Our team Our team

We are proud to have a strong and highly experienced team with exceptional industry knowledge. Our people are creative, entrepreneurial and ultimately focused on delivering results for investors.

We are proud to have a strong and highly experienced team with exceptional industry knowledge. Our people are creative, entrepreneurial and ultimately focused on delivering results for investors.

We have strategic goals, a vision for the future, a business plan and objectives.

 

Achieving this vision and reaching these targets means managing people well – leading, coaching, directing, and involving them in the decisions on where we are going and how we are going to get there.

Select a team to view or look up a name using the search tool.

 

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Gresham House plc Board

Anthony Townsend Chairman, Gresham House plc Board

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.

Tony Dalwood Chief Executive Officer, Gresham House plc & Investment Committee Chairman, Gresham House plc.
Investment Committee Chairman, Gresham House Strategic plc

Tony has been Chief Executive Officer (CEO) of Gresham House plc since December 2014. He chairs the Investment Committee of Gresham House plc and Gresham House Strategic plc. He led the management buy-in and established a new management team that transformed the firm from an investment trust into the AIM listed specialist asset manager it is today. Tony has a long track record in investing and advising numerous public and private equity businesses. From 2002 to 2011, he established and grew SVG Investment Managers before asked to lead SVG Advisors (formerly Schroder Ventures, London), the global private equity arm of Schroder as CEO. He 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 under management at its peak. He was also a member of the UK Equity Investment Committee with responsibility for managing over £1.5bn of UK equities. He has over 25 years of experience and holds a Master of Arts in Management Studies from the University of Cambridge (where he was also a junior rugby international and Blue).

Kevin Acton Chief Financial Officer

Kevin is the Chief Financial Officer for Gresham House plc and has over 19 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 Beagles Non-Executive Director, Gresham House plc Board

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 Chadwick Non-Executive Director, Gresham House plc Board

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 Stilwell Non-Executive Director, Gresham House plc Board & Investment Committee Member, Gresham House plc

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 Davis Non-Executive Director, Gresham House plc

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.

Management Committee

Tony Dalwood Chief Executive Officer, Gresham House plc & Investment Committee Chairman, Gresham House plc.
Investment Committee Chairman, Gresham House Strategic plc

Tony has been Chief Executive Officer (CEO) of Gresham House plc since December 2014. He chairs the Investment Committee of Gresham House plc and Gresham House Strategic plc. He led the management buy-in and established a new management team that transformed the firm from an investment trust into the AIM listed specialist asset manager it is today. Tony has a long track record in investing and advising numerous public and private equity businesses. From 2002 to 2011, he established and grew SVG Investment Managers before asked to lead SVG Advisors (formerly Schroder Ventures, London), the global private equity arm of Schroder as CEO. He 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 under management at its peak. He was also a member of the UK Equity Investment Committee with responsibility for managing over £1.5bn of UK equities. He has over 25 years of experience and holds a Master of Arts in Management Studies from the University of Cambridge (where he was also a junior rugby international and Blue).

Rupert Robinson Managing Director,
Gresham House Asset Management Limited

Rupert Robinson has been the Managing Director of Gresham House Asset Management Ltd since September 2015. Before joining Gresham House, Rupert was CEO and CIO of Schroders (UK) Private Bank for 11 years and prior to that spent 17 years at Rothschild where he was latterly Head of Private Clients at Rothschild Asset Management. Rupert has a proven track record of delivering significant value to shareholders. He has over 31 years of experience in asset management, private banking and wealth management, focusing on product innovation, investment management, business development, banking and wealth structuring. He is a member of the Group Management and Investment Committees.

Kevin Acton Chief Financial Officer

Kevin is the Chief Financial Officer for Gresham House plc and has over 19 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 Hampshire Chief Operating Officer
& Chief Technology Officer

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 Khan Chief Legal Officer

Samee has been the Chief Legal Officer of Gresham House plc since April 2019. He is responsible for Gresham House Group legal matters. He joined Gresham House from the Abu Dhabi Investment Authority (ADIA), where he was responsible for building and leading ADIA’s private equity legal and compliance team for five years. Prior to ADIA, Samee worked at SVG Capital plc alongside Tony Dalwood and Graham Bird. He has over 22 years of legal, commercial and financial experience, covering private and public equity, M&A and corporate finance. He also has a first-class honours degree in law and qualified as a solicitor at Slaughter and May.

Our team

Adam Khanbhai Investment Director

Adam joined in May 2020, following Gresham House’s mandate win of Strategic Equity Capital plc (SEC). He is a Fund Manager, working alongside Jeff Harris managing SEC. He has ten years of relevant financial experience, previously working for GVQIM as a Senior Analyst providing analysis and due diligence on existing and potential investee companies. Prior to this, he worked at OC&C Strategy Consultants for six years as a consultant working on commercial due diligence and strategy projects for corporate and private equity clients.

Adam was a Girdlers’ Scholar at the University of Cambridge and is a CFA charterholder.

Adam McLean Asset Manager, Forestry

Adam joined Gresham House in April 2019 as part of the Forestry asset management team. He assists with all aspects of operational management across several forest portfolios and has varied experience of large scale forest management and of timber harvesting and marketing.

After achieving a first class BA (Hons) in History from the University of Nottingham, Adam started his career with the Forestry Commission at Grizedale Forest, Cumbria, where he first developed an interest in forest management. He went on to gain an MSc in Forestry from the University of Aberdeen and has since worked for seven years in commercial forestry, mainly on the west coast of Scotland.

Alessia Vallomy Analyst

Alessia Vallomy joined Gresham House following the acquisition of TradeRisks in March 2020, having started at TradeRisks as an Analyst in September 2019 straight from university.

She has worked for a number of housing association clients with particular focus on business planning and credit analysis and has worked closely with financial market data and its use in financial models.

During her studies, she interned for a German financial advisory group specialised in personal finances and insurance. Alessia holds an MSc in Finance from Warwick Business School.

Alex Pilato Managing Director, Housing and Capital Markets

Alex is Managing Director and Head of the Housing and Capital Markets teams of Gresham House following the acquisition of TradeRisks in March 2020. He is also the Chief Executive of ReSI Capital Management and Executive Director of ReSI Homes Limited, the for-profit Registered Providers now managed by Gresham House. Alex was the founder and Chief Executive of TradeRisks Limited from 2000 to March 2020. Prior to TradeRisks, Alex worked for seven years at JP Morgan where he founded its risk advisory businesses, then HSBC leading the banks’ global risk advisory business, and Tokai Bank Europe as head of Capital Markets and Merchant Banking. Alex has 33 years of experience in the finance industry, with the last 20 years focusing on social housing.

He holds a first-class honours degree in Theoretical Physics from the University of London and a doctorate in Mathematics from the University of Oxford.

Alison Wallace Assistant Office Manager

Alison has broad experience in forestry fund accounting, management and administration. Alison holds an HND in Accounting from the Abertay University. Her experience has largely been in the oil and maritime support services sector, during which time she has become a partially qualified ACCA.

Andrew Stirling Head of Treasury Solutions

Andrew Stirling joined Gresham House in July 2020 as Head of Treasury Solutions.

Prior to Gresham House, Andrew spent seven years in the markets business at Lloyds Bank Commercial Banking, where he managed a team of derivative and treasury experts, providing bespoke funding and hedging solutions for Housing Associations. He previously spent nine years in the Markets & Institutional Banking division at RBS where he worked with corporate and commercial clients, providing hedging solutions across asset classes, including interest rates, FX and commodities. Andrew has 27 years’ commercial and financial markets experience across asset classes including freight, commodities, FX, interest rates and inflation. He began his career broking freight before moving to the physical commodity markets and then the London Metal Exchange before transferring to banking via the derivatives markets in 2004. Andrew also spent eight years acting as a school governor, where he was chair of the Buildings & Resources committee.

Andrew has been in FCA regulated ‘controlled function’ roles for 18 years and is currently studying for the ACT CertT qualification. He holds a BSc (Hons) in Economics and Econometrics from the University of Southampton.

Andy Gibb Director, Sales

Andy has over 17 years’ industry experience and joined Gresham House in October 2019 after spending two years at BNP Paribas. Prior to this he spent six years as investment sales director at BNY Mellon, focusing on family offices and the London discretionary market.

He has also worked in the business development team at Skandia Investment Management, helping launch the Spectrum range of funds. He holds a BA (Hons) in Economics from the University of Greenwich.

Andy Hampshire Chief Operating Officer
& Chief Technology Officer

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.

Anthony Crosbie Dawson Investment Manager

Anthony’s background is in investment banking, having previously worked for international firms in London, New York and South America, including Macquarie and Merrill Lynch. At Gresham House, he is responsible for business development, marketing and sales for our forestry and new energy assets, also managing one of the funds.

Anthony has a BA (Hons) in History from Newcastle University and is an Investment Management Certificate holder. He is also a registered adviser with the Financial Conduct Authority.

