Samuel Izzard Email & Phone Number

Hemel Hempstead, Gb

Hemel Hempstead, Gb

Cambridge, England, United Kingdom

Working within the Venture team as an Investment Analyst deploying the Access EIS Fund and typically covering Pre-Seed and Seed with some Pre-Series A rounds. Notable investments made include: Bedfolk, Pri's Puddings, GENIE, Hoxton Ai, planD, Learney, Slip, Tom Savano, Growyze, Wiseworks, Pi-top, Beeline, Inhabit, Toastie, Thalamos, Felloh, CARiFiT, Herd, WiLD HYDROGEN, Syndi Health, MyPocketSkill, Five Alarm Bio, NetZeroNow, Renewabl, IsosConnect, Roomix, Bowimi, Recomme, Ctrl-Alt, Asan Wellness, iCustoms, Tangent and Monument TherapeuticsNotable follow-on rounds: Spirea, Boutros Bear, MOTH Drinks, CatchApp, Bequest, SolasCure

Oxfordshire, England, United Kingdom

Assisting the M&A team in origination and deal sourcing with a focus on Software companies across a number of verticals. Most notably, Manufacturing (Metals), Sports & Leisure, Payments and Auctions.Applying Jonas Software's investment framework to identify the companies and opportunities that fit Jonas Software's investment criteria.Coordinating with sell-side M&A, Brokers and Corporate Finance teams to evaluate potential deals.Jonas Software is an operating group of Constellation Software (TSX: CSU)

Geneva Area, Switzerland

Supporting 1 Senior Wealth Manager service a client book and on-board new AUM across the Switzerland ResND Market. Assisted the Investment Committee by providing the CIO with any relevant information and queries from the Geneva office. Also acted as a portal for relaying key information, investment or investment procedure changes with particular reference to the model portfolio's.Day to day was involved heavily in managing client relationships and overall administration of client accounts and portfolios.Apr 2018 - Mar 2019: Previously supporting 3 Wealth Managers with their existing AUM with a focus on on-boarding new AUM across Switzerland, Northern & Mid Africa ResND market.

Geneva Area, Switzerland

Key role in oversight and idea generation for marketing and social media content for Switzerland. Weekly meetings with the Global Marketing Team based in the UK and quarterly meetings presenting to Board level.Assisting the UK Marketing Team with Swiss marketing content lead me to taking on a key role with the in-house charity, GWM Giving. Most notable event was the GWM Cycleathon in Sep 2019. Addition to the role of supporting a Senior Wealth Manager.

Geneva Area, Switzerland

Supporting 3 Wealth Managers in the Global Partners division based in Geneva, Switzerland servicing a book of clients located in regions where there wasn't a physical office.Also assisted with Business Development activities