Our Montreux Team

Montreux Capital Management (UK) Limited (Montreux) is the Investment Advisor to The Montreux Healthcare Fund Plc. The team has a long, demonstrable track record of creating value through mergers and acquisitions in the Health and Social Care Space.

Oliver Harris

Managing Partner

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.

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.

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.

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).

John King

Head of Investor Relations

John started his career working for a campaign organisation at the European Parliament before joining the Institute of Economic Affairs (IEA), the oldest free market think tank in the UK. John then moved into finance, working as a research analyst before becoming the Associate Director of Apex Fund Services’ capital introduction team. John graduated from Southampton University with a degree in Politics and International Relations.

Katie King

Human Resources Director

Katie began her career in human resources management at L'Oreal Luxury Products before joining Montreux. Katie is responsible for HR policies and procedures across the group. She has experience in a variety of employee relation situations ranging from recruitment and succession planning, to redundancy and dismissals. Katie is a graduate of Royal Holloway, University of London.

The Montreux Healthcare Fund Board

The Fund’s directors collectively boast decades of experiences in Healthcare, Law, Banking, Fund Management, and Regulation.

Barry Monks

Director - The Montreux Healthcare Fund PLC

Barry is an independent non-executive Director of the Fund for the purposes of the regulation. Barry held several roles in his 20 years at the Central Bank of Ireland before being headhunted by Bank of Montreal where he was Head of Alternatives, Financial Controller, and finally CEO of their alternative investment arm. Barry went on to become CFO of Hanover Investors Management LLP before becoming Managing Director of Apex Fund Services (IOM). Barry is a certified accountant, a member of Mensa, and graduated from University College Dublin with a degree in Commerce.

David Hamlett

Director - The Montreux Healthcare Fund PLC

David is an independent non-executive Director of the Fund for the purposes of the regulation. He was a Corporate lawyer with over 30 years' experience in the healthcare sector. David was a Partner at Wragge Lawrence Graham & Co. (now WLG Gowling) where he advised the Department of Health, individual hospitals, and NHS trusts on a range of complex and challenging issues including the implementation of Government policy, procurements, and acquisitions. Mr Hamlett is a Non-Executive Director of University Hospitals Birmingham, where he is part of the Trust’s Investment Committee. David also sits on the Board of the Fund's Operating Company. David graduated from Cambridge University with a degree in Law.

Ita McArdle LLB (Hons)

Director – The Montreux Healthcare Fund PLC

Ita is an independent non-executive Director of the Fund for the purposes of the regulation. Through her company, Innish Consulting, Ita is a practicing Manx advocate who advises Funds in various aspects of corporate commercial law. Ita was a Partner at Simcocks Advocates where she prepared legal documentation for several healthcare companies. She is a member of the Isle of Man Law Society, the Law Societies of England, Wales, & Northern Ireland, and the International Bar Association. Ita graduated from Queens University Belfast with a degree in Law.

The Montreux Healthcare Advisory Board

The Montreux Healthcare Advisory Board (MHAB) is a think tank made up of academics, educators, and advisors to the UK Government on Health and Social Care. MHAB advise MCM UK on public policy in the space.

Professor Barry Carpenter OBE

Member of MHAB

Barry Carpenter was appointed in 2017 to the UK’s first Professorship in Mental Health in Education, at Oxford Brookes University. He is Honorary Professor at universities in Ireland, Germany and Australia. He has been a Fellow of the University of Oxford. He has been awarded an OBE and CBE for services to children with Special Needs and Disabilities. In a career spanning more than 40 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 National Director for the Children with Complex Learning Difficulties and Disabilities Research Project.
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
He has been the Founding Chair of the Montreux Healthcare Advisory Board since its inception in 2013. He is also Chair of the Clinical Governance Group.