Antoine Pesenti Head of Capital Markets

Antoine Pesenti is Head of Capital Markets at Gresham House following the acquisition of TradeRisks in March 2020. Antoine spent 17 years at TradeRisks as a Senior Managing Director, where he was responsible for debt advisory and debt arrangement for bank facilities, private placements and listed bonds. During that time, Antoine also worked on missions for the World Bank to develop credit risk management models for several national treasuries. Prior to TradeRisks, Antoine worked on the development of Monte Carlo simulation short-rate models for risk management at the European Bank for Reconstruction and Development and was assistant professor of mathematics in Classe Préparatoire aux Grandes Ecoles in France. Antoine holds an MSc in Finance and Economics from the London School of Economics, an MPhil in Mathematics from ENS Paris-Saclay, and a Bachelor of Arts in Philosophy from Sorbonne University, Paris.

Asha Mistry Marketing Manager

Asha joined Gresham House in March 2020 and works alongside Lizzie Darbourne, James Gilbert and Cara Nuss on Group marketing and communications initiatives, with a particular focus on our Equity Funds offering.

Before joining Gresham House, Asha spent 13 years at Rathbone Brothers plc as Digital and Channel Marketing Manager for the intermediary channel in the asset management business. Prior to this, she spent time in production and communications roles at Aviva and Santander.

She holds a BA (Hons) in Business, Management and Marketing from the University of  Middlesex.

Beata Thacker Finance Assistant

Beata joined Gresham House as Finance Assistant in 2019. Prior to this, Beata worked in the finance department of a multi-site training company based near Milton Keynes. She is currently studying towards the AAT Professional Diploma in Accounting.

Ben Fry Head of Housing Investment

Ben Fry is Head of Housing Investment at Gresham House and a director of the two Registered Providers of Social Housing it manages, ReSI Homes Limited and ReSI Housing Limited. He joined the firm in March 2020 following the acquisition of TradeRisks where he was Managing Director and Investment Manager for its fund management division ReSI Capital Management.

Ben has 15 years’ industry experience, with 9 years social housing experience since joining TradeRisks in 2011. Ben has led the investment management for fund Residential Secure Income plc since IPO in July 2017, prior to which he led TradeRisks’ debt advisory services for housing associations, local authorities, and specialist residential accommodation.

Ben qualified as a chartered accountant with Deloitte and is a member of the Institute of Chartered Accountants of England and Wales. He holds a BSc in Mathematics from Imperial College London.

Ben Guest Managing Director,
New Energy

Ben is the Managing Director of the Gresham House New Energy division, Fund Manager of Gresham House Energy Storage Fund plc and Fund Manager for the British Strategic Investment Fund (BSIF) strategy. He started his fund management career at Lazard Asset Management, before founding Hazel Capital (now Gresham House New Energy) in April 2007, subsequently serving as Managing Partner and Chief Investment Officer.

With over 25 years of investment experience, Ben’s expertise spans the investment spectrum, across infrastructure, public equities and venture capital. He is responsible for the origination and execution of investment opportunities at Gresham House, alongside ongoing portfolio management. Ben currently serves as a director of over 40 companies and until recently was the non-executive chairman of Oxis Energy, a UK-advanced battery power company. He holds a BEng in Mechanical Engineering from Imperial College London.

Beth Delaney Senior Finance Manager

Beth is a Senior Finance Manager, looking after a number of our Forestry and Renewables clients.

Bevan Duncan Managing Director, Strategic Equity

Bevan joined Gresham House in November 2018, having been at Livingbridge since 2006. Bevan has overall responsibility for all portfolio management activities for the Baronsmead VCTs. He also directly manages portfolio investments and has been an active board member of several Baronsmead investee companies including MLS, Eque2, Key Travel and Pho. He qualified as a Chartered Accountant at KPMG in New Zealand, where he provided consultancy services to fast growing small businesses.

Bozkurt Aydinoglu Investment Director, New Energy

Bozkurt joined Hazel Capital (now Gresham House New Energy) in 2008 as a Partner and Portfolio Manager. He co-manages the Gresham House New Energy VCTs and sources and executes new opportunities, covering transaction negotiation, due diligence and contract negotiation. He dedicated the early part of his career to funding and advising companies in the telecommunications and technology industries, whilst in roles at Nomura, Salomon Brothers, Bowman Capital and Deloitte & Touche. In 2002 he co-founded and built New Energy Finance (NEF), which became the leading provider of data, research and analysis to investors in the global cleantech industry. NEF was acquired by Bloomberg in December 2009.

He has 25 years’ principal investment, advisory and business-building experience in the clean energy, telecommunications and technology industries, and holds an MSc in Electrical Engineering from Imperial College London.

Brendan Gulston Investment Director, Equity Funds

Brendan joined Gresham House in November 2018 having previously been at Livingbridge. He studied commerce with a focus on finance at Melbourne University and subsequently spent four and a half years in technology investment banking at Canaccord Genuity.

Cara Nuss Marketing Associate

Cara joined Gresham House in 2017 as Team Assistant, responsible for assisting the Operations and Housing & Infrastructure teams, before being promoted to Marketing Associate in 2018. Cara works alongside Lizzie Darbourne and James Gilbert to promote the Gresham House brand across all marketing activities.

Prior to joining Gresham House, Cara worked in recruitment whilst completing her BCompt Accounting Science degree at the University of South Africa

Cara Wareing Administration Assistant

Cara joined Gresham House in August 2019 as an Administration Assistant within the Oxford team. She predominantly assists the Senior Executive Administrators as well as providing organisation to the Oxford office. Prior to joining Gresham House, Cara worked for a packaging and brand design company as an Office Administrator.

Carole Harris Asset Manager, New Energy

Carole is responsible for the asset management of Gresham House’s renewable portfolio and also acts as fund manager for one of the wind funds. Carole joined Gresham House as part of the FIM Services Ltd integrations, and has been involved in the origination, financing, construction and management of all of the previously FIM-branded renewable assets.

Prior to joining FIM, Carole worked across a number of sectors including technology, software and travel as a Finance and Operations Director following qualification as a Chartered Management Accountant.

Cassandra Langley Administration Assistant

Cassandra is Administration Assistant within the Oxford Administration team providing support to the senior executive administrators and also deals with the day to day administration and organisation of the Oxford office. Prior to joining Gresham House, Cassandra worked for a construction design company as Office Manager.

Cate Morgan Team Personal Assistant

Cate is PA to the Quoted and Gresham House Venture teams. Prior to Gresham House, she worked in media and sustainable construction, and spent a year working in New York whilst completing her PGCert in International Business. She also holds a BA (Hons) in Conference and Exhibition Production Management from Leeds Beckett University.

Catriona Buckley, CFA Institutional Business Development Director

Catriona is an Institutional Business Development Director who joined Gresham House in July 2019 from Fidelity International, where she was responsible for managing Fidelity’s relationships with investment consultants and direct institutional clients. Previously, Catriona was Client Director at Pioneer Investments (now Amundi) where she managed a portfolio of institutional clients, global strategic partner relationships and investment consultant relationships. Prior to that, Catriona was a credit analyst in the Bond Management Unit at Allied Irish Banks plc where she was responsible for the fundamental analysis of credit securities purchased by the bank’s proprietary bond trading desk. She has 15 years of experience in institutional business development, holds a B.A. in Business and Economics and is a CFA charterholder.

Chloe Jacquet Asset Manager, New Energy

Chloe joined Gresham House in July 2019, having spent over three years in infrastructure operations at Oxford Capital. Prior to Oxford Capital, she was Acquisitions Manager at Inazin and a Project Officer at TRW, a ZF Group company. She holds a BSc (Hons) in Zoology from the University of Nottingham and an MBA from RAC, Cirencester.

David Gardner Investment Director, Forestry

David Gardner has been an Investment Director and a member of the Forestry Investment Committee at Gresham House since May 2020. He joined the firm from Global Forest Partners LP, a US based timber management and investment company, where he worked from 2009 to 2019. David is responsible for developing the company’s international growth as well as supporting the management of the existing forestry investments. While at Global Forest Partners, David served as an Investment Director as well as being a partner and serving on the Investment Committee. Prior to that, he worked at the international management consulting firm Pӧyry, based in Singapore. David has over 30 years of experience in the global forest industry, with the last ten years focused on international institutional investment and asset management in forestry. David holds a Bachelor of Science, a Master’s degree in Forestry and is an MBA graduate from Cranfield University.

David Leahy Associate Director, Equity Funds

David joined Gresham House in November 2018 from Livingbridge. He studied Politics & Psychology at Cambridge, specialising in behavioural economics. From there, a passion for innovative businesses led him to joining Propercorn, a newly-minted FMCG start up.

After a year spent developing the commercial side of the business, focusing on establishing new distribution channels, he studied for an MSc in Management at Imperial College Business School and then worked at Puma Investments.

Dragos Smeu Finance Assistant

Dragos Smeu is a member of the Real Assets finance team in Gresham House’s Oxford office, assisting with a broad range of finance matters. He works on a variety of funds and clients, and this will continue to expand with the business.

