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 25 years, for the 10 years prior to setting up Codex Capital he headed Investec Bank plc’s Investment Banking division. As part of the UK management and investment committee, he oversaw more than 100 clients in both the public and private markets. David leads the technology and media sectors at Codex Capital.
Jamie has worked in the financial services industry for over 20 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.
Simon has over 30 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.
Charlie has worked in financial services for 10 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 25 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 14 years. She started her career at Nabarro, qualifying into the Corporate team there, before moving in-house to Investec. Most recently she worked at Macquarie Bank in the Regulatory Risk team within Compliance before starting to work with Codex in June 2015 as General Counsel and more recently as Compliance Officer and MLRO.
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.
Andrew has worked in the Property Development industry for over 35 years, holding senior positions in some of the UK’s leading development firms Including Barratt Homes, Persimmon and Charles Church. Andrew’s focus is driving enhanced value from Codex Capital property transactions, across planning gain, property development and management.