Aaron joined ACPI in February 2013. As Chief Financial Officer, Aaron is responsible for many aspects of the firm’s business including finance, risk management, human resources and administration.
Before joining ACPI, Aaron was Director of Finance at Stanhope Capital LLP, a London-based independent wealth manager that saw considerable growth during his six years there. Prior to this, Aaron worked for five years at Martin Currie Investment Management in Edinburgh.
Aaron graduated with a Bachelor of Arts (Economics) degree from the University of Calgary in 1998 and subsequently qualified as a Chartered Certified Accountant.
Alex joined the Investment Team in 2017 to focus on global equities.
Prior to joining ACPI, Alex was an investment manager at equity funds GO Investment Partners and Lincoln Vale. Previous roles include working in the equities division of Credit Suisse First Boston focussing on the HOLT product as well as helping blue-chip clients with strategic challenges as a consultant with PricewaterhouseCoopers.
Alex received a Master’s in Business Administration (MBA) from London Business School in 2004. He had previously earned a Master’s degree (Lic. sc. éco) from the Université de Neuchâtel (Switzerland), a year of which he spent at the Stockholm Business School. Alex has been a CFA Charterholder since 2012.
Alisevket has over twenty years of experience in investment management. He joined ACPI in July 2015 from Julius Baer. For two years, he was an Executive Director covering client relationships primarily in the UK and Turkey. Previously, he had a 19 year career with Merrill Lynch Wealth Management where he founded and led a team of investment advisors covering global private and institutional clients. His main focus was on key client relationships and family office coverage, providing portfolio management & bespoke investment solutions.
Alisevket did postgraduate studies in international relations at Johns Hopkins University, in finance at London Business School, and in economics at Birkbeck, University of London. He has an undergraduate degree in political science from Bogazici University.
Alok co-founded ACPI in 2001. His role encompasses a broad range of responsibilities for the Principal Investments and Private Wealth businesses.
Before the founding of ACPI, Alok had a 14 year career with Goldman Sachs, culminating as Head of International Private Wealth Management. Previous roles included Co-Chief Operating Officer of Global Private Client Services (New York) and Head of Private Client Services for Asia (Hong Kong). He was named a General Partner of the firm in 1996 and a Managing Director in 1999. He began his investment management career with Goldman Sachs in 1987.
Alok earned both a Master’s in Business Administration and a Bachelor’s of Science from Cornell University in 1987 and 1986, respectively. He is a trustee of the Agastya Foundation, which offers hands-on science education programmes to rural schools in southern India.
Benedicte started her career at the European Bank for Reconstruction and Development in 1994. During her years at EBRD, she assisted clients with their hedging and risk management strategies and managed the Bank’s funding operations. In 2006, Benedicte joined UBS Wealth Management as a private banker covering ultra high net worth individuals in Russia and CIS, where she dealt with matters ranging from investments to wealth planning.
Benedicte is a graduate from HEC School of Management, and holds a Master’s Degree in Economics from Institut d’Etudes Politiques (Paris). She is a member of the CISI, and holds the certificate in Private Client Investment Advice and Management.
Beth joined the Private Wealth Management Division of ACPI as an Assistant Relationship Manager in 2014. Previous to this role she spent 10 years working with Ultra High Net Worth clients in Private Banking at Insinger de Beaufort (trading as BNP Paribas in the UK).
Beth is an Associate of the CISI and holds a Diploma in Investment Advice.
Brett joined ACPI in 2013 as an Analyst in the Principal Investments Team. Brett provides research, data-model analysis and project management support across a broad range of international and local private investments. He is also responsible for the Team’s corporate governance, including operational and administrative support among the Team’s diverse investment structures.
Brett graduated from the London School of Economics and Political Science with a BSc in Economics.
Brett has been a Chief Executive Officer of ACPI since 2009, with responsibility for the organisation’s Private Wealth Management and Global Distribution functions. He joined ACPI in 2007 as Managing Partner.
Brett was previously with Goldman Sachs for 14 years. His last role at the firm was that of Managing Director and Head of UK Business for the Private Wealth Management division. Before he joined Goldman Sachs, Brett spent three years with the accountancy firm KPMG.
