A chartered accountant by profession, Greg has carried out many senior strategic roles for major international financial services companies in the areas of finance, internal audit and risk management. He established small cap stock broker, Gradient Advisory Ltd, which was sold to a group of Middle Eastern investors in the late 2000s. He was the founding partner of compliance consultancy, CPA Audit LLP, which was sold to the Laven Group early in 2019. Greg has been involved with CAL investments since the early 2000’s, and aspires to provide a broad range of services to the investment community, including a platform to kick start fledgling investment managers to establish themselves independently in this space.

Experienced financial services professional, having built and exited his own corporate finance and broking company in 2013. Skilled in securities, asset management, mergers & acquisitions (M&A), trading and financial Structuring. Phil also serves as a Non-Executive Director on the Boards of various UK technology companies. Based in London and responsible for the commercialisation of CAL Investments.