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 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 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 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 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

Panelled meeting room set for a partners’ meeting, St Paul’s Cathedral through the window

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.

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