Brett earned a Bachelor of Commerce from the University of Cape Town and is a Chartered Accountant.
Celina joined ACPI in April 2013. Celina is responsible for the Company Secretarial duties of the group.
Prior to joining ACPI, Celina worked for Standard Bank where she was responsible for the Company Secretarial department and then worked for STANLIB Fund Managers Jersey Limited.
Celina is a member of the Institute of Directors.
Charlotte joined ACPI in July 2015.
Charlotte was previously an Associate Manager at Julius Baer International Ltd. (London) where she worked covering ultra high net worth clients in the Middle East. Prior to this, she worked in the private wealth division of Merrill Lynch before their acquisition by Bank Julius Baer.
Charlotte graduated with a BSc in History and Philosophy of Science from University College London in 2008.
Chris is a Portfolio Manager and is involved in the management of segregated equity accounts for both private clients and institutions, along with the management of multi-asset portfolios. Additionally he is responsible for trading across the discretionary platform and is a member of the Investment Committee.
Prior to joining ACPI in 2009, Chris started his career as an accountant in London, before joining Goldman Sachs International as an analyst in the Investment Management Division.
Chris graduated from the University of Cape Town in South Africa with a Bachelor of Business Science Finance Honours Degree with a major in economics. He has been a CFA charterholder since 2013.
Christian Falster is responsible for a number of clients and their investment portfolios. Christian focuses on both public and private market opportunities. Prior to partnering with ACPI, Christian helped set up, and was the CEO of boutique hedge fund manager Aros Capital.
Previously Christian was a Managing Director at FBR Capital Markets. He has been working in the financial markets for more than 21 years mainly focused on equities and private client services. Through his work also at Thomas Weisel Partners and its predecessor Montgomery Securities he has helped bring capital to many growth companies. Christian is Norwegian and after university worked with Industrifinans to build their private client franchise in Norway.
Christian has lived the last 16 years in London. He has a degree in Finance from the University of Colorado in Boulder. He graduated Second Lieutenant from the Naval Academy in Norway.
Daniel Pasini is COO of the group. Daniel started his career working for Gruppo Mediolanum, then joined Goldman Sachs Investment Management Division in London managing private client portfolios. In 2001 he left Goldman Sachs to join the founding team at ACP Partners (subsequently ACPI). He has been the Chief Investment Officer of the equity team and he has been responsible for a number of private equity investments made on behalf of ACPI’s partners and clients. Currently his responsibilities have shifted to a more management oriented role in the Wealth Management unit, and he is the Chief Operating Officer of the company.
Daniel received a Master’s Degree in Economics from Università Commerciale Luigi Bocconi (Milan) and a B.A. in Economics from Northwestern University (Chicago), and he is a CFA Charterholder.
Danny is the Chairman of the group. Danny started his career in Equity research at Drexel Burnham in New York. After that he joined the family business his grandfather founded and was Chief Executive of international grain trading from 1980-1988. Danny then built up Europe’s largest nut processing group. When that was sold he joined the Board of Stonehage Ltd, a Trust Company. Following a merger of their investment business with ACP, and the subsequent buyout of ACPI, Danny became Chairman of ACPI Private Wealth Management business. Danny has a range of charitable involvements and is a Trustee of the Royal Opera House, Covent Garden. He holds an MSc in business economics from Erasmus University in Rotterdam (The Netherlands).
After undertaking his law degree and Legal Practice Course, David completed an LLM in European and International Law at the University of Maastricht and the European Institute of Public Administration.
After living and then working in Brussels for three years, he returned to London to join the Financial Services Authority as a European Policy Associate and from there joined the industry in various Compliance and Risk roles. He has been an FCA Approved Person and Compliance Officer since 2005, and is currently our Group Head of Legal and Regulatory Affairs and the UK FCA Approved Compliance Officer. His responsibility is primarily the alignment and implementation of the compliance strategy of the Group companies in various jurisdictions and the management of external legal work.
