GILES BRAND is a Partner and the founder of EPIC Investment Partners. He is currently Non-executive Chairman of Whittard of Chelsea and Luceco plc. Prior to EPIC, Giles worked in Mergers and Acquisitions at Baring Brothers in Paris and London. Giles read History at Bristol University.
Sector Focus: Credit (Distressed), Consumer & Retail, Industrials, Special Situations
HIREN PATEL is a Partner of EPIC. He has worked in the investment management industry for the past twenty years. Before joining EPIC, Hiren was Finance Director of EPIC Investment Partners. Prior to this, Hiren was employed at Groupama Asset Management where he was the Group Financial Controller.
Sector Focus: Financial Services
DELPHINE BRAND is a Partner of EPIC. She was previously Global Head of Investor Relations at Rhône Capital, a trans-Atlantic private equity firm with US$5bn under management, and a Partner at BC Partners, with US$10bn under management for private equity investment. Prior to this, Delphine worked in Mergers and Acquisitions at Baring Brothers. Delphine is currently the Chair of the Hackney Empire Theatre. Delphine holds a masters degree in Finance and Business Administration from the HEC School of Management in Paris and a law degree from Université de Paris-Sceaux.
Sector Focus: Financial Services, General Partner Services
STEPHEN GEORGIADIS is Chairman of EPIC’s Advisory & Placement business. He was a founder of Altium Capital, the advisory arm of Apax Partners, which merged with GCA Savvian to form GCA Altium, the mid-market investment banking advisory group. Before this, he was at Hill Samuel & Co. Limited. Stephen read Jurisprudence at Brasenose College, Oxford.
Sector Focus: Business Services, Technology
GRAINNE DOOLEY chairs EPIC Investment Partners (Ireland) Limited and is a Dublin based Independent Non-Executive Director. She has over 25 years' experience in banking and investment management in London and Dublin. She has a BA from Trinity College Dublin and an MSc (Economics) from the LSE. She is a CFA charter holder (2006) and became a Certified Investment Fund Director in 2021. Prior to her NED career, Grainne spent 2 years as the COO of a London based start-up Clearmacro, helping it secure a strategic funding to build out it’s platform for institutional investors. Before that she spent 11 years at Pioneer Investments in global fixed income investment with a focus on Asia and 6 years at UBS in London.
ANTOINE DEL SERRA is a Managing Director of EPIC’s Advisory division. Antoine has over 20 years Mergers & Acquisitions experience advising both corporates and private equity houses on acquisitions, disposals and capital raisings. During a career at Dresdner Kleinwort Wasserstein, Deutsche Bank, HSBC and Global Leisure Partners, Antoine built up extensive sector expertise of the Fast Moving Consumer Goods (FMCG) sector including Food & Beverages, Household, Personal Care & Consumer Health and Retail in both Western and Emerging markets. Antoine graduated from Institut d'Etudes Politiques de Paris (Science Po Paris) and holds an MBA from the University of Pittsburgh, Pennsylvania (USA).
Sector Focus: Consumer & Retail
ROBERT FULFORD is a Managing Director of EPIC. He previously worked at Barclaycard Consumer Europe before joining EPIC. Whilst at Barclaycard, Robert was the Senior Manager responsible for identifying, analysing and responding to market and competitive forces. Prior to Barclaycard, Robert spent four years as a strategy consultant at Oliver Wyman Financial Services, where he worked with a range of major retail and institutional banking clients in the UK, mainland Europe, Middle East and Africa. At EPIC, Robert manages the investments in Whittard of Chelsea, The Rayware Group and David Phillips. Robert read Engineering at Cambridge University.
Sector Focus: Consumer & Retail
MATT HARTNETT is a Managing Director at EPIC and is responsible for the credit platform. Prior to EPIC Matt was a partner, member of the Investment Committee and the Head of European Research and Trading at Brigade Capital, a global investment manager with more than $18bn AUM. Before joining Brigade, Matt was the Head of European Trading at Anchorage Capital, a global investment manager with more than $20bn AUM. During his career at Anchorage, he was both an analyst and trader covering European high yield and distressed situations. Earlier in his career Matt was an associate at GSC Partners and held roles at Bank of Ireland as well as at Michel Dyens & Co, an advisory firm based in Paris. Matt received a DESEM (Advanced Diploma in Management) from ESC Reims and a BA in European Business from Dublin City University.
