Experience

Heligan Group

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Partner

  • Jan 2021 - Present

  Using specialist sector knowledge the Heligan Group is focused on driving change whilst also creating a values-driven 21st century Corporate Finance model suitable for M&A, PE/VC investment and more. Honoured to have joined the team. Using specialist sector knowledge the Heligan Group is focused on driving change whilst also creating a values-driven 21st century Corporate Finance model suitable for M&A, PE/VC investment and more. Honoured to have joined the team.



Harwell Capital

• United Kingdom
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Director - Harwell Capital SPC

  • Apr 2015 - Present

  Harwell Capital is a VC Division of Heligan Group LLP and focuses on late stage VC investment into UK technology companies. The Company provides accelerator capital and strategic support to proven businesses with innovative proprietary scientific and engineering technology, solving real-world problems in clearly identifiable markets, led by high impact management teams with exceptional track records in scaling businesses. Harwell Capital offer Institutional & Family Office investors the opportunity to invest in these companies through co-investment whilst HNW investors have the opportunity to invest in each deal on an execution-only basis, at lower levels than offered by traditional Venture Capital funds. Both offerings enable investors to build portfolios of world-class technology companies. Paste this link to view my bio: http://harwellcapital.com/about-us/our-people/ Show less



The Zedra Fiduciary Investment Fund Limited

• Jersey

• Non Executive Director

  • Jun 2018 - Present

  The Zedra Fiduciary Investment Fund Limited “The Company” is an open-ended investment company with limited liability incorporated in Jersey on 3rd November 2017. The Company is specifically designed for fiduciary investors or fiduciary services providers who require a long term investment strategy for the financial assets under their control, but where any changes to an appointed asset manager(s) can be efficiently made, thereby minimising administrative cost, market risk and, where applicable, without triggering unnecessary tax charges for the relevant fiduciary structure. At the time of launch The Zedra Fiduciary Investment Fund – Balanced (Total Return) Sub-Fund’ and The Zedra Fiduciary Investment Fund – Balanced (Income Bias) Sub-Fund’ have been created. Other relevant Sub-Funds may also be considered in the future. Following a comprehensive due diligence & review process a limited number of investment managers with complimentary strategies have been appointed to manage the assets of each Sub-Fund. The assets of the Company @ 9/20 were c £325mln. Show less



Finance Industry Professional

• Jersey, Channel Islands

• .

  • Dec 2014 - Jan 2021

  After a very enjoyable period my contract with ARC came to a close in December. Having joined ARC in Sept 2013 (for an initial 4 month period) to undertake a review of their business/strategy my contract was then extended for a further 12 months in order to help implement a number of the key recommendations. Subsequently a lot of really exciting ARC stuff happened during 2014 with several “new” occurrences along the way such as Owner, Branding, a London Office & UK FCA licence application submitted, Personnel and updated ARC Group & Suggestus websites to name but a few. It was also great to help with the creation of the ARC Investment Oversight Service (IOS), primarily aimed at the Trusted advisor sector, which embraces the many complex challenges and provides a compelling solution by offering the very best ARC services/people to meet these. Show less



ARC Group

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Business Strategy

  • Sep 2013 - Dec 2014

  An exciting role with ARC which started in September 2013 with an initial 4 month review of the current business lines, model and strategy with an eye on exploring what ARC could do in other jurisdictions in an attempt to achieve some ambitious growth targets. I was asked to continue my role for 2014 and assist with the implementation of a number of the strategy recommendations. One of these was to establish an ARC UK London office which I am pleased to say will open for business in October. I have known the Co-founders and many of the staff of this highly respected independent investment consultancy business for many years so it's an exciting opportunity to work with some really nice and clever people. Show less



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• Offshore UK

• Garden Leave

  • Feb 2013 - Sep 2013

  Having established a comprehensive Wealth Management offering for DPZ Capital in respect of key people, business process, MI, marketing and client material it became apparent that the vision for the growth and broader evolution of the business did not align with that of the key stakeholders so we decided to go our separate ways. At some stage I will be exploring other areas of interest. With over 30yrs of UK offshore experience (including 10+ years in a fiduciary "gate keeper" capacity) plus a hands on knowledge of client, investment management, wealth and business management matters I am hopeful that my particular skill set may be put to good use. Show less