Dotan joined ACPI in September 2009. Prior to joining ACPI, he was a director in the Wealth Management Group at UBS International, in charge of the Israeli market. Previously, he was in charge of the Jersey office of Bank Leumi and before that he was a fixed income trader for Migdal Capital Markets in Israel. Dotan holds a Master of Science degree in Investment Management from Cass Business School.
Douglas joined ACPI in March 2013 and started as a Product Specialist in the Fixed Income team. He moved to the Private Wealth Management Division as an analyst at the start of 2014 where he spent 3 years with the investment team. Douglas is now an Associate assisting in client servicing and relationship management.
Douglas graduated from the University of Cape Town in South Africa with a Bachelor of Business Science Finance Honours degree including a major in Economics.
Felipe joined the Institutional & Family Office team in July 2015 and covers predominantly Europe and Latin America. Felipe graduated from Universidad Catolica in Santiago, Chile, with a degree in Business Administration and Economics.
Filippa joined the business support team at ACPI in September 2013 and is now Executive Assistant. She graduated from Taby Enskilda Gymnasium spending a few years working in Dublin and Doha. Prior to joining ACPI Filippa held a similar role at Crédit Agricole in Stockholm.
Gianluca joined ACPI in July 2009 from Goldman Sachs. Gianluca worked with Goldman Sachs for seven years and in his previous role he was part of the Markets Solutions Group within the Private Wealth Management division advising large, sophisticated private clients and family offices, structuring bespoke derivatives solutions across all asset classes and working in direct contact with traders. Gianluca holds a Masters degree in Management Engineering from the Polytechnic of Milan, Italy.
Dr. Horace “Woody” Brock, one of the world’s foremost economists, is the author of the new book, American Gridlock – Why the Right and Left Are Both Wrong, Commonsense 101 Solutions to the Economic Crises. More than 50 leading chief executives, academics, journalists and investors endorsed the book, published in January 2012 by John Wiley & Sons, Inc. As the founder and president of Strategic Economic Decisions, a renowned economic think tank, Dr. Brock has spent more than 25 years counseling global corporations and other institutions who benefit from his in-depth analysis of ongoing structural changes in the global economy.
Dr. Brock earned his B.A., M.B.A. and M.S. from Harvard University, and his M.A. and Ph.D. from Princeton University (mathematical economics and political philosophy). He studied under Kenneth J. Arrow, Stanford University, and the late John C. Harsanyi, University of California, Berkeley, both winners of the Nobel Prize in Economics.
As a celebrated public speaker, he is well known for his ability to take complex and counterintuitive concepts and make them easily comprehensible to a broad range of people. His speaking engagements have included audiences such as the World Economic Forum in Davos, the CIA, The Aspen Institute, board of directors of corporations and banks, high net-worth family offices, private equity groups, and hedge funds. In addition to speaking and authoring SED’s periodic publications and numerous publications in professional journals, Dr. Brock is also the author of a series of Op-Ed pieces in the New York Times and the International Herald Tribune.
Brock’s institute specializes in applications of the modern Economics of Uncertainty, originally developed and championed by Professor Arrow, to forecasting and risk assessment in the international economy and its asset markets. Dr. Brock authored Interest Rate Insight, the first Expert-System developed for financial markets. In 1976, he was elected an Andrew Mellon Foundation Bicentennial Fellow. In its research, SED has focused on apprehending ongoing structural changes in the economy and markets to help clients avoid the pitfalls of illegitimately extrapolating the past into the future. In this regard, Dr. Brock has worked closely with Professor Mordecai Kurz of Stanford University in developing the new theory of Rational Beliefs that is now replacing the classical theory of “Efficient Markets.” This theory explains for the first time the way in which history rhymes but does not repeat itself.
Dr. Brock is an avid collector of fine arts and has written extensively on the topic of esthetics. His contributions to the field of Distributive Justice are widely recognized and he developed one of the first mathematical theories applied to the concept of social justice.
Irma joined ACPI in August 2007. Prior to joining ACPI, Irma worked at Absa, a leading financial institution in South Africa. She joined Absa in December 1984 where she obtained vast financial services experience in various sectors of the financial environment ranging from frontline banking, back office banking, investments, loans, securities, bonds & share trading, retail & sales, client services, administration and management.
