Gresham House Global Equity Fund

Derek joined the Fund Management industry in 2008. Previously, he worked as a Senior Equity Portfolio Manager within the Treasury Asset Management division of the IKEA Group. Prior to this he held the position of Portfolio Manager with AGF, a Canadian mutual fund company.

Derek has considerable experience in managing Global Equity Portfolios and has spent time working overseas in Singapore. He holds an MBS (Corporate Finance and Accounting) from University College Cork, a BBS (Economics and Finance) from the University of Limerick and the Chartered Financial Analyst (CFA) designation.

John’s primary responsibility is managing our Small Company Fund. John previously worked with Merrion Stockbrokers where he held the position of Senior Equity Analyst. He previously worked for Norwich Union Investment Managers and NCB Stockbrokers. John who holds an MSc in Investment and Treasury from Dublin City University was voted Finance Magazine’s Analyst of the Year in 2007 and 2008. John is a registered representative of the Irish Stock Exchange and an associate member of the Chartered Institute for Securities & Investment.

Patrick is the Managing Director and Chair of the Investment Committee for the Gresham House Asset Management Ireland Funds.

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).

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.

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.

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.

Brian has over 30 years of industry experience. Previously Co-Head of Investment Banking and Managing Director of Corporate Finance in Goodbody Stockbrokers, Mr. O’Kelly has deep knowledge of financial markets having operated at the highest level at a regulated entity at Goodbody Stockbrokers. He also sat on the board of Directors at Goodbody Stockbrokers and Ganmac Holdings, the holding company of the Goodbody Group. He was previously the Senior Independent Director at Irish Continental Group plc.

Catherine is a former partner and Chair of one of Ireland’s leading law firms, A&L Goodbody. During her partnership she was head of the financial services and banking department and head of its asset finance group. She has advised many RFSP’s in meeting their obligations in the banking and private equity space. Her practice included all aspects of banking including corporate and acquisition financing, asset financing, securitisation, and general banking. Catherine has also been a director of a publicly quoted firm.

Co-Founder and MD of Real Estate, Gresham House Ireland. He has over 35 years experience in property and investment management and was previously Managing Director of Treasury Holdings Ireland having joined the company in 2000.  Before that he was Head of Property with AIB Investment Managers Ltd.

In 2001 he served as President of the Society of Chartered Surveyors in Ireland (SCSI). He is a Fellow of the SCSI and of the Royal Institution of Chartered Surveyors. He has an MBA from University College Dublin and was the Chairman of the Urban Land Institute Ireland.

Pat joined the Board in September 2017.

He currently holds a variety of advisory and Board level roles at commercial, charitable and European bodies, including the Institute for International and European Affairs, Gore Street Energy Storage Fund Plc, Ecocem Ireland, European Investment Bank and Supernode Ltd. Ireland.

He is a former Irish politician and television current affairs presenter. He was President of the European Parliament from 2002 to 2004 and served as a member of the European Parliament from 1989 to 2004. Prior to this he was a journalist and presenter with RTÉ’s Today Tonight and then a Teachta Dála (TD) for Cork South–Central.

Tony has been Chief Executive Officer (CEO) of Gresham House plc since December 2014. He chairs the Investment Committees of Gresham House plc 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 listed 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).

Patrick is the Managing Director and Chair of the Investment Committee for the Gresham House Asset Management Ireland Funds.

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).