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Addressing the demand for affordable homeownership
For many people, Shared Ownership can provide a stepping-stone out of renting and onto the property ladder. There are c.240,000 shared ownership homes across England1, and around 20,000 new shared ownership homes are delivered annually2, making it one of the faster growing housing tenures. Despite volatility in both the economic and political environment the need for high-quality affordable housing continues to increase.
“The scale of the UK’s housing challenge clearly cannot be met by the public sector alone, and long-term, patient private capital can make a tangible difference to the overall supply of UK housing”
Tony Dalwood, CEO Gresham House
As part of the Government’s £12bn five-year government grant programme, over £30,000 of government subsidy is received for each new shared ownership home we deliver via each of our Registered Providers, our wholly owned for-profit registered providers of social housing. This allows us to provide below-market rents to shared ownership residents compared to private rented housing.3
Gresham House and Thriving Investments (“TI”), the UK housing focused fund manager within the Places for People Group, have launched a partnership for the delivery of affordable homes.
The partnership creates a leading shared ownership fund management platform, providing a dedicated solution for investors seeking exposure to shared ownership investment.
Partnership highlights:
Affordability The part-buy part-buy model reduces deposit and income requirements. Shared ownership makes homeownership accessible to an additional 8.2mn3 people each year who would otherwise be unable to get a foot on the property ladder.4 |
Security of tenure It allows residents to invest and work towards full ownership without overstretching themselves. Shared owners can also purchase an increased share in their property (known as ‘staircasing’), meaning they save on rent and can own more of their home over time. |
Environmental Deliver new homes that are highly energy efficient, both reducing carbon emissions and reducing resident energy bills. |
Gresham House’s unique proprietary shared ownership Customer and Environmental Charters support residents and helps to deliver a social impact.
Best practice in Shared Ownership housingThe shared owner: | |
1. | Purchases an equity stake in their new home at open market value. This is known as the “first tranche sale” and is a minimum of 25% and up to 75% of the value of the property |
2. | Pays a subsidised rent c.30% below market rent4 on the remaining part of the home, which increases annually at CPI+1% |
3. | Typically finances their initial stake with a 90% mortgage |
4. | Is responsible for maintenance, repair and insurance, creating strong alignment of interest |
5. | Has the option to incrementally purchase additional shares in their home at the prevailing open market value (known as “staircasing”) |
Our aim is to deliver affordable, high-quality, safe homes, with great customer service and long-term stability of tenure for residents.
We are focused on accelerating the development of socially and economically beneficial affordable housing in the UK. We are a long-term investment partner that works with housing developers to help meet this demand.
Key differentiators:
Our funds are investment and strategic partners of Homes England and the Greater London Authority for the delivery of new affordable homes. They each provide financial grants for every new home and support our vision to improve communities and deliver homes that create a balanced social impact.
Chart assumptions: Initial Property OMV £300k; first tranche sale percentage 25%; initial mortgage LTV 90%; mortgage term 30 years; mortgage interest 4.5%; service charge £1,250 p.a.; shared ownership management fee £250p.a. shared ownership rent 2.75%; maximum housing costs as a percentage of net income 40%
1. ONS – RP Social Housing stock and rents in England 2023
2. ONS – Affordable Housing Supply in England, 2023
3. ONS – gov.uk – Percentile points for total income before and after tax, for tax year 1992 to 1993 to tax year 2020 to 2021. Assumes average of 1.5 earners per household
4. Comparison of shared ownership rent on retained equity of 2.75% and service charge of £1,500 p.a. compared to typical market rental yield of 5%
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Gresham House manages two Registered Providers investing in Shared Ownership
A listed investment trust delivering secure inflation-linked income from shared ownership and rented homes, boosting returns with ultra debt.
Institutional and professional investors only.
Limited partnership fund focused exclusively on providing access to new-build shared ownership homes.
Institutional and professional investors only.
Private fund focused on less-competitive smaller investments, investing earlier in the development process, multi-tenure schemes, and backing new UK housing ventures.
Mike joined Gresham House in February 2023.
Mike co-founded MedicX Group in 2005 and grew it to become one of the leading UK healthcare investors with over £1.5bn under management when it was sold to Octopus Capital in 2014. Mike then became CEO of Octopus Healthcare before becoming Chairman in 2018. In 2019 he led the £2.5bn all share merger between MedicX Fund and Primary Health Properties.
Mike is a qualified chartered surveyor, holds a BSc in Land Management from the University of Reading and has over 30 years of experience in real estate investment and fund management.
