Alternative Investment Advisers

Spears 2020

JOE ANDERSON

ARIX

Joe Anderson has over 25 years’ experience in the life sciences industry, with a track record of generating investment returns. He was partner at Abingworth LLP for 12 years (where he led venture-capital style investments in public companies), founded and… Read More

ALEX BATLIN

TRUSTOLOGY

In March 2019, Trustology launched its first service – Personal Custodial Wallet Accounts – for its ‘early adopter’ UK clients. These accounts are powered by TrustVault, the company’s custodial wallet platform. The firm works closely with family offices and individuals… Read More

GREG BECKER

SILICON VALLEY BANK

Greg Becker heads Silicon Valley Bank – the world’s only bank dedicated to the global innovation sector. As CEO and president, Becker’s mission is to increase the probability of success for the firm’s innovative clients. He joined in 1993 as… Read More

KATE BINGHAM

SV HEALTH INVESTORS

A household name in the world of biotech, Kate Bingham is one of five managing partners at SV Health Investors where she sits on the firm’s investment committee. It’s a role that involves the over -seeing of seven venture capital… Read More

GREGORY BONFIGLIO

PROTEUS

Gregory Bonfiglio is one of the earliest investors in the sphere of stem cell and regenerative medicine. He found life sciences innovations more interesting than the corporate law landscape he was practising in. An invitation to join a friend’s new… Read More

SVEN BORHO

ORBIMED

Sven Borho is a founding partner of OrbiMed. With offices across the world and $14 billion under management in 2017, it helped nurture and commercialise some of todays most successful healthcare companies. There, he heads the public equity team, having… Read More

GREG CARTER

GROWTH STREET

It’s been an excellent year of expansion for Growth Street, says Greg Carter. ‘2019 saw us complete two rounds of funding in the business (totalling £17.5 million), smash the £100 million mark of money we’ve lent to businesses and reach… Read More

PAOLO CATALFAMO

PALLADIUM

Recent years have seen teams with capital market pedigree arrive in the crypto space, and Paolo Catalfamo’s Palladium is one such. Although Spear’s would remind readers that no crypto offerings are FCA regulated as yet, Palladium has reportedly launched the… Read More

ANGUS DENT

ARCHOVER

Angus Dent is CEO and co-founder of ArchOver Peer-to-Peer Business Lending. He provides entrepreneurial leadership, develops the overall policy and strategy of the business and ensures its delivery by the management team. His approach is hands-on, engaging with borrowers, lenders… Read More

GREG DWYER

BITMEX

‘For those who want more peace of mind when investing in cryptocurrency, I believe it will be “when” not “if” a bitcoin ETF will be approved,’ says Greg Dwyer of crypto derivatives marketplace BitMEX, one of the world’s most successful… Read More

STEPHEN FORD

CHRYSTAL CAPITAL

‘We source, vet and invest in private equity opportunities alongside a large network of family offices and UHNWs,’ explains Stephen Ford, one of Chrystal Capital’s three partners (alongside James Innes and Kinglsey Wilson). ‘Our HNW network comprises several hundred single… Read More

JAMES FRY

MILLS & REEVE

As a chemistry graduate from a family of patent attorneys and medics, James Fry is in the right job. Two years ago, after almost two decades at Eversheds, Fry moved to Mills & Reeve, and now heads the firm’s life… Read More

NICK GALAKATOS

BLACKSTONE LIFE SCIENCES

When the Blackstone Group observed that pharmaceutical companies faced severe pressures, it worried that key medical research might be severely thwarted. The New York asset manager, which in 2018 already managed more than £337 billion, made an effort to bulk… Read More

IQBAL GANDHAM

ETORO

You know cryptocurrency is gaining ground when the Revenue is on its case, with reports that bitcoin investors could soon be taxed on any profits. eToro’s UK MD Iqbal Gandham agrees that the once niche currency is going mainstream. ‘Whether… Read More

NIGEL GREEN

DEVERE GROUP

Nigel Green’s deVere Group offers financial advice to clients all over the world, mainly expats and international investors. CEO and founder Green says it has grown to be one of the world’s largest independent financial advisory groups, with over $12… Read More

