The Carvetian team possesses an immense amount of funds industry experience and we bring that experience to bear in the high standard of support provided to our clients. The team offers a bespoke service tailored to the specific needs of each client and technical skills are embedded in all of our staff, each of them committed to their individual roles within Carvetian.

Board

Laura Russell-Young MCSI

Chief Executive Officer

Laura has been the Chief Executive Officer of Carvetian since its incorporation into Yealand Group in September 2015. She has worked in the financial industry for the last 20 years primarily in client services and operations for investment management companies and private clients.
Laura was previously Head of Operations for Sand Aire Ltd, a multi-family office, and was responsible for the operation of their ACD. During this time, she was Yealand’s first client, was the initial point of contact and was heavily involved in the set-up of the business, setting the initial high bar when it came to the service level requirements of a private client. Prior to that, she was Head of Client Services at Berry Asset Management, a boutique investment management company where she worked for 12 years and looked after UHNW clients and families primarily in the UK.
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Alan Calder

Non-Executive Chairman

Alan has worked in the investment industry for over 35 years. He joined the Trustee Division of RBS plc in 1995 where he performed a variety of compliance roles culminating in his appointment as Director responsible for Risk and Compliance.
Prior to that Alan worked in various custody related roles between 1980 and 1995.

Samuel Jackson

Compliance and Risk Director

Samuel joined Carvetian Capital Management at the beginning of March 2018 as the Compliance and Risk Director. Samuel has over 15 years financial services experience, specialising in compliance oversight of AFMs / ACDs including all outsourced and offshored functions such as Transfer Agency, Pricing and Fund Accounting.

He joined the industry in 2002 at Churchill Insurance and has since gained a wealth of experience and knowledge through a variety of Risk and Compliance roles at RBS Insurance, NatWest Trustee and Depositary Services and Old Mutual Global Investors. His role prior to joining Carvetian Capital Management was Head of Compliance Monitoring and Deputy MLRO at Old Mutual Global Investors.

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Ian Rogers

Director

Ian entered the investment industry in the early eighties and was one of the original team which established the Burton stockbroking chain – the forerunner of Killik & Co. Ian joined City Financial as Finance Officer (later Finance Director) at the point of its independence from Citibank in 1988 and was responsible for charting a prudent financial course for fifteen years through to the management buy-out (of which he was a 50% participant) in 1999 and the group’s subsequent sale to Capita in 2002.
Ian holds a degree in Economics and Economic History from Southampton University and qualified as an Accountant in 1980. He is also a member of the Securities Industry.
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Graham F. Martin

Non-Executive Director

Graham is a Non-Executive Director of Carvetian Capital Management with over 27 years of financial services industry experience. Graham is also an Institutional Sales Director with River and Mercantile, developing and supporting Institutional clients across Europe who invest in their Equity, Derivatives and Alternative Funds. Prior to joining River and Mercantile, Graham worked at Optima Fund Management for eleven years as Managing Director and Head of European & Middle Eastern Sales. Prior to joining Optima, Graham worked at Gartmore for nine years, the last five of which he was Hedge Fund Business Development Director on a small team selected to build a $6 billion hedge fund business. Prior to Gartmore, Mr. Martin held senior roles in investment management at BRI group and at Pointon York.
Graham is a UK Associate of the Society of Investment Professionals. He earned a II:I BA (Hons) Degree in Financial Services from Bournemouth University.

Stephen Cooke

Non-Executive Director

Before being succeeded by Laura Russell-Young, Stephen was Managing Director of Yealand Administration Limited. Until June 2018, Stephen has been the Compliance Director for Carvetian Capital Management Limited, and is now a Non-Executive Director of Carvetian.
Stephen has spent more than thirty years in the investment industry. He joined the Provincial/Prolific Group in 1975, becoming Head of Sales in the East Midlands before joining Pointon York as Investment Director in 1979. Stephen joined City Financial Group in 1994 following the sale of Pointon York’s investment division to Aberdeen Trust. As Chief Executive of City Financial, Stephen led a management buyout in 1999, which was succeeded by a sale to Capita plc in 2002.
Graduating from the University of Reading with a degree in Mathematics, Stephen is a Fellow of the Chartered Insurance Institute and holds the Investment Management Certificate. He was admitted as a Member of the Stock Exchange in 1991 and was granted Freedom of the City of London in 1994.

The Team

Joe Duffy

Compliance Manager

Joe was one of the original team members when Yealand Administration Limited was formed in 2008. Following the company restructure, Joe is now the compliance manager for Carvetian Capital Management Limited (an associate company of Yealand). Joe works closely with the Compliance Director and Risk Manager, and has over eighteen years experience within the financial services industry, including 7 years with Capita Financial Group, working in fund administration, client liaison and compliance. Joe also worked at Barclays Stockbrokers for over three years as the fund reconciliation supervisor. Prior to financial services, Joe worked for over fifteen years within credit management in a variety of industries.
Joe is an associate member of the Chartered Institute of Securities & Investments (CISI) and is a member of the Chartered Institute of Credit Management (CICM).
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Matthew Gordon

Risk Manager

Matt is responsible for the Risk Management function for all of the funds. Matt has 21 years industry knowledge, having previously worked at City Financial and subsequently Capita, managing 30+ staff in the Fund Pricing and Valuations teams with 1500 valuations produced in a week.
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