Sector Focus: Credit, Special Situations
JAMES HENDERSON is a Managing Director of EPIC. He previously worked in the Investment Banking division of Deutsche Bank before joining EPIC. Whilst at Deutsche Bank he worked on a number of M&A transactions and IPOs in the energy, property, retail and gaming sectors, as well as providing corporate broking advice to mandated clients. At EPIC, James manages the investment in Pharmacy2U. James read Modern History at Oxford University and Medicine at Nottingham University.
Sector Focus: Business Services, Debt, EPIC Adventures (early stage)
RICHARD BELLIS is a Managing Director of EPIC’s Administration division in Guernsey. He started his career in 1985 with Lloyds Bank International and has enjoyed a career spanning over 30 years with increasingly senior leadership roles, most recently as Head of Asset Management with Butterfield Bank in Cayman. Prior to his time in Cayman, he worked for Butterfield in Bermuda, Guernsey and London. He was previously managing director of Baring Asset Management in Guernsey where he also sat on a number of boards for their offshore Irish funds as director responsible for investments. He has a wealth of knowledge and experience in both traditional investments and alternative asset classes. Richard is a member of the Chartered Institute for Securities and Investment.
ALEX LESLIE is a Managing Director of EPIC. He previously worked in Healthcare Investment Banking at Piper Jaffray before joining EPIC. Whilst at Piper Jaffray he worked on a number of M&A transactions and equity fundraisings within the Biotechnology, Specialty Pharmaceutical and Medical Technology sectors. At EPIC, Alex manages the investments in Luceco plc, Rayware, Prelude, Atlantic Credit Opportunities Fund and European Capital Private Debt Fund. He previously managed the Company’s investments in Process Components, BigHead Industries, David Phillips and Driver Require. Alex read Human Biological and Social Sciences at the University of Oxford and obtained an MPhil in Management from the Judge Business School at the University of Cambridge.
Sector Focus: Industrials, Credit (Distressed), Special Situations
CRAIG LONG is a Managing Director of EPIC’s Administration division. He began his career with Ernst & Young where he qualified as a Chartered Accountant. Subsequently, Craig spent 10 years in the Channel Islands where he gained experience in the offshore funds industry. In 2015 Craig established the Ipes Ireland office and this office grew to a team of over 25 staff before being acquired by Apex Fund Services in 2018. Craig has strong technical expertise in several aspects of fund administration including financial reporting, corporate governance and risk management and compliance.
MANDAR MHATRE is responsible for all aspects of our India platform. Mandar was previously CEO of Apex Group’s India operation. He started his career at JP Morgan in the Financial Institutions Group in Mumbai and latterly Hong Kong where he was interim Head Asia (ex-China and Japan) for Strategy and Business Development. During his career Mandar has gathered extensive leadership experience in board, consulting and mentoring roles. Mandar is a visiting finance and entrepreneurship faculty member at various Indian universities and institutes. Mandar graduated from the University of Mumbai with a degree in Accountancy and Economics.
PHILIP VAN OVERBERGHE is a Managing Director of EPIC's Advisory division. Before joining EPIC, Philip spent 6 years in capital raising and advisory roles, covering pan-European institutional investors and consultants at Credit Suisse and as partner at an emerging hedge fund manager. Prior to this, Philip gained over 10 years’ experience managing alternative and multi-asset portfolios at Cambridge Associates and Merrill Lynch. Philip began his career in Mergers & Acquisitions at Merrill Lynch, and also worked as a management consultant at Bain & Co. Philip holds a MBA from the Sloan School of Management at M.I.T., and a MSc. in Finance from the Solvay Brussels School of Economics & Management.