Her last role prior to joining ACPI was a Wealth Support Manager for Private Clients: Investment & Relationship Management. She is a Member of the South African Institute for Financial Markets (MIFM).
Ivan joined ACPI in November 2009. Prior to joining ACPI he was an Executive Director in the Private Wealth Management division of Goldman Sachs, heading up the Russian business. On his departure from Goldman Sachs in September 2009, Ivan was the key person for Goldman sachs Wealth Management in Eastern Europe. Previously he was a Fixed Income Manager and Management Consultant at GM Capital until 2005, and prior to that he was a Management Consultant at Barclays Capital. Ivan studied Investment Management at London Business School and International Law at Moscow State Institute of International Relations (MGIMO).
Jack gained a Master’s in Aerospace Engineering from the University of Bristol in 2012. Previously, Jack worked at Barclays in London before joining ACPI as a Financial Analyst in the summer of 2014.
Jaideep joined ACPI in 2015. Jaideep is a fixed income professional and has developed and led businesses within financial solutions across structuring, special-situation investing, structured financing and direct lending. Before joining ACPI, Jaideep was a Managing Director in the Fixed Income business at UBS, London. He had responsibility for the special situation investments, structured financing, direct lending and structured trading business within the Developing Markets team. Prior to his career at UBS A.G., Jaideep held various roles at Credit Suisse, Citibank and Bankers Trust.
Jaideep earned a Master’s in Business Administration from George Mason University in 1991, and a Bachelor of Science from Delhi University in 1988.
James joined the Finance department at ACPI as an Assistant Accountant in November 2014.
Prior to joining ACPI, James worked as an accountant at Linear Investments Limited, a London based Mini Prime Brokerage firm and spent 2 years at Esemplia Emerging Markets, a Legg Mason affiliate.
James is a registered student of the Association of Chartered Certified Accountants.
Jeremy joined the Private Wealth management division of ACPI in 2012. He specialises in Resident Non-Domiciled families and looks after a number of UK and European clients. Jeremy previously trained at UBS Wealth Management where he worked both on the Ultra High Net Worth and Resident Non-Domiciled teams. He then joined Credit Suisse private banking where he worked with South African based and UK RND clients. Prior to moving to the UK, Jeremy worked as a Notaire in France specialising in estate planning and property law.
Jeremy is a CISI Chartered Wealth Manager and passed the certificate in Private Client Investment Advice and Management. He holds a seven-year law degree from the University of Aix-en-Provence/ Marseille III and a Masters degree from Paris II Pantheon-Assas.
Joel Wyler is an entrepreneur with a broad range of knowledge and experience in internationally operating companies, international trade, shipping and logistics. He has held various official positions associated with the grain trade and is the Chairman of Granaria Holding B.V. as well as director and chairman of numerous corporations. He was appointed Officer of the Order of Orange Nassau in 2000 and Chevalier de la Légion d’Honneur in 2009. Joel studied at University of McGill (Agriculture), Erasmus University of Rotterdam (Economics) and received an honorary doctorate from the University of Cincinnati.
Jorge is joined ACPI in 2007 as an operations analyst. Today, he is joint Head of Operations of ACPI, and driver of our IT Change Team since 2008, taking part in several System changes, implementations, training and cost efficiency project Before joining ACPI in 2007, Jorge worked at JPMorgan London back office EMEA FX desk for 3 years. Jorge Study Accountancy and Administration at Universidad Central de Venezuela (UCV Caracas).
Katherine joined ACPI in September 2016. Previously, she was a Director in the Private Bank at Credit Suisse UK following the sale of Morgan Stanley’s European Wealth Management business to Credit Suisse in December 2013. Katherine spent 12 years at Morgan Stanley, covering clients in the UK and across Europe. She started her career in private banking at Goldman Sachs in 1999 where she worked with Italian private clients.
Katherine holds a B.A. degree in Modern Languages from University College London. She is a member of the CISI and holds the certificate in Private Client Investment Advice and Management.