Ed Simpson Investment Director, New Energy

Ed has been an Investment Director at Gresham House since February 2019. Ed has been working with growth companies since 2000 as a corporate finance adviser, COO, CFO and investor. Prior to joining Gresham House, Ed was focusing on renewable energy and infrastructure at Downing LLP, where he was Head of the Energy and Infrastructure team, managing over £400m of assets under management. From December 2010 to June 2013, he worked as an Investment Director for 350 Investment Partners, the fund managers of the Carbon Trust venture investments and the North West Fund for Energy and Environmental. Prior to that Ed was working at Bridges Ventures from 2008 to 2010 where he began focusing on social impact and sustainable investing. Ed has experience in originating, negotiating and managing venture, growth and infrastructure transactions and actively managing a portfolio of investments through to profitable exit. He has 25 years of experience, holds an MA in Economics from Cambridge and qualified as a Chartered Accountant with Arthur Andersen in 1998.

Edward Goldsworthy Investment Manager

Ed works on the origination, appraisal, execution and management of renewable energy investments. Prior to joining Gresham House, Ed worked with KPMG, qualifying as a Chartered Accountant, before moving into commercial finance with Siemens L&A and then corporate finance with MacIntyre Hudson LLP, where he specialised in business start-ups and mid-market transactions.

Ed holds both a first class BSc in Economics from the University of Manchester and the Investment Management Certificate, and is a registered adviser with the Financial Conduct Authority.

Edward Latter Investment Director, Forestry

Edward Latter has been a Fund Manager at Gresham House since May 2018. He manages Gresham House Forest Fund I LP and FIM Sustainable Timber and Energy LP, and is primarily responsible for implementing the fund’s strategy, operational oversight and investor reporting. His role also involves the valuation of UK forestry assets and overseeing fund deal flows. Prior to joining Gresham House, he worked at FIM Services Ltd as an Assistant Fund Manager from 2012 and was appointed Fund Manager of Gresham House Forest Fund I LP in 2016 and FIM Sustainable Timber and Energy LP in 2019. Prior to this, Ed worked as a graduate surveyor for Cluttons LLP for three years where he dealt with UK commercial property portfolios for institutional and high net worth individuals. Ed is a Chartered Surveyor and a RICS Registered Valuer. He has 11 years of experience and holds a postgraduate diploma (PG Dip) in Financial Strategy from Saïd Business School, University of Oxford, and a RICS accredited BA (Hons) degree in Real Estate from Oxford Brookes University. He also obtained the Investment Management Certificate.

Elizabeth Brown Associate

Elizabeth is an Associate at Gresham House, following the acquisition of TradeRisks in March 2020.

Elizabeth supports the housing team covering Local Authority debt transactions and Housing Association business plan analysis. Prior to joining, Elizabeth spent four years at EY in the audit department, with a focus on asset management and private equity companies. Elizabeth has four years of professional experience and is a Chartered Accountant.

She holds a first-class honours degree in Mathematics from Durham University and is currently studying towards the CFA qualification.

Emily Saunders Team Personal Assistant

Emily joined Gresham House in early 2019 and is responsible for assisting the Operations, Technical, Distribution and Marketing teams. Prior to joining Gresham House, Emily spent 5 years in Hong Kong working in marketing, customer service and lifestyle management roles at Quintessentially and Bloom & Grow. Emily holds a BA (Hons) in Events Management from Leeds Beckett University.

Fergus Wigan Associate

Fergus is an Associate at Gresham House, having joined the firm in March 2020 after the acquisition of TradeRisks.

Fergus works on the origination team for both Local Authority and Housing Association clients and is responsible for client engagement, specialising in winning new business for the capital markets desk. He previously worked for the Canary Wharf Group distributing advertising space and has contracted at strategy houses such as Plural Strategy and Fairgrove Partners, where he provided extensive project assistance.

Fergus holds an MSc in Consumer Behaviour from Goldsmiths University and a certificate in Investment Management from CISI.

Gareth Owen Investment Director, New Energy

Gareth has been an Investment Director at Gresham House since November 2017. He joined the company following the acquisition of Hazel Capital where he was a Partner. Gareth is responsible for executing investments, particularly acquisitions, disposals and limited recourse financings of pre-and-post commissioned renewables projects. Prior to joining Hazel Capital, he worked at Barclays Capital from 2001 to 2009, latterly as a Vice President for Barclays Natural Resource Investments, a c.US$1.5bn captive private equity fund investing in natural resources and renewable energy. Prior to that, he worked in the Structured Capital Markets divisions of Barclays Capital and Deutsche Bank, handling the acquisition and disposal of various asset-based companies. He started his career in infrastructure project finance at NatWest Markets, advising on and financing a number of Private Finance Initiative (PFI) / Public Private Partnership (PPP) projects. Gareth has over 20 years of experience and holds an MBA from Imperial College Business School, an MSc in Engineering Project Management and a BEng in Civil Engineering, both from the University of Manchester.

Gary Cresswell Financial Controller

Gary joined Gresham House in 2005 and is currently the Group Financial Controller,  providing support to the FD and providing accurate and timely financial information to assist in the smooth running of the Group.

Gary Smith Senior Finance Manager

Gary is responsible for the financial and accounting activities of our new Energy Storage Fund. Prior to joining Gresham House, Gary was a qualified accountant with a background in statutory accounts and external audit.

Gary has 10 years of experience working with a range of clients from charities and owner managed businesses to multinational group corporations. Gary is a Chartered Certified Accountant (FCCA) and holds a BSc (Hons) in Economics from the University of Portsmouth.

Gemma Richards Senior Finance Manager

Gemma joined Gresham House in February 2019. She is the Finance Manager for FIM Forest Fund I LP, FIM Solar Distribution and Generation, and FIM Timberland LP. Prior to joining Gresham House she gained 20 years’ experience as a management accountant in a variety of industries, including renewable energy, during her time with Opus Energy Ltd. Gemma has a BSc (Hons) in Mathematics from Cardiff University and is ACCA qualified.

Geoff Lambert Head of Compliance

Geoff joined Gresham House in August 2019, after spending 4 years at Nikko Asset Management. Prior to that he held compliance roles at Henderson Global Investors, Royal London and Barclays Wealth. He began his career in personal banking at HSBC.

Gourav Choudhary Director, Capital Markets

Gourav is a Director in the Capital Markets team at Gresham House, following the acquisition of TradeRisks in March 2020,  and is a member of the Housing and Infrastructure team. Since joining  TradeRisks, he has been responsible for executing on advisory engagements for both housing associations and infrastructure clients.

He previously worked at Arcus Infrastructure Partners in their core infrastructure investments team, where he was responsible for reviewing and executing on new investment opportunities. Prior to this, Gourav worked at PIMCO in the financial advisory team where he was responsible for assessing the credit quality of infrastructure loan books. He also spent a number of years working in the infrastructure advisory team of EY in the UK and Australia. Gourav’s recent work experience includes advising a fibre network developer on funding their projects.

Gourav has over 15 years of professional experience in financial advisory and investment. He holds a Master of Commerce degree from Macquarie University and qualified as an Actuary with the Institute of Actuaries of Australia.

 

Graham Carter Investment Director, Forestry

Graham is an experienced forestry professional, responsible for all operational aspects of the Gresham House forestry funds. After a short period of practical experience in the UK, Sweden and New Zealand, he joined UA Forestry Ltd (a division of United Auctions Group) as a forest manager, progressing to become their managing director in 1997.

In 2001, he left UA to found his own forestry management company, Aspen Forestry Ltd, which specialised in providing forest management services across Scotland. Following the successful sale of Aspen, Graham joined Gresham House in 2007. His specialism is in developing, negotiating and managing non-forestry ‘higher and better use’ investments on behalf of client funds, particularly renewable energy developments, telecom rentals, power line access and compensation and residential developments.

Hayden Morrison Asset Manager

Hayden Morrison has been an Asset Manager at Gresham House since January 2019. He joined Gresham House in November 2015 from Aitchesse Ltd where he worked as an Assistant Harvesting Manager and Harvesting Manager from August 2014. Hayden is responsible for the asset management of c.18,000ha of commercial forestry and specialises in mapping and Geographic Information Systems. He has six years of experience in UK forestry and has been a Professional Member of the Institute of Chartered Foresters for three years. He holds a Bachelor of Science (Honours) in Forestry from the University of Wales, Bangor graduating in 2014.

Hazel Cameron Head of Portfolio Talent

With over 20 years in private equity, Hazel is an experienced investor, board director and has helped build numerous quality boards. Hazel qualified as a Chartered Accountant with Arthur Andersen before spending a few years in corporate finance with British Linen Bank advising public and private companies.

She joined 3i in 1993 and in 2000 opened a London private equity office for Bowman Capital, a $6bn hedge fund with $750m for private equity. She invested throughout Europe before gaining operational experience by heading up the UK for Cross Atlantic Capital Partners. Since 2000, Hazel has been sitting on boards for private equity and independently and since 2006, she has been formally helping companies build quality boards and management teams.

Hazel joined Gresham House in March 2019. She continues to help create and maintain quality teams and is a Strategic Advisor to B&S Group.