Sector Focus: Financial Services, General Partner Services
IAN WILLIAMS is a Managing Director of EPIC. He was previously a Partner at Lyceum Capital Partners LLP, responsible for deal origination and engagement, with a primary focus on the business services and software sectors, as well as financial services, education and health sectors. Prior to Lyceum, Ian was a Director at Arbuthnot Securities, involved in IPOs, secondary fund raisings and M&A, focused on the support services, healthcare, transport & IT sectors. Ian started his career at Hambros Bank in the M&A team. Ian read Politics and Economics at the University of Bristol.
Sector Focus: Business Services, Financial Services
JONATHAN BURT is EPIC’s Finance Director. Jonathan worked in a series of finance transformation roles, at Canada Life, Appian Capital Partners and Phaunos Timber Fund before joining EPIC. Prior to these roles, Jonathan served for five years as Head of Finance at €1.1bn OECD infrastructure fund, EISER Infrastructure Partners, where he completed asset sales, debt re-financings, restructurings and a secondary transaction. Jonathan’s background is in reporting and financial controls across various blue chip institutional investment firms. He is a Chartered Accountant and graduated with a Bachelors in Accounting from the University of Stellenbosch, a post-grad Bachelor of Accounting Science from the University of South Africa and holds the Chartered Alternative Investment Analyst designation.
IMAGE PATEL is a Director of EPIC’s Administration division. He joined EPIC in 2007 and has worked on a broad range of finance, operational projects and client engagements. Before joining EPIC, he was a Manager at TI Automotive where he gained experience in process analysis and redesign. Image studied Mechanical Engineering at Nagpur University, India and has a Masters Degree in Operations Management.
REBECCA CURRAN is a Group Talent Director at EPIC. She has a background in talent management consulting and in-house HR. Before joining EPIC, Rebecca was HR Project Manager at global law firm Herbert Smith Freehills. Prior to this, Rebecca worked in the Leadership Consulting practice of Heidrick & Struggles and at CEB SHL, as well as in the Executive Search practice at Heidrick & Struggles. Rebecca read English Literature at the University of York.
DAN MURRAY is a Director, Capital & Advisory at EPIC. Prior to joining EPIC, Dan worked in the Corporate Finance department of Peel Hunt. Dan currently works on EPIC’s investment in David Phillips and has previously worked on the acquisitions of Rayware, David Phillips and European Capital, and the initial public offering of Luceco plc. He is a member of EPIC’s consumer and retail, special situations and debt coverage teams. Dan has a Masters in Mathematics from Cambridge University.
Sector Focus: Consumer & Retail, Special Situations, Credit (Distressed)
Mustafa Davies is Group Data Director at EPIC. He was previously co-founding Director of Stream Intelligence, a data analytics consultancy, serving clients in the UK and Southeast Asia. Mustafa grew a team of data scientists in Jakarta and was responsible for delivering strategic analytics projects to consumer facing clients. Projects included customer segmentation and analytics, CRM marketing, brand and loyalty strategy, merchandising analytics among many other data use cases. Prior to Stream Intelligence, Mustafa spent five years working at PwC Strategy working on commercial due diligence, corporate strategy and business transformation, working across a number of sectors but focusing mostly on financial services. Mustafa read Economics at the London School of Economics (LSE).
JOE has worked in the investment management industry since 2008 and has experience and knowledge of various types of global fund structures. He joined EEA Fund Management Limited in 2008, where he spent 5 years before joining Pensato Capital Management LLP in 2013 as a Senior Operations Analyst. In 2014, he returned to the group as Head of Operations, before becoming Group Chief Operating Officer.
HALEY CAMP is Director, Operations Officer at EPIC in Guernsey. Prior to joining EPIC in 2019, Haley co-founded a consulting firm specialising in the provision of risk and compliance services to investment, fiduciary and insurance companies. Since 2020, Haley serves on the Guernsey Investment & Funds Association’s Executive Committee, representing Guernsey’s investment management and investment fund communities. Haley holds an LLB (Hons) from the University of Buckingham and qualified as a barrister.
PANKAJ K. JHA is a Director of EPIC’s Administration division and manages the Indian office. He has more than 12 years experience as both a corporate and private accountancy practitioner. Pankaj has extensive knowledge of both local and International Financial Reporting Standards and the Auditing Standard and is a Chartered Accountant. He received his qualifications from the Institute of Chartered Accountants of India.