DPZ Capital Limited

• Jersey, United Kingdom

• Executive Director

  • Jun 2012 - Feb 2013

  Joined the management team of DPZ. Responsibilities include the wider development of the business including the creation of a focused Wealth Management capability & team. This independent offering will sit alongside the existing asset management service but will use an approved suite of 3rd party providers including those offering Funds & Discretionary portfolio management Joined the management team of DPZ. Responsibilities include the wider development of the business including the creation of a focused Wealth Management capability & team. This independent offering will sit alongside the existing asset management service but will use an approved suite of 3rd party providers including those offering Funds & Discretionary portfolio management



RBC Investment Solutions CI Limited

• Jersey, Channel Islands

• Director

  • Dec 2005 - Jun 2012

  Up to 25 May 2012 I was an Investment Director with RBC Wealth Management based on Jersey. In the 12 months or so prior to leaving RBC I was instrumental in leading a transition project to design & implement a new investment model for use by the RBC Fiduciary business & its clients. This was intellectually rewarding and necessitated all forms of formal/informal dialogue & liaison across several business streams to ensure that most demands could be accommodated. A key part of this task was to address the forthcoming challenge of RDR and how to maintain income & service levels across the business post its introduction in 2012/13. Prior to this task I took a 6 month sabbatical during which time I caught up on some family, travel, motoring, friends & home related stuff – all very enjoyable but it seems a distant memory now !. Up to this time I had, over a number of years, helped to manage the broad activities of the Jersey investment team whose services included Investment Consulting, Advisory/Discretionary portfolio management, Manager selection/due diligence and investment performance monitoring for the firms large Trust client base. Show less



Abacus Financial Services Limited

• Jersey, Channel Islands

• Investment Services Director

  • Jul 1995 - Nov 2005

  RBC acquired the Abacus Financial Services Group in November 2005. I was one of the senior shareholders and had held the position of Investment Services Director since joining that firm in July 1995. In this role Abacus & I were widely regarded as pioneers with the introduction of a robust & independent performance monitoring service for the firms Trust clients as well as a structured investment manager selection, due diligence and review process. With significant assets being administered by the Trust business & managed by a wide range of 3rd party investment firms Abacus took oversight & control to a much more commercial, consistent & disciplined level – which is still an accepted benchmark today. Show less



Quilter

• Jersey, Channel Islands

• Director

  • Jul 1987 - Jul 1995

  In 1987 I joined James Capel as an Associate Director and ended up being a Director of Quilter Goodison (who had previously acquired the Capels offshore business) specialising in the management of Fixed Interest portfolios whilst also heading their offshore Fixed Interest team – ultimately leaving this position to join Abacus in 1995. In 1987 I joined James Capel as an Associate Director and ended up being a Director of Quilter Goodison (who had previously acquired the Capels offshore business) specialising in the management of Fixed Interest portfolios whilst also heading their offshore Fixed Interest team – ultimately leaving this position to join Abacus in 1995.



Chase Manhattan

• Jersey, Channel Islands

• Private Banking

  • Feb 1986 - Jul 1987

  Initially worked within the Internal Audit area but I was soon asked to transfer to the Private Banking team to establish and run an FX & Bond leverage service for a select number of High Net Worth private clients. Initially worked within the Internal Audit area but I was soon asked to transfer to the Private Banking team to establish and run an FX & Bond leverage service for a select number of High Net Worth private clients.



Nat West Bank

• UK & Channel Islands

• Bank Clerk

  • Aug 1976 - Feb 1986

  A range of clerical duties since joing the Bank in 1976. Worked in various UK branches until being asked to relocate to Jersey in 1983 as part of an accelerated management trainee program. Progressed through the staff grading scale to undertake more senior clerical duties such as those involved with securities & lending. A range of clerical duties since joing the Bank in 1976. Worked in various UK branches until being asked to relocate to Jersey in 1983 as part of an accelerated management trainee program. Progressed through the staff grading scale to undertake more senior clerical duties such as those involved with securities & lending.