JOACHIM VON HALASZ

VON HALASZ CONSULTING

‘Once I understood the internet captures value in the applications layer, but blockchain captures it in the protocol layer, I saw the potential of blockchain,’ Joachim von Halasz tells Spear’s. ‘Today’s supply chain specialists hold the keys to many future… Read More

OLIVER HARRIS

JP MORGAN

JP Morgan’s colourful history with all things crypto looks set to continue with the arrival of fintech upstart Oliver Harris, now tasked with developing a strategy for the bank. Though its CEO initially labelled cryptocurrencies a ‘scam’ before backtracking, it’s… Read More

CHARLIE HOFFMAN

HSBC PRIVATE BANKING

Private banker Charlie Hoffman is increasingly active in the alternatives landscape, enjoying acute visibility of ‘the top percentile of managers’ even in ‘mercurial’ areas such as hedge funds. He is proud of the strength of the bank’s alternatives investing platform,… Read More

GEOFFREY HSU

BIOTECH GROWTH TRUST

‘I think it’s important to communicate that the biotechnology industry of today is not the same as it was 10 or 15 years ago,’ says Geoffrey Hsu, who manages the Biotech Growth Trust on behalf of Orbimed. ‘Now we have… Read More

JAMES INNES

CHRYSTAL CAPITAL

Chrystal Capital is an entrepreneurial corporate finance and investment house with an established global network of single family offices (SFOs), ultra high net worth individuals (UHNWIs) and private equity co-investment partners. We act as a conduit between our network members,… Read More

HUGH KARP

NEXUS MUTUAL

‘The cryptocurrency sector has an incredible opportunity to transform many industries,’ says Hugh Karp, founder of Nexus Mutual. Nexus Mutual is a ‘decentralised alternative to insurance’, using business-ready ‘smart contracts’ covering niche risks for the cryptocurrency community, reinvigorating the insurance… Read More

STUART LAW

ASSETZ CAPITAL

P2P is actually the oldest type of lending; people with excess capital lending to others,’ says Assetz Capital CEO Stuart Law. The Manchesterbased fintech firm has funded 60 per cent more loans in 2019 than in the previous five years… Read More

RHYDIAN LEWIS

RATESETTER

Rhydian Lewis founded RateSetter in 2010 to make better returns accessible to ordinary investors and to make interest rates more transparent. The firm operates as an exchange, with investors on one side and individuals and businesses borrowing on the other…. Read More

JONATHAN LOURIE

M&A, COMMERCIALISATION

Jonathan Lourie is a technology lawyer who moves among the goliaths of pharma – as well as the smaller but still significant players in the life sciences arena. He has an unique and acute visibility of the global industry, forged… Read More

ALESSANDRO GUERRINI-MARALDI

WILLIS TOWERS WATSON

Things have changed a lot since Alessandro Guerrini-Maraldi’s father worked in risk management. ‘He’d be simply amazed at how the industry has moved forward in the way we help clients think about their biggest risks,’ says Willis Towers Watson’s Global… Read More

GIANLUCA MASSINI ROSATI

XRIBA

‘I can finally say it now – we’ve made it!’ London-based fintech and crypto entrepreneur Gianluca Massini Rosati says. ‘Like many blockchain businesses we ran an ICO and I can proudly say we raised almost $13 million.’ As bitcoin’s underlying… Read More

HEMAL MEHTA

ATOMINVEST

CEO and founder of AtomInvest Hemal Mehta told Spear’s, ‘Alternative investments should be a core and essential component of investors’ portfolios, and for the last 30 years, the top alternative investment funds have consistently outperformed conventional asset classes across all… Read More

KIRAN NAGARAJ

KPMG

‘I keep getting calls about crypto staying power. Bitcoin’s been around for nine years now. And it trades 24/7. Perhaps crypto has already stood the test of time!’ So tweeted Kiran Nagaraj, KPMG’s cryptocurrency thought leader, in 2018. Nagaraj advises… Read More

