Josh has been working in financial PR for fifteen years, initially at Ludgate Communications and Luther Pendragon before joining Weber Shandwick Square Mile. He has worked for a broad range of companies across all disciplines. His IPO experience includes Matalan’s hugely successful listing, in crisis management he advised Jarvis in the wake of the Potters Bar train crash and his M&A experience includes Blacks Leisure’s sale of its Sport & Fashion division to JD Sports and GPG’s hostile bid for De Vere. Josh also has considerable international experience having advised Capio (Sweden) on its acquisition of Community Hospitals and Coca Cola Icecek during its attempted flotation on the Istanbul Stock Exchange. Josh is fluent in French and Spanish.
Heather came into Financial PR having spent two years as a financial media analyst with an international research firm. She has also spent time working for a number of charities in their press offices, whilst also developing her literary skills during her university days when she was Editor in Chief of the University Newspaper. Heather joined Hansard Group in 2011, moving across to Newgate Threadneedle when Hansard was acquired in January 2012.
Trevor Bass began his career in the City over 50 years ago as a financial journalist on The Evening News and gaining experience with a number of titles before his appointment as City Editor of the Daily Express in the late 1960's. He entered financial PR in 1970 with Shareholder Relations and was a founding member of Blue Arrow, then the world's largest recruitment agency, which he floated on the London Stock Exchange in the 1980's. In 1987 Trevor started up his eponymous financial pr company and in the last 20 years has advised a broad range of clients across all sectors, including a wealth of IPO's and M&A transactions. Trevor's current clients include support services firm Mears Group, in-car entertainment company Armour and recruitment services organisation Servoca.
John has over 20 years’ experience of financial communications working predominantly in leading UK consultancies. He has worked for a range of companies from FTSE100, including Abbey National, P&O, Standard Chartered and Friends Provident, to smaller companies including Jazz FM, Mavinwood, Kier and AutoLogic. His M&A experience includes the defence of Abbey National and NatWest and crisis management includes the capital restructuring of Marconi and the strike threat at Imerys. John ran the demutualisations of Bradford&Bingley and Friends Provident and he was also responsible for the award winning campaign on behalf of Institutional Investors against the Government’s decision to place Railtrack into receivership.
Fiona has worked in financial communications for six years and is adept at developing, implementing and managing tailored communications programmes to work in and around financial calendars and other events including M&A, fundraisings and IPOs. Fiona holds the Investment Management Certificate (IMC) level 4 qualification from the CFA Society, alongside the Chartered Institute of Investor Relations’ professional qualification for Investor Relations (IR) practitioners and has an MA Hons in Geography from The University of Edinburgh. Fiona also has previous experience working at the Football Association of Ireland (FIA).
Caroline has over 13 years experience in technology and media financial PR. She joined ICIS shortly after it was formed as a graduate from Nottingham University in 2000 and was instrumental in growing the agency to the number one provider of financial PR for small cap technology businesses. Caroline has managed corporate and financial PR accounts for both private and public technology companies, with a focus on enterprise software and clean tech. Current clients include Craneware plc, iomart Group and Statpro Group plc.
Terry has over 35 years of experience working in the City, including 13 years at the Financial Times, eight of which as UK Company News Editor. Terry joined Threadneedle from Weber Shandwick Financial where he was Co-Head of Capital Markets. Prior to joining WS in June 2000, he was a Director of Ludgate Communications from 1992-2000 where he was primarily responsible for developing its successful City division. Terry’s advisory experience covers a wide variety of companies and sectors in both the domestic and international markets. He has worked on numerous varied projects including hostile bids, both attacking and defending, agreed takeovers, reverse takeovers, demergers, crisis issues, corporate ‘intervention’ and IPO’s.
Adam has over twenty five years experience in UK equity sales and corporate broking. He was previously Head of Corporate Broking at Arbuthnot and Westhouse Securities, having joined Arbuthnot in September 2010, prior to their merger with Westhouse in 2012. Before this, from October 2006, he was Director of Corporate Broking at Evolution Securities. Adam formerly worked in UK equity sales with James Capel and Merrill Lynch, specialising in UK small and mid-cap companies, and is a serving member of the AIM Advisory Group.
Robyn joined the Company in June 2009. Prior to this she worked in the publicity department of international aluminium group Alumicor Pty. After studying at Crawford College, Robyn graduated from the University of South Africa where she obtained a Bachelor of Arts Degree in Psychology and Communications. She is also a qualified photographer, having attained a diploma from the Vega Art School. Robyn works on several of Threadneedle’s accounts, covering the support services, technology and healthcare sectors.
A Canadian national, Hilary joined the Company in 2008 while completing her MSc at the London School of Economics in Environment and Development studies. She has previously studied in Spain, Dominican Republic and Australia, and most recently worked in the UK as a Project Officer at the Carbon Disclosure Project. Hilary currently looks after several public and private clients in the technology, clean tech and media space.
Rebecca joined in March 2004 having spent the previous six years working within the financial PR industry in the City of London. Rebecca is extremely familiar with the requirement of our clients and provides administrative support as well as dealing with day to day accounting matters.
Jasper joined the Newgate Threadneedle team in August 2013. Jasper has been working in financial PR since graduating from the University of Bristol in 2012 with a Bachelor of Science degree with honours in Chemistry. Jasper has plc and investment experience gained through a variety of internships, including at Willis Re, JM Finn and in the finance department of Ocado Group Plc. He is also a commercially endorsed sailing yacht skipper. Jasper works on several accounts covering the Support Services and Technology, Media and Telecoms sectors.
Tim has over 25 years’ experience in Corporate and Financial Communications and Investor Relations and joins us after 16 years at another leading international consultancy. He has consulted and implemented campaigns for plcs and corporates in the UK and most of the world’s financial markets. Additional experience involves advising over 50 IPOs such as Majestic Wine, Nautical Petroleum and IG Index and crisis management situations and mergers and acquisitions, acting for both the defence and bidder. Tim's experience covers a broad range of sectors including technology, consumer and Natural Resources, particularly Oil and Gas managing FTSE 100, FTSE 250 and AIM clients.
Ed joined the team in April 2014 following previous experience at Middle East International Limited (MEC Ltd), an international advisory firm providing insights to clients with interests in Middle East, Africa, and Central Asia. Other experience includes a finance internship at Sumitomo Mitsui Banking Corporation Europe, a Japanese headquartered bank providing a range of financial services products globally, and an internship at Euromoney magazine, a publication covering the international cross-border capital markets. Ed graduated from the University of Exeter in 2013 with a BA Geography.
Roddy has spent his entire career in the City, working within financial services. He recently joined Newgate Threadneedle with a particular focus on insurance and reinsurance. He has worked with such as (Aon) Benfield, BMS, Catalina, Cathedral, Hastings, Paternoster, Sagicor, Talbot, URSL, Validus and Lloyd’s of London. Before moving into corporate communications, Roddy spent five years as an investment manager with Kleinwort Benson.
Alex spent 25 years as a journalist. He has written for, edited and published a series of magazines and newspapers, both consumer and trade and technical. He has been in PR for over twenty years, working for agencies both large and small – from Fleet Financial Services Ltd to Weber Shandwick. He spent four years with Communications Systems in Brussels working on a number of blue chip accounts including ICI, Jaguar and Philips. In recent years he has tended to specialise in the growth company area.
"Based overseas we are looking for a UK PR adviser to work with us. What we are worried about is being forgotten about and we also need that bit extra to help familiarise ourselves with the UK."
"We have very good products and require exposure within our industry publications to help drive revenues."