Institutional investment

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.

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.

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.

Emily joined Gresham House in October 2025 as an Analyst in the Institutional Sales team.

Prior to this she completed a one-month internship at GIB Asset Management.

She holds a First Class BA (Hons) in Geography from Durham University having graduated in July 2025.

Raphael is responsible for investor communications and strategy, project management, contractual fund documentation, onboarding, digital investor tools, and handling investor requests including tax matters. He became part of the Gresham House team in January 2026 following its acquisition of SUSI Partners, which he had joined in 2019.

Prior to this, he worked in the corporate banking division of a German bank for three years. Raphael has over 10 years of experience in the financial industry and holds a Master of Arts in Business from the Management Center Innsbruck (MCI).

Ralf leads institutional and wholesale client coverage for Switzerland and Liechtenstein. He became part of the Gresham House team in January 2026 following its acquisition of SUSI Partners, which he had joined in 2023.

Prior to this, he worked at Lazard Asset Management, where he focused on developing and managing relationships with Swiss institutional investors. Earlier in his career, Ralf held institutional coverage roles at Jefferies, Barclays Capital, and Lehman Brothers.

Overall, Ralf has over 20 years of sales and client-relationship experience across leading global asset managers and investment banks. He holds the Certified International Investment Analyst (CIIA) designation and is a Chartered Market Technician (CMT) charter holder.

Felix is a member of Gresham House’s Client Services team. He became part of the Gresham House team in January 2026 following its acquisition of SUSI Partners, which he had joined in 2023.

Prior to this, he worked at Renaissance, a private equity investment firm in Switzerland.

Felix has 10 years of experience in the financial industry and holds a BA in International Business Administration from the Fulda University of Applied Sciences.

Massimo is responsible for managing RFPs, leading investor due diligence processes, and onsite visits. He works closely with the sales & investment teams. He became part of the Gresham House team in January 2026 following its acquisition of SUSI Partners, which he had joined in 2024.

Prior to this, Massimo worked at New York–based asset manager Commonfund and held internships in asset management, bringing four years of relevant industry experience.

Massimo holds a Bachelor’s degree in Business from the University of South Florida’s Muma College of Business, where he was a member of the Division I golf team for four years.

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.

Susanna joined Gresham House in January 2025 as part of the Institutional Sales team.

Prior to joining Gresham House, she spent close to 6 years at Aksia, a specialist research and portfolio advisory firm providing alternative investment solutions to institutional investors, where she held roles in the client advisory and RFP teams.

She holds a First Class MA (Hons) in Spanish and English Literature from the University of Edinburgh.

Robin is responsible for fundraising and investor relations across the Nordic and Benelux regions. He became part of the Gresham House team in January 2026 following its acquisition of SUSI Partners, which he had joined in 2025.

Prior to this, he held roles at Credit Suisse, Nordea Bank & Woodman Asset Management advising clients on multi-asset portfolios and alternative investments. Robin brings more than 10 years of experience from the financial industry.

Outside of finance, Robin has a successful sports background, having represented Team Sweden in floorball with over 100 international caps and is a four-time World Champion.

Jen heads distribution and client relations efforts across Asia-Pacific markets. She became part of the Gresham House team in January 2026 following its acquisition of SUSI Partners, which she had joined in 2025.

Prior to this, she led fundraising efforts for Macquarie Asset Management in Singapore, overseeing the firm’s private-credit initiatives targeting Asia-Pacific investors. Before that, she was with EIG Partners, covering investments across credit and equity in energy infrastructure, as well as capital formation for both funds and managed accounts across Asia. Earlier in her career, she held investment banking roles at several global financial institutions including HSBC and BNP Paribas.

Jen has more than 15 years across infrastructure and energy investment, fund formation, and capital development in APAC markets. She graduated with a First Class Honours in Finance & Economics from University of Melbourne.

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.

Remo has overall responsibility for investor servicing, client reporting, LP governance processes, and the optimisation of LP data, workflows, and service infrastructure. He became part of the Gresham House team in January 2026 following its acquisition of SUSI Partners, which he had joined in 2020.

Prior to this, he held various roles across banks and asset management firms, in various client relations- and RFP-related roles. Institutions include Fisch Asset Management, Vontobel Asset Management, Bank J. Safra Sarasin and UBS, among others, comprising more than 20 years of relevant experience.

Remo holds an MSc in Business Administration from the University of Bern.

Max is responsible for institutional client coverage in the DACH region. He became part of the Gresham House team in January 2026 following its acquisition of SUSI Partners, which he had joined in 2025.

Prior to this, he was part of the client solutions team at Partners Group and worked in Investment Banking at Prescus Capital.

Max has 6 years of industry experience and holds a Masters degree in Banking & Finance from the University of St. Gallen.