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Investing in housing in the UK to deliver the potential for long-term secure income and positive impact
Gresham House offers long term equity investments into UK housing, through listed and unlisted investment vehicles, focused on addressing different areas of the affordable housing problem in the UK.
Our investments aim to provide affordable tenure opportunities alongside sustainable long-term income for investors, whilst encouraging placemaking and community development.
Each of our UK residential housing funds offers the potential for stable, secured inflation-linked returns whilst providing social and environmental benefits to our residents, the local community and the wider economy.
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Our funds invest through Gresham House’s two Registered Providers of Social Housing – ReSI Housing Limited and ReSI Homes Limited.
These companies are required to hold regulated affordable housing assets and therefore are managed with the highest standards of governance, financial viability and resident welfare.
Our UK housing investment team has a proven 20-year track record in housing, with certain individuals having over 40 years’ experience.
We have expertise across all residential asset classes, including shared ownership, retirement, affordable, social and market rented homes, offering supreme access to opportunities across the sector.
Regardless of the economic environment, people need good quality homes.
The UK has a well-documented shortage of affordable housing, caused by a combination of demographic trends and historic undersupply. In England, just 50,000 affordable homes are being delivered each year, representing a third of the 145,000 required.
To address this shortage, patient capital is required by a range of housing developers, including volume house builders, small regional developers, housing associations and local authorities.
We seek to meet this demand and therefore accelerate the development of socially, environmentally and economically beneficial new housing. Our commitment to the sector provides the potential for us to make a meaningful contribution to the UK’s shortage of affordable, accessible housing.
Our funds are investment and strategic partners of Homes England and the Greater London Authority for delivery of new affordable homes. Each provide financial grants for every new home and support our vision to improve communities and deliver homes that create a balanced social impact.
Housing investments benefit from substantial asset-backing and provide investors with the potential for attractive long-term returns, offering:
➕ A secure and sustainable rental stream from individual residents, diversified by location, property (houses, apartments) and resident type
➕ Inflation-linked income
➕ Diversification versus commercial real estate, infrastructure and other traditional asset classes
➕ Potential for long term capital appreciation in excess of inflation
➕ Low volatility, in many cases, through below-market rents
Our investment strategy focus includes affordable housing (shared ownership, affordable and private rented), retirement and temporary accommodation.
Investors can access Gresham House’s UK Housing equity investment opportunities via our listed housing vehicle, Residential Secure Income plc through Unregulated Collective Investment Schemes (UCIS), or via co-investment opportunities.
For more information, please contact:
Heather Fleming Managing Director, Institutional Business +44 (0)20 3873 5908 h.fleming@greshamhouse.com |
For information on how to sell an asset to Gresham House, please contact the team:
resi.acquisitions@greshamhouse.com
+44 (0)20 7382 0905
A listed investment trust delivering secure inflation-linked income from shared ownership and rented homes, boosting returns with ultra-long 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 Managing Director, Housing at Gresham House. He is the Fund Manager for Residential Secure Income plc and Gresham House Residential Secure Income LP and Managing Director of the two Registered Providers of Social Housing within these funds, ReSI Homes Limited and ReSI Housing Limited.
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.
Claire joined Gresham House in November 2023 as Director of Shared Ownership Operations.
Claire has worked in affordable homeownership for 14 years, mainly in G15 housing associations, with specialisms including shared ownership and section 106 developments.
She has a wealth of experience in managing large, shared ownership, and leasehold portfolios, with a particular focus on new builds, third-party management contracts, complaints, and service changes. Claire is well versed in Landlord and Tenant Law, Case Law and the RICS service charge code.
Claire holds a BA in English Literature, is a member of the Property Institute, and is an Associate Member of RICS working towards her APC.
Harry joined Gresham House in July 2023.
Whilst studying for his degree, Harry completed a year in industry placement at Gresham House assisting the Housing team across both investment and asset management functions.
Harry holds a BSc (Hons) in Economics from the University of Bath.
Alasdair joined Gresham House in July 2021 and is an Investment Manager, Housing.
Prior to joining, Alasdair spent three and a half years in EY’s Audit department, where he worked with a range of FTSE 250 listed clients.
Alasdair is an ACA qualified chartered accountant and holds a first-class honours degree in Physics from the University of Bristol.
Matthew joined as Director of Development and Delivery in the Housing team in October 2023.
Matthew has over 10 years’ experience working within real estate, development. His development expertise and experience are wide raging across numerous real estate asset classes with a particular focus on residential, PBSA and retirement living.
During his career, he has developed over £1bn of real estate projects in the UK and Europe. Most recently being the development lead on the capitalisation and delivery of a PBSA and residential development pipeline of over £300mn. Matt has also previously held key development roles at Legal & General and Unite Students PLC.
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.
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 Managing Director, Housing at Gresham House. He is the Fund Manager for Residential Secure Income plc and Gresham House Residential Secure Income LP and Managing Director of the two Registered Providers of Social Housing within these funds, ReSI Homes Limited and ReSI Housing Limited.
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.
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.
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.
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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