Jonathan has worked in wealth management and financial services for over 20 years. He began his career at a boutique financial advisory firm in the City of London advising private clients on all aspects of financial planning and portfolio investing. He went on to jointly establish an independent advisory business in 2008 before establishing Falco Private Wealth in 2018. He continues to advise the company’s clients and families across their wealth planning, investment and succession needs.
He is also the Joint MD of Falco Capital with his responsibilities focussed on capital raising and investor relations. He sits on the Investment Committee of the Falco Real Estate debt fund as well as on the board of other external businesses including the Centurion Club.
He has a degree in Economics and Public Policy and holds a DipPFS in Regulated Financial Planning.
Richard has over 30 years of experience in accountancy, investment banking, asset management and real estate development, developing c. 200,000 of commercial space and over 420 residential units. He has launched four private investor real estate funds where he has acted as specialist asset manager.
Richard joined Falco in 2017 as Joint MD, prior to which his development company, MRP was the JV partner for many of Falco investors’ real estate projects including the Hinckley and Great Marlborough Street projects. Richard is responsible for sourcing, structuring and managing Falco’s real estate investment portfolio and running the transaction team.
He is a Chartered Accountant and Chartered Tax Adviser with degrees in law from Edinburgh and Oxford Universities.
Lee has worked in international corporate and private banking for over 30 years having held a number of key positions for over 25 years at JP Morgan. Initially he worked with companies in the oil, gas and mining industries in London, New York and Melbourne. The second half of his career was in JP Morgan’s Private Bank located in Geneva where his focus was on advising families and private clients with wealth of over $500m. He also spent time as the senior international credit officer globally, ex the US and was also a member of JPM’s Private Bank Executive Management Committee.
Lee has since been acting as a consultant to a variety of global individuals, families of wealth, and their family offices, where the complexity and size of their wealth or business requires his discreet advice. His areas of advice are focussed on governance, business, investment, family risk and succession.
Lee is the company’s Non-Executive Chairman, responsible for overseeing the company’s overall strategy, annual business plans, reporting on business risk issues and financial reporting.
Bill has over 30 years’ experience as a Chief Investment Officer, economist and strategist with some of the world’s leading investment firms. Bill held the role as the CIO for Merrill Lynch Wealth Management in London and was head of the UK Investment Office for UBS Wealth Management between 2013-16 where he was responsible for the management of £10bn of funds under management. He worked with Gary Dugan at JPMorgan where they were responsible for managing £15bn and also worked with Gary at Barclays Wealth as a senior strategist. Prior to these roles he also worked at James Capel Australia and HSBC Investment Bank.
Bill heads the FPW Investment Committee and has overall responsibility for the company’s investment processes and asset allocation strategy.
Bill has an M.A. degree in Economics from the University College Dublin and an M.Sc. in Econometrics and Quantitative Economics from Birkbeck College, University of London
Gary has over 35 years experience in senior roles at a number of leading global investment firms including JPMorgan, Barclays and Merrill Lynch. As a Chief Investment Officer and Global Strategist, he has led investment teams in private banking and institutional portfolio management for multi asset portfolios.
Gary has a reputation for making bold and non-consensus calls on the markets. He made major bear calls on equity markets in 1987, at the top of the tech boom and the financial crisis in August 2007, and a bull call on equity markets on March 17th 2009. Gary has been a high profile contributor to the international media regularly appearing in the printed press and on TV. He often speaks at conferences and provides industry thought leadership on a number of macro and investment topics.
Now based in Singapore he is the founder of the Global CIO Office and he works closely with Bill and Stefan in working through key macro investment themes, developing new investment ideas for clients as well as developing asset allocation strategies for client portfolios.
Having graduated from Sheffield University with an economics degree, Paul worked for Shell International for 11 years before joining the energy trading company Vitol in 1991. There he had a career spanning 23 years before retiring in 2014. Whilst at Vitol, Paul oversaw the company’s worldwide crude oil trading operation for almost 20 years, was Managing Director of the London Office for 14 years and was on the main Board of the Vitol Group of companies when he retired from the business.
Paul is an experienced investor in capital markets, real estate and private equity and sits on the Investment Committee of the Falco Real Estate debt fund.
