Chief Executive of the Allia Group for 17 years from 2002 – 2019 and now Senior Advisor to the Trustees, Tim has overseen a range of new thinking and new solutions seeking to address global and local challenges including Future Business initiatives to drive impact entrepreneurship and start-ups across the Country and Social Finance initiatives for impact Investment through Employment Bonds, Housing Bonds and London Stock Exchange Listed Retail Charity Bonds. A Non-Executive Director at Retail Charity Bonds plc and Chairman of Treatt plc, Tim is a Member of the Chartered Institute for Securities and Investments (MCSI), an Associate of the Chartered Insurance Institute (ACII), a Fellow of the Royal Society for Arts, Manufactures and Commerce (FRSA), a Fellow of the Institute of Directors (FIoD) and an Honorary Fellow at Judge Business School, University of Cambridge having previously been an Associate Fellow at Said Business School, University of Oxford. He is a Liveryman at the Worshipful Company of International Bankers where he is a Court Assistant and Chairman of its Communications Committee.
Adrian has vast experience covering fixed income business in a number of Eurobond markets and has also developed specialist institutional placements in long-dated Sterling Bonds and US$ private placements. This included the pioneering use of the bond market to fund housing associations. He has been leading on advisory services since 1998, facilitating businesses to access the bond market.
Oliver is one of the original founders of City & Continental in the late 1990s. Previous roles include Salomon Bros/Citi trader. Oliver offers expertise in bank capital instruments, distressed debt and special situations. Author of the ìbond of the weekî column in the Fixed Income Investor.
Henry is one of the original founders of City & Continental in the late 1990s. Previous roles include Bank of America emerging markets trader. Henry offers expertise in emerging markets.
Chief Financial Officer
Paul spent over 20 years with the accountants KPMG, including seven years as a partner. From there he moved to the charity Young Enterprise East of England, where he was Chief Executive for seven years. Paul acted as head of finance of Isabel Hospice for three years as part of a portfolio of finance roles in the charity sector before joining Allia in 2012. He is a fellow of the Institute of Chartered Accountants in England and Wales and holds the ICAEW Diploma in Charity Accounting. Paul was a member of the ICAEW Regional Strategy Board from 2004 to 2017.
Robert has over 35 years’ experience in the international banking industry having worked in London, New York and Tokyo for JP Morgan and HSBC. During the latter half of his banking career Robert was closely involved with the development of global capital markets. During this period, he chaired the International Primary Market Association, the trade association for the international underwriting of debt securities and chaired the regulatory policy committee at the International Capital Market Association, its successor body. He also led the overseas promotion efforts for TheCityUK, which represents UK financial and professional services globally. He currently serves as a director of Residential Secure Income Plc, a real estate investment trust established to invest in the social housing sector. Robert served for many years as a trustee of Centrepoint, the homeless charity, which first stimulated his interest in social impact investment.
Stephen is a former top-ranked leader of the capital markets and banking practices of Linklaters LLP. More recently he developed and began the implementation of Ashurst LLP’s worldwide debt capital markets strategy, as well as managing its Italian practice from Milan for 3 years. He has a handicapped son, now adult, who required special educational needs and as a result has retained an interest both in special educational needs as well as provision for the disabled at all stages of life. Outside of the law, from which he has retired, he currently serves as a member of the Financial Reporting Review Panel, part of the Financial Reporting Council (the UK’s principal ‘corporate governance’ standard setter); as a member of the British Asian Trust’s Innovation and Finance sub-committee; as Senior Warden (Chair) of the King’s School (Bruton) Foundation and as Chairman of the Wells Cathedral Trust in Somerset. In the past he was a parent Governor at a Lambeth Council Primary School and at Finton House Preparatory School in London (both with Special Needs programmes); and as a Governor of Sherborne School for Boys.
Head of Debt Capital Markets
Henrietta has over 30 years’ experience in the bond markets, largely in the wholesale bond markets and covering most industry sectors. This includes advising on the UK’s PFI/PPP programme, and also leading the debut issue for THFC No.2. Her particular expertise lies in providing advice for housing associations.
Fixed Income Sales
Over 25 years’ experience in the financial markets, advising a variety of investors ranging from wealth managers, family offices, managed funds, financial institutions and corporates. Core areas of expertise include sterling bonds with a focus on off-benchmark, LSE/ORB retail-eligible bonds, and socially responsible investment. More recently, in addition to conventional corporate bond primary placement and trading, Mark has managed the distribution of Retail Charity Bonds for a range of charitable borrowers across the specialist housing, care and finance sectors. Mark is a member of the CISI, a member of PIMFA Corporate Bond Committee and the author of the Sterling Bond & Fixed Income Handbook.
Chief Operating Officer
Phil has been involved in the development of impact investing in the UK for 10 years, and to date has worked on the issue of £300 million of bonds to support organisations across sectors including housing, care and education. This includes 8 issues through Retail Charity Bonds, a groundbreaking platform developed by Allia to raise unsecured debt for charities through bonds listed on London Stock Exchange.
Head of Origination
Daniel has worked in financial services for over a decade covering both the SME and charity sectors, providing clients with solutions to meet their development needs. He has sourced over £200 million of capital throughout his career, mainly for charitable organisations. His main interest lies with assisting organisations to create a positive social impact within society whilst providing investors with ethical investment opportunities.
Briony provides project management support on prospect cultivation and the delivery of services and corporate finance transactions. Briony has an extensive experience in project management having previously worked in the MBA Programme, Executive Education and MFin Programme at Cambridge Judge Business School, University of Cambridge.
Brand, Marketing & Communications Manager
Hazel has extensive experience in the financial services industry, having previously worked at both a building society and an insurance company. Her skills run across direct marketing, brand, copywriting, regulatory requirements, marketing planning, campaign delivery, events, internal communications and strategic projects. With the ability to manage multiple campaigns, whilst championing both the customer and the brand, Hazel brings her wealth of marketing expertise to the impact finance arena.
Jake works in the Finance Team helping out with the daily financial administration within Allia C&C. He also assists with some of the bond services that happen within the Allia group. Jake started A Levels before deciding to take up an Apprenticeship in Finance in November 2016 and is working towards finishing his Level 3 in AAT.
Jonathan has a Master’s Degree in Accounting Science from the University of Illinois at Urbana-Champaign and began his career as a Certified Public Accountant with Arthur Young practicing as a CPA in Chicago and the Cayman Islands. He is a past member of the AICPA and CISPA. Jonathan also has an Honours Degree in English Literature from the University of York and was educated at Winchester College. He was the compliance manager for Henderson Investors and Compliance Officer for EFG Private Bank before joining Old Mutual Asset Managers in 1994 where he spent 7 years as Head of Compliance, responsible for both the institutional and retail aspects of the business. More recently he has been an expert witness and a compliance consultant to a number of multi-jurisdictional firms in the asset and fund management space. Jonathan is widely recognized in the securities industry as founder and editor of the Compliance Exchange website, an educational resource for academics and practitioners in compliance, risk and governance. He is a member of the Chartered Institute for Securities and Investment.