Strategic Equity Capital plc

William Barlow was appointed Chief Executive Officer of Majedie Investments plc on 1 April 2014. Prior to this, he was a member and Chief Operating Officer at Javelin Capital LLP and was at Newedge Group previously. He was appointed Managing Director of DnB Asset Management (UK) Ltd in 2002 having joined Skandia Asset Management Ltd as an equity Portfolio Manager in 1991. He is a Non-Executive Director of Majedie Asset Management and Chairman of Racing Welfare.

Richard Locke is Vice Chairman of Fenchurch Advisory Partners, an independent corporate finance advisory firm that specialises in the financial services sector. Previously he was a Partner of Cazenove & Co. and then a Director at its successor firm, JPMorgan Cazenove.

Annie is a Non-Executive Director for Strategic Equity Capital plc as of 14 February 2022.

Annie was recently Group People and Culture Officer at Unicredit, a leading retail corporate and investment banking organisation.  She started her career in 1980 at British Petroleum in Branding and Communications. This was followed by reputational risk, branding and corporate communications roles from 1984-1992, including Head of the London Stock Exchange Press Office; press officer in the Prime Minister’s Press Office and the Ministry of Defence.

In 1999 she moved to Goldman Sachs in London and in 2004 to New York to work for the then Chair and CEO, creating the first Chairman’s Forum, a culture enhancing leadership and reputational judgment programme for Partners and Managing Directors.

In 2006 Annie joined GAM Investments, the investment management firm, as Global Head of Branding and Employee Engagement before creating her own consulting business Alpha Performance Consultants.

Annie became Global Head of Client Marketing at UBS Investment Bank in 2011, taking on the additional role of Global Head of Culture in 2015 until moving to Unicredit in 2021.

After qualifying as a Chartered Accountant in 1983 and gaining an MBA in 1987, Brigid Sutcliffe spent thirty years working in investment banking and as a strategic change management consultant, advising companies across a wide range of sectors. She has been a non-executive director for a variety of organisations in the public, private and third sectors over the past eighteen years, including science and technology research, technical business services, higher education and social housing. Brigid is also a non-executive Director and Audit Chair of Troy Income & Growth Trust plc.

Howard Williams has forty years of fund management experience and was, until October 2017, Chief Investment Officer and Head of the Global Equity Team at JPMorgan Asset Management. Prior to joining JPMorgan Asset Management in 1994, he held a number of senior positions at Shell Pensions and Kleinwort Benson Asset Management. He started his career at James Capel & Co. He is also a non-executive director of Schroders Unit Trust Limited, a non-executive director of Dunedin Income Growth Investment Trust PLC and of LifeSight Limited.

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.

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.

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.

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.

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).

Graham is the CFO of Escape Hunt and is experienced in fund management and in building both corporate advisory and asset management businesses. Formerly the Fund Manager of Gresham House Strategic. Graham spent six years as a senior executive at PayPoint plc, most recently as director of strategic planning and corporate development.

He was also executive chairman and president of PayByPhone, a multi-national division of PayPoint operating out of Canada, the UK and France between 2010-2014. Graham began his career in audit and corporate finance at Deloitte and Cazenove, and holds an MA in Economics from the University of Cambridge.

Bruce was appointed Chairman of the world’s leading insurance market, Lloyd’s of London, in June 2017 and is Vice Chairman of Banco Santander SA and Chairman of Cuvva Ltd, an app-based motor insurance provider. He was Non-Executive Chairman of Moneysupermarket.com Group plc from 2014-2019 and a Non-Executive Director of JLT Group plc from 2016 to 2017, prior to which he was Non-Executive Chairman of Aon UK Ltd from 2012 to 2015, Senior Independent Director of Catlin Group Ltd from 2010 to 2014 and Chief Executive for Marsh UK and Europe from 2003 to 2006.

He was also a Senior Independent Director of Close Brothers Group plc from 2006 to 2014. He previously worked at JP Morgan for 18 years in a number of senior roles and was Managing Partner of 3i Group plc’s Quoted Private Equity Division from 2007 to 2009. He is a past President of the Chartered Management Institute.

30 years VC & banking experience. Founded Spark in 1995. Former Investment Committee member at Brandt’s, Credit Suisse, Bank of Montreal and Mitsubishi Finance London. Start-up investor/director of lastminute.com, mergermarket.com, Chairman of Kobalt Music, notonthehighstreet.com, ARC, MAID, amongst others.

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.