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Delivering secure income by investing in a portfolio of shared ownership and independent retirement rental homes
Residential Secure Income plc aims to deliver stable, inflation-linked returns through investing in affordable shared ownership and retirement rentals across the UK.
ReSI plc targets a secure, long-term, inflation-linked annual dividend and an annual total return in excess of 8.0%.*
The fund aims to make a meaningful contribution to alleviating the UK housing shortage by meeting demand from housing developers (housing associations, local authorities and private developers) for long-term investment partners to accelerate the development of socially and economically beneficial affordable housing.
*These are targets only and not profit forecasts.
ReSI plc’s purpose is to generate secure income for shareholders by delivering affordable, high-quality, safe homes with great customer service and long-term stability of tenure for residents. ReSI plc aims to achieve this through meeting demand from housing developers (housing associations, local authorities and private developers) for long-term investment partners to accelerate the development of socially and economically beneficial affordable housing.
The key differentiators of ReSI plc’s investment approach are:
*Source: Gresham House
**Source: Gresham House, as at 31 March 2022
726 Homes (including committed acquisitions)
£124mn valuation (including committed acquisitions)
2,218 Homes – the largest retirement rental portfolio in the UK
£220mn valuation
289 Homes
£31mn valuation
*(Social Impact Report, Social Profit Calculator, 2019)
ReSI plc shares are traded openly on the London Stock Exchange and can be purchased through a stockbroker or other financial intermediary.
The shares are available through savings plans (including Investment Dealing Accounts, ISAs, Junior ISAs and SIPPs) which facilitate both regular monthly investments and lump sum investments in the ReSI plc’s shares. There are a number of investment platforms that offer these facilities. An example can be found below:
Computershare – Share Dealing Service
A quick and easy share dealing service is available to existing shareholders through the ReSI plc’s Registrar, Computershare Investor Services, to either buy or sell shares. An online and telephone dealing facility provides an easy to access and simple to use service.
For further information on this service please visit www.computershare.trade or call 0370 703 0084 (calls are charged at a standard geographic rate and will vary by provider. Calls outside the United Kingdom are charged at the applicable international rate). Lines are open from 8.00am to 4.30pm Monday to Friday (excluding public holidays in England and Wales).
Before you can trade you will need to register for the service. Shareholders should have their Shareholder Reference Number (‘SRN’) available. The SRN appears on share certificates and it will be required as part of the registration process.
ReSI plc’s wholly-owned subsidiary, ReSI Housing Limited (ReSI Housing) is authorised and regulated by the Regulator of Social Housing as a for-profit Registered Provider of social housing. Being a Registered Provider allows for the acquisition of properties designated as affordable accommodation or funded by government grant, expanding the range investment of opportunities available.
A wholly-owned subsidiary of Residential Secure Income plc (ReSI plc) that is registered with the Regulator of Social Housing as a for-profit Registered Provider of social housing.
Significant knowledge of public service finances and reform and a strong background in public financial management and governance.
Presently Chief Executive of the Chartered Institute of Public Finance & Accountancy (CIPFA) and previously Chief Executive of UK Border Agency (UKBA), Improvement and Development Agency (IDeA), and London Borough of Barking and Dagenham. He previously held various positions in the London Borough of Lewisham from 1996-2005, latterly as Director of Resources and Deputy Chief Executive.
He has been a technical adviser to the board of the International Federation of Accountants (IFAC) in New York since 2013.
Rob was educated at the University of Essex where he gained a BA (Hons) in Economics and Government and is a qualified chartered public finance accountant (CPFA).
Extensive business experience, including experience in debt finance and capital markets.
Robert has held roles at J.P. Morgan, HSBC Markets Limited and HSBC Investment Bank in London working initially as Managing Director in Global Capital Markets and subsequently as Vice Chairman for Client Development. Robert was also Chairman, Debt Finance & Advisory at HSBC Bank plc. As Director and Chair of the Overseas Promotion Committee of TheCityUK Robert served as financial services sector adviser to the UK Minister for Trade & Investment.
