Directors & advisers
Date of Appointment: 01 August 2015
Clive has over 35 years’ experience in the financial services industry, initially qualifying as a chartered accountant. He was with Schroders from 1983 for seventeen years during which time he was variously managing director of Schroder Unit Trusts Limited for ten years and managing director of their international Private Client Group for the final two years. Since leaving Schroders, he has been chief executive of the stockbroker Gerrard Limited (2000 – 2001) and the fund platform Cofunds Limited (2002 – 2003).
From 2004 - 2014 he helped establish and was non-executive chairman of Investment Funds Direct Limited, an investment platform. Since July 2014, he has been non-executive chairman of Platform One, another UK and international wrap platform. In July 2016 he joined the board of Professional Partners Administration Limited (PPAL), becoming non-executive chairman of this and its sister company, WAY Group, in 2017. WAY and PPAL are Dorset based companies providing a range of financial services. He is currently also treasurer of the Veteran Car Club of Great Britain.
Date of Appointment: 01 July 2004
Bridget has over 30 years’ experience in the financial services industry. She was managing director of Matrix Money Management Limited between June 1999 and March 2011 and sat on the Matrix Group board between 2000 and 2009.
Prior to joining Matrix, Bridget gained 14 years’ retail investment fund experience at Schroder Unit Trusts Limited, Ivory & Sime and County NatWest. Bridget is currently a non-executive director of CCP Quantitative Fund, CCP Core Macro Fund, GAM Systematic Discovery Fund and the GAM Systemic Global Equities Fund, all of which are Cayman Funds, Schroder Income Growth Fund plc and Invesco Perpetual UK Smaller Companies Investment Trust, both of which are London listed investment trusts, and Charles Stanley Group plc. She is a director of York and Beverley Racecourses and is a trustee of the York Racecourse Pension Fund. Bridget was a director of MIG 3, which merged into MIG in May 2010.
Date of Appointment: 01 March 2022
Lucy has spent over thirty years working with mid-corporate businesses to accelerate their development and success by focussing on shareholder and management development and succession. Her experience ranges from funding start-up and early stage manufacturing businesses in the North East through to mergers and disposals of international operations. The organisations she is currently engaged with include Port of Tyne, Holker Estates, Cyberhawk and Caspian Learning. Her early career was in private equity, corporate development and headhunting with 3i plc, Courtaulds Textiles and Tyzack.
Lucy was educated at Oxford University and holds an MBA and an MSc in forensic psychology and criminology.
VCT Status Adviser
Philip Hare & Associates LLP
1 Temple Avenue
London EC4Y 0HA
Portunus Investment Solutions Limited
83 Victoria Street
London SW1H 0HW