Strategic Equity

Tony has been Chief Executive Officer (CEO) of Gresham House since December 2014. He chairs the Investment Committees of Gresham House and Strategic Equity Capital plc and is a Non-Executive Director for Gresham House Asset Management Ireland Limited.

Tony led the management buy-in and established a new management team that transformed the firm from an investment trust into the specialist asset manager it is today.

Tony has a long track record of investing and advising numerous public and private equity businesses. From 2002 to 2011, he established and grew SVG Investment Managers before being asked to lead SVG Advisors (formerly Schroder Ventures, London) as CEO. He started his career at Phillips & Drew Fund Management (later UBS Global Asset Management), one of the UK’s most prominent value investment firms with £60bn in assets under management at its peak and where he was a member of the Investment Committee. He was also previously Chair of the LPFA Investment Panel and Non-executive Board member.

Tony has over 25 years of investment experience and holds an MA in Management Studies from the University of Cambridge (where he was also a junior rugby international and Blue).

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

Trevor joined Gresham House in 2021 as part of the Mobeus VCTs acquisition. For over 25 years, he has invested in fast-growing businesses at the series A stage and beyond.

Prior roles include at Barclays, RBS, 3i and Beringea. Previous investments and Board positions include Paragon Software, Mondus.com, Cambridge Industries, Southnews plc, Achilles Group, MyOptique, Fjordnet, ILG Digital, Celebrus Technologies, Big Data Partnership, and Preservica.

Trevor holds an MBA from Exeter University, is an associate of the Chartered Institute of Bankers and a Member of the Chartered Institute of Marketing.

Clive joined Gresham House in 2021 as part of the Mobeus VCTs acquisition.  He is an investment management specialist with experience across a wide variety of sectors and stages of company development. He has worked in the private equity industry since 1995 making investments including TeleCity and Kerridge Commercial Systems.  He has been working in the VCT industry since 2008 with previous experience including running his own business and as a Director of NVM Private Equity, Catapult Venture Managers and 3i plc.

Having specialised in portfolio management, Clive has acted as non-executive director and Chairman of a wide range of private equity backed businesses such as Virgin Wines, Entanet and Equip Outdoor Technologies. He now heads VCT portfolio management across the Gresham House VCT stable, sits on the Investment Committee and has responsibility for the portfolio valuations processes.

Clive holds a BSc (Hons) in Applied Physics & Electronics from Durham University, a DipM from the Chartered Institute of Marketing, and an MBA from the University of Warwick.

David joined Gresham House in October 2022 and is an Associate Director in our Public Equity investment team.

David has five years Investment Banking experience, most recently working at Lazard. Prior to this he worked at Investec providing M&A, ECM, and strategic advisory services to public and private institutions, and spent four years at PwC where he qualified as an ICAEW Chartered Accountant.

David graduated from Oxford University in 2014, with a Master’s degree in Engineering Science.

Greg joined the Mobeus VCT team in 2013. He sources and executes investments into fast-growing businesses and is our resident consumer expert. He combines a natural flair for understanding the drivers of brand value, insight into wider market dynamics and strong corporate finance experience. Previous investments and Board positions include Virgin Wines, MPB, Rotageek and Buster + Punch.

Greg joined Mobeus from Piper Private Equity and previously worked at PwC in Corporate Finance.

He holds a BA/ ACC in Business Studies & Accounting from the University of Edinburgh and is a Chartered Accountant (ICAS).

Graham works with our investment teams and portfolio companies providing the link between people strategy and investment strategy.

A Sport Science Graduate, majoring in psychology, he has 25 years’ experience leading HR & Talent functions and building high performing teams across a broad spectrum of organisations with diverse ownership structures.

These include HR leadership in a successful Private Equity backed SME, building pioneering approaches to Talent Management and Organisational Design, across over 150 transactions from within a leading Mid-Market Private Equity fund and an innovative executive search and advisory firm.

Graham latterly built his own consulting firm solely focussed on supporting investor backed, high growth SME’s with creative Talent Strategy.

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

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

Hazel joined Gresham House in March 2019. She continues to help create and maintain quality teams and is a Non-Executive Director at Parsley Box, a food delivery firm.

Brendan joined Gresham House in November 2018 having previously been at Livingbridge.

Brendan co-manages the LF Gresham House UK Micro Cap Fund and the LF Gresham House UK Multi Cap Income Fund and leads Gresham House’s Healthcare sector investment strategy.

Prior to Livingbridge Brendan spent four and a half years in technology investment banking at Canaccord Genuity having studied commerce with a focus on finance at Melbourne University.

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

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

James joined Gresham House in December 2019 and works as part of our growth equity division, Gresham House Ventures.

Prior to this he spent five years at PwC, latterly working in the financial due diligence team.

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

Bob joined the original Mobeus VCTs team in 1998 and was one of the Partners who set up Mobeus when they completed a management buyout from the Matrix Group in 2012. Bob is focused on new deal generation but also looks after a number of portfolio companies, specialising in construction, food manufacturing and sports.

