About Us / People and leadership / Our investment team
Credentials: BA (Hons) Economics (First Class), CFA, ACA
Sam is an investment professional with 17 years of experience across global investment management and professional services, bringing specialist expertise in international equities and emerging markets to the U Ethical investment team.
Most recently, Sam spent 13 years at Mondrian Investment Partners in London, where he advanced to the position of Senior Portfolio Manager. During this time he developed a specialist focus on Emerging Asia-Pacific markets, building deep expertise in valuation, risk assessment and long-term compounding across both developed and emerging market environments.
Prior to Mondrian, Sam spent over four years at Deloitte’s London international tax practice, providing a strong foundation in financial analysis and cross-border investment structures.
At U Ethical, Sam plays a key role in idea generation and portfolio construction across international equities, with a particular focus on assessing opportunities and risks across international markets. His appointment deepens the firm’s dedicated international equities resourcing and further embeds global capability within the investment team.
“Having worked in London’s global investment community, I saw many managers claim to invest responsibly. At U Ethical, ethics isn’t an add-on - it is embedded in a disciplined investment philosophy and process. As a global investor, I value approaches that are clear, repeatable and grounded in rigorous analysis.”
Sam Wyatt, Portfolio Manager - International Equities
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