Dame Philippa Russell DBE

Member of the MHAB

Dame Philippa Russell DBE chaired the Government’s Standing Commission on Carers for six years. She is Vice-President of Carers UK and a member of the Ministerial Oversight Group for delivering the Government’s Action Plan for Carers. She is a member of a range of national advisory bodies on health and social care, including the ADASS Carers Policy Network, and is a Board member of the Think Local Act Personal Partnership. As a Topic Adviser to the National Institute for Excellence in Health and Social Care, she has worked on several guidelines, including support for adult carers and older people with learning disabilities and their families. She is a member of the Programme Advisory Group for the new UK Centre for Evidence proposed Centre for Evidence Implementation in Adult Social Care. She was formerly a Commissioner with the UK Government’s Disability Rights Commission (DRC) and Director of the Council for Disabled Children, she led the DRC formal Investigation into health inequalities for people with learning disabilities and mental health problems. She is an Honorary Fellow of the Royal College of Paediatrics and Child Health.

David Braybrook

Member of the MHAB

David works as an independent strategic and operational partner in SEND work in the public, private and voluntary sectors. He has over 35 years’ experience gained in front line work and in inspection, regulatory and consultancy roles. David has been a teacher of deaf children, a specialist teacher trainer and Head of a large residential special school....
He has also been an external examiner in higher education, a registered Ofsted Inspector (SEN), an Ofsted Contractor and Ofsted Accredited Trainer, an Independent Care Standards Visitor and a Director of Education and Chief Executive of two national educational charities. He served as a specialist member on the SEND Tribunal, the Care Standards Tribunals, and the Upper Appeals Tribunal and was also a lay member of the Nursing and Midwifery Council Fitness to Practise panels, the Metropolitan Police Misconduct Panels and the Bar Standards Board. Currently, in addition to work in special schools, David sits on a number of advisory boards, undertakes non-executive work and is Vice-Chair of the Board of Trustees of the Family Fund, a national UK-wide grant-making charity.

Professor Michael Brown

Member of the MHAB

Michael is a Professor at the Faculty of Medicine, Health and Life Sciences, Queen's University Belfast. He has over thirty years clinical experience in a range of nursing, academic and policy posts in hospitals, community settings, in practice development, education, and research. Prior to this he held a joint clinical academic role, with NHS Lothian and Edinburgh Napier University....
He has serviced on a range of policy, practice and education committees in relation to the care and support of people with learning disabilities. An active researcher he has published extensively in the literature on a range of issues, including, diabetes, healthcare access, trauma and people with learning disabilities and the role of Mental Health Tribunals. He is the Consultant Editor for the journal Learning Disability Practice and is Associate Editor of the Journal of Policy and Practice in Intellectual Disabilities.

Jo Egerton

Member of the MHAB

Jo Egerton is a Schools Research Consultant and writer. She previously worked as lead research coach for SSAT’s (The School’s Network) Research Charter Mark Award with mainstream and special schools, as well as on a number of Department for Education and Teaching Agency funded research and writing projects, including the Complex Learning Difficulties and Disabilities Research Project, the Fetal Alcohol Spectrum Disorders in Education (FAS-eD) Research Project, and the online Training Materials for Teachers of Pupils with Severe, Profound and Complex Learning Difficulties. Jo has co-authored and co-edited a number of books and articles....
Jo also co-authored a book on educating children with complex learning difficulties and disabilities. Jo has worked with young people with learning disabilities in education, residential care, and leisure capacities. She has a Primary PGCE, and an M.Sc. in Learning Disability Studies.

Darryl Morgan

Member of the MHAB

Darryl works across the entire age and ability range of pupils with severe and profound and multiple learning difficulties. In 2005, Darryl took on the headship of The Ridgeway School in Farnham Surrey, a Special School for children aged between 2 and 19 years with severe and profound learning difficulties. The school is characterised by high expectations and has built a reputation for innovative practise....
There Darryl developed and implemented a new approach to the delivery of education for pupils with profound complex needs and coupled with an ongoing investment and focus on the development of all staff, this has had a significant impact on learning outcomes. Darryl has been recognised as an NLE, (National Leader of Education) and The Ridgeway as a National Support School since 2014. As an NLE, Darryl has been active in supporting SEND and Disadvantaged pupils in the mainstream Primary and Secondary sectors, and is currently leading a Resilience initiative across the Multi Academy Trust which the School was a founding member of in 2017.

