Gresham House plc Gresham House plc

Anthony has spent over 40 years working in the City and was chairman of the Association of Investment Companies from 2001 to 2003. He is currently Chairman of BMO Global Smaller Companies plc and Finsbury Growth & Income Trust plc and on the board for Baronsmead Second Venture Trust plc.

He was a director of Brit Insurance Holdings plc (1999-2008), representing it on the Council of Lloyd’s of London (2006 to 2008). Prior to this, he was managing director of Finsbury Asset Management Ltd (1988-1998). He was a non-executive director of Worldwide Healthcare Trust plc (1995-2013) and retired as a chairman of British & American Investment Trust plc on 31 Dec 2017.

CEO Tony is an experienced investor with over 20 years in the industry and has advised numerous public and private equity businesses. In December 2014, Tony became CEO of Gresham House and brought in a new management team that has transformed the company from an investment trust into an AIM listed specialist asset management group.

Tony started his career at Phillips & Drew Fund Management (later UBS Global Asset Management), one of the UK’s most prominent value investment firms with £60 billion in assets at its peak. He was a member of the UK Equity Investment Committee with responsibility for managing over £1.5bn of UK equities. Tony holds an MA in Management Studies from the University of Cambridge.

Kevin is the Finance Director for Gresham House plc and has over 17 years of finance and operational experience in private equity. Kevin joined Gresham House from Oaktree Capital Management where he was a senior vice president responsible for finance and operations in the European Principal team covering private equity and debt opportunity funds. Prior to joining Oaktree, Kevin was Director – Group Reporting and Valuations at 3i Group plc.

Kevin qualified as a chartered accountant with Deloitte and is a fellow of the Institute of Chartered Accountants of England and Wales. He also holds a BCom from the University of Edinburgh.

Rachel joined as Non-Executive Director in March 2018. Rachel is currently chairman of the Association of Investment Companies and Securities Trust of Scotland plc, and also senior independent director of both the Aberdeen New India Investment Trust plc and BlackRock Emerging Europe plc, where she also chairs the audit committee.

Previously, she was vice-chairman of Newlon Housing Trust and a non-executive director and audit committee chair of Crown Place VCT plc and Schroder UK Mid Cap Fund plc. Prior to this, Rachel was a managing director and co-head of the pan-European banks equity research and sales team at Deutsche Bank’s corporate and investment banking division, following a period as a director of Bankers Trust International.

Richard is a chartered accountant who was appointed to the Board in June 2008 as a Non-Executive Director. Richard spent 27 years within the J Sainsbury plc group of companies, where he gained considerable experience of property development and financing, having been director of corporate finance and business development, and a non-executive director of the group’s property development company.

Simon joined the Company as Non-Executive Director in December 2017. Simon has over 20 years’ experience in the City and was, until 2015, Chief Executive of Liberum, the investment bank that he co-founded in 2007.

Prior to Liberum, Simon was Head of Sales for Small Companies at Collins Stewart plc and was a Director at Beeson Gregory Limited. Simon is also the Chairman of the Remuneration Committee and a member of the Audit committee, and CEO of Bonhill Group Plc, an AIM-listed digital media and events business.

Gareth joined as a non-executive director in October 2019, having previously served in our Advisory Group. Gareth’s executive career was spent at Imperial Brands, serving for 38 years. He became CEO in early 1996, leading the de-merger from Hanson plc later that year. During his tenure as CEO, Imperial grew to be one of the world’s largest tobacco businesses, posting huge shareholder returns.

On retirement in mid-2010, Harvard Business Review cited him as one of the World’s Top 50 CEOs in terms of value creation. He became Chairman of William Hill plc in Sept 2010, Wolseley (now Ferguson plc) in Jan 2011 and DS Smith in Feb 2012. He also advises SMEs. Gareth is a very experienced international businessman having developed businesses in all continents.

Bruce was appointed Chairman of the world’s leading insurance market, Lloyd’s of London, in June 2017 and is also Chairman of Moneysupermarket Group and a Vice Chairman of Banco Santander. He was a Non-Executive Director of JLT Group plc from 2016 to 2017, prior to which he was Non-Executive Chairman of Aon UK Ltd from 2012 to 2015, Senior Independent Director of Catlin Group Ltd from 2010 to 2014 and Chief Executive for Marsh UK and Europe from 2003 to 2006.

He was also a Senior Independent Director of Close Brothers Group plc from 2006 to 2014. He previously worked at JP Morgan for 18 years in a number of senior roles and was Managing Partner of 3i Group plc’s Quoted Private Equity Division from 2007 to 2009. He is President of the Chartered Management Institute.

CEO Tony is an experienced investor with over 20 years in the industry and has advised numerous public and private equity businesses. In December 2014, Tony became CEO of Gresham House and brought in a new management team that has transformed the company from an investment trust into an AIM listed specialist asset management group.

