The members of the committee are:
Gerard Lane
Investment committee Chair
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.
Phil Carroll
Investment committee member
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.
At Boardwalk AC Phil will continue to source attractive high quality investment opportunities from a wide range of sectors and geographies.
Ian Bennett
Finance Director
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 Marsh
Executive Chairman
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.
Paddy Lewis
Chief Executive Officer
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.
Kevin Shone
Investment committee member
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.
This involvement ranges across all forms of Alternative investing including Direct positions, Funds and Co-investments. His Alternatives experience covers both UK and International investments as well as being across the 3 main Alternative areas of Infrastructure, Real Estate and Private Equity. A lot of his work has focused on the tax efficiency of Alternative investing, utilising EIS, SEIS, VCT, Investors Relief and Entrepreneurs Relief.
A lot of his focus for clients centres on the strategic requirements of Alternative investing including the strategic weightings per asset class and sub asset class, geographical weightings, cashflow management, tax efficiency and FX hedging.
Stephen Swift
Investment committee member
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.
Tina Winder
Group Compliance Officer
Attendee only, with no vote. Present for oversight, compliance and quality control.
