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  1. About
  2. Funds
  3. Invest
  4. Literature
  5. News
  6. Contact

Our People

We believe that investment management is very much a people’s business and by bringing together a like-minded, talented team we can deliver the best possible results. If you have any queries regarding our company or funds, please contact us.

Below you will find our key people focused on managing the business and our funds.


Select a Team

Select a team from the list below to view the profiles of our staff members

Executive Committee

ALISTAIR REID
CHIEF EXECUTIVE OFFICER

Having worked in the investment management industry, or banks servicing investment management companies since 1979, Alistair has gained significant financial services experience. He graduated as a Bachelor of Laws in 1975 and qualified as a member of the Institute of Chartered Accountants of Scotland in 1978. Alistair first obtained board experience as a director of Morgan Grenfell Asset Management and related subsidiaries from 1988 to 1993. More recently Alistair was a director of Thornhill Holdings, a wealth management and unit trust management group, from 2005 until it was sold to Cazenove Capital Management in 2010. Alistair was heavily involved in the infrastructure of the investment management industry by being a member of the Bank of England Steering Committee on Crest (the UK securities settlement system) and by being on the SWIFT Securities Steering Board when SWIFT started to design and use messages for the securities industry. Alistair joined CRUX as CEO in March 2014.

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MARK LITTLE
DISTRIBUTION DIRECTOR

Mark has more than 18 years’ experience in the investment industry, joining CRUX in 2014. He is responsible for distribution to the discretionary investor base within the UK including family offices, private client investment managers, global distributors and fund of funds. Prior to CRUX, Mark was a director of New Star Investment Funds, acquired by Henderson Global Investors in April 2009. At Henderson Mark was responsible for discretionary sales in London, having previously held the position of head of sales to national IFA groups and networks at Jupiter Asset Management where Mark began his investment management career.

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KAREN ZACHARY
CHIEF OPERATING OFFICER

Prior to joining CRUX as COO in July 2015 Karen worked as a member of the senior management team at Man Group as Global Head, Client Operations and Outsourcing. Prior to that Karen was Director of Client Service Operations at Henderson Global Investors. Karen has over 20 years' experience in Asset Management in both alternatives and traditional products and has spent the more significant periods of her career at Fidelity International (12 years) and New Star Asset Management (9 years). Karen has a Master of Business Administration degree from Durham University.

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GILES KIDD-MAY
MARKETING & COMMUNICATIONS DIRECTOR

Giles joined CRUX at launch in 2014 with responsibility for the marketing and communications for the company. Before joining CRUX, Giles consulted on brand and marketing strategy with some of the leading asset management firms in London. He spent five years as a director in financial publishing, creating products and services that helped turn around the fortunes of a leading b2b financial media company. Giles started his career at Jupiter Asset Management in 1989. During his 16 years at Jupiter he became marketing director, responsible for launching new funds, creating the sales and marketing functions and subsequently turning it into one of the most successful brands in the financial services industry.

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See The Board page

Investment Team

RICHARD PEASE
FUND MANAGER

Richard has over three decades of experience in the financial industry. His first role in fund management was with the Central Board of Finance for the Church of England where he ran two funds. There followed a short period at Windsor Investment Management, where he set up and ran the European Unit Trust and in 1989 Richard joined Jupiter Asset Management where he started and ran the Jupiter European Unit Trust and several other European funds. In 2001 he helped to set up New Star Asset Management where he launched and managed the New Star European OEIC and its sister fund, the New Star Dublin-based OEIC. On the acquisition by Henderson Global Investors of New Star in April 2009, Richard became a Director of European Equities and continued to run the New Star European funds.  In October 2009 the European Special Situations fund was launched and Richard was its manager at the outset. Richard joined CRUX in June 2015 following a Scheme of Arrangement that allowed him to merge the Henderson European Special Situations fund with the CRUX European Special Situations fund, a process which ensured that Richard has managed the fund, uninterrupted, since October 2009.

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JAMES MILNE
FUND MANAGER

James graduated from Magdalen College, Oxford with a double first class degree in Engineering Science.  James began his career in 2002 at KPMG in London where he qualified as a chartered accountant before  moving into corporate finance.  In July 2006 James joined New Star Asset Management and in April 2009 he transferred to Henderson Global Investors when it bought NEW Star.  James has assisted Richard Pease with Henderson European Special Situations fund since it was launched in October 2009 and he moved to CRUX at the same time as Richard and the European Special Situations fund in June 2015.  He has also co-managed the CRUX European fund since launch in November 2015.

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ROLAND GRENDER
FUND MANAGER

Roland graduated from Magdalen College, University of Oxford in 2009 with a BA (Hons) degree in Philosophy, Politics & Economics. Between 2009 and 2013 Roland was a generalist equity analyst working across sectors and geographies at Orbis Investment Management. In 2013 he became a CFA Charterholder. In April 2015 he worked as an equity analyst at GAMCO Investors focusing on European special situations. Roland joined CRUX in April 2015 working alongside Richard Pease and James Milne..

