Team
Twelve people. Three partners. One office.
We are small on purpose: every client knows the partner who manages their money.
01 / Leadership
The four people you will meet.

Helena Voss
Founding partner
Helena founded Ledger & Co. in 2009 after twelve years in equity research. She chairs the investment committee and still reads every annual report of every company the firm owns.

Marcus Lee
Partner, research
Marcus leads research and writes the investment case for every holding before it is bought. He joined in 2011 and reviews the ten largest positions with the committee every month.

Anika Rao
Partner, clients
Anika looks after families, founders and institutions from the first meeting onwards. She makes sure every client hears back within two working days.

Tom Hale
Head of reporting
Tom builds the quarterly letters and checks every figure against the custodian’s statement. If a number appears in a Ledger & Co. report, Tom can show you where it came from.
02 / The firm
And the people behind the letters.
Priya Nair
Analyst
Daniel Okafor
Analyst
Sofia Marin
Analyst
James Whitlock
Operations
Lena Fischer
Client reporting
Omar Haddad
Compliance
Grace Kim
Trading
Ben Archer
Office manager
03 / In figures
A firm that keeps its people.
9 years
Average tenure
0
Partners who have left
12
People, one office

04 / Meet us
Meet the partner who would manage your money.
A partner replies within two working days. Minimum mandate $5M for families.
Request a meeting
14 Hanover Square, London W1S 1HP
Authorised and regulated. Capital at risk. Past performance is not a guide to future returns.
© 2026 Ledger & Co.