Tony started his career at Phillips & Drew Fund Management (later UBS Global Asset Management), one of the UK’s most prominent value investment firms with £60 billion in assets at its peak. He was a member of the UK Equity Investment Committee with responsibility for managing over £1.5bn of UK equities. Tony holds an MA in Management Studies from the University of Cambridge.

Rupert is the Managing Director of Gresham House Asset Management Ltd and has 30 years’ experience in asset management and wealth management, focused on product innovation, investment management, business development, banking and wealth structuring. Rupert has a strong track record of delivering significant shareholder value. He was previously CEO and CIO of Schroders (UK) Private Bank and head of private clients at Rothschild Asset Management Limited.

Alan has been a private equity investor for 30 years, in roles including Senior Partner and Global Head of Healthcare at the private equity firm 3i Group plc. He became CEO of Hermes GPE in 2010 before leaving to co-found GHO in 2014. Alan has invested in a number of high-growth healthcare companies including Quintiles and Phibro Animal Health, and currently serves on the boards of drug development specialist Quotient Sciences, pharmaceutical ingredient specialist Alcaliber, and intensive care specialist Linimed Gruppe.

Alan holds a Bachelor’s degree in Law, an MSc in Enterprise and is a graduate of the Advanced Management Programme at INSEAD. He has served as Chairman of the BVCA and its Responsible Investment Advisory Board.

Sir Laurie has nearly 40 years’ experience in corporate finance advisory, latterly specialising in the financial institutions sector, and is currently a Senior Advisor to Evercore Europe investment banking and was previously Chairman of Lexicon Partners.

Prior to Lexicon Partners, Sir Laurie was a Partner in the Phoenix Partnership, becoming a Managing Director in the Financial Institutions Group of Donaldson, Lufkin & Jenrette after it acquired Phoenix in 1997. He spent the first 18 years of his career at Samuel Montagu, now part of HSBC Investment Bank, where his final responsibility was as Deputy Head of UK Corporate Finance.

This included a posting in Singapore, where he was Area Manager responsible for operations in southeast Asia. He is currently Chairman of Pantheon International plc and J.P. Morgan Multi-Asset Trust plc. He is a non-executive Director of Aggregated Micropower Holdings plc and Fidelity Japan Trust plc. In the not-for-profit sector, he is Chairman of Historic England and a Trustee of The English Heritage Trust, a Trustee of The Allchurches Trust and Chairman of The Windsor Leadership Trust.

CEO Tony is an experienced investor with over 20 years in the industry and has advised numerous public and private equity businesses. In December 2014, Tony became CEO of Gresham House and brought in a new management team that has transformed the company from an investment trust into an AIM listed specialist asset management group.

Tony started his career at Phillips & Drew Fund Management (later UBS Global Asset Management), one of the UK’s most prominent value investment firms with £60 billion in assets at its peak. He was a member of the UK Equity Investment Committee with responsibility for managing over £1.5bn of UK equities. Tony holds an MA in Management Studies from the University of Cambridge.

Rupert is the Managing Director of Gresham House Asset Management Ltd and has 30 years’ experience in asset management and wealth management, focused on product innovation, investment management, business development, banking and wealth structuring. Rupert has a strong track record of delivering significant shareholder value. He was previously CEO and CIO of Schroders (UK) Private Bank and head of private clients at Rothschild Asset Management Limited.

Kevin is the Finance Director for Gresham House plc and has over 17 years of finance and operational experience in private equity. Kevin joined Gresham House from Oaktree Capital Management where he was a senior vice president responsible for finance and operations in the European Principal team covering private equity and debt opportunity funds. Prior to joining Oaktree, Kevin was Director – Group Reporting and Valuations at 3i Group plc.

Kevin qualified as a chartered accountant with Deloitte and is a fellow of the Institute of Chartered Accountants of England and Wales. He also holds a BCom from the University of Edinburgh.

Andy is responsible for operational and technology initiatives across Gresham House. Andy has a strong technology, operations and business background, having previously worked for LDC and the wholesale division of Lloyds Banking Group, where he led numerous operational improvement and technology programmes.

Throughout his career Andy has advised companies on identifying value creation opportunities to support growth that can be driven through operational improvement and technology, as well as supporting complex post-merger integrations. Andy holds an MBA from the University of Warwick.

Samee is the General Counsel and Company Secretary of Gresham House plc and responsible for all Group legal matters. He has over 20 years’ legal, commercial and financial experience, covering private and public equity, M&A and corporate finance. Samee has a first-class honours degree in law and trained and qualified as a solicitor at Slaughter and May.

Samee joined Gresham House in 2019 from the Abu Dhabi Investment Authority (ADIA), where he was responsible for building and leading the legal and compliance function for its Private Equities department. Prior to ADIA, Samee worked at SVG Capital plc alongside Tony Dalwood and Graham Bird.