I co-founded Sancus Limited in 2013 with John Davey. The business was acquired by GLI Finance in December 2014, wherein I became Director of Lending for GLI whilst retaining my position as CEO Sancus Group. In December 2015 I became CEO of GLI and have restructured the Group to focus on two key areas; 1) Sancus BMS Group a niche alternative finance lender based in 6 jurisdictions and 2) a FinTech portfolio of SME Focussed FinTech investments that are based on 3 continents. I have over 25 years’ experience as an investment professional and am a Chartered Fellow of the Chartered Institute for Securities & Investment.
I was a founding partner of Ermitage Group following its MBO in 2006 from Liberty Life, backed by Caledonia Investments. I left Ermitage in July 2011 following the successful sale of the firm to Nexar Capital.
I joined Liberty Ermitage in 2001 and was a Group Executive Director and Managing Director of Ermitage Global Wealth Management Jersey Limited. My primary responsibility was to develop and manage Ermitage’s Wealth Management business and Funds. I was Manager of the GWM Strategies fund range, which during my 10 year management won multiple investment awards from both Private Asset Manager (PAM) and the FT & Investors Chronicle. I was directly involved in increasing Ermitage’s AUM from $400m to $2.5bn.
Prior to joining Liberty Ermitage I worked for Kleinwort Benson part of the Dresdner Private Banking Group, where I was Head of the Channel Islands’ Portfolio Management Division, which had funds under management of $2.5 billion. I was also a member of Kleinwort Benson’s London Private Bank Investment Committee, which formulated the Group’s investment strategy with AUM of $9 billion.