RYAN RADLOFF

COINSHARES

Ryan Radloff, CoinShares CEO, campaigns for professionalisation of the cryptocurrency sector, aiming to bring access and choice to investors. Radloff had previously worked in financial technology, particularly corporate FX risk management. He came across bitcoin in its early days, seeing… Read More

GAVIN RANKIN

CITI PRIVATE BANK

Gavin Rankin is Citi Private Bank’s EMEA head of managed investments and a thought leader on private equity. Rankin has told Spear’s that HNWs are becoming ‘pretty sceptical’ about where more liquid markets are going to go from here. This… Read More

SAM ROBINSON

CMS

Sam Robinson, a partner in CMS’s financial services regulatory practice, has been stalking the FCA as it moves nearer clarity on cryptocurrency derivatives and their regulatory status under MiFID II. As much of the hype around crypto begins to settle… Read More

JUSTIN SCHMIDT

GOLDMAN SACHS

Eyebrows were raised when Goldman Sachs hired former hedge-fund quant trader Justin Schmidt to head up its new digital assets offering. Goldman is reluctant to usher private wealth clients towards crypto at this time but, behind the scenes, movements are… Read More

NEIL SMITH

HAMPDEN AGENCIES

Neil Smith is CEO of Hampden Agencies (part of the Hampden Group), and has run the respected Lloyd’s of London Members Agency for more than a decade. He has been instrumental in growing the business to become the largest provider… Read More

ANIL STOCKER

MARKETFINANCE

Anil Stocker co-founded the world’s largest P2P invoice finance platform (formerly known as MarketInvoice) in 2011, and has worked with many company CFOs while working in financial services in his early twenties. Fulfilling his ambition to combine technology and data… Read More

MONICA SUMMERVILLE

TABB GROUP

‘The interest is very strong. It’s only growing. I don’t see an abatement even with the price of crypto assets coming down [soon],’ says Monica Summerville, senior analyst at TABB Group. After over 20 years watching technology in the capital… Read More

HANS VAN SWAAY

LYRIQUE

Hans van Swaay has a long and successful track record in private equity as partner of Lyrique, head of private equity at Pictet & Cie, managing director of UBS Capital, managing director of Merifin and as partner of Lowe Finance…. Read More

MARC SYZ

SYZ CAPITAL

‘Syz Capital is run by entrepreneurs for entrepreneurs,’ says its founder, Marc Syz. ‘First and foremost, we are principal investors,’ he adds. ‘We only offer qualified clients access to private equity, private debt and real-estate opportunities where we would be… Read More

ALISTAIR TROUGHTON

HAMPDEN

‘My role remains very much educational,’ says Alistair Troughton, sales and marketing director at Hampden Agencies, which is a member of the Hampden Group. ‘In the current market, we are looking for and talking with wealthy families and individuals who… Read More

MARTIN WALKER

CENTER FOR EVIDENCE-BASED MANAGEMENT

Martin Walker, director of the Center for Evidence-Based Management, made headlines in 2018 after telling politicians at a Treasury select committee that blockchain technology has been turned into a ‘fad’ and cryptocurrencies have ‘very little obvious benefit to society’. With… Read More

DAN WALKER

SANCUS FINANCE

Dan Walker is managing director of lending platform Sancus Finance. He is well-placed to advise in this highly innovative space, having worked in the finance industry since 1999. He began his career as a solicitor at Linklaters, after reading law… Read More

MARK WARD

SANLAM

‘They’re great to trade but we don’t consider them in the same basket as stocks and bonds,’ says Mark Ward, head of execution trading at Sanlam, during a gathering of HNWs at the Spear’s crypto briefing in 2018. Ward started… Read More

PHILIP WATSON

CITI PRIVATE BANK

Philip Watson is tasked with balancing the investment interests of Citi Private Bank’s UHNW clients with the surge of opportunities emerging in this age of innovation. The office navigates pioneering innovative technologies to support growth at the private bank, as… Read More

PAUL WITHERS

DIRECT BULLION

The allure of investing in gold, says Paul Withers, is simply the fact of physically owning and holding it. ‘It’s the satisfaction and safety of knowing that, no matter what happens, they still have that gold,’ he says. With considerable… Read More