He was Chairman of the International Primary Market Association and Vice Chairman and Chairman of the Regulatory Policy Committee of the International Capital Market Association.
Educated at Sherborne School and St. John’s College, Cambridge University where he gained a MA (Hons) in History.
Strong operational leader with management experience and a track record in social infrastructure and housing.
Previously John was a Partner and Head of Housing, Regeneration and Growth at Arcadis LLP, was an Executive Director for Markets & Portfolio at Genesis Housing Association and Managing Director for Genesis Homes Ltd. In addition John has held various other roles including Executive Director of property investment at Orbit Group, Director of Places for People Leisure Partnerships, Director of Social Infrastructure and Housing at PwC, Director of the Housing Corporation (now the Homes and Communities Agency), Property Director at Barclays Bank, Managing Director of HRC Ltd / Lehman Brothers and Head of the Specialist Property Division at the Bank of Ireland.
John was educated at the University of Liverpool and holds an MBA in Finance from Manchester Business School. He is a fellow of the R.I.C.S and also holds an IPF Investment Property Forum Diploma from the Cambridge University Land Institute.
Previously the Chief Executive of Hyde Group, the G15 Housing Association with over 50,000 properties providing housing to 100,000 residents, a position she held for five years until 2019. During this time Elaine oversaw the establishment of a five-year development pipeline of 11,000 homes and the launch of several innovative partnerships with housebuilders, contractors, local authorities and other housing associations. Elaine also previously worked in the construction and government services sectors; and worked for some years at Serco.
Elaine is involved in the government’s Building Safety Programme, including as a member of the Industry Safety Standards Steering Group.
Elaine was educated at Southampton University, where she gained a civil engineering degree and holds an MBA from Imperial 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 and oversees all housing investment. He is the Fund Manager for Residential Secure Income plc and Gresham House Residential Secure Income LP and 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 11 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 17 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.
Alex is Senior Advisor, Housing and Chief Executive of ReSI Capital Management and Executive Director of ReSI Homes Limited, the for-profit Registered Providers managed by Gresham House. Alex was the founder and Chief Executive of TradeRisks Limited from 2000 to March 2020, when it was acquired by Gresham House. 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.
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.
Alex is Senior Advisor, Housing and Chief Executive of ReSI Capital Management and Executive Director of ReSI Homes Limited, the for-profit Registered Providers managed by Gresham House. Alex was the founder and Chief Executive of TradeRisks Limited from 2000 to March 2020, when it was acquired by Gresham House. 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.
Ben Fry is Managing Director, Housing at Gresham House and oversees all housing investment. He is the Fund Manager for Residential Secure Income plc and Gresham House Residential Secure Income LP and 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 11 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 17 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.
Ben Fry is Managing Director, Housing at Gresham House and oversees all housing investment. He is the Fund Manager for Residential Secure Income plc and Gresham House Residential Secure Income LP and 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 11 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 17 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.
Brandon joined Gresham House in November 2021.
Prior to joining Gresham House, Brandon worked at real estate private equity firm Singerman Real Estate, focusing primarily on seniors housing acquisitions and asset management and investor relations. Prior to Singerman Real Estate, he worked as a corporate finance analyst at Ventas, Inc., a market listed healthcare REIT based in Chicago, IL (USA).
Brandon has 11 years of experience in real estate investing and corporate finance, and holds a BA in economics from Williams College.
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.
Hannah is Director of Property for Gresham House since July 2021, where she is responsible for the overall management and performance of the portfolio.
Hannah has over 10 years’ experience in residential property, having worked in both private practice before moving client side. Before joining Gresham House, Hannah headed up the property team for a local authority owned developer where she oversaw acquisitions, sales and the management of the completed developments. Prior to that, Hannah was Head of Residential Strategy for a FTS250 listed business which specialised in residential freehold, long leasehold and BTR/ PRS assets.
Hannah is a Chartered Surveyor and holds a Bachelor’s in building surveying from London South Bank University.
Narvinder joined Gresham House in November 2021.