Bob was previously at HSBC where he was Head of HSBC Ventures and prior to that spent time at County Bank.

He holds a BA (Hons) in Business Studies from London Guildhall University.

Cassie joined the Public Equity team in  July 2021.

Prior to joining Gresham House, Cassie was part of the Corporate Broking team at Citi, having previously spent two and a half years at Investec.

Cassie graduated from the University of Cambridge in 2015, before completing an MSc at the London School of Economics and Political Science.

Francis joined Gresham House in the Forestry division in February 2021 and moved to the Private Equity team in January 2024.

Francis obtained a 1st class degree from the University of Manchester reading International Business, Finance & Economics. Following this he completed a Master’s in Finance, also at the University of Manchester, for which he was awarded a Distinction and the Alliance Manchester Business School Academic Scholarship.

George joined the Public Equity investment team at Gresham House permanently in January 2024 having previously undertaken an internship from May 2023. George works across all three open-ended funds and the investment trust within the Public Equity division, conducting sector-agnostic equity research to generate and execute on new investment ideas and support portfolio management.

Prior to joining Gresham House, George worked for a private European fintech company, providing technology services to UK fund managers investing in emerging markets. He then completed the CFA Level 1 in February 2023.

George graduated from Cambridge University with a History degree and three academic awards in July 2022.

Joe joined the Mobeus VCT team in 2021. He originates and leads growth capital investments in technology-led businesses. Joe has over 20 years’ experience helping to build, transform, and grow companies across North America and Europe. He is passionate about partnering with ambitious entrepreneurs to scale their businesses and deepen their impact, focusing on software, data & analytics, tech-enabled services, and online market places.

Joe joined Mobeus from Frog Capital, where he was a Partner, and previously held roles at Jefferies, 3i and EY. He was named one of the Financial News 40-Under-40 Rising Stars in Private Equity in 2015

He holds a BSc and MSc in Industrial Engineering from the University of Wisconsin – Madison and an MBA from London Business School.

Matt joined the Mobeus VCT team in 2019 as a Venture Partner working across their VCT investments. He has over 20 years’ experience in early stage and scale-up technology investing.

Previous roles include Corporate Finance at EY, a Partner in 3i’s technology investment business, and Chief Investment Officer roles at the National Endowment for Science Technology and the Arts (NESTA) and Mercia Technologies plc.

Zixin joined the Gresham House Ventures team in August 2022.

Prior to this, she spent over 8 years in the Energy industry, working at Royal Dutch Shell. At Shell, Zixin worked across various business lines including Trading, Retail, Renewable Energy Solutions and Shell Ventures.

During her time as a Senior Investment Associate with Shell Ventures, she focused on early-stage equity investments into fast growing start-ups in the Future of Mobility and CleanTech, across Europe, China and India.

Zixin is a qualified CIMA management accountant and holds a Master’s degree in Financial Engineering and Risk Management.

Hamza joined Gresham House as an Investment Manager within our Private Equity team in February 2023.

He has over three years of experience investing within the European and US venture ecosystem. Initially, as an Investment Associate at Columbia Lake Partners, a European growth capital fund focused on technology investments. He then worked within the venture capital arm of NJF Capital, a family office focused on early and growth stage investing across Europe and the US.

Hamza started his career in assurance at EY, where he completed his Chartered Accountancy (ACA) qualification.

He holds a BSc in Accounting and Finance from the University of Bristol.

Joe joined Gresham House as an Investment Manager within our Private Equity team in September 2024.

Prior to joining, Joe spent 3 and a half years working at Clearwater Corporate Finance as an M&A advisor. He was primarily focused on raising first-round institutional investment for high-growth businesses based in the UK. He also hold a BSc in Mathematics and Economics.

Maya joined Gresham House in September 2019, having spent 4 years at Octopus Investments, investing in real estate-backed healthcare companies and entrepreneurs.

Prior to that she worked at KPMG for 7 years in audit and corporate finance.

She has a first class degree in Modern History from Oxford and is a Chartered Accountant.

Ed brings nearly 20 years’ experience of helping SMEs to create and realise shareholder value to his role. He has been working with Mobeus VCT management teams since 2017 to help them achieve their ambitions for growth and has overseen several notable exits in that time, including Automated Systems Group, Access-IS and Auction Technology Group. He also led the successful IPO of Virgin Wines in 2021.

Ed represents the Mobeus VCTs directly on the Board of several businesses, including Virgin Wines, RotaGeek and Vivacity Labs. His previous roles include CIO at Catapult Ventures in Assurance and Business Recovery Services at PwC. Ed was named one of Real Deals’ Future 40 Investment Leaders in April 2021.

He holds a BA (Hons) in Ancient History from the University of Nottingham and is a Chartered Accountant (ICAEW).