Team
-
Edward Marten
Founder and Chief Executive Officer – Prior to founding Marten & Co (and its publishing, research, data and events company QuotedData) in 2013, Edward spent over 10 years in investment banking with Cazenove (now JP Morgan Cazenove) and before that, Collins Stewart (now Canaccord Genuity). At Cazenove, Edward focused on Investment Trusts, working with the number-one Extel-rated team, and broadened his focus to Pan European equities, servicing a global investor base and raising over €1 billion for companies. Following his departure from investment banking, Edward set up an equity agency broker that was subsequently sold to SpareBank1Markets, part of the second biggest savings alliance in Norway. Edward also sits on the Marten & Co board. -
James Carthew
Founder and Head of Investment Company Research – James started his career at M&G in 1984 where he wrote research on a wide variety of UK companies and managed a number of UK equity funds as well as M&G’s Fund of Investment Trusts. From 2001-2010 he managed Advance UK Trust PLC, a global fund of funds that promoted good corporate governance within the closed-end fund industry. James is a non-executive director of several companies. He writes articles on the closed-end fund industry for various publications, including a regular column in Citywire, and sits on the judging panel for the Investment Company of the Year Awards. James also sits on the Marten & Co board. -
Matthew Read
Senior Research Analyst and Head of Production – Matthew graduated in economics from the University of York in 1995 and, following a period working in the Insurance broking industry, gained his MSc in Finance from Cass Business School in 2000. Mathew has considerable experience analysing closed-end funds; first of all for Quantec Ltd., as part of his MSc studies, and then at Teather and Greenwood where Matthew produced daily statistics and weekly recommendations on investment trusts whilst providing analytical support to the rest of the business. In 2002 Matthew made the shift to writing sponsored research, initially at Hardman & Co and then at Edison from 2008, where the client base expanded from just two funds to over 50 during his tenure. He is a CFA charterholder. -
Richard Williams
Richard started his career as a journalist and his work has been published in many of the UK national newspapers. He has been covering the real estate market for more than five years, most recently as news editor at leading real estate trade publication Property Week. Richard has an in-depth knowledge of the property sector with a focus on the industrial and retail markets, and has vast experience in writing news, analysis and comment on the real estate sector. He has regularly chaired panel debates at industry events including at international property conference MIPIM. -
Andrew Courtney
Investment Company Analyst – Andrew began his career at a macro hedge fund in New Zealand, where he managed the fund’s listed equity positions, before moving to London to work as an investment analyst. He has also worked as a policy analyst for a philanthropic trust and has a degree in economics and a master’s from the University of Canterbury.
-
David Johnson
Investment Company Analyst – Has a degree in politics, philosophy, and economics in 2012, and a Master in Finance from Warwick. David has worked in investment magnet, and product specialist roles. David has spent two years at Kepler researching investment trusts. He is a CFA charterholder and was selected to as one of Citywire’s 30 under 30.
-
David McFadyen
Equity Sales – David has over 30 years’ experience in the Investment Trust and Structured Investment sectors, working in research and sales roles for investment banks, such as CSFB and ABN AMRO as well as stockbrokers/distributors, such as Winterflood Securities and Meteor Asset Management. As an analyst David developed statistical reports which have been widely used in the analysis of split capital investment funds and structured investments. He has extensive experience in investment fund IPOs including the launch of the Polar Capital Global Healthcare Trust and the Henderson International Income Trust. More recently he has acted as a distributor of structured investments to both institutional managers and retail advisers.
-
Jemima Grist
Executive Assistant and Investor Relations -
Veronica Cappelli
Operations Manager
-
Aiman Shaikh
Digital Marketing Executive
Data Protection Officer
-
Emma Cole
Press relations – Emma is a communications professional with over 15 years’ experience in the financial services sector, initially working in the press office of the Securities and Investments Board and as an agency executive at Lansons Communications, followed by senior PR roles at the Association of Unit and Investment Trusts and M&G Investments. She has worked as a freelance editor for the last 5 years. -
Nicole Oppler
Senior editor – Nicole is an editor of over 12 years’ experience, specialising in law and compliance. Originally a journalist and subsequently a legal compliance editor for Wolters Kluwer, she has also been editor for, amongst others, Legal & General, three Magic Circle law firms, Chambers & Partners and the CIPD.
She is a consultant with the London Centre of International Law Practice, and an examiner at Linklaters LLP.
-
Colin Edge
Equity Sales – Colin started his investment career at M&G, and has worked in a number of leading investment houses in senior sales, marketing and business development roles. Much of Colin’s career has been spent working within the closed end funds sector, and he spent some time working within a dedicated team at Robson Rhodes (now Grant Thornton), thus gaining an understanding of governance and regulatory matters. More recently Colin worked within the closed end funds team at Aberdeen Standard Investments (Abrdn) where he led the investor relations programme for a number of investment trusts, specialising in the private equity sector.
-
Nick Potts
Corporate sales – After graduating with a Business Studies degree Nick has gained over 25 years’ experience in pan European equities as both fund manager and salesman. Working for large British, French and German banks and more latterly boutiques with a focus on delivering quality research to the broad investor market and providing corporate access opportunities for small and mid cap companies across Europe, Nick has a wealth of experience and knowledge across the sector and market capitalisation spectrum.
-
Robin Davison
Biotech/Healthcare Analyst – Equity research analyst, commentator and consultant in the biotech/pharma industry with 25 years of experience. Consultant on business, financing and IR strategies to biotech companies. Commentator on biotech/pharma industry affairs for EP Vantage and MedNous. Occasional presenter at industry/investor conferences.
-
Distribution Team
We have two marketing data analysts, two in digital and content marketing, one in social media, led by our senior marketing director, also a team of highly specialist and qualified contractors helping with other areas such as web development, design, coding, etc. The headcount including contractors, part-time and temporary staff has grown from 2 to 35 people since 2012.
Employment
We try to create a healthy environment of intellectual thought, debate, and enjoyment.
We are open-minded to all backgrounds and disabilities.
We encourage all our staff to work for a client or supplier once in a while and participate in continuous training.
Hiring Needs
We are actively hiring analysts in all sectors, especially as investment bank models of research, which are paid for by trading commissions, move to unbundled commissioned research. We are set up to take advantage of this structural move. Initially, we would like to focus on financials, property, biotech, and technology. However, we are open-minded to this development, depending on the quality of the person or team. We want the best, however, if this quality is not available we’ll train up new talent.
We are also hiring equity salespersons with investment trust, financial, and property specialisms.
Graduates
We select talent from top universities who can bring unique skills to our business.
Experienced Hires
Typically we hire administrators, lawyers, accountants, actuaries, equity analysts, investor relations, financial modellers and equity/research sales personnel.