Team

Angus Samuels

Chairman


Chairman since founding in 2006

Over 30 years’ experience in the investment industry as a senior stockbroker, CEO and chairman

Chairman of Punter Southall Group, June 2003-present

Formerly CEO of Sanlam Investment Management (formerly GIAM), Sanwa Asset Management (UK) and Credit Suisse Asset Management (UK)

Soondra Appavoo

Managing Director


Founded the company in 2006

Over 21 years’ experience in the investment industry, largely in the energy & infrastructure and Financial Services sectors

Managed the P-Solve Alternative Investments ($400m) and PSource Structured Debt ($120m) funds

Formerly a Director at UBS Warburg

Chartered Accountant, MA (Natural Sciences) and an MBA with Distinction, University of Oxford

Charles Lens CFA

Executive Director


Joined the company in 2008

Over 11 years’ investment experience in energy & infrastructure, financial services, fixed income and structured finance

1 year secondment to Pacific Construction Group in China

Previously Senior Pricing Analyst at Clayton IPS Corporation, Colorado

CFA Charterholder, MSc (Finance), University of Denver and BA (Math & Philosophy), University of Colorado

Matthew Ritchie CFA

Associate Director


Matthew joined in 2015

More than 5 years’ experience in corporate finance specialising in structured finance, and mid-market public and private transactions in South Africa and the UK

Previously Associate at i capital advisers

BBusSci (Finance), University of Cape Town

CFA Charterholder

Donald Sinton

Associate


Donald joined in 2017

Extensive background in finance and financial technology solutions with Standard Bank and Dimension Data

BBusSci (Finance), University of Cape Town

Passed all three levels of the CFA exams

Ben Nash ACA

Associate


Ben joined the company in 2018

Previously worked at Deloitte for 6 years initially in the Banking and Capital Markets division of Audit and most recently within the Corporate Finance M&A division

BA (Geography), University of Exeter

Member of the Institute of Chartered Accountants in England and Wales since 2015

Harry Umbers

Analyst


Harry joined the company in 2018

Previously had internships at Oakwell Capital, RBS and IBM

BSc (Economics and Accounting), University of Bristol

 

Akshay Soni

Analyst


Akshay joined the company in 2018

Previously spent a year at Grant Thornton on Industrial Placement

BSc (Accounting and Finance), University of Bath

Clare Punter

Office Manager


Clare joined in 2015

Over 2 years’ experience working within corporate finance

Started career in leadership consulting

Bachelor of Science (Geography), Newcastle University