Andy has been managing fixed income portfolios since the 1990s and has received numerous awards for his fund management expertise. Before joining the group, Andy was responsible for Investec’s global, European and dollar high income funds. Prior to this he managed European bond funds at Guinness Flight where he was awarded Wall Street Journal’s European Fixed Interest Manager of the Year. Andy has a BSc in Financial Economics.
A Fellow of the Chartered Securities Institute, Fred started his career at County Bank within the fixed income area before joining Natwest Investment Management as an Associate Director. He subsequently joined The Industrial Bank of Japan Investment Management division to become the Head of Fixed Income responsible for over $6bn in bond and currency portfolios. He started his career in 1990’s managing fixed income and currency portfolios. Fred joined the group in 2011.
DARRAN manages EPIC Financial Trends, a systematic trend following managed futures fund trading global financial markets. Darran launched his first successful systematic trend following strategy in 2008 with a UCITS version following in 2012. Darran was Managing Director at Bear Stearns International and Vice President at investment bank Fox-Pitt Kelton. He started his career in investment banking in 1997 as a Sales Trader at Butterfield Securities.
TIM HALL is a co-manager of the firm’s UK Equity and Global equity products. Tim joined the group in 2013 from Oriel Asset Management LLP. Prior to this, he spent much of his career at Martin Currie, where his roles included managing UK equities, helping establish a global client service offering and overseeing teams dedicated to institutional sales. Latterly he ran the investment floor with its associated risk and trading teams. His investment career has spanned three decades.
MARK is the lead Fund Manager of EPIC Investment Partners’ range of multi-asset funds. Mark joined the group in 2019 from City Financial where he headed the multi-asset team, joining in October 2012 as part of its acquisition of Eden Asset Management. He joined Eden in 2011 to head its multi-asset business. In 2009, he joined Henderson following its acquisition of New Star Asset Management, leading a team of six managing over £2 billion in assets across a range of low to high-risk mandates. He had previously spent six years at New Star Asset Management managing a range of award-winning funds. Mark has a degree in Law and Economics from Newcastle University.
MALCOLM is the lead Fund Manager of EPIC Global Equity Fund and VT EPIC UK Equity Market Fund. With an investment career spanning over 10 years, he is an accomplished equity fund manager with a strong track record in both Global and UK fund mandates. Prior to joining the group, Malcolm was the lead fund manager of TM Global Equity Fund, a UK-focussed global equity mandate, and of TM Innovation Fund, a mid-to-small cap UK equity fund. He obtained a Bachelor of Commerce degree in Management and Banking & Finance and a Master of Business Administration degree from the University of Malta in 2005. He is a CFA Charterholder.
HENRY is the lead manager of the EPIC Oriental Focus Fund. Henry joined the group in July 2019 from Blackfriars Asset Management. He began his career at Thornton Management (Asia) in 1985. In 1989 he was appointed investment director of Royal Trust Asset Management (Asia), a position he retained during subsequent acquisitions by Credit Lyonnais International Asset Management and Nicholas Applegate Capital Management. In 1999 he was appointed co-head of emerging markets at Colonial First State Investments, a position he retained until April 2000 when he resigned to co-found BDT Invest LLP where he was chief executive officer for 14 years and managed the Establishment Investment Trust and co-managed BDT Invest's Oriental Focus and Asian Focus Funds (now EPIC Oriental Focus Fund). He joined Blackfriars Asset Management in 2014. He holds a BSSc from Bristol University.
JIM GEORGIOU is a Director of EPIC’s Administration division. Jim has been a specialist in the provision of legal and public notices since 2003, and joined EPIC in 2020. Jim is a chartered accountant.
PETER ROBSON is a Director of EPIC’s Administration division. Prior to joining EPIC in 2012, Peter worked as a General Manager at Brad Europe, Europe's leading suppliers of services to camping tour operator. Peter received an LLB from Durham University.
