When I co-founded Mattioli Woods in 1991 with Bob Woods, I had strong beliefs the company would grow and, more than thirty years later, I am pleased to say it is continuing to do so.
With nearly 40 years’ experience in financial services, wealth management and property businesses I am responsible for the vision and operational management of the Group. With this experience I instigated the development of our investment proposition, including the syndicated property initiative that developed the seed portfolio for the launch of Custodian REIT plc, of which I am not only founder but also Non-Executive Director and Chairman of its discretionary investment manager, Custodian Capital. I am also Non-Executive Chairman of K3 Capital Group plc, which is listed on AIM and specialises in business transfer, business brokerage and corporate finance across the UK.
Outside of work I have many personal achievements including winning the London Stock Exchange AIM Entrepreneur of the Year award and CEO of the Year in the 2018 City of London Wealth Management Awards. I am also honoured to have been awarded an MBE in the Queen’s 2017 New Year’s Honours list for services to business and the community in Leicestershire. I have also been awarded an honorary degree (Doctor of Laws) by University of Leicester and was appointed High Sheriff of Leicestershire for 2021/22.