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Jamie Ward
FUND MANAGER

Jamie has more than 10 years of experience in the industry and currently manages the CRUX UK Fund. He began his career as a Fund Manager at Brown Shipley. Prior to this he was an equity analyst at Investec and Williams de Broë with responsibility for several sectors. Before this, Jamie was an equity analyst at boutique hedge fund manager Wolos Capital. He joined Oriel Asset Management in 2014 to help run what is now the CRUX UK Fund; moving to CRUX Asset Management at the start of 2017. Jamie graduated with a first-class degree in mathematics from the University of Hull and is a CFA charter holder.

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Richard Penny
FUND MANAGER

Richard joined CRUX Asset Management in June 2018 from Legal & General Investment Management.

Richard had worked at LGIM for 15 years where he had managed the award-winning L&G UK Alpha Trust and L&G UK Special Situations Trust as well as several segregated mandates. Previously he worked at M&G Investment Management, and prior to that Scottish Amicable Investment Management.

Richard has a master’s degree in Engineering and Economics from Oxford University

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Business Development and Investor Services

MARK LITTLE
DISTRIBUTION DIRECTOR

Mark has more than 18 years’ experience in the investment industry, joining CRUX in 2014. He is responsible for distribution to the discretionary investor base within the UK including family offices, private client investment managers, global distributors and fund of funds. Prior to CRUX, Mark was a director of New Star Investment Funds, acquired by Henderson Global Investors in April 2009. At Henderson Mark was responsible for discretionary sales in London, having previously held the position of head of sales to national IFA groups and networks at Jupiter Asset Management where Mark began his investment management career.

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GILES KIDD-MAY
MARKETING & COMMUNICATIONS DIRECTOR

Giles joined CRUX at launch in 2014 with responsibility for the marketing and communications for the company. Before joining CRUX, Giles consulted on brand and marketing strategy with some of the leading asset management firms in London. He spent five years as a director in financial publishing, creating products and services that helped turn around the fortunes of a leading b2b financial media company. Giles started his career at Jupiter Asset Management in 1989. During his 16 years at Jupiter he became marketing director, responsible for launching new funds, creating the sales and marketing functions and subsequently turning it into one of the most successful brands in the financial services industry.

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TOM PEARSON
REGIONAL SALES DIRECTOR

Tom joined CRUX Asset Management in October 2017 with responsibility for key accounts (ex-London). With an investment industry career spanning some 30 years, Tom has held a number of positions including Director, Head of Retail Sales at Alliance Trust Asset Management for over six years and Sales Director, Head of Financial Institutions Group at Jupiter Asset Management from 1998 to 2008. Earlier roles also included Head of Retail Sales at Baillie Gifford.

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Will Hamilton
HEAD OF LONDON DISCRETIONARY SALES

With over 10 years' experience in the investment industry, Will joined CRUX in October 2016. At CRUX, he is responsible for managing client relationships within the London discretionary investor base including wealth managers, family offices, global distributors and fund of funds. Prior to CRUX, Will was part of the well regarded sales and marketing team at New Star Asset Management and subsequently Henderson Global Investors when the business was acquired in April 2009. At Henderson, Will became a key part of the discretionary sales team during a period of significant change and expansion for the group.

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Elizabeth Gill
SALES MANAGER

Elizabeth joined CRUX Asset Management at the start of 2017. Previously she worked at Oriel Asset Management which she joined in 2011 after gaining a BA Hons degree in History from the University of Bristol. Elizabeth has completed the Investment Management Certificate. Whilst at university Elizabeth completed an internship at HSBC in the Equity Research Marketing department.

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ISABELLA WEDGWOOD
MARKETING EXECUTIVE

Izzy joined CRUX Asset Management in December 2017, working as an EA to the executive board, before moving to the marketing department in September 2018. As Marketing Executive, Izzy works across all elements of the marketing mix, specialising in social and digital media. Izzy also assists the Marketing & Communications Director with product PR.  Prior to joining CRUX, she held a number of positions at creative production agencies and ran her own photography business. Fluent in Spanish, French and Italian, Izzy graduated from the University of Reading where she studied in Graphic Communication and Typography.

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Operations

KAREN ZACHARY
CHIEF OPERATING OFFICER

Prior to joining CRUX as COO in July 2015 Karen worked as a member of the senior management team at Man Group as Global Head, Client Operations and Outsourcing. Prior to that Karen was Director of Client Service Operations at Henderson Global Investors. Karen has over 20 years' experience in Asset Management in both alternatives and traditional products and has spent the more significant periods of her career at Fidelity International (12 years) and New Star Asset Management (9 years). Karen has a Master of Business Administration degree from Durham University.

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