The Codex Team
The Codex Capital team worked together on transactions for over 20 years before forming Codex Capital in 2014. The team brings together a highly complementary mix of direct investment experience and corporate finance knowledge which benefits both Codex Capital’s Investment Partners and its Investee companies.
David has worked in the financial services industry for over 20 years, for the last 10 years he has headed Investec Bank plc’s Investment Banking division. As part of the UK management and investment committee, he has overseen more than 100 clients in both the public and private markets. David leads the technology and media sectors at Codex Capital.
Simon has over 25 years experience of direct investments. Utilising his own funds and those of a substantial family office he has sourced and implemented over 100 transactions in the financial services, leisure and property sectors.
Jamie has worked in the financial services industry for over 15 years, operating from both London and New York. He worked for HSBC’s investment banking division for over 10 years having previously qualified as a Chartered Accountant with KPMG.
Andrew has worked in the financial services industry for over 25 years, most recently at Barclays. Initially responsible for Equity Derivative distribution he subsequently created the coverage model for UHNW clients throughout the Barclays Group. Andrew previously spent 8 years at Citigroup having started his career at UBS.
Charlie has worked in financial services for 7 years. Prior to Codex he worked as an analyst and fund manager in the asset management arm of Butterfield Bank where he conducted research on publicly listed companies. Charlie became a CFA charterholder at Butterfield Bank and studied neuroscience at the University of Edinburgh.
Tracey has worked in the financial services industry for over 20 years and is responsible for all aspects of the operations at Codex. Prior to Codex she worked with David within Investment Banking at Investec responsible for the support team and coordinating the leadership group.
Kate has advised private and public companies as a corporate lawyer for over 10 years. She started her career at Nabarro, qualifying into the Corporate team there, before moving in-house to Investec Investment Bank. Kate then moved within Investec into their Group Legal team completing general commercial, corporate governance and M&A work. Most recently she worked at Macquarie Bank in the Regulatory Risk team within Compliance before starting to work with Codex in June 2015.
Paul has 15 years experience in marketing and technology companies in Canada, Europe and Asia. He has been involved in acquisition, operations, sales and marketing strategy for various organisations and brands. Paul’s understanding of bridging marketing and technologies has resulted in multi-million dollar revenues in the Internet and leisure sectors.