Team

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)

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

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 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 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

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

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