Larissa graduated from Leo Tolstoy University with the degree in Romano-Germanic Philology. She started her career in the oil industry in for Sakhalinmorneftegaz in Russia’s Far Eastern island of Sakhalin. Subsequently she joined Royal Dutch Shell from 1990 until 1996. Then she started working in wealth management, starting at Barclays, then joining Goldman Sachs and finally Morgan Stanley, before joining ACPI in 2009.
Liliia joined ACPI as an Analyst in September 2016.
Previously, she defended a PhD in Engineering Sciences with major in Control in Social and Economic Systems.
Liliia graduated from Ufa State Aviation Technical University in Russia with a Diploma with distinction in Mathematical Methods in Economics.
Luigi joined ACPI in 2009 and is the Head of the institutional and Family Office platform. His role encompasses a broad range of responsibilities for the Group. Prior to joining ACPI, Luigi was a Managing Director in the Investment Services division of Bear Stearns. He built a large investment management business covering Continental European and Latin American Institutional investors and Family Offices. He also built the third party product platform and Family Office business model and was very active in the origination of Private Equity and Investment banking cross border transactions. Prior to Bear Stearns, Luigi worked as a Director at Credit Suisse First Boston (CSFB) in charge of Asian Equity sales into Europe. He began his career at Kleinwort Benson in Investment Banking and followed onto UBS Private Banking as Co-Head of the business in charge of Italy, Monaco and Switzerland. Luigi holds a degree in Economics and a degree in Business Administration.
Marco is the Chief Investment Officer of ACPI and Chairman of the Investment Committee. He joined the firm in 2005. Marco started his career at Sal Oppenheim as a research analyst for German companies, before moving to UBS Warburg to cover European software and services companies. He then joined Wiener Privatbank as the Head of Asset Management. Marco received a Master’s Degree in Business Administration (Diplom-Kaufmann) from the Technical University of Dresden, Germany, with a focus on finance. He has been a CFA Charterholder since 2004.
Marcus joined ACPI in 2005 initially as a member of the Alternative Investments team primarily researching equity related hedge fund strategies. Today he is additionally responsible for all external long-only manager research and manages the ACPI Balanced Fund, in addition to a number of segregated private clients, multi-manager portfolios. Marcus also interacts closely with the firm’s PWM unit liaising on long-only external manager selection and recommendations. Marcus’s previous roles include working at a London-based fund of hedge funds as an analyst, and before that he was an analyst on the European equities team at Phillips & Drew, UBS Global Asset Management. Marcus holds a BSc degree in Banking and Finance from Loughborough University and holds the Securities Institute Certificate in Investment Management (CertIM).
Matthew began his career working for Kleinwort Benson in Discretionary Investment Management and has spent nearly 20 years working in the Private Banking and Wealth Management industry, which has included senior positions in London and Zurich with Credit Suisse. Matthew returned to Jersey to take an Executive Director position at ACPI and specialises in catering for UK resident client and families, both domiciled and non-domiciled. He has a particularly strong working knowledge of Trust and Corporate structures.
Matthew is a Chartered Member of the Chartered Institute for Securities and Investments and holds Certificates in Fund Management and Private Client Investment Advice and Management as well as the CFA Investment Management Certificate. He also holds Joint Honours Degree in Psychology & Anthropology from the University of Durham.
Meriem joined ACPI as an Investment professional and portfolio manager in March 2009 from Bear Stearns in London and is in charge of full project investment analysis, corporate governance, project structuring, legal oversight, project management and investor relations.
Meriem has structured and organised the deployment of over US$ 250million of capital across multiple global transactions.
Michael joined ACPI in October 2010. Michael is responsible for the day to day running of the operations team as well as being involved in a number of previous and current projects to continually improve the service provided both internally and externally. Previously, Michael worked for 6 years at hedge fund, Thames River Capital.
Michael joined ACPI in May 2013 and has been the Money Laundering Reporting Officer since November 2014. Michael is primarily responsible for ensuring that the group’s AML and CTF regulatory obligations are met, as well as a number of other compliance functions. Prior to joining ACPI Michael was an assistant Compliance Manager at Standard Bank in Jersey. Michael graduated from the University of Nottingham with a BA in Politics.
Mike joined ACPI as an Investment Team Analyst in June 2016.
