- David M. Anderson
- Marc Sharpe
- Keith Long
- Stuart Jamieson
- Sandy Grover
- Ian Boxall
- David Lloyd
- Linburgh Martin
- John Oakes
- Jan Fletcher
Special Adviser to MS Group
In May 2016, David Anderson received the HFR Lifetime Achievement Award for services to the Hedge Fund Industry. David has had a long and distinguished career in the City of London, and brings to the MS Group an exceptional and broad experience of financial and derivatives markets and the Alternative Investment Industry.
In the early 1970's he founded one of the first independent privately owned futures brokers in London, developing the concept of investment management in futures and options and launching in 1974, one of the first futures and options funds in the world.
He subsequently sold his interest in that company and established, with ED&F Man, the futures broking, stock broking and investment management company where he was responsible for the development of the alternative investment management business within ED&F Man and played a leading role in the development of the structured/guaranteed wrapper for derivative investment products. ED& Man, subsequently became Man International PLC, of which he was then Chairman, and is now called Man Group PLC
He has been closely involved in the development of the futures trading industry in London. He was founder Chairman of the Association for Futures Investment and is a Member of the Securities Institute. A past Chairman of the formation committee of the International Petroleum Exchange, he was also vice-chairman of the London Commodity Exchange and a council member of the Association of Futures Brokers and Dealers, which became the Securities and Futures Association (SFA), which subsequently amalgamated into the Financial Services Authority (FSA). As a director of the Securities and Investments Board (SIB) he played a key role in implementing the Financial Services Act 1986.
Member of the Chartered Institute for Securities & Investment (UK) & CIMA Registered Director – Founder and Director
Born in 1985, after leaving South Kent College, Marc obtained the London Institute of Banking and Finance (IFS) qualifications in Financial Studies, Economics and Business studies, whilst working for one of the UK commercial banks. In 2008 he joined a major US Investment Bank’s private wealth management company as a Proprietary Trader, responsible for buying and selling commodities using proprietary short term automated trading tools, identified trading strategies and optimised existing algorithms and created new ones. Provided statistical knowledge to better evaluate executions for best execution subcommittee. In 2012, Marc began trading on his own account, actively managing a multi-asset portfolio targeted at medium to long-term growth with low risk strategy being deployed across the trading board. He developed his own strategy based on short term, event-based trading opportunities and medium to long- term growth for equity, commodities, treasury and forex.
In 2014 he was asked to become Head Trader of a private company where he primarily traded US and European equities in retail accounts, managed client relationships, served as senior consultant for mitigating high-risk positions and conducted financial and technical analysis to determine lucrative trading situations; increasing profitability.
Marc has been a professional trader with almost 10 years’ experience in trading and operations, strategic planning, risk management, negotiations, and public relations and proven track record of increasing revenue production and profitability.
Member of the Chartered Institute for Securities & Investment (UK) & CIMA Registered Director
Born in 1966, Keith left Selby High School, Yorkshire after his A levels to join the UK Armed Forces and served 12 years in the RAF Police Regiment, specialising in High Level Security Clearance operations including managing security and investigations in Berlin 1988 – 1990, RAF Cranwell and major RAF operational bases in the UK and overseas. On leaving the services, in 1996, Keith trained and qualified as an Independent Financial Advisor (IFA) beginning with Colonial Financial Services providing Protection, Investment and Pension’s advice to public sector union members for the Police and Prison Service before moving to manage a satellite office for Whitehall Financial Independent.
In 2003 he joined Paramount Group, which was subsequently acquired in 2009 by Towergate Financial Ltd. with whom he worked for a further 5 years until 2014. Over this 11-year period he successfully built up and managed his own client bases as well as being the Financial Planning Manager for Towergate; this involved setting up several large Group Pension Schemes, and being responsible for creating those companies template portfolios for passive investment strategies alongside Evidence Based Investing and working closely with Dimensional Fund Advisors of the US and Vanguard. Keith Developed the Towergate Lifestyle Planning process in house.
In 2014, Keith left to join Rixon’s Wealth Management as a consultant managing his own client base, and bringing over 20 years’ experience working with High Net Worth individuals, SME’s, and business owners, specialising in Investment & Pension Planning, Estate Planning and Group and the management of their pensions & investment portfolios.
CFA, FRM – Chief Investment Officer
Stuart graduated from the University of Liverpool in 2002 after studying Economics and obtaining his BA with Honours.
Stuart began his career at Thomson Reuters as an Investment Data Analyst before moving to a brokerage to take up a role as a Junior Trader managing the company risk and execution of trade orders. Following this Stuart worked at several boutique investment houses and hedge funds as a Senior Trader and Investment Manager, dealing with a wide range of asset classes and investment strategies.
Most recently Stuart was working at a CTA fund helping manage a systematic mean reversion strategy for corporate clients and HNW individuals.
Stuart is both a CFA Charterholder (CFAI) and a Certified Financial Risk Manager (FRM GARP) and has over 15 years experience as a financial trader/analyst, investment manager and risk manager.
Head of Discretionary Wealth Management
Sandy graduated from UMIST (University of Manchester Institute of Science & Technology) in 1996 after studying Management Sciences and obtaining his BSc with First Class Honors. He then went on to Manchester Business School, where he studied International Business with French.