Heather Fleming Head of Institutional Business

Heather has been Head of Institutional Business at Gresham House since May 2018. She is responsible for institutional business development, global consultant relations and client service. Prior to joining Gresham House, Heather spent seven years at Fidelity International, latterly as Head of Institutional Distribution for UK & Ireland. She previously held business development and client relationship positions at BankInvest, Capital International and Gartmore where she held roles focussed on U.K & Ireland and Nordic institutional investors. Heather has 24 years of financial experience, holds a Bachelor of Arts (Hons) in Politics from Durham University and is qualified with the Investment Management Certificate from the CFA Society of the UK.

Henrietta Russell Asset Manager, Forestry

Henrietta Russell has been a Forestry Asset Manager at Gresham House since October 2016. She manages existing assets on behalf of Gresham House private clients. She joined Gresham House from Butler Sherborn where she worked as a Rural Chartered Surveyor for private clients. She was responsible for managing rural estates and property in the UK. Henrietta has over 14 years of experience in rural property. She has been a member of Royal Institution of Chartered Surveyors (RICS) (MRICS) for 11 years and is a retired Fellow of Central Association of Agricultural Valuers (FAAV). She holds a BSc (Hons) in Land Management from the University of Reading graduating in 2006.

Henry Alty Investment Director, Gresham House Ventures

Henry joined Gresham House in November 2018 having previously been at Livingbridge since 2016. He focuses on growth capital investments into software and service businesses in the financial and professional services sectors, with particular interest in process and workflow automation software, service companies looking to drive digital transformation, scale-ups looking to improve the use of data and analytics for large incumbents (banks, insurers, legal firms, etc.), and new methods of communication and collaboration.

Prior to Livingbridge, Henry worked at VCT fund manager Foresight Group for three and a half years, and at TMT focused strategy consultancy Spectrum for six years on projects in wireless communications, technology and media strategy.

He has a first class degree in Politics, Philosophy and Economics from Oxford and is a CFA charter holder.

Izzy (Richard) van Romunde, CFA Investment Manager

Izzy is an Investment Manager at Gresham House leading on commercial and carbon forestry investment appraisals in the UK and internationally. Izzy joined Gresham House in May 2018 following the acquisition of FIM Services Ltd. Prior to joining Gresham House, Izzy worked for over six years in commercial real estate advisory, building out investment and agency team platforms at Cushman & Wakefield, Knight Frank, and Strutt and Parker, forming and executing strategic and complex projects. Prior to this Izzy worked as an Investment Analyst at European equity hedge fund Libra Equity. Izzy is the youngest visiting professor at the prestigious IEB University in Madrid, teaching the CFA curriculum. Izzy has over 10 years of experience, is a CFA charterholder and has an MSc in Finance from the University of Exeter. He is also fluent in Spanish and Dutch.

Jacqueline Kelly Senior Finance Manager

Jacqueline is an accountant with over 20 years of experience across accounting, treasury, budgeting, management and administration. Having worked at FIM for 10 years prior to their acquisition, she is responsible for financial reporting, managing year-end audit processes, various tax and VAT matters for the division and also a number of High Net Worth Individuals.

She provides support to the Divisional Financial Director, producing accurate and timely financial information to assist in the smooth running of the Group and its Clients. Before working in financial services, Jacqueline spent a number of years working for an ATM deployment firm, dealing with daily transactions in excess of £1m at the Bank of England.

Jai Srivastava Associate Director

Jai Srivastava is an Associate Director at Gresham House and a member of the Housing team. He joined the firm in March 2020 from ReSI Capital Management, where he spent two years analysing residential property investments in the retirement, local authority housing and shared ownership sectors. Prior to that, he spent four years in banking audit at KPMG where he focused on the valuation of financial instruments.

Jai has six years of professional experience, holds a BA in Philosophy, Politics and Economics from Magdalen College, Oxford and qualified as a Chartered Accountant with KPMG. He is working towards completing the CFA qualification having passed the Level III examination.

James Armstrong Investment Associate

James Armstrong is an Investment Associate, working across both forestry and renewables at Gresham House.  He joined in May 2018 following the acquisition of FIM Services Ltd.  James is focused on the acquisition of new assets and takes an active role in the day to day management of the portfolio. Prior to joining Gresham House, he worked at J.P. Morgan, RWE Supply and Trading and most recently spent four years at Computershare Investor Services as an equity dealer, managing a range of global share plans and option schemes on behalf of corporate clients. James has ten years of experience in financial services with a BA in Business Administration, he is a holder of the Investment Management Certificate and is enrolled as a Level II candidate in the CFA program.

James Bagnall Investment Analyst,
New Energy

James joined Gresham House in November 2018 having previously been at Livingbridge. Prior to this he worked in TMT audit at EY for 3 years, where he qualified as a chartered accountant.

James holds a first-class Master’s degree in Mathematics from Durham University.

James Braithwaite Financial Controller, Housing

James joined Gresham House in May 2020, having previously spent over three years as part of the Banking and Capital Markets Assurance practice at PwC. James held the position of Senior Associate and the majority of his time was spent auditing investment banks and other financial services institutions. James completed the ICAEW ACA qualification whilst there and has therefore been qualified as a Chartered Accountant since September 2019.

James graduated from the University of Manchester in 2016, where he obtained a first-class BSc in International Business, Finance & Economics.

James Gilbert Marketing Manager

James joined in May 2019 and covers group and product marketing to communicate with shareholders, investors and clients, raise brand awareness, and produce high quality marketing materials and messaging.

Prior to Gresham House, James headed up communications and marketing for Lloyd’s of London insurance syndicate, Neon Underwriting and spent time in the marketing teams at data management fintech, Asset Control and retail currency provider, ICE – International Currency Exchange. He has also worked agency-side, for an independently-owned FMCG marketing and advertising agency, concentrated on radio advertising and major UK events. James began his marketing career at the UK’s largest used vehicle marketplace, British Car Auctions.

James is a multidisciplinary copywriting and design specialist with a BA (Hons) in Journalism and an MA in Communication and International Marketing from the University of Surrey.

James Hendry Investment Manager, Gresham House Ventures

James joined Gresham House as an Investment Manager in December 2019. Prior to this he spent five years at PwC, latterly working in the financial due diligence team.

James is a Chartered Accountant and read Economics and Accounting at Edinburgh University.

James Sly Finance Director, Housing

James is the Finance Director for the Housing division at Gresham House and has over seven years of finance and financial services experience. He joined Gresham House as part of the acquisition of TradeRisks in March 2020, where he was Finance Director of ReSI Capital Management.

Prior to TradeRisks, James was the Finance Manager at United Trust Bank, where he led the team responsible for financial control and reporting.

James holds a degree in Economics and Management from the University of Oxford and is a qualified chartered accountant, having trained at PwC.

Jason Sinden Investment Director, Forestry

Jason Sinden is an Investment Director in Gresham House Forestry, where he primarily focuses on acquisitions. Jason was the Forestry Director for FIM Services Ltd which was acquired by Gresham House in May 2018. Jason began working in forestry investment with FIM Services Ltd as an Investment Manager in 2000, before leaving to join Tilhill Forestry in 2005. At Tilhill Forestry, he developed the forestry investment business, and was promoted to Investment and Property Director in 2015 before re-joining FIM Services Ltd in 2017 as a Forestry Director. Jason has over 20 years of experience in the financial services industry, together with a further five years in the forestry and timber processing industry. During his career, he has worked on many high-profile forestry acquisitions and woodland creation projects in the UK, as well as investment projects in Scandinavia and eastern Europe. He graduated from the University of Aberdeen with an Honours Degree in Forest Management, before completing an MBA from the Open University. This was followed by the Senior Management Development Programme at IMD (Lausanne). Jason is also a Fellow of the Institute of Chartered Foresters and a Chartered Surveyor.

Jeff Harris Investment Director

Jeff joined in May 2020, following Gresham House’s mandate win of Strategic Equity Capital plc (SEC), for which he is Lead Fund Manager.

He has 11 years of experience at leading financial service organisations, previously working at GVQIM as a Senior Analyst providing analysis and due diligence on existing and potential investee companies. He also fulfilled the role of Deputy Fund Manager on GVQIM’s Unconstrained Funds between 2014 and 2019. Prior to this, Jeff worked within the Transaction Services team at PwC, performing financial due diligence on private equity and corporate transactions. He also worked at Macquarie as a European Banks Analyst. He holds the ACA and IMC qualifications.

Jérôme Foucaud Director, Capital Markets

Jérôme is a Director at Gresham House and a member of the Advisory team that joined with the TradeRisks acquisition in March 2020.

He started his career in Business Development at France Télécom in 2008, then joined Royal Bank of Scotland where he spent ten years specialising in Infrastructure, Project Finance and Asset Finance. He has worked on both Lending and Advisory mandates covering a wide range of industries and keeping a strong focus on Télécom Média and Technology (TMT). He also has considerable Financial Modelling experience, having led several worldwide training initiatives at RBS.

Jérome holds a Master in Science in Management from EM Lyon Business School and is a CFA Charterholder since 2016. He is fluent in French, English and German.