Mike is also the Chairman of Shoreline Partners, a specialist asset manager in the healthcare sector.
Burak joined Gresham House in February 2023.
Burak has nearly two decades of experience in the residential investment sector, both as a principal and advisor. During his career, he has completed over £1.5bn worth of investment transactions in wide ranging residential asset classes with particular focus in affordable housing. Burak was responsible for Assettrust Housing Limited’s corporate finance activities in the mid-2000s and instrumental in deploying circa £250mn investment capital in affordable housing assets without using public subsidy. Burak spent over eight years in the advisory sector with director level roles held at JLL and Avison Young before co-founding Crescom Partners Ltd. in 2021.
Burak holds a BSc in Statistics, and a MSc in Investment and Finance. Latterly, he earned his MBA from Warwick Business School in 2015.
Ben Fry is Fund Manager for Residential Secure Income plc.
Ben has worked at Gresham House for 12 years, including via TradeRisks which was acquired by Gresham House in March 2020. Prior to setting up Residential Secure Income in 2017, Ben led TradeRisks’ debt advisory services for housing associations, local authorities, and specialist residential accommodation.
Ben has 18 years of experience in housing, local government and infrastructure and qualified as a chartered accountant with Deloitte. He holds a BSc in Mathematics from Imperial College London.
Joe is a Director of Investment, focused primarily on sourcing and executing new investments for the Housing team. Prior to joining Gresham House, Joe worked for Lloyds Banking Group in their structured finance team, primarily supporting UK companies with the structuring and execution of secured capital markets transactions across the UK Real Assets space. At Lloyds, Joe was involved in a number of securitisations transactions as well as working within the corporate restructuring and private equity investment teams. Joe holds a BA (Hons) and MA from Durham University and is a CFA charter holder.
Chris joined Gresham House in August 2023 and is responsible for all aspects of property and asset management for the Group’s UK Housing portfolio.
Most recently Head of Real Estate Strategy and Chief Investment Officer at LifeX Aps, a modern residential operator and technology platform, he was formerly Managing Director and Head of UK at Oxford Properties Group from 2011 to 2019, leading a team responsible for £3 billion of UK assets.
Chris has over 30 years of experience in the real estate industry.
Ela joined Gresham House in August 2024 as Team Personal Assistant to the Housing Team. Prior to Gresham House, Ela worked in Sydney, Australia, as an Executive Assistant. Ela holds an Executive PA Diploma.
Pete joined Gresham House in 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. Pete joined TradeRisks Ltd in 2013 and has 46 years’ experience in residential portfolio management.
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.
Pete studied Engineering then 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.
William joined Gresham House in July 2024 as an Asset Manager working in the Housing team, with a focus on the Build to Rent portfolio.
William has over 3 years’ experience in the real estate industry. Previously William was a Junior Asset Manager at PLATFORM_, a build to rent investor and operator, and was responsible for a JV portfolio backed by Invesco.
William holds a BA (Hons) in Politics and MSc in Islamic Finance (with Management) from Durham University.
Michael Woodman is Director 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.
David is an experienced leader in both executive and non-executive roles. He has over 30 years’ experience in Chief Executive roles, most recently at the National Housing Federation. He is Chair of Clarion Housing Association, is a previous President of Housing Europe and previous Chair of Reall, an international development housing charity. He is also chair of The Good Home Inquiry, co-chair of #Housing 2030, a joint project for Housing Europe and UNECE, and a member of the Archbishop of Canterbury’s Housing, Church and Community Commission. David frequently speaks on the challenge of optimistic leadership and the critical importance of governance. He has wide ranging media experience, is a well-regarded commentator and blogger and has extensive expertise navigating the world of politics and government. In June 2018 David was awarded a CBE.
Gillian brings to ReSI Homes over 30 years of housing and housing finance expertise, with a focus on policy development within the framework of regulatory standards.
She served as the Non-Executive Director for The Housing Finance Corporation from 2006 – 2012, where she was heavily involved in business strategy, financial policy and governance. This overlapped with her role as the Head of Private Finance at the former social housing regulator, the Homes & Communities Agency, where for 13 years she was responsible for relationships with lenders, investors, advisers, and credit rating agencies operating in the social housing sector. She has also been an authority on all aspects of social housing finance policy, including advising government departments, focusing on areas of regulatory standards, and being responsible for social housing sector guidance on treasury management.
Ben Fry is Fund Manager for Residential Secure Income plc.
