BOARDWALK ALTERNATIVE CAPITAL - Key Persons
Job Titles:
- Chairman of the Investment Committee
- Member of the Committee Are
- Chief Investment Officer at Artorius Wealth
Gerard is Chief Investment Officer at Artorius Wealth, a position he has held since 2015. His investment career began at the British Coal Pension fund and has also worked as an investment strategist for both UBS and Aviva. Over his career Gerard has developed an elegant, and to date successful, stock selection strategy that complements the more free-flowing analytical framework for thinking about markets and political events.
Ian is a Chartered Accountant and was previously at Deutsche Bank, where he was both the CFO of the UK Asset Management and Global Head of Strategic Planning & Performance Reporting for Asset Management (DWS). Before that he was the Global Finance Director for Deutsche Asset & Wealth Management CFO office, following progression from CFO of both UK Private Wealth Management & Tilney Group.
Ian has been with Artorius Wealth since April 2016. Prior to Artorius Ian was Head of Fleming Asset Management for four years. This followed a 22-year career at Credit Suisse which culminated in Ian being CEO of UK Private Banking. Ian is a Chartered Member of the Institute for Securities & Investment - Level 6 Qualified.
Job Titles:
- Member of the Investment Committee
Kevin has been involved in Alternative Investments, both as an advisor and as an investor, for over 20 years. This has evolved from his Managing Director level positions at Coutts, Goldman Sachs & Barclays prior to him joining Artorius at the outset of the firm.
Job Titles:
- Chief Executive Officer
- Chartered Member of the Institute for Securities & Investment
Paddy most recently spent 18 months as a partner at Sionic, a global financial services consulting firm. Prior to this Paddy spent 15 years in several senior roles at UBS Wealth Management and before that at Laing & Cruickshank, Merrill Lynch and Wise Speke.
Paddy is a chartered member of the Institute for Securities & Investment.
Job Titles:
- Member of the Committee Are
- Member of the Investment Committee
Phil started his career in financial services when he qualified as a Chartered Accountant in 2004. Following five years auditing companies across a range of sectors he made the move into equity research as an analyst at Shore Capital, a full service investment bank. Whilst at Shore Capital he won a number of awards including a number 1 rating by corporates in the coveted annual Extel survey for his research in Consumer Goods.
During his time as an equity analyst he worked on several successful funds raisings for venture and growth companies through secondary offerings and IPOs. Phil joined Artorius Wealth in January 2019 where he has continued his work with early stage companies alongside assessing alternative investments in other asset classes including infrastructure and renewable energy.
Job Titles:
- Member of the Investment Committee
Stephen spent twenty-five years in institutional equity sales, nine of them at Credit Suisse First Boston. Between 1998 and 2005 he led the European Technology Sales team there, working closely with Europe's leading franchise in technology investment banking to bring numerous private technology businesses to market. He is personally invested in a number of private companies and has built close relationships with some of London's leading venture capital funds, helping them raise capital for their funds and exploring co-investment opportunities in their portfolio companies.
Attendee only, with no vote. Present for oversight, compliance and quality control.