CONOR KEALY is a Director of EPIC’s Administration division. Conor began his career with KPMG, where he qualified as a Chartered Accountant. Conor subsequently joined ARYZTA, where he worked as Internal Audit Manager. Conor then joined Anath Capital Group, where he was initially responsible for the reporting of a £330m AIM listed renewable energy fund, subsequently becoming CFO for the group. Conor was then Financial Controller for a privately held Caribbean-based luxury hotel and real estate investment held within the ION Investment Group. Conor has a Bachelor of Commerce Degree and a Master of Accounting, both from University College Dublin.
MAY REA is Director, Risk & Compliance at EPIC in Ireland. Prior to joining EPIC, May was Chief Risk Officer of European Depositary Bank, Head of Compliance at Havbell DAC and Seaconview DAC and interim Head of Compliance at Apex UK. Previously, May was Head of Compliance and Head of Risk at Ipes (Ireland) with responsibility for AML & CTF (2018-2019). May also had manager roles with Allied Irish and ACC Bank in Ireland and Jersey. May studied Business at the University of Limerick and is a member of the Association of Chartered Certified Accountants.
DANIEL TOWNSEND is a Director of EPIC’s Administration division. Daniel started his career at Microchip Technology working as part of the EMEA finance team before joining Unison Consultants where he concluded his training and further developed as a Charted Accountant. In recent years, he has worked directly with clients across a variety of sectors and has developed an outsourced CFO function for SMEs. Daniel has provided many early-stage enterprises with essential one-to-one mentoring during critical stages in their development. Daniel has a Bachelor in Accounting & Finance from Dublin Business School and is a member of the institute of Charted of Accountants.
SHALINI BANSAL is Group Financial Controller at EPIC. Before joining EPIC, she spent eight years as an external statutory auditor at Ernst & Young. Shalini read Business and Commerce at Delhi University and completed a post-graduate course at the Indian Institute of Management in Ahmedabad. She is a member of the Association of Chartered Certified Accountants.
BARRY has been with the group since 2008; he provides business, sales, PR & marketing support. He has worked in the industry since 1994 and prior to joining the group he spent 10 years at JPMorgan Asset Management. He holds the Investment Management Certificate (IMC).
YANNIS has been with the firm since 2008 and is responsible for distributing the group’s funds and products to the UK intermediary marketplace where his focus is on wealth managers and investment advisory firms. Working in the industry since 2003, Yannis has helped to engineer and drive the marketing strategy of a wide variety of investment opportunities from alternatives to more mainstream investment strategies, and has a proven track record in both. He was awarded the Investment Management Certificate (IMC) in 2019.
Ryan O'Hagan is a Vice President, Credit at EPIC. Prior to joining EPIC in December 2020, Ryan was an Associate at KKR Credit Advisors for four years where he focused on private credit and leveraged loans, with an emphasis on portfolio solutions and restructurings. He began his career at KPMG, where he spent six years in the Restructuring Forensics team, specialising in debt advisory, corporate reorganisations, and financial investigations. Ryan received a Bachelor of Law followed by a Master of Law from Queen's University, Belfast. Ryan is a qualified Chartered Accountant.
PETER NORRIS is the Chairman of the EPIC Advisory Board. Peter is currently the Chairman of Virgin Group. In 2007, Peter became the CEO of Quayle Munro plc on its acquisition of New Boathouse Capital, an advisory firm which he founded in 2000. Peter has over 30 years’ corporate finance and international capital markets experience, having begun his career at Barings in 1976, where his roles included head of corporate finance in South East Asia. In 1994 he became CEO of Barings Investment Banking Group. Peter read Modern History and Modern Languages at Oxford University.
HEDLEY GOLDBERG is a member of the EPIC Advisory Board. Hedley is a Managing Director at Rothschild. He led the Rothschild team advising on the £925m sale of the Priory Group to Advent, advised Bridgepoint Capital on its £424m bid for Care UK, and advised Envoy Services on its sale to WorldPay. Hedley joined Rothschild in 2001 from Baring Brothers where he worked for three years in their M&A team. Hedley read Classics at Bristol University.