Ben has worked at Gresham House for 12 years, including via TradeRisks which was acquired by Gresham House in March 2020. Prior to setting up Residential Secure Income in 2017, Ben led TradeRisks’ debt advisory services for housing associations, local authorities, and specialist residential accommodation.
Ben has 18 years of experience in housing, local government and infrastructure and qualified as a chartered accountant with Deloitte. He holds a BSc in Mathematics from Imperial College London.
Pete joined Gresham House in 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. Pete joined TradeRisks Ltd in 2013 and has 46 years’ experience in residential portfolio management.
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.
Pete studied Engineering then 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.
Mark is the Executive Director of ReSI Housing and ReSI Homes. 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.
Andrea joined in March 2024 as a Financial Controller in the Housing division. Prior to Gresham House, Andrea worked for BDO as an Audit Trainee after graduating in 2019. In 2023, Andrea obtained the ACA Chartered Accountant qualification.
Sandeep joined Gresham House in December 2022 and leads the finance function for the Housing strategy, encompassing the full suite of financial reporting and analysis.
Sandeep has over 15 years of senior finance experience spanning financial control, valuations, product control and finance business partnering, to board and executive committee level, playing an active role in the delivery of strategic objectives.
During 10 years on the sell-side, Sandeep led and worked in teams which realised significant income opportunities and cost savings. In five years on the buy-side, Sandeep led a finance team implementing a finance operating model to facilitate the scale of a listed commercial real estate investment trust from IPO to a £1.2 bn market capitalisation.
Sandeep is a Fellow Member of Association of Chartered Certified Accountants.
Heather is Managing Director, Institutional Business and a member of the GHAM Board.
Prior to joining Gresham House, Heather spent seven years at Fidelity International, latterly as Head of Institutional Distribution for UK & Ireland. She also previously held business development and client relationship positions at BankInvest, Capital International and Gartmore where she focussed on U.K & Ireland and Nordic institutional investors.
Heather has over 25 years of financial experience and holds a BA (Hons) in Politics from Durham University and the Investment Management Certificate from the CFA Society of the UK.
Jamie joined Gresham House in October 2022 as a Client Services Associate within our Institutional Distribution team.
He previously spent five years at Cazenove, the wealth management arm of Schroders as a Client Services Executive within their Charities team. Prior to that, Jamie worked within the UK Retail Sales team at Schroders.
Jamie holds the CFA Institute Investment Foundations Certificate and Unit 1 of the IMC.
Keisha-Ann joined Gresham House in November 2020 as part of the Institutional Sales team and is responsible for institutional business development and consultant relations, fundraising across Gresham House’s Real Assets strategies.
Prior to Gresham House, she spent five years at quantitative investment manager, Winton, where she was responsible for investor relations coverage of investment consultants and Winton’s global institutional and wholesale clients including pension funds, sovereign wealth funds, investment banks, family offices and endowments.
Keisha-Ann holds a BA (Hons) in Geography from the University of Leeds.
Claire joined Gresham House in August 2023 as Head of Business Development in the UK and Irish Institutional market.
Prior to Gresham House, Claire worked at Schroders for ten years and held positions as Head of Sustainability UK and Co-Head of the UK Institutional Business.
Claire started her career at M&G Investments, before moving to Baring Asset Management where she spent 11 years with the last six years in a UK Institutional Business Development role.
Claire is IMC qualified and has obtained the CFA ESG certificate.
Ben is Head of Institutional Business, and joined Gresham House in May 2024.
Prior to joining the firm Ben was the EMEA Commercial Officer at Cambridge Associates, where he was responsible for Business Development & Marketing focussing on Institutional investors, Endowment & Foundations and Family Offices. Before, joining Cambridge Associates, Ben spent 18 years at Mercer Investments in several leadership roles including European Head of Mercer Sentinel and the UK Head of Fiduciary Management. In his previous roles Ben has been responsible for developing propositions across Europe, Asia and the Middle East, including spending time as the Head of Mercer’s Middle East business based in Dubai.
Ben holds a MSc in Accounting and Finance from DeMonfort University and a BSc (Econ) in Accounting and Financial Management from the University of Buckingham. He is also a qualified Actuary, has passed the Investment Management Certificate and has over 20 years-experience in the financial industry.
David joined Gresham House in June 2023 as an RFP Analyst within our Institutional Distribution team. He is responsible for ensuring the consistency and quality of the firm’s investment proposal content and processes as well as contributing to the production of marketing materials.
David has over 15 years of experience within financial services distribution, having worked with a number of global fund management firms as an investment and RFP writer and business manager.