Narvinder’s last 15 years have been spent delivering high quality residential schemes of various tenures, across England for private sector developers and landlords. Narvinder brings a wealth of experience in planning, managing and delivering large housing led developments, including land assembly/purchase, contract negotiations, project monitoring, budget controlling and on-site delivery with partner organisations. She has working knowledge stemming through all aspects of development, and has forged long-term relationships with development partners both private and public. Narvinder’s property expertise will help bridge the gap when deal making to deploy capital for housing investments.
Narvinder brings over 20 years’ combined experience of Project Management, Fund monitoring, commercial and residential led development across various sectors in the UK.
Narvinder holds a BSc (Hons) and Post Graduate diploma in Construction/Project Management, is a Member of the Association for Project Management (MAPM) and Member of The Royal Institution of Chartered Surveyors (MRICS).
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.
Sergey started out 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.
Alex is Senior Advisor, Housing and Chief Executive of ReSI Capital Management and Executive Director of ReSI Homes Limited, the for-profit Registered Providers managed by Gresham House. Alex was the founder and Chief Executive of TradeRisks Limited from 2000 to March 2020, when it was acquired by Gresham House. 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.
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.
Rupert has been the Managing Director of Gresham House Asset Management Ltd since September 2015. He is a member of the Group Management and Investment Committees.
Rupert has a proven track record of delivering significant value to shareholders and has over 32 years’ experience in asset management, private banking and wealth management, focusing on product innovation, investment management, business development, banking and wealth structuring.
Before joining Gresham House, Rupert was CEO and CIO of Schroders (UK) Private Bank for 11 years, and spent 17 years at Rothschild, where latterly he was Head of Private Clients for Rothschild Asset Management.
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.
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.
Alistair is an Investment Director for the Housing team at Gresham House having joined the firm in January 2021. He has over 15 years of principal Real Assets investment experience, with a particular focus on the residential sector, including UK Build to Rent and US Multifamily.
Before joining Gresham House, Alistair worked at real estate private equity firm Henley Investment Management. He joined Henley following an attempted MBO of Atlas Residential’s UK business, where he led the Acquisitions team and was involved in over £250m of the earliest Build to Rent investments in the UK.
Alistair started his career as an Investment Banker with Macquarie Capital in London and holds an LLB (Hons) in Law from University College London.
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.
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.
Catriona joined Gresham House in July 2019 from Fidelity International, where she had been responsible for managing Fidelity’s relationships with investment consultants and direct institutional clients. Previously, she 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.
Catriona has 15 years of experience in institutional business development, holds a BA (Mod) in Business and Economics and is a CFA charterholder.
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.
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.
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.
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.
Patrick founded Gresham House Asset Management Ireland Limited (formerly Appian Asset Management Limited) in 2002 after completing the management buy-out of the private client arm of Aberdeen Asset Management Ireland Limited. He has over 30 years’ investment experience in the fund management, stockbroking and private banking businesses and was Head of Investment for ABN AMRO Bank in Ireland.
He is a qualified Investment Analyst, is a member of the Chartered Financial Analysts Institute and the Society of Investment Professionals in the UK and Ireland. Patrick is also a member and director of the Board of the Irish Association of Investment Managers (IAIM).
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.
Chris is Head of Wholesale Distribution 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.
Henry joined Gresham House in April 2022 as a Business Development Manager within the Wholesale Retail Funds team.
Prior to this, he was an Investment Analyst at Hargreaves Lansdown covering global, UK small and medium sized collective investments. His career started at chartered financial planners Forrester-Hyde where he provided fund research, due diligence, and analysis for their investment portfolios.
Henry has three years’ industry experience and holds a BSc (Hons) in Economics from the University of East Anglia. He is currently studying for the IMC from the CFA Society of the UK.
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.
Computershare Investor Services plc
The Pavilions, Bridgwater Road, Bristol BS99 6ZZ
T: 0370 889 3181
W: www.investorcentre.co.uk
Year end 30 September
Half year 31 march
January 2023
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