Angus Samuels


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


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

Managing 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


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 CFA

Associate Director

Donald joined in 2017

Background in finance and financial technology solutions with Standard Bank and Dimension Data

BBusSci (Finance), University of Cape Town

CFA Charterholder

Harry Umbers

Senior Analyst

Harry joined the company in 2018

Previously had internships at Oakwell Capital, RBS and IBM

BSc (Economics and Accounting), University of Bristol

Passed CFA Level 1


Megan Gibson

HR & Finance Manager

Megan joined the company in 2019

She has over 9 years’ experience in Accounting Finance and Office Administration

MAAT Qualified levels 2, 3 & 4

Siobhan O’Connor

Administrative Assistant

Siobhan joined the company in 2019

She has 3 years experience as an administrative assistant, including at Société Générale and Foskett Marr Gadsby & Head

CILEx Diploma for Legal Secretaries Levels 2 & 3