Upon completion of his studies he was accepted into the Associate Program at Morgan Stanley, working firstly in New York and then in London. He then moved into a significant Sales & Corporate Broking role firstly at Dresdner Kleinwort Benson and then at Investec. He was then asked to be an integral part of a small team at Merrill Lynch Bank Suisse in Geneva, where he was responsible for attracting Ultra High Net Worth clients onto the Merrill Lynch Bank Suisse Investment Platform.
Prior to joining Old Park Capital, Sandy was running a boutique brokerage business aimed at HNW clients.
JP, TEP - Ian is a Justice of the Peace, Magistrate and a CIMA Registered Director
Born in England in 1943, Ian qualified as an English Solicitor in 1969 and after a short period practicing general law in England, immigrated to the Cayman Islands being admitted as a Cayman Islands Attorney 1970 to join Hunter & Hunter (now Appleby) becoming a partner in 1972.
Ian retired as joint senior partner in 1989 and for the following two years acted as consultant to a Swiss Trust Company and as Cayman Counsel to Caribbean Utilities Company, Ltd. for its listing on TSX.
Ian founded Boxalls in 1991, which rapidly grew to be one of the leading law firms in Cayman. He retired as senior partner and head of the private client, property department and trust department in March 2002, following which Boxalls merged with Ogier Since 1970, Ian has acted as advisor to most of the major banks in Grand Cayman, including all forms of lending, property transactions, trusts, private trust companies, captive insurance companies and mutual funds. In 1975 appointed non-executive director of Washington International Bank & Trust Ltd. and acted on its merger with Bank of N.T. Butterfield Trust Company to form Bank of Butterfield International (Cayman) Limited.
Current directorships include Partnership Insurance Co Ltd and McAlpine Limited (Cayman subsidiaries of Sir Robert McAlpine & Sons Ltd. UK) and Old Mutual Fund Managers (UK) as well as several privately- owned companies and mutual funds.
LLB, MBA, Barrister – Director
David is the Managing Director and founder in 2012 of the Bell Rock Group, a provider of independent director services to hedge funds, hybrid funds, long-only funds, infrastructure funds, real estate, special situation and private equity funds.
He was formerly a director at Citi Bank Investment Bank in London developing and structuring multi-asset investment funds and acting as investment adviser to a range of funds, a former member of the Citi Bank Global Management Senior Risk Committee and formerly senior counsel advising on all aspects of multi asset and multi-strategy funds.
David has over fifteen years of industry experience providing independent director services (of which the last seven years in Cayman) to hedge funds, investment management companies and private equity funds with some of the leading asset managers in the industry.
BSc, FCA, Director
Linburgh Martin is the chairman and chief executive officer of Chartered Financial Partners Limited, which is regulated by the Cayman Islands Monetary Authority to provide company management and fiduciary services. He is also a professional independent director and the former Chairman of Intertrust Holdings (Cayman) Limited, which is the holding company for the Cayman Islands operation of Intertrust Group.
Linburgh has extensive experience in the hedge fund industry, private wealth management, accounting and banking fields and is active in regulatory matters as the former Deputy Chairman of the Cayman Islands Monetary Authority. Linburgh’s career began with Ernst & Young in London and later extended to Ernst & Young in the Cayman Islands where he advised clients such as hedge funds, insurance companies, banks and large manufacturers.
In 1994 he moved to Chartered Trust, an affiliate of Ernst & Young, where he became Managing Director and a shareholder. Chartered Trust was later acquired by Close Brothers Group PLC in 2001 and changed its name to Close Brothers (Cayman) Limited. That company was later acquired by Intertrust.
Linburgh is a member of the Institute of Chartered Accountants in England & Wales, a member of the Society of Trust and Estate Practitioners and a former trustee of the Public Service Pension Board. He is a former council member of the Cayman Islands Society of Professional Accountants and a Notary Public. He holds a Bachelor's degree from the University of Kent at Canterbury.
John Oakes graduated from Oxford University having read Engineering Sciences at Brasenose College before qualifying as a solicitor with international City law firm Ashursts in 1977. He then joined CIBC/Wood Gundy as Head of Eurobond & Euro Equity Syndications in 1979. In 1982, he joined JP Morgan Chase as a Director in their Capital Markets, Structured Finance and Asset Finance Departments leaving JPM in 1987 to join Wallace Smith Trust Co., a City based international Strategy Consultancy /Corporate Finance house, as a Director.
Over the last 20 years he has subsequently undertaken corporate finance and strategy consultancy work for several commercial organisations in the UK, Europe, USA and internationally, latterly operating as a successful corporate “turnaround” specialist within the Private Equity sector.
He has been General Counsel on a part time basis to another specialist Asset Investment Manager for over 8 years and is a Director of their BVI based Funds
Special Adviser to MS Group
Jan is a well-known and highly respected British entrepreneur, who has successfully owned and operated a large number of diverse businesses. She holds a number of company chairmanships, has vast experience of property investment and development and is co-founder of the on-line US magazine, Prime Women. Her diverse business interests have included restaurants, motor retailing accident repair centres, publishing, radio stations, and commercial vehicle sales.
Jan is currently focused upon her property interests, the retailing and manufacture of natural health products, the syndication of commercial property investments and wealth management. Her past chairman and non-executive director roles include Skipton Building Society, Guardian Media Group’s Real Radio, Euro Direct Group and Call Credit PLC.
In 1997 she was awarded an OBE for Services to Industry.