Prior to joining ACPI, Mike worked for a tech incubator, specialising in pre-seed start-ups. Mike graduated with Distinction from Cornell University’s School of Hotel Administration in 2015.
Monique joined ACPI in January 2017 as a Director of the Jersey office. Monique also holds the roles of Compliance Officer, Money Laundering Compliance Officer and Money Laundering Reporting Officer, roles approved by the Jersey Financial Services Commission.
Monique began her career in banking and has lived and worked in the Isle of Man, Gibraltar and Scotland. Upon returning to Jersey Monique worked within the Trust industry until joining ACPI.
Monique graduated with a Bachelor of Arts (Management with Compliance) degree from the University of Manchester in 2014.
Monique is a Fellow of the International Compliance Association and a member of the Institute of Directors.
Oliver joined ACPI in 2015. Oliver started his career at UBS Investment Bank focusing on Mergers & Acquisitions with a particular focus on technology and business services companies. In 2008 he moved into UBS’s Wealth Management business where he became a private banker looking after a diverse mix of Ultra High Net Worth Resident Domiciled and Resident Non-Domiciled families. Oliver built and ran one of the largest businesses within UBS Private Wealth Management in London. Oliver holds a Master degree in French and History of Art from the University Of Edinburgh and also studied at the École du Louvre in Paris.
Olivia joined ACPI as an Assistant Relationship Manager in November 2016. Prior to this role she spent 3 years working with ultra high net worth and family office clients at RBC Wealth Management. Olivia graduated from Sotheby’s Institute of Art with a Master’s degree in Contemporary Art, and begun her career managing an art collection for a Spanish family office.
Olivia is an Associate of the CISI and also holds a Diploma in Investment Advice.
Panos joined ACPI in September 2015. Prior to joining ACPI he was a Director in the Private Wealth Management division of Credit Suisse London, advising UK based families and private clients. Previously, he was a Senior Advisor at Bank J. Safra Sarasin and before that he was Team Head at Citigroup International Private Bank in charge of Russia, Middle East and Greece. Panos holds an MBA from Manchester Business School and is a Chartered Fellow of the Charted Institute for Securities and Investment (CISI).
Philip K. Howard is Vice-Chairman of Covington & Burling LLP. A practicing lawyer and a well-known leader of legal reform in America, Howard founded Common Good, a national bipartisan coalition organized to restore common sense to American law, in 2002. With the cooperation of a number of nonprofit organizations, including Public Agenda, Howard founded NewTalk.org in 2008. NewTalk.org, an initiative of Howard’s Common Good organization, presents focused discussions by experts on the most important domestic topics shaping American society today. The online discussion site brings together experts in theory, policy and practice — from academics and lawmakers to admired practitioners — to share their diverse perspectives on pressing domestic issues.
Howard is the author of the new book “Life Without Lawyers: Liberating Americans from Too Much Law” and the bestseller “The Death of Common Sense and The Collapse of the Common Good.” He’s also a periodic contributor to the Op-Ed pages of The New York Times, The Wall Street Journal, and The Washington Post. He advises leaders of both parties on legal and regulatory reform issues, and wrote the introduction to Vice President Al Gore’s book, “Common Sense Government.”
Howard has long been active in the civic life of New York City. He currently chairs The Municipal Art Society of New York, and he was chairman of the committee that installed the “Tribute in Light” interim memorial for the victims of the World Trade Center tragedy.
Howard has advised leaders of both parties on reform initiatives. He was special advisor to the Securities and Exchange Commission on regulatory simplification, worked on environmental and management reforms with Vice President Al Gore’s reinventing government program, advised the Republican leadership on regulatory reform, and worked on overhauling civil service and other bureaucratic institutions with several governors, including Zell Miller in Georgia, Bill Weld in Massachusetts and Jeb Bush and Lawton Chiles in Florida.
Howard grew up in small towns in the south, as the son of a Presbyterian minister. He was a scholarship student at Taft School, Yale College and the University of Virginia Law School.