He holds an MA (Hons) in Modern Languages from the University of St Andrews and the Investment Management Certificate.
Alastair joined Gresham House in 2023 and is responsible for growing and maintaining relationships with institutional asset owners and consultants.
Alastair has over 15 years’ experience working with institutional investors. Prior to Gresham House, Alastair worked at Ninety One where he was responsible for business development with UK institutions. Prior to Ninety One, Alastair held business development and client management positions at Goldman Sachs Asset Management, focussing on the UK and Ireland.
Alastair holds a BA in Management Studies from Nottingham University, the CFA Certificate in ESG Investing and is a CFA charter holder.
Harry joined Gresham House in December 2023 as an Analyst in the Institutional Sales team.
Prior to this he completed a 3-month internship with the team.
He holds a First Class BA (Hons) in Geography from Durham University having graduated in 2022.
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.
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.
Heather is Managing Director, Institutional Business and a member of the GHAM Board.
Prior to joining Gresham House, Heather spent seven years at Fidelity International, latterly as Head of Institutional Distribution for UK & Ireland. She also previously held business development and client relationship positions at BankInvest, Capital International and Gartmore where she focussed on U.K & Ireland and Nordic institutional investors.
Heather has over 25 years of financial experience and holds a BA (Hons) in Politics from Durham University and the Investment Management Certificate from the CFA Society of the UK.
Jamie joined Gresham House in October 2022 as a Client Services Associate within our Institutional Distribution team.
He previously spent five years at Cazenove, the wealth management arm of Schroders as a Client Services Executive within their Charities team. Prior to that, Jamie worked within the UK Retail Sales team at Schroders.
Jamie holds the CFA Institute Investment Foundations Certificate and Unit 1 of the IMC.
Sean is a member of the Institute of Banking with over 38 years experience in the financial services industry. Sean has worked / lived in Waterford, Thurles, Kilkenny and Cork holding branch manager, area and regional management positions. Sean now lives in Cork and is Appian’s South of Ireland business development manager.
Keisha-Ann joined Gresham House in November 2020 as part of the Institutional Sales team and is responsible for institutional business development and consultant relations, fundraising across Gresham House’s Real Assets strategies.
Prior to Gresham House, she spent five years at quantitative investment manager, Winton, where she was responsible for investor relations coverage of investment consultants and Winton’s global institutional and wholesale clients including pension funds, sovereign wealth funds, investment banks, family offices and endowments.
Keisha-Ann holds a BA (Hons) in Geography from the University of Leeds.
Claire joined Gresham House in August 2023 as Head of Business Development in the UK and Irish Institutional market.
Prior to Gresham House, Claire worked at Schroders for ten years and held positions as Head of Sustainability UK and Co-Head of the UK Institutional Business.
Claire started her career at M&G Investments, before moving to Baring Asset Management where she spent 11 years with the last six years in a UK Institutional Business Development role.
Claire is IMC qualified and has obtained the CFA ESG certificate.
Ben is Head of Institutional Business, and joined Gresham House in May 2024.
Prior to joining the firm Ben was the EMEA Commercial Officer at Cambridge Associates, where he was responsible for Business Development & Marketing focussing on Institutional investors, Endowment & Foundations and Family Offices. Before, joining Cambridge Associates, Ben spent 18 years at Mercer Investments in several leadership roles including European Head of Mercer Sentinel and the UK Head of Fiduciary Management. In his previous roles Ben has been responsible for developing propositions across Europe, Asia and the Middle East, including spending time as the Head of Mercer’s Middle East business based in Dubai.
Ben holds a MSc in Accounting and Finance from DeMonfort University and a BSc (Econ) in Accounting and Financial Management from the University of Buckingham. He is also a qualified Actuary, has passed the Investment Management Certificate and has over 20 years-experience in the financial industry.
Kathryn joined Gresham House Ireland in March 2022 to spearhead our offering for private clients. She has worked as an investment manager with private clients for over 15 years, aligning their investment strategies with their personal goals, across various wealth structures. She has over 20 years’ experience in the wealth management sector, having advised individuals and their families, not-for-profits, corporates and pension clients in this time.
Kathryn graduated with a degree in Corporate Law and interned at MetLife Bank in New York prior to commencing her career at a large wealth management business in Dublin. She is a Chartered Member of the Securities & Investment Institute in London and holds the CFP® designation. She also holds a first-class MSc in Financial Services, and has served as a Professional Pension Trustee Practitioner. Demonstrating her commitment to sustainable investing, Kathryn recently completed the ESG Certificate via the CFA.
