Jonathan qualified as a chartered accountant in 2006 at Deloitte, London in Financial Services. He spent 1 year at UBS, London and then four years at BT Pension Scheme where he was responsible for the financial and operational oversight of over £38 bn in assets During that time, he managed the setup and oversight of over £8bn in global fund structures with exposure to alternative assets ranging from Private Equity, Commodities, Alternatives and Secured Lending. Since 2011, Jonathan has run the Shelley Capital group of companies which provides a range of secured lending and property development opportunities to investors as well as investment reporting solutions to Pension Funds, Family Offices, HNWIs and Private Funds.
Denise has worked in the wealth management industry for over 10 years, most recently in the Secured Lending space, with specific focus on business development and client relationships. Denise joined Shelley Investments in August 2020 and is responsible for growing the investor base and managing all client relationships. She also manages the development of relationships with brokers and introducers for secured lending deals. She has excellent people skills and has a BA in Business Studies from Middlesex University.
Kate has been with Shelley Investments for over 5 years now. She manages the investment accounting for all of the Fund clients, overseeing over £13bn of investments under administration. Kate is actively involved with the management of Guernsey relationship for the Shelley UK Secured Lending Fund attending Board meetings and ensuring service levels are maintained.
Yael manages all operational aspects for the Shelley Capital group of companies and provides all PA support to Jonathan. She has been with the group for over 3 years and has significant experience in operations and support roles. She plays a key role with providing operational support and organisation to the construction side of the Shelley property development projects.