Jessica England Operations Manager

Jessica joined Gresham House in November 2018 having previously been at Livingbridge for 5 years. Based in the London office she works as the Operations Manager. Jessica is a qualified management accountant and holds a BA (Hons) in Business Management from the University of Lincoln.

Jessica Hill Personal Assistant

Jessica Hill is a Personal Assistant at Gresham House. She joined the firm as part of the Traderisks acquisition in March 2020.

Prior to TradeRisks, she worked in venture capital for a number of years. During her time in venture capital, she frequently travelled both nationally and internationally for roadshows, fundraising and portfolio motioning trips. Previously, Jessica has supported CEOs and facilitated running operations.

Jessica holds an International Baccalaureate Diploma from her studies in France.

Jessica Morales Executive Assistant

Jessica is Executive Assistant to the Management team at Gresham House. Jessica joined from the private equity arm of Lloyds Banking Group where she previously worked as team personal assistant to the investment team.

Jeston Na Nakhorn Chief of Staff

Jeston joined Gresham House in September 2019, having spent two and a half years as an independent management consultant.

Prior to this, he spent time as COO of Vauban Group and 4 years at Sainsbury’s in profit protection and major store management.

Jeston spent his early career as an officer in the British Army for 16 years and holds a BA (Hons) in Classics from the University of Bristol.

Joe Thomas Investment Manager

Joe is an Investment Manager in the New Energy team, focused primarily on sourcing and executing new investments for the British Strategic Investment Fund. Prior to joining Gresham House, Joe worked for Lloyds Banking Group in their structured finance team, supporting primarily UK companies with the structuring and execution of secured capital markets transactions. At Lloyds, Joe was involved in a number of whole business and asset backed securitisations and bond financings including advising on a funding package for a hospital and a regulated water utility.

Whilst at Lloyds, he also gained experience in restructuring and private equity. Joe holds a BA (Hons) and MA from Durham University and is a CFA charter holder.

John O’Toole Technical Director

John joined Gresham House New Energy (formerly Hazel Capital) in 2016 as Technical Director. He has over 15 years’ energy industry experience across operations, management and optimisation of energy generation assets.

He is responsible for the optimisation of existing solar and wind assets, technical development and optimisation of new energy storage opportunities. Prior to Hazel Capital, John worked in the UK solar sector, initiating O&M and asset management for a number of ground-mounted solar PV asset portfolios. This was on behalf of private equity, yieldco and EPC organisations, with total generation capacity over 600 MW. Prior to this, at RWE/Npower, he managed the operational control, trading and grid-interface of a UK wind portfolio with over 1 GW generation capacity.

Before moving to London in 2011, John worked with the Irish utility ESB, in management roles in a 400 MW CCGT plant, and in trading/commercial optimisation of CCGT assets in the UK and Irish markets. He started his Career in Dublin with Fingleton White consulting engineers. John holds a BE in Mechanical Engineering from University College Dublin, an MSc in Management from Dublin City University and an MBA from the Open University.

Josh Phillips Investment Associate

Josh is an Investment Associate focusing on forestry acquisitions and the fund management of Sustainable Timber & Energy LP. He holds a BA (Hons) from Reading University, is an ACA chartered accountant and is currently studying towards the Investment Management Certificate.

Previously, Josh was awarded a place on PricewaterhouseCoopers’ prestigious Flying Start degree programme before joining the firm full time as a Senior Associate, specialising in financial services. He then moved onto Hazlewoods LLP to focus on mergers and acquisitions concentrating on corporate due diligence.

Julie McCarthy Senior Executive Administrator

Julie is a senior executive administrator to the direct acquisitions fund manager, and also deals with the day to day administration of two of the Limited Partnerships. Prior to joining Gresham House, Julie worked for the credit management arm of the Royal Bank of Scotland. She started at FIM October 2013 and holds a Btech in Business and Finance.

June Cottington Software Developer

June Cottington is a Software Developer at Gresham House, following the acquisition of TradeRisks in March 2020.

She joined TradeRisks in March 2018.  She supports all in-house software, primarily supporting the Debt Management System software.

June has over 30 years’ experience in a variety of application areas and software and holds a BSc in Mathematics & Computer Science.

Karen Napier Office Manager

Fund accounting, treasury, management and administration. Karen is an experienced accountant and has worked with Graham Carter for many years, first at UA Forestry, then at Aspen, and finally joining Gresham House Forestry in 2007.

Karen Tolputt Finance Assistant

Karen joined Gresham House in April 2019 and works as a Finance Assistant supporting the Finance Managers in our Oxford office.  Prior to this, Karen spent 11 years working in the finance department at CAE Oxford Aviation Academy.

Katie Hills Admin Team Assistant

Admin Team Assistant within the Oxford Administration team predominantly assisting the Senior Executive Administrators as well as providing organisation to the Oxford office.
Joined in January 2020 having previously worked as an Administration Assistant at an Estate Agents.
Holds a BSc(Hons) in Rural Land Management from the Royal Agricultural University in Cirencester.

Ken Wotton Managing Director, Public Equity

Ken is Managing Director, Public Equity, and leads the investment team managing public equity investments. He is lead manager for LF Gresham House UK Micro Cap Fund, LF Gresham House UK Multi Cap Income Fund and manages AIM listed portfolios on behalf of the Baronsmead VCTs. Ken graduated from Brasenose College, Oxford, before qualifying as a Chartered Accountant with KPMG. He was an equity research analyst with Commerzbank and then Evolution Securities prior to spending the past 12 years as a Fund Manager at Livingbridge and now Gresham House specialising in smaller companies.

Kevin Acton Chief Financial Officer

Kevin is the Chief Financial Officer for Gresham House plc and has over 19 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.

Krystyna Slota Senior Finance Manager

Krystyna is a Finance Manager and is responsible for preparing accounts, and day to day finance matters for FIM Forest Fund I LP and a portfolio of renewable energy entities. She also manages the year-end audit process and VAT matters. Krystyna joined FIM Services Ltd in October 2015 as a Finance Assistant and soon progressed to Finance Manager. She has an HND in Business Management and is ACCA part-qualified.

Kyle Rosevear Director, Capital Markets

Kyle Rosevear is a Director in the Capital Markets team at Gresham House, following the acquisition of TradeRisks in March 2020. At TradeRisks, Kyle specialised in structured project finance transactions for social infrastructure and alternative real estate sectors including student and social housing and care homes.

Prior to joining TradeRisks, Kyle spent seven years in the debt capital markets team at Goldman Sachs in Sydney and New York, advising corporates and financial institutions on their debt capital markets strategy.

Kyle is a member of the Finance and General Purposes Committee at Poplar HARCA, a housing association in London. He holds an LLB and BCom (Finance) from the University of Otago, New Zealand.

Laurence Hulse Investment Manager

Laurence works alongside Richard Staveley in the Strategic Equity team, looking at both public and private equity transactions across a range of sectors for Gresham House Strategic. He also supports fundraising and investment activities for our Real Assets division.

Laurence has a Bachelor’s Degree in Politics with Economics from the University of Warwick. During his studies, Laurence interned at Rothschild & Co, working on the Mergers and Acquisitions Team in the industrial sector, and at Barclays Capital on the equities trading floor

Liz Henderson Legal & Compliance Analyst

Liz joined Gresham House in August 2019 and is a member of the Legal & Compliance team, responsible for commercial contracts, data protection and aspects of compliance and corporate governance.

Prior to Gresham House, Liz worked at Montagu Private Equity, London and the Victorian Managed Insurance Authority in Melbourne where she was Legal Counsel. Liz qualified as a lawyer in Australia and has broad legal experience.

Liz Rex Institutional Sales Associate

Liz joined Gresham House from Legal & General Investment Management, where she was an Investment Reporting Analyst working with Institutional clients.

Prior to Legal & General, Liz held roles as a Client Service Analyst at Wellington Management, covering the Global Wealth channel in Europe and Asia, and as an Investor Relations Specialist at NewSmith Asset Management.

Liz holds the Investment Management Certificate and has a BA in French & Spanish from University College London.

Lizet Nooren Finance Manager,
New Energy

Lizet joined Gresham House New Energy (formerly Hazel Capital) in early 2013 as Finance Manager and is responsible for financial reporting for all the renewable energy SPV entities. Additionally, she manages the year-end audit process and all tax and VAT matters.

Lizet has more than twelve years of accounting experience in both internal and external audit. She previously worked for six years in the French office of CNA, the leading European specialist commercial insurer. She began her career with EY, spending four years working in the Dutch and Belgian offices. She studied for a BSc in Accounting at Nyenrode University in the Netherlands and holds a BBA in Economics from Avans Hogeschool Breda.

Lizzie Darbourne Marketing Director

Lizzie became Marketing Director in April 2018, having previously held the role within the Gresham House New Energy division (formerly Hazel Capital) having joined the business in 2011. She oversees all marketing and reporting activity across the Group to communicate effectively with shareholders, investors and clients, to raise brand awareness and to set and maintain high standards for the quality of marketing materials and messaging.