DAVID HERBERT is a member of the EPIC Advisory Board. David is a former Chairman of Advisory at EPIC, former Chairman of Exillon Energy plc and non-executive director of GNG Retail Public Limited and MT Petrol Group. Prior to this, David spent 20 years as Managing Director and Head of Emerging Europe Corporate Finance at Baring Brothers/ING Barings. Before Barings, David was a senior executive at BP for 11 years. David read Economics at the University of Dublin and holds a doctorate from Brunel University, where he taught for eight years.
HELEN JONES is a member of the EPIC Advisory Board. Helen Jones is a Non-Executive Director of Premier Foods plc, Halfords Group plc, Fuller Smith & Turner plc and EPIC portfolio company, Whittard of Chelsea. Helen is also Vice-chairman of Ben & Jerry’s Supervisory Board and a Non-Executive Director of Toast Ale Ltd. Helen has previously been a Non-Executive Director of Vapiano SE and has held senior roles at a number of consumer and hospitality groups, including Group Executive Director at Caffé Nero and Managing Director of Zizzi, the Italian casual dining chain.
STUART MCKEE is a member of the EPIC Advisory Board. Stuart was the Global and UK Head of Corporate Finance within PwC for the last 10 years and has over 35 years’ Corporate Finance experience, having previously worked in industry with Coats Viyella, the multi-national textile business. He is an Mergers & Acquisitions specialist, with a Retail and Consumer sector focus and extensive experience across acquisitions, disposals, fund raising and private equity deals. His clients come from across the public and private company segments as well as numerous private equity funds.
SIR JOHN REDWOOD MP is a member of the EPIC Advisory Board. John has been chairman of both Norcros plc, an industrial conglomerate and Concentric plc, a niche global engineering business. He has also been an executive director of NM Rothschild and Sons. John is currently the Chairman of the Investment Committee at Evercore Pan Asset and an adviser to Haldex Hydraulics Division, the current owners of Concentric. John is currently a Member of Parliament for Wokingham. He has held fellowships at All Souls College, Oxford and is an Associate Professor of Middlesex University Business School.
RICHARD SPIEGELBERG is a member of the EPIC Advisory Board. Richard is a Director of Cardew Group and Public Relations Adviser to EPIC. He previously spent 11 years at Merrill Lynch as Director, Marketing & Communications for Europe, Middle East, and Africa and Director of Corporate Communications for the International Private Banking Group. He previously held senior posts at J Walter Thompson, Coopers & Lybrand and Streets Financial Strategy, where he was Joint Managing Director. Richard began his career as a journalist on The Times where he was Business News Features Editor and Management Editor. He is a director of the City of London Sinfonia and a graduate of New College, Oxford University.
JOSH joined the group in 2019. Prior to joining, he worked with Brook Green, a third-party marketing and distribution firm. In 2012, he joined Aurum, a fund of hedge funds, where he distributed both their offshore and UCITS offering. Before that he spent 6 years at Master Capital. Josh began his career at Williams de Broe in 2005. Josh is experienced in both traditional and alternative asset classes with a proven track record of asset raising. During his career he has distributed various hedge fund strategies, long only equity and fixed income funds (investing in both developed and emerging markets) and an array of private lending strategies.
DYLAN SIMMONDS is a Vice President, Credit at EPIC. Prior to joining EPIC, Dylan worked as an Investment Analyst at Merrion Capital, a leading Irish asset manager, focussed on equity research and quantitative investment strategies. Dylan received a Bachelor of Science in Economics and Finance from University College Dublin, followed by a Masters of Science in Quantitative Finance from University College Dublin’s Smurfit School of Business. Dylan is a CFA level 3 candidate.
SAURAV TANDAN is a Vice President and Head of Client Reporting at EPIC’s Administration division. Saurav manages a diverse portfolio of companies and specialises in fund accounting and taxation. Before joining EPIC in 2014, Saurav worked in public accounting practices for over five years advising a range of businesses in the areas of accounting and taxation. Saurav read Computer Science at the University of Hertfordshire and also obtained a BSc in Applied Accounting from Oxford Brookes University. He is a member of the Association of Chartered Certified Accountants and the Chartered Institute of Taxation.