Dr Barry Coughlan

Member of the MHAB

Dr Barry Coughlan is Director of the Clinical Psychology Doctoral Programme at the University of Limerick, Ireland. Barry qualified as a Clinical Psychologist in 2003 and has worked in a number of health services across the Mid-West region of Ireland, most recently in adult disability services. He has a special interest in the emotional wellbeing and mental health of young people and adults with developmental disability, autism spectrum disorder and complex need....
Barry holds an honours degree in Applied Psychology from University College Cork, a PhD from University College Cork and a Doctorate in Clinical Psychology, from University College Dublin. His clinical and research focus includes mental health & emotional wellbeing in intellectual disability, Complex Learning Difficulties & Disabilities, Special Educational Needs, Autism Spectrum Disorder, Foetal Alcohol Spectrum Disorder, Ageing and Disability, Deinstitutionalisation & Community integration.

Barry's clinical practice, teaching and research are primarily focussed on evidence-based practice issues pertaining to the identification, assessment and treatment of mental health issues in young people and adults with intellectual disability and complex need. He has supervised over 60 PhD’s to completion, covering a wide range of applied clinical topics. He is currently external examiner on a number of undergraduate and doctoral clinical programmes in Ireland, the UK and New Zealand.

He holds an international publications profile and is in regular demand for international workshops and symposia in his field, most recently in Australia, New Zealand, Romania & the UK. Barry has worked with the Australian Ministry of Education, as a consultant on the National Partnership Project – More Support for Students with Disabilities and was a member of the International Advisory Board for the Complex Learning Difficulties & Disabilities (CLDD) Project in the UK, a member of the Advisory Board for the Development of Training Materials for Special Education in the 21st Century in the UK, and has been involved in funded collaborative international research in the UK, USA and Romania.

Professor Anthony Schwartz

Member of the MHAB

Anthony has worked as a Clinical Health Psychologist for more than thirty years within the NHS and in the academic field as Professor at Staffordshire University.

Anthony works as a Clinical and Health Psychologist offering consultancy, training and one-to-one input focusing on performance and wellbeing at work. He uses his applied psychology skills in both clinical and academic settings. His input spans health, independent and commercial sectors in the UK and internationally....
He works alongside colleagues on projects such as concentration and focus in safety critical areas (e.g. the rail industry) and developing standards of care for health professionals (e.g. spiritual care standard for nurses and midwives). Currently he is involved in running retreat centres in the Netherlands and Italy for professionals coping with stress and challenges at work and home. This Occupational Health Psychology encompasses physical, psychological and nutritional interventions, to help people reconnect, rediscover and recover capacity for living more fully and to develop greater resilience. He is passionate about people making informed choices, recognizing that insight without behavior change is unhelpful. His publications include journal articles, chapters and books on self-care, managing stress and the application of mindfulness in executive coaching.

The Sales Team

Montreux Services cater to professional investors in several jurisdictions. If you would like more information on the Fund, please do not hesitate to contact us.

Paul Bamber

Head of Sales, Asia

Paul began his career at Clerical Medical International, where he held several domestic & international sales roles. He was then appointed CEO of Old Mutual Hong Kong. He was the Sales Director at both Scottish Mutual and Rigton Management before moving into a Business Development role at VAM Funds in Asia. Paul is responsible for sales in the Asian market where his local expertise, and his network of contacts are based.

Andrew Stones

Head of Sales, Europe

Andrew has over 25 years' experience in the Insurance and Financial Services Industry. After initially training as an Underwriter, he made the transition to sales as part of the team at Sun Life International which introduced PanEuroLife into the UK. He then became the European Sales Director at Scottish Mutual International (SMI) where he spearheaded the successful introduction of SMI into the German and Austrian markets. During this period, Andrew attained the Institute of Sales and Marketing Management's International Sales Professional of the Year award. He then went on to introduce Prudential into the Austrian market as their Director of Sales.