent risk management, transparency, and consistency, helping investors work towards their long-term financial objectives.

Our investment range is developed in partnership with IDAD, an independent investment specialist with over 20 years’ experience in constructing risk-managed investment solutions across global markets. IDAD’s independence and established investment process support a robust and objective approach to portfolio construction.

Our mission is to provide carefully constructed investment solutions that balance risk and return, placing investor interests at the heart of every decision.

Our values are founded on independence, disciplined risk management, and a commitment to acting in the best interests of investors.

Our funds are available for direct investment and are suitable across all major platforms. They may be used as standalone investments, combined to create diversified portfolios, or incorporated within broader strategies.

WealthGuard Investments – Built on Experience, Backed by Trust

Our mission is to provide carefully constructed investment solutions that balance risk and return, placing investor interests at the heart of every decision.

Our values are founded on independence, disciplined risk management, and a commitment to acting in the best interests of investors.

Meet the team

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Tom McGrath

Chief Investment Officer & Portfolio Manager

Clive Moore

Managing Director & Portfolio Manager

Rainer Baker

Chief Operating Officer

Terry Dixon

Sales Director

Harpreet Aujla

Chief Financial Officer

Emily Goldring

Compliance Director

Neil Browner

Head of Fund Solutions

Tom Shirley

Operations Manager

Jeremy Krausz

Global Head Funds and Partnerships

Olly Humphrey

Strategic Partnership Manager

George Burnett

Strategic Partnership Manager

Miranda Karademir

Business Development Manager

Andy McKay

Business Development Director - Europe

Debbie Reynolds

International Account Manager

Graeme McCallion

Africa Sales Manager

Mike Lewis

Far East & Australasia Sales Manager

Toby Wallace

Product Manager

Oliver Reeves

Operations Support

Alicia Sims

Marketing Manager

DISCLAIMER

Terms and Conditions of use

This website constitutes a financial promotion and has been issued and approved for the purpose of section 21 of the Financial Services and Markets Act 2000 by IDAD Limited. WealthGuard is a trading name of IDAD Limited and is authorised and regulated by the Financial Conduct Authority FCA FRN 740499. IDAD is a limited company registered in England and Wales number 4521366.

The purpose of this website is to inform Independent Financial Advisors (“IFAs”) and other professional intermediaries of the products and services offered by IDAD Limited. The information in this website should not be considered as an offer to purchase securities, and nothing stated within this website constitutes advice.

Neither this website nor any documents contained within it constitutes investment advice or an offer or solicitation to sell in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. The material contained within is purely for information purposes and its accuracy cannot be guaranteed. Investments may go up or down in value and you may lose some or all of the amount invested. Past performance is not necessarily a guide for the future. Returns from the structured products are at risk in the event of any of the institutions who provide securities for these products default on their financial obligations. Any decision to invest should be based on the information contained in the relevant term sheet or prospectus (and any supplements thereto) of the relevant product which includes information on certain risks associated with an investment.

By accessing this website you represent that you are permitted by the laws of your jurisdiction of residence to access this site and the information contained herein.

This website is not intended for residents of the United States as we are not authorised to sell our products and services in the USA.

IDAD Ltd does not give advice on the suitability of its products to private retail investors.

This website is confidential, and no part of it may be reproduced, distributed or transmitted without the prior written permission of IDAD Limited.

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We will not be liable for any loss or damage arising out of or in connection with the use of this site.

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