David joined Gresham House in June 2023 as an RFP Analyst within our Institutional Distribution team. He is responsible for ensuring the consistency and quality of the firm’s investment proposal content and processes as well as contributing to the production of marketing materials.
David has over 15 years of experience within financial services distribution, having worked with a number of global fund management firms as an investment and RFP writer and business manager.
He holds an MA (Hons) in Modern Languages from the University of St Andrews and the Investment Management Certificate.
Alastair joined Gresham House in 2023 and is responsible for growing and maintaining relationships with institutional asset owners and consultants.
Alastair has over 15 years’ experience working with institutional investors. Prior to Gresham House, Alastair worked at Ninety One where he was responsible for business development with UK institutions. Prior to Ninety One, Alastair held business development and client management positions at Goldman Sachs Asset Management, focussing on the UK and Ireland.
Alastair holds a BA in Management Studies from Nottingham University, the CFA Certificate in ESG Investing and is a CFA charter holder.
Harry joined Gresham House in December 2023 as an Analyst in the Institutional Sales team.
Prior to this he completed a 3-month internship with the team.
He holds a First Class BA (Hons) in Geography from Durham University having graduated in 2022.
Ian joined Gresham House Ireland (formerly Appian Asset Management) in June 2009 after spending over five years at Bear Stearns. Ian worked within Bear’s Fixed Income/Equity operational departments for two years followed by three years in the Legal & Compliance Department where he worked as an AMLO Officer & Compliance Officer. In June 2009, Ian worked within the Account Opening/Compliance departments before managing the operations department. Ian has built up a strong relationship with our brokers and clients over the past nine years. Ian brings a wealth of experience into our client relationship team having worked in the industry for nearly 14 years. Ian is a Qualified Financial Advisor.
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.
Chris is a Managing Director in the Wholesale Distribution team and joined Gresham House in July 2021.
Prior to this he was Head of Strategic Partnerships at LGBR Capital where he focused on developing key strategic relationships in the UK discretionary market. He was one of the founding members of LGBR Capital, helping to grow the business from launch in 2012 into one of the largest outsourced distributors in the UK.
Chris previously held business development and client relationship positions at Matrix Asset Management and Goldman Sachs.
Chris has 14 years’ industry experience and holds a BSc (Hons) in Economics from Queen Mary, University of London. He is a CAIA Charterholder and has passed both the Certificate in ESG Investing and the Investment Management Certificate from the CFA Society of the UK.
Andy has over 20 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, the CFA Certificate in Investment Management, the CFA Certificate in ESG Investing, the CII Certificate In Discretionary Investment Management, the CII Certificate in Investment Operations and the CII Diploma in Financial Planning.
Rees joined the Wholesale Distribution team in July 2022.
Prior to joining Gresham House, Rees worked within the UK Investor Relations team at Comgest Asset Management and within the Asset Management team at Willis Towers Watson.
Rees is currently studying for his Investment Management Certificate.
Sean is a member of the Institute of Banking with over 38 years experience in the financial services industry. Sean has worked / lived in Waterford, Thurles, Kilkenny and Cork holding branch manager, area and regional management positions. Sean now lives in Cork and is Appian’s South of Ireland business development 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.
Kathryn joined Gresham House Ireland in March 2022 to spearhead our offering for private clients. She has worked as an investment manager with private clients for over 15 years, aligning their investment strategies with their personal goals, across various wealth structures. She has over 20 years’ experience in the wealth management sector, having advised individuals and their families, not-for-profits, corporates and pension clients in this time.
Kathryn graduated with a degree in Corporate Law and interned at MetLife Bank in New York prior to commencing her career at a large wealth management business in Dublin. She is a Chartered Member of the Securities & Investment Institute in London and holds the CFP® designation. She also holds a first-class MSc in Financial Services, and has served as a Professional Pension Trustee Practitioner. Demonstrating her commitment to sustainable investing, Kathryn recently completed the ESG Certificate via the CFA.
Ian joined Gresham House Ireland (formerly Appian Asset Management) in June 2009 after spending over five years at Bear Stearns. Ian worked within Bear’s Fixed Income/Equity operational departments for two years followed by three years in the Legal & Compliance Department where he worked as an AMLO Officer & Compliance Officer. In June 2009, Ian worked within the Account Opening/Compliance departments before managing the operations department. Ian has built up a strong relationship with our brokers and clients over the past nine years. Ian brings a wealth of experience into our client relationship team having worked in the industry for nearly 14 years. Ian is a Qualified Financial Advisor.
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