The Team

(appointed 15 February 2011)

Ian has over 25 years of direct market experience in the financial services industry and public markets.  He was formerly a Director of Manchester & Exchange Investment Bank, McLeod Russell Holdings Plc, and as Head of Corporate Finance at Singer & Friedlander Ltd. In 2000, he led the management buyout of Singer & Friedlander Corporate Finance, which laid the foundation of the Bridgewell Group Plc, where he remained as Deputy Chairman until its sale in August 2007. 

He formed Matterley in late 2007, a Fund Management business whose interests were acquired by Charles Stanley Group Plc in September 2009.  Ian is also a non-executive director of Strategic Equity Capital Plc and Artemis Alpha Trust Plc and a director of various private companies and charitable trusts.

(appointed 1 March 2011)

Gervais has been an equity portfolio manager since 1985. His career includes five years with Throgmorton Investment Management (later part of the Framlington Group), three years with Thornton Investment Management (part of Dresdner Bank) and 17 years with Gartmore Group Ltd, where he was head of UK Small Companies investing in UK smaller companies and Irish equities. He won Investor of the Year as awarded by Grant Thornton at their Quoted Company Awards in both 2009 and 2010.  He has sat on two DTI committees in the quoted small cap sector, is a member of the AIM Advisory Council and has joined the board of the Quoted Companies Alliance in the last year.

(appointed 15 February 2011)

Graham brings 26 years of financial services industry experience (mostly with Chase de Vere). Following the acquisition of Holden Meehan by Bradford and Bingley in 2003, he joined the Commercial Board.  From 2006 to 2008 Graham was Marketing Director of AWD Group plc. He subsequently set up his own consultancy, working with a number of major financial services organisations including M&G, Standard Life, Chartwell, Midas Capital Partners, Neptune, HM Treasury’s Giving Campaign and the Conservative Party on financial services policy. He was a non-executive director of Liontrust Asset Management Plc until 31 March 2011.

(appointed 7 March 2008)

(appointed 20 July 2005)

Nicholas, a Fellow of the Securities Institute, qualified as a chartered accountant with Deloitte before becoming head of Corporate Finance at stockbrokers Schroder Securities and latterly Carr Kitcat & Aitken. He became a non-executive director of listed Claremont Garments (Holdings) Plc, a leading ladies wear supplier to Marks & Spencer, in 1991 where in 1994 he became Executive Group finance director. In 1998 he launched his own consultancy business as part of which he is and has been a director of a number of public and private companies. He joined the Board in July 2005 as a non-executive director. Nicholas is Chairman of the Audit Committee and a member of the Remuneration and Nominations Committees.

(appointed 23 February 2011)

Katrina spent 14 years in the City advising, analysing and commentating on a broad range of businesses operating in the fund and asset management sectors. During this period, she accumulated an in-depth understanding of the dynamics and operational drivers of fund management and worked very closely with some of the most respected companies in the sector. Latterly, she was a highly rated financials analyst at HSBC, Bridgewell Group Plc and Canaccord Genuity. Katrina is Chairman of the Remuneration Committee and a member of the Audit and Nominations Committees.