Whilst at Hazel Capital, Lizzie managed all aspects of the firm’s product offering, which includes VCTs, EIS investments and direct private placements into a portfolio of renewable energy project companies. Lizzie worked at Matrix Group between 2008-2011 in marketing and later UK and global sales within their funds team. Between 2003 and 2008, Lizzie was a member of the British Sailing Team and was runner-up in the trials for the Beijing 2008 Olympics. She competed in the Laser Radial class, which is the women’s single-handed discipline. Lizzie holds a BA (Hons) in Classics from the University of Oxford, as well as the IMC.

Louise Richards HR Director

Louise joined Gresham House in March 2019 as HR Director. She is responsible for partnering with the management team in the development of the HR platform and the strategic HR focus of Gresham House, in addition to providing generalist HR support.

Previously Louise has HR experience working across financial institutions, including HSBC and the European Bank for Reconstruction and Development (EBRD) as well as establishing a HR consultancy focusing on developing people solutions for organisations. Louise holds a BSc in Business Studies and Social Policy from the University of Roehampton and is an accredited member of the CIPD.

Mackenzie Travers Investment Associate, Gresham House Ventures

Mackenzie joined Gresham House in December 2019 having previously spent a year in Technology M&A Advisory at BDO LLP, where he worked on a variety of buy-side and sell-side mandates for owner-managed businesses across the UK. Prior to joining the Technology M&A Advisory team he worked in the Business Services team in BDO for two years, where he supported fast growth businesses in meeting their compliance and reporting requirements.

Before joining BDO, he spent over a year at Inflexion Private Equity where he focused on sourcing and researching investment opportunities, where his interest for investing was sparked.

Mandy Parr Team Personal Assistant

Mandy manages the day-to-day infrastructure and schedules of the Gresham House New Energy team, as well as assisting the finance and the marketing teams. Prior to joining Gresham House, Mandy worked as an Office Manager and Accounting Clerk & Secretary for 8 years at an accountancy firm in South Africa. She has diplomas in both Interior Decorating & Architectural Drawing and Accounting & Finance, as well as Company Secretarial knowledge.

Mark Harper Interim Marketing Director

Mark joined Gresham House in July 2020 as Interim Marketing Director with responsibility for marketing and reporting activity across the Group, with a particular focus on increasing brand awareness and driving the quality of marketing materials and messaging.

Before joining Gresham House, Mark was Head of Marketing at Miton for over eight years where he led the marketing activity and raised the profile of the brand through a time of growth.

Mark has over 25 years’ marketing experience having previously held roles at Gartmore, Invesco Perpetual and Lloyds TSB.

Mark holds a BA (Hons) in History & Politics from the University of the West of England and an MA in Public Relations from Manchester Metropolitan University.

Mark Rogers Chief Executive Officer, ReSI Housing & Head of Origination for ReSI

Mark is the Chief Executive Officer of ReSI Housing and Head of Housing Origination since 2018, leading the acquisitions efforts. He joined Gresham house in March 2020 following the acquisition of TradeRisks. Before joining ReSI Housing, Mark spent 12 years as a Chief Executive of Circle Housing Group, a 65,000-unit housing association, before merging it into the Clarion Group, the largest housing association in the UK. Prior to that, Mark held Chief Executive roles at Anglia Housing Group and Nene Housing Society. He has 38 years’ social housing experience and has been a member of the Chartered Institute of Housing since 1986.

Masrur Rahman Finance Executive, Equity Funds

Masrur joined Gresham House in November 2018 having previously been at Livingbridge where he worked across the VCT and Equity Funds’. Prior to that, he spent 2 years in ecommerce and trading at Dixons Carphone and 6 months as a trainee accountant with HT Accountants. He holds a first class BSc in Accounting from the University of Westminster.

Matthew Giles Investment Director, Forestry

Matthew Giles has been an Investment Director and the Head of the Forestry Asset Management Team at Gresham House since November 2015 following the successful acquisition of Aitchesse by Gresham House. The team oversees the management of Gresham house clients’ forestry investments where he has the primary responsibility of managing two major portfolios in both the UK and Ireland and leading the ESG initiatives for forestry. Prior to joining Gresham House, Matthew was a Senior Forest Manager for 12 years covering all aspects of forest management across the UK for family offices and high net worth individuals. He previous experience includes the responsibility for FSC (Forestry Stewardship Council) audits on all the forest areas. He has over 20 years’ experience in forestry and qualified as a Professional Member of the Institute of Chartered Foresters (MICFor) in 2004. He holds a Bachelor of Science (Honours) in Forestry from Newton Rigg, graduating in 2000.

Matthew Green Investment Manager, Forestry

Matt is a chartered surveyor with over 13 years’ experience in investment management. He is responsible for the asset management of FIM’s forestry portfolio and for family office and high net worth individuals’ forestry and renewable portfolios worth over £360m. Matt is also responsible for the valuation and acquisition of investment opportunities.

Prior to Gresham House and FIM, Matt worked for Smiths Gore as a rural estate manager, advising a number of private clients on the management of their diverse property portfolios. Before this, he worked for Jones Lang LaSalle in their financial services team advising on the formation of joint venture property development companies. Matt holds the Certificate in Investments and is a registered adviser with the Financial Conduct Authority.

Matthew Margot Commercial Asset Manager

Matthew joined Gresham House in July 2020 as a Commercial Asset Manager.

Prior to this, Matthew had worked in the energy industry for 7 years, initially in Oil & Gas before transitioning to renewable / clean energy with the latter period focused on maximising revenue streams available to energy storage assets.

Matthew holds an MEng in Chemical Engineering from Imperial College London and an MSc in Renewable Energy from the University of Reading.

Maya Ward Investment Manager, Gresham House Ventures

Maya joined Gresham House in September 2019, having spent 4 years at Octopus Investments, investing in real estate-backed healthcare companies and entrepreneurs. Prior to that she worked at KPMG for 7 years in audit and corporate finance. She has a first class degree in Modern History from Oxford and is a Chartered Accountant.

Megan Jones Office Assistant

Megan joined Gresham House as Office Assistant in 2020 and works alongside the Personal Assistant team in the day to day running of the London office. Prior to Gresham House, Megan held an administrative role at Salomons Estate, a wedding and events venue. This followed a period travelling around Australia and New Zealand.

Megan holds a first-class BA (Hons) in International Childhood Studies from the University of Leeds.

Michael Woodman Head of Structuring, Housing

Michael Woodman is Head of Structuring, Housing at Gresham House following the acquisition of  TradeRisks in March 2020.

Michael had been legal counsel at TradeRisks since 2012 and joined with experience in debt capital markets from an international law firm, having advised clients on a range of capital markets and banking transactions. Michael works closely with client managers and has been responsible for structuring, legal and settlement elements on all financing transactions arranged by TradeRisks. For ReSI Capital Management Limited, Michael has worked closely with the origination team, ensuring deployment of funds, and the investment management team, tasked with borrowing against fund assets in accordance with the investment objective.

Michael is a dual-qualified solicitor active in corporate finance since 2005 and holds an LLB (Hons) from University College London.

 

Mike Woolley Head of Wholesale
Retail Funds

Mike looks after wholesale retail, establishing and maintaining relationships across the UK wholesale markets to support our equity funds offering. Before joining Gresham House in September 2019, Mike was Head of External Distribution for the UK at BNP Paribas Asset Management, where he was responsible for developing the company’s distribution business, with a focus on the UK wealth management and discretionary asset management sectors.

He has 20 years’ experience of distribution in the UK, having previously been Head of UK Sales at EFG Asset Management, prior to which he held sales roles at Neptune Investment Management, Prudential and Standard Life.

Oliver Baldwin Associate Director, Housing

Oliver is an Associate Director at Gresham House, following the acquisition of TradeRisks in March 2020. He focuses on developing new and maintaining existing relationships, as well as the financial modelling of new acquisitions for ReSI.

He was previously Head of Acquisitions for a Real Estate developer focusing on development origination and analysis and headed a team of four acquiring and reviewing schemes with a GDV of up to £1bn.

He has six years of housing and residential investment experience and holds a BSc in Real Estate, Finance & Investment from Cass Business School.

Olly Hughes Managing Director,
Forestry

Olly Hughes has been Managing Director and Investment Committee member of the Forestry division of Gresham House since January 2019. He is responsible for managing the growth and development of Gresham House’s forestry activities including acquisitions, fund and private client management and forestry asset management. Prior to joining Gresham House, he was a Partner and Head of Infrastructure at Oxford Capital for six years where he built and managed a portfolio of over £300m of solar and wind renewable energy assets. He started his career at ING Barings in 1995 focusing on asset backed structuring and since then has focused his career on real asset investment management. Olly has over 20 years of investment experience and holds a Bachelor of Arts and a Master’s degree from the University of Oxford in Biological Science. He also obtained the Investment Management Certificate from the CFA Society in the UK.

Paul Dudley Corporate Finance

Paul is responsible for corporate finance in the Strategic Public Equity team at Gresham House and joined in 2020.

He was previously at HD Capital Partners (Founder), WH Ireland, Sigma Capital plc and PwC.

He has over 24 years’ corporate finance experience and holds a BSc in Geography from Durham University.