Richard Gray joined ACPI in June 2014 and is the Co-Head of its Institutional Wealth Management division. He is responsible for managing and growing ACPI’s institutional client base. This involves delivering ACPI’s broad investment expertise and products to institutional investors, as well as the development of complex investment solutions for partner financial organisations, globally. He is also involved in the analysis and subsequent structuring of liquid and illiquid investment.
Richard joined ACPI from Credit Suisse where he was the head of their Special Situations team and co-head of Credit Suisse’s Multi-Asset Group. Prior to that Richard was an investment analyst at Credit Suisse and UBS. Richard managed the utilities research franchise at Credit Suisse, was co-head of UBS’s highly ranked utilities research team and before that he was co-head of UBS’s software & services research team. Richard also spent time as an institutional portfolio manager with Threadneedle Investment Managers, responsible for £500m+ actively invested in UK small- and mid-cap technology, energy and growth companies. As an investment banker at Deutsche Morgan Grenfell (subsequently Deutsche Bank) Richard provided investment banking services for major public and private companies.
Prior to a career in Financial Services, Richard was an officer in the Coldstream Guards where he gained extensive operational experience globally, serving both in combat and peace-keeping roles. He has a Law degree from King’s College, London University, where he also won a Hardwicke Scholarship to Lincoln’s Inn. Richard is a founding trustee of the Shackleton Foundation which provides charitable grants to those social entrepreneurs endeavouring to help the disadvantaged youth in society.
Rosemary joined the Operations Division of ACPI as an Analyst in 2013. Previous to this role she worked for Cofunds as a senior associate within the Fund Maintenance and Institutional Departments.
Rosemary graduated from the University of Essex with a Financial Services Degree in 2013 and is currently a member of the Institute of Leadership & Management, as well as the Association of Accounting Technicians.
Rudy is a Private Banker at ACPI Investments looking after private clients and their families as well as their business and charitable interests in the UK and Europe.
He was previously at UBS Wealth Management in London from 2006 to 2016 and held positions in Private Wealth Management, Ultra High Net Worth and as a Desk Head. He also had responsibility for managing the Private Equity coverage across Wealth Management, the Investment Bank and Global Asset Management. Prior to UBS Rudy was at JPMorgan, which he joined in 1994, covering Financial Institutions and Corporates. He held a number of client and management positions in London and the Netherlands in Treasury Services, Managed Services (financial outsourcing) business and the Securities Company for JPMorgan Worldwide Securities Services.
Rudy worked on government secondment in 2004. He was the Director of Policy of a major foreign government ministry reporting directly to the Minister formulating policy and delivering implementation across a range of areas including internal security, customs agencies and border controls.
Rudy has a degree in modern languages and is a Member of the Chartered Management Institute and a Member of the Securities and Investment Institute. He is an Officer in the British Army Infantry Reserve (The Rifles) and has served on operations in the Middle East. He speaks German and Dutch.
Salah joined ACPI in September 2016 and has more than 20 years’ experience in investment management. Salah began his career at Merrill Lynch Amsterdam as a Financial Consultant, before moving to Citibank Luxembourg in 1997 as a Senior Investment Counselor. When Citibank closed its Luxembourg Private Banking operations in 1999, Salah moved to Morgan Stanley London where he spent 14 years covering clients in the UK and Europe. Prior to joining ACPI, he was a Managing Director in the Private Bank at Credit Suisse UK, following the sale of Morgan Stanley’s European Wealth Management business to Credit Suisse in December 2013. Salah studied economics at St. Mary’s College of California and holds a Bachelor of Science in Economics with a Minor in French. Salah holds the certificate in Private Client Investment Advice and Management.
Scott joined ACPI in 2016 and is responsible for Alternative Strategies.
Prior to joining ACPI, Scott was a Partner and Portfolio Manager at Cube Capital where he worked for 9 years. He managed the Cube Global Multi-strategy Fund, a multiple award winning hybrid fund of fund. He sat on the investment committee and was responsible for directing the research effort from top-down and manager research perspectives. Prior roles include investment manager at PSolve Alternative Investments a Fund of Hedge Fund business, investment assistant at Hichens Investment Management a private wealth manager, and an operations and trade support role at DE Shaw Securities a boutique investment banking arm of a well-known hedge fund.