Marianne has over 14 years’ experience in real estate. She previously worked for a global asset manager where she was a real estate analyst working within the real estate private equity team, supporting the management of over £400m of value-add assets. Marianne is responsible for the digital investment platform and previously managed the financial modelling, onshore and offshore fund structing, deal execution, and operations.
She has a degree in Business IT and holds the Investment Management Certificate, achieving a credit in the Private Client Advice and Management paper.
Michael has over a decade of experience in financial services, predominantly in the real estate finance sector. Prior to joining Falco in January 2020, he worked at both Lloyds Bank and Barclays, structuring transactions across a wide spectrum of asset classes and managing a portfolio of some of the UK’s largest listed and private real estate clients.
Michael is responsible for originating, structuring and executing both debt and equity investments for Falco’s Luxembourg based real estate fund, with a particular focus on the residential, “Build-to-Rent”, student accommodation and leisure sectors.
He holds an MBA from UCEM and a degree in Economics from the University of Surrey.
Matt has been working in the wealth management industry for over 5 years, working alongside Jonathan in managing and advising the Group’s clients and families.
Matt assisted in establishing Falco Private Wealth in 2018 and works on all aspects of wealth management, with a focus on client portfolio management and investment analysis. He works closely with the Investment Committee on the running and maintenance of client portfolios. Matt also established Falco Wealth, an appointed representative and subsidiary of FPW which focusses on advising retail investors and providing financial education.
Matt holds the DipPFS in Regulated Financial Planning, along with CII Certificates in Discretionary Investment Management, Securities Advice and Dealing. He holds a degree in Economics from the University of Bath, and is currently working towards the IMC Qualification.
Before joining Falco Capital, Natasha worked as a Fund Administrator at an international asset manager for over five years, specialising in EIS and VCT investments, as well as crowd funding, large-scale investments, client reporting and regulation.
At Falco, Natasha is responsible for Fund Administration, overseeing the execution and ongoing monitoring of all investments. She also assists with marketing and investor relations across the Falco Group. She is currently working towards The Chartered Insurance Institute qualification for Financial services, regulation, and ethics.
Stefan began his career as a derivatives structurer in 1994 at Bankers Trust and two years later went on to establish Citigroup’s European exotic options trading desk. He ran one of the most active and consistently profitable equity option trading teams globally and was credited with developing a number of innovations in the interbank option market. Latterly, Stefan ran Citi’s EMEA structured products business where he developed a range of investment products and funds. Over $50 billion of these investments were successfully placed with high net worth and institutional clients.
Stefan went on to establish Nalu Capital S.A. specialising in derivative and value investing arbitrage strategies before managing the Global Delta One business at Vontobel Zurich. This included actively managed certificates and themed investments.
He is also currently the Head of Risk for Fortem Capital where he co-manages two UCITS funds, which invests in structured products and smart beta strategies. Stefan works closely within the Investment Committee to develop macro themed investment opportunities and to review market provider products across the structured product and derivatives universe.
David began his career working for the equity derivatives division of Man Group and then worked as an investment adviser to high-net-worth individuals and family offices. He has held investment advisory positions at both HSBC Private Bank and Barclays Private Bank within the UK. Most recently he joined Santander as Head of Investments to establish and grow its UK Private banking business.
He has a degree in Financial and Business Economics (BA Hons), is a Chartered Fellow (FSCI) of the Chartered Institute for Securities and Investment, and recently completed the MIT Sloan Business and Innovation certificate in Blockchain technologies. David was recognised in the Top 40 under 40 in the 2020 PAM private client awards.
David is an Executive Director for both Falco Private Wealth and Falco Capital.
Henry has primarily worked across the Private and Corporate Banking sectors, focusing on the UK, Crown Dependencies and Switzerland.
Prior to joining Falco, Henry lead business development for Santander UK's Private Bank. He managed key relationships across Santander's Corporate and Investment Bank to service ultra-high net worth individuals. In addition, he worked closely with the global strategy team to implement commercial frameworks across international jurisdictions.
Henry holds a degree in Economics with Proficiency in Spanish from the University of Exeter and a Spanish language diploma from the Universidad de Burgos. Most recently, he completed a Spanish language short course from the University of Nottingham. He holds the CISI level 6 Certificate in Private Client Investment Advice & Management.