Pete Redman Head of Housing Management

Pete has been Head of Housing Management at Gresham House since March 2020, following the acquisition of TradeRisks. He is responsible for due diligence on residential acquisitions and operational performance by ReSI’s property managers and leaseholders. He has built a strong reputation in the housing sector on topics like the market dynamics and development economics. He has been an advisor to the Greater London Authority, the Scottish Government, and was a member of the team that won the Wolfson Economics Prize in 2014 on housing supply. Pete was Chief Executive of Notting Hill Housing Group and Chief Officer at two London Boroughs. He joined TradeRisks Ltd in 2013 and has 46 years’ experience in residential portfolio management. Pete studied Engineering and Philosophy at the University of Cambridge, is an Alumni of the London Business School, and is an Honorary Fellow of the Royal Institute of British Architects.

Peter Bachmann Fund Manager, BSI Infrastructure

Peter joined Gresham House in June 2020 and is a Fund Manager of the British Strategic Investment Fund (BSIF) strategy sub fund, BSI Infrastructure, where he leads investments in sustainability infrastructure. Prior to Gresham House, he was an active angel investor and entrepreneur. He has over 19 years of public and private equity investment and funds management experience and has invested into and exited over 160 infrastructure and technology companies across all sectors with an equity value of over £1.3bn and capital value of c.£5bn.

Peter most recently led the investment and exit of the Environmental Capital Fund (ECF) for SEP, one of Europe’s most successful VC firms. Prior to SEP, Peter was co-founder of renewables developer EIDC; Team Head of secondary infrastructure and renewables at Land Securities Trillium; a partner of the PPP/PFI focused private equity fund SMIF (now Semperian); and a founding member of Challenger’s infrastructure team. Peter has had board member roles on nearly 50 investee companies where the majority of his professional career has focused on UK investments. He is also a judge and mentor of the Cambridge Institute of Sustainability Leadership (CISL) Accelerator and the CleanTech Challenge.

He holds a Bachelor of Laws (LLB) with honours and two further Bachelor degrees of Finance (BFin) and Commerce (BCom), all from the University of Adelaide, and is a graduate of CISL’s Business Sustainability Management program.

Rebecca Craddock-Taylor Director, Sustainable Investment

Rebecca joined Gresham House in July 2020 in the newly created role of Director, Sustainable Investment.

Previously, Rebecca worked as an ESG Strategist at Univest where she was responsible for setting a leading sustainability framework across Univest’s investment approach, as well as setting their sustainability objectives for the next five years. Prior to this, she worked at Hymans Robertson as an Investment Consultant and Responsible Investment (RI) adviser where she designed and developed their client RI proposition whilst working closely with a range of clients to enhance their approaches to RI and ESG.

Rebecca was shortlisted for the Professional Pensions 2019 Rising Star Advisor of the Year award for her work in sustainable investment and has raised awareness of sustainable investing by regularly speaking at industry events and writing a number of thought leadership pieces on this topic.

Rebecca holds a BSc in Mathematics with Economics from the University of Exeter, is a qualified actuary and has completed the Investment Management Certificate.

Rebecca Pimm Fund Controller

Rebecca joined Gresham House in October 2019, and is based in the London office working as a Fund Controller for the Baronsmead VCTs.

Prior to joining the firm, Rebecca worked as a Fund Accountant and Project Manager at Livingbridge.

Rebecca qualified as a Chartered Accountant in Brisbane, Australia, where she worked for KPMG for several years before moving to London in 2017.

Rich Laycock Technical Asset Manager

Rich joined Gresham House in June 2020 as Technical Asset Manager. His career started as an engineering apprentice at Drax power station and has progressed through plant operations, maintenance and engineering, into asset and plant management. With extensive industry experience, he has been exposed to many different business units and has been heavily involved in a variety of major engineering projects including upgrades to failing assets and completion and commissioning of state of the art new build energy-from-waste sites.

He has over 25 years’ experience in the Energy industry of which five years were spent trading UK power and gas for International Power, London and two years trading UK and Ireland power and gas for ESBi, Dublin.

Richard Crosbie Dawson Founder of FIM

Richard is a Chartered Surveyor whose experience covers all property issues. His expertise includes: complex documentation and due diligence matters, developing and implementing investment schemes – particularly those based on tax-efficient structures – and managing a wide range of investor contacts established through FIM’s investment business. Richard is a registered adviser with the Financial Conduct Authority.

Richard Staveley Managing Director, Strategic Public Equity

Richard works in our Strategic Public Equity team. He entered fund management 20 years ago and is a Chartered Accountant. After initially starting at a hedge fund, he moved to Société Générale Asset Management where he was made Head of UK Small Companies after becoming a CFA charter holder in 2002.

Richard then became a Founding Partner of River and Mercantile Asset Management in 2006, responsible for the top quartile performing UK Small company and UK Income Funds and helping grow the business to over £2bn AUM. In 2013 he joined Majedie Asset Management to initially co-manage and then solely run the small companies investments within the flagship UK Equity Service. These investments peaked at over £900m, while overall firm AUM doubled to £15bn during his tenure.

Rob Carlow Investment Director, Forestry

Rob Carlow has been an Investment Director and a member of the Forestry Investment Committee at Gresham House since November 2015, primarily focusing on asset acquisitions. Rob joined the group from Aitchesse Ltd where he was a Company Director for two years and Head of Acquisitions for three years. Prior to joining Aitchesse Ltd, Rob spent five years at CNBC Europe as a technical analyst covering financial news. Following this, he was managing his own consultancy business specialising in carbon management and commercial forestry for two years. Rob has ten years of investment experience in the commercial forestry sector, investing in the UK and globally. He holds a Master’s degree in environmental economics from Glasgow University and a Bachelor of Art in engineering from Southampton Solent University.

Roslyn O’Brien Team Personal Assistant,
Equity Funds

Roslyn joined Gresham House in 2019 and is assistant to the Fund Directors. Roslyn joined from Evercore where she worked as a PA within the Private Funds Group. Prior to Evercore, Roslyn was PA to the Investor Relations team at Europa Capital, a European Real Estate Investment Manager.

Rupert Robinson Managing Director,
Gresham House Asset Management Limited

Rupert Robinson has been the Managing Director of Gresham House Asset Management Ltd since September 2015. Before joining Gresham House, Rupert was CEO and CIO of Schroders (UK) Private Bank for 11 years and prior to that spent 17 years at Rothschild where he was latterly Head of Private Clients at Rothschild Asset Management. Rupert has a proven track record of delivering significant value to shareholders. He has over 31 years of experience in asset management, private banking and wealth management, focusing on product innovation, investment management, business development, banking and wealth structuring. He is a member of the Group Management and Investment Committees.

Samee Khan Chief Legal Officer

Samee has been the Chief Legal Officer of Gresham House plc since April 2019. He is responsible for Gresham House Group legal matters. He joined Gresham House from the Abu Dhabi Investment Authority (ADIA), where he was responsible for building and leading ADIA’s private equity legal and compliance team for five years. Prior to ADIA, Samee worked at SVG Capital plc alongside Tony Dalwood and Graham Bird. He has over 22 years of legal, commercial and financial experience, covering private and public equity, M&A and corporate finance. He also has a first-class honours degree in law and qualified as a solicitor at Slaughter and May.

Samia Lone Head of Legal

Samia joined Gresham House in September 2019 from the Abu Dhabi Investment Authority. She has over 13 years’ experience in asset management and in private equity fund formations and transactions. Her role at Gresham House focuses on fund formation and structuring, working alongside the sales and distribution team, and working on existing funds and mandates across the business. Samia is a qualified lawyer and holds an LLB (Hons) in English & French Law from the University of East Anglia.

Saveen Kumar Financial Planning & Analysis Manager

Saveen has more than 10 years of experience spread over finance and technology. He works with the Finance team on developing forecasting, assisting in modelling acquisitions and providing commercial and technical accounting expertise across the Group reporting function.

Prior to joining Gresham House, Saveen was with PwC UK, where he gained extensive experience in financial due diligence, financial modelling and financial review. He holds an MBA from the University of Oxford and is a qualified Chartered Accountant (ACA).

Scott Wilsher Senior Associate

Scott joined Gresham House in August 2020 as Senior Associate within the Housing and Capital Markets divisions.

Scott joined Gresham House from PwC’s Debt & Capital Advisory team where he spent a year and a half advising on both buy and sell side leveraged buyout transactions across Europe. Prior to this, Scott worked within PwC’s audit team with a focus on private equity companies.

Scott has four years of professional experience, is a Chartered Accountant and holds a first-class honours degree in Mathematics and Economics from the University of Nottingham.

Sergey Pichugin Associate

Sergey is an Associate at Gresham House, following the acquisition of TradeRisks in March 2020. He started as a Real Estate Analyst at ReSI Capital Management and was responsible for identifying, implementing and reviewing programmes of work required to develop and improve the company’s existing portfolio of properties.