Scott graduated from the University of Cape Town in South Africa with a Bachelor of Business Science Honours Degree with a Major in Economics. He is a CAIA Charterholder since 2006
Sean joined ACPI in July 2017 with responsibility for managing the growth of its Jersey office. He is a highly experienced private client wealth manager, having worked in the industry for 30 years. 25 of these were spent at SG Hambros in Guernsey where he became Head of Private Banking and prior to his relocation to Jersey Sean also held a board role at SPF Private Clients, where he was Chief Operating Officer.
Sean is a Chartered Member of the Chartered Institute for Securities and Investment, holding the Certificate in Private Client Investment Advice and Management.
Steven joined ACPI in August 2012 and works as the Group Financial Controller.
Graduated with a Bachelor of Finance from Murdoch University (Perth, Western Australia) and later qualified as a Chartered Certified accountant.
Sumeet joined ACPI in 2014, and is responsible for producing analysis for the ACPI board of directors, along with overseeing various projects; including driving system employment across the firm and implementing efficiencies into the financial control function.
Before joining ACPI, Sumeet worked for Esemplia Emerging Markets (a former Legg Mason company) as Finance & Control Manager in Hong Kong, being responsible for the Finance and Compliance functions. Prior to this, he worked for JP Morgan Asset Management in London.
Sumeet graduated with a First Class Honours in BA Economics from the University of Leicester and is a qualified Chartered Certified Accountant.
Tessa joined ACPI at the start of 2015 to work on the external manager research side. Tessa works alongside Marcus Szemruk looking at active long only and alternative solutions for private client portfolios and managed accounts, as well as the ACPI Balanced Fund.
Prior to joining ACPI, Tessa spent four years at Rathbone Investment Management where she worked on the research desk covering long-only and long-short equity funds across Europe, the UK and Japan.
Tessa has an MA Hons from the University of Edinburgh. She holds the Investment Management Certificate (IMC) and has been a CFA Chaterholder since 2014.
Tom Glocer is the founder and managing partner of Angelic Ventures, LP, a family office focusing on early stage investments in financial technology, cyber defense and analytics.
From 1993 through 2011 Mr. Glocer worked at Reuters Group PLC and its successor company, Thomson Reuters Corp. He served as CEO during his last 11 years at the news and professional information provider.
He is a director of Merck & Co., Inc., Morgan Stanley, K2 Intelligence, Publicis Groupe, and the Atlantic Council; a trustee of the Cleveland Clinic; and a member of the Council on foreign Relations, the International Advisory Group of Linklaters LLP, the President’s Council on International Activities at Yale University, the Yale Law School Association Executive Committee, the Columbia Global Center (Paris) Advisory Board, and the European Business Leaders Council.
Mr. Glocer holds a bachelor’s degree in political science from Columbia University (1981) and a J.D. from Yale Law School (1984).
Mr. Glocer is married with two children and lives in New York City.
He writes his own blog at www.tomglocer.com.
Tracy joined ACPI in May 2010. She gained her investment administration experience primarily from Absa, a leading financial institution in South Africa, whom she joined in November 2000.
Her focus was mostly in change management implementation into the investment administration environment of Absa’s private bank and the adaptation of systems & procedures to accommodate legislative changes. Prior to that, Tracy worked in a branch management capacity for the Wooltru Group, amongst others.
Tracy is currently completing an undergraduate degree in Economics, with an emphasis on quantitative management, through the University of South Africa.
William joined ACPI in late 2016 as an analyst in the investment team.
Prior to joining ACPI, William graduated from the University of Manchester with a BSc in International Business, Finance & Economics.
William joined ACPI in 2016 as an Analyst in the Principal Investments Team, having previously spent two years in the Industrials IBD team at Citigroup.
William graduated from University College London with a BSc Hons in Biological Sciences.
Yana joined the Investment Management division of ACPI in September 2015. She has more than seven years of experience in the fixed income market, covering predominately high yield and leveraged loan companies.
Prior to joining the company, Yana was the Head of European Credit Research at Debtwire.
Yana holds a MSc in Global Banking and Finance from EBS.