Founded in 2010, Montreux Capital Management (UK) is a highly specialised asset management firm which invests exclusively in Health and Social Care in the UK. The Firm possesses deep knowledge and experience, advising companies in the specialist healthcare space.

£1Bn+

HEALTHCARE TRANSACTIONS

600+

INVESTORS

18

 ACQUISITIONS

Improve & Develop

An entrepreneurial zeal, and a desire to be better is at the heart of everything we do.

Affiliations

Montreux is a proud member of the UK Sustainable Investment and Finance Association (UKSIF).

Innovate

As a company we value innovation, enterprise, and ethical business practices with an unrelenting commitment to the welfare of the Service Users within our Fund’s operating company.

Regulated

Montreux Capital Management (UK) is an Appointed Representative of Sapia Partners LLP, a firm authorised and regulated by the Financial Conduct Authority (FCA).

Social Implications

We offer socially impactful opportunities to our investors, transforming the lives of some of the most vulnerable people in our society.

Montreux Capital Management (UK) has honed its expertise in UK Specialist Care, becoming one of the leading  in the space. Montreux Capital Management presents a team with deep experience and who have been working together since 2010.

Oliver Harris

Chief Executive Officer

Oliver Harris is the CEO of Montreux Capital Management (UK). Oliver graduated from the University of Surrey with a degree in Finance and Economics before beginning an expansive career, working with some of the world’s most respected financial institution. He previously worked in The City for the investment advisory wing of a large investment Bank before moving to Switzerland to work for a private Wealth Manager. Oliver has pursued a number of successful entrepreneurial ventures throughout his career. With deep familial ties in the care sector, Oliver has garnered a profound understanding of the industry from a very young age.

Gary Mullan

Partner

Gary’s is responsible for many of Montreux's strategic relationships. He has an extensive background in building and insurance brokering. Gary sits on the Boards of companies within Healthcare, Tech, Construction, and Financial Services. He has a large network of contacts from his many years working in commercial property.

Piers Sword

Partner

Piers is an English Literature graduate and student of the Chartered Institute of Financial Analysts (UK) whose role calls upon his multifarious background in Fund Operations, Corporate Finance, and Investor Relations. In the past he has sat on the Board of companies within the Care Industry and currently sits on the Board of the Advisor to the Healthcare Fund. Piers inputs on corporate structuring, financial modelling, and deal execution, manages retained PR firms, as well as dealing with professional investors at a senior level.

Paul Nelson

Chief Financial Officer

Paul graduated from Royal Holloway with a degree in Economics before gaining his Chartered Accountancy qualification with BDO LLP. He spent 8 years there, going on to attain a senior management role, before joining Syngenta UK, the global Swiss agribusiness. At Syngenta, Paul worked in international reporting, revenue deal structuring, and M&A. Prior to joining Montreux, Paul spent 3 years at Nuffield Health where he was responsible for the Group’s cash flow management, reporting, and forecasting.

Duncan Moffett

Head of Financial Analysis

Duncan graduated from Durham University before gaining his ICAS Chartered Accountancy qualification with Ernst and Young LLP. He subsequently worked within Merrill Lynch’s Financial Control function before joining the Royal Bank of Scotland’s finance business partnering, financial planning, and analysis teams. Duncan is currently the Trustee of the Twin and Multiple Birth Association (TAMBA).

Professor Barry Carpenter OBE

Member of MHAB

Barry Carpenter has been Chair of the Montreux Healthcare Advisory Board since its inception in 2013. He is also Chair of the Clinical Governance Group for the organisation.

He was recently appointed to the UK’s first Professorship in Mental Health in Education, at Oxford Brookes University. He is Honorary Professor at universities in the Ireland, Germany and Australia. He has been a Fellow of the University of Oxford....
He has been awarded an OBE and CBE by the Queen for services to children with Special Needs. In 2017 he was entered into "Who’s Who" in acknowledgement of his national and international contribution to the field of Special Education.

In a career spanning more than 30 years, Barry has held the leadership positions of Headteacher, Principal, Academic Director, Chief Executive, Inspector of Schools and Director of the Centre for Special Education at Westminster College, Oxford. In 2009, he was appointed by the Secretary of State for Education as Director of the Children with Complex Learning Difficulties and Disabilities Research Project.

He is the author of over 150 articles and many texts on a range of learning disability/special needs topics. In the last 12 months, his work has been translated into German, French, Dutch Russian and Chinese. He has written books (with Carolyn Blackburn and Jo Egerton) which focus upon Fetal Alcohol Spectrum Disorders (FASD). He has recently he co-authored "Engaging Learners with Complex Needs" (Routledge).

Barry lectures nationally and internationally. In recent years this has included China, Japan, Abu Dhabi, and Germany. He is currently Chair of the National Forum on Girls and Autism , which is the focus of his latest book, ( with Francesca Happe and Jo Egerton.) .In 2019, as part of the Lunch of the ‘ Girls and Autism ‘ book , he will be give lectures in Australia , New Zealand. USA, Norway and Dubai He is the co-founder of the National Forum for Neuroscience in Special Education. For the Mental Health Foundation, he Chaired the National Inquiry into the Mental Health of Young People with Learning Disabilities.

Duncan Moffett

Member of MHAB

Dame Philippa Russell DBE chaired the Government’s Standing Commission on Carers for six years and was formerly both Director of the Council for Disabled Children and a Commissioner with the Disability Rights Commission. She is Vice-President of Carers UK and In April 2019, she was appointed as a member of the Ministerial Oversight Group for ensuring the delivery of the Cross-Government objectives within the Government’s Action Plan for Carers....
She has been appointed as a member of the Programme Advisory Board for the ESRC/Health Foundation’s UK Centre for Evidence Implementation in Adult Social Care and is Topic Adviser to NICE’s Guideline Advisory Group on Support for Adult Carers.an. She was also Vice-Chair of the NICE Guideline on Support for Older Adults with Learning Disabilities and their Carers.

She is a member of a number of national advisory bodies, including the ADASS Carers Social Care Policy Network, and is a Board member of the Think Local Act Personal Partnership (TLAP) and of SEEFA (the South East Forum on Ageing).

She is a member of NHS England’s Commitments to Carers Oversight Group and is an Honorary Fellow of the Royal College of Paediatrics and Child Health and of the Royal College of Psychiatrists. She is also a National Affiliate of the Doubleday Centre for Patient and Carer Experience in the University of Manchester School of Medicine and a member of the Council of the Open Section of the Royal Society of Medicine.

She is the parent of an adult son with a learning disability and cared for her husband (who had cancer, frontal lobe dementia and cancer) until his recent death. She has extensive and long-term contacts with third sector and carer/user organisations.