In October 2019, Sergey was promoted to Associate with further responsibility for portfolio asset management, general portfolio analysis, reporting and complying with investor/REIT requirements, and assisting with the preparation of quarterly and year end reports. Prior to joining ReSI CM, he managed a portfolio of commercial real estate.

He holds a Bachelor’s Degree in Finance and Financial Services and a Master’s Degree in International Business and Economics from Westminster Business School.

Simon Amor Investment Forester

Simon is a Chartered Forester with over ten years of private and public sector experience. He has a BSc in Forestry from Bangor University, graduating in 2008. He specialises in woodland creation and general forest management.

Stephen Beck Divisional Finance Director

Stephen Beck joined Gresham House in May 2018 following the acquisition of FIM Services Ltd.  He was Chief Financial Officer and Compliance Officer at FIM Services Ltd since 2013. Prior to this, Stephen worked at E.ON from 2000, where he held a variety of financial and commercial roles, ranging from leading large finance teams, developing power station projects, M&A transactions and working with HM Government delivering low carbon solutions. His experience includes leading on the commercial aspects of the acquisition of the Staffordshire Street Lighting project and the sale of Horizon Nuclear Power to Hitachi. Stephen started his career at PwC in 1996 and trained as a Chartered Accountant with an emphasis on corporate tax issues. He has 24 years of industry experience and is a law graduate and Barrister and was called to the Bar in 1996.

Stephen Ramage Timber Marketing Manager

Stephen Ramage has been a Timber Marketing Manager at Gresham House since November 2015. He joined Gresham House from Aitchesse Ltd where he worked as an Assistant Forester Manager since September 2010, before being promoted to Timber Marketing Manager in 2014. Stephen is a specialist in marketing and harvesting of client timber and has responsibility for the marketing and management of timber sales. Prior to joining Aitchesse Ltd, he worked for three years at Smiths Gore (now Savills) managing woodlands on behalf of private clients as well as undertaking tree safety surveys.  Stephen has over 13 years of experience in UK forestry and has been a Professional Member of the Institute of Chartered Foresters for 10 years. He holds a Bachelor of Science (Honours) in Forestry from the University of Wales, Bangor graduating in 2007.

Steve Cordiner Head of Unquoted Investment

Steve joined Gresham House in November 2018 after the Livingbridge acquisition. Steve leads the unquoted investment team on behalf of the Baronsmead VCTs. Steve is a qualified Chartered Accountant and prior to moving into Private Equity he advised Corporate and Private Equity clients on a range of corporate finance and due diligence matters on transactions up to £2bn in value at KPMG.

Steve has a depth of experience in sectors including TMT, Leisure, Consumer and Business Services. Notable investments include Carousel Logistics, Moteefe,  Boilerjuice, Happy Days Nurseries and Symphony Ventures.

Stevie Ingamells Investment Manager

Stevie joined Gresham House in January 2018 and works on both public and private transactions across the full range of funds, spending the majority of time working on the British Strategic Investment Fund.

Prior to Gresham House, Stevie worked for Lloyds Banking Group in their Leveraged Finance Team, following the completion of the graduate scheme where she gained exposure to a wide range of Capital Market products. Stevie holds a BA (Hons) in Economics from Durham University and has passed CFA Level II.

Suzy Babbage Asset Manager

Based in our Oxford office, Suzy works in the asset management team for our renewables portfolio. Suzy has been involved in the construction, financing and operational management of over 100 MW of onshore wind and solar assets on behalf of investors.

Previously, Suzy worked as a Senior Investment Analyst for Sun Life Financial of Canada and Lincoln Financial Group. Suzy is a Chartered Financial Analyst (CFA) and has a first class BSc (Hons) in Mathematics and Statistics from the University of Bath.

Tania Hayes Divisional Finance Director

Tania joined Gresham House in November 2018 having been at Livingbridge for 13 years. She has worked on the Baronsmead VCTs since she joined, progressing from administration assistant to Finance Manager in 2011 and qualifying as a Chartered Management Accountant in 2012 while at Livingbridge.

Tania previously worked at a Chartered Accountancy practice in New Zealand for eight years where she began her accounting training. She holds a BBS in Accounting from the Open Polytechnic of New Zealand.

Tom Archer Associate Director, Housing

Tom Archer is an Associate Director within the Housing Division of Gresham House, following the acquisition of TradeRisks in March 2020. He joined TradeRisks in November 2018 from EY, where he led audit engagements for large public sector entities.

At Gresham House, Tom leads on our provision of debt arrangement to Local Authorities and additionally contributes to our debt arrangement and treasury advice services to Housing Association sponsors and project finance sponsors. A notable transaction which Tom has worked on during his 5 years in the financial industry include London Borough of Redbridge’s £75m public bond issued in 2019, the first deferred RPI-linked public bond issued by the sector.

Tom holds a first-class degree in Mathematics from the University of Oxford, is a qualified Chartered Accountant (ACA) and has passed Level I of the CFA Programme.

Tom Astor Investment Analyst

Prior to joining Gresham House, Tom worked for Polar Capital for 5 years on both the investment and operational side, during which time he completed the IMC. Following a sustainability direction, he designed and built a rural indoor farm, selling the produce to local restaurants and farmers markets. He graduated in 2010 from the University of Edinburgh with a BSc (Hons) in Scientific Geography.

Tom Makey Investment Director,
Gresham House Ventures

Tom started working at Gresham House in 2018, having previously been at Livingbridge since 2015. Prior to that he was at KPMG for 6 years, working across a number of departments with a focus on private equity transactions. He has a first class BSc (Hons) in Biology from the University of Bristol and is a Chartered Accountant.

Tony Dalwood Chief Executive Officer, Gresham House plc & Investment Committee Chairman, Gresham House plc.
Investment Committee Chairman, Gresham House Strategic plc

Tony has been Chief Executive Officer (CEO) of Gresham House plc since December 2014. He chairs the Investment Committee of Gresham House plc and Gresham House Strategic plc. He led the management buy-in and established a new management team that transformed the firm from an investment trust into the AIM listed specialist asset manager it is today. Tony has a long track record in investing and advising numerous public and private equity businesses. From 2002 to 2011, he established and grew SVG Investment Managers before asked to lead SVG Advisors (formerly Schroder Ventures, London), the global private equity arm of Schroder as CEO. He 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 under management at its peak. He was also a member of the UK Equity Investment Committee with responsibility for managing over £1.5bn of UK equities. He has over 25 years of experience and holds a Master of Arts in Management Studies from the University of Cambridge (where he was also a junior rugby international and Blue).

Trevor Blackburn Investment Director, Forestry

Fund Manager; responsible for management of in-forest operations and fund reporting. Post qualification, he worked as a forest manager on the full spectrum of forest activities, with a particular emphasis on adding value through bare land planting. In 2004, he moved to the Forestry Commission where he held various responsibilities including regulatory compliance role over the industry’s private sector. Latterly he was project manager of an IT project, and represented the Forestry Commission on the SEARS (Scotland’s Environmental & Rural Services) programme of organisational change. In 2012 he joined Gresham House Forestry and is one of the teams qualified chartered foresters.

Tristan Bungaroo Investment Associate

Tristan joined Gresham House in June 2020 as an Investment Associate within the Infrastructure team.

Tristan joined from Neptune Energy, a private equity-backed energy company, where he was Business Development Lead and focused on the origination and execution of acquisition opportunities and corporate strategy. Prior to this, he was part of the Investment Banking team at Scotiabank, where he worked on mergers and acquisitions in the energy and infrastructure sectors.

Tristan holds a BA (Hons) in Accounting & Finance from Durham University and is a CFA level II candidate.

Victoria Larkin Executive Administration Manager

Victoria is a Executive Administration Manager responsible for several FIM and Gresham House Funds. She is the lead on the development of the Group database and other IT projects. She joined FIM in November 2004.

Victoria Lee Finance Assistant

Victoria joined in June 2020 and supports the Group Finance Controller, Gary Cresswell, in our Fareham office.

She has over 13 years worth of experience working in finance and has covered a wide range of roles within the field, including being part of a global cost control team and streamlining financial procedures worldwide.

Victoria is currently studying towards the AAT Professional Diploma in Accounting.

Vitoria Mann Risk & Compliance Manager

Vitoria joined Gresham House in February 2020 as Risk and Compliance Manager. She has over 15 years’ experience in the legal, compliance and financial services industry. Prior to Gresham House, Vitoria held senior risk and compliance CF10 and CF10A positions. She has a keen interest in sustainable and impact investing and the development of environmental, social and governance metrics within the UK fund management industry.

Wayne Cranstone Investment Director

Wayne has 24 years of technical, commercial, stakeholder and general management experience in the energy sector. Before joining FIM Services Ltd, where he served as COO prior to their acquisition, Wayne was Onshore Wind Development and Construction Director for RWE Innogy.

Wayne is a Chartered Engineer and has a PhD in Engineering from the University of Sheffield. He has overseen the construction of 17 wind farms (~400MW) and the sale of 12 wind farms (~200MW) over the past 12 years. He has also represented the industry on aviation matters as a director and vice chair of the Aviation Investment Fund Company Ltd. Wayne is a registered adviser with the Financial Conduct Authority.

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