QuotedData is part of Marten & Co, a specialist investment boutique that is authorised and regulated by the Financial Conduct Authority. The QuotedData website was created to distribute our research. The key members of the team are:
Ed Marten (CEO)
Edward has worked for 10 years in Investment Banking with Cazenove (now JP Morgan Cazenove), Collins Stewart (now Canaccord Genuity) and then set up an equity agency broker that was subsequently sold to SpareBank1Markets, part of the second biggest savings alliance in Norway. At Cazenove Edward focused on Investment Trusts with the number one Extel rated team & broadened his focus to Pan European equities, servicing a global investor base and raising over €1 billion for companies.
James Carthew (Head of Investment Company Research)
James started his career at M&G in 1984 where he wrote research on a wide variety of UK companies and managed a number of UK equity funds and M&G’s Fund of Investment Trusts. From 2001-2010 he managed Advance UK Trust PLC, a global fund of funds that promoted good corporate governance within the closed-end fund industry. James is a non-executive director of several companies. He writes articles on the closed-end fund industry for a number of publications, including a regular column in Citywire and sits on the judging panel for the Investment Company of the Year Awards.
Matthew Read (Senior Research Analyst)
Matthew graduated in economics from the University of York in 1995 and, following a period working in the Insurance broking industry, gained his MSc in Finance from Cass Business School in 2000. Mathew has considerable experience analysing closed end funds; first of all for Quantec Ltd., as part of his MSc studies, and then at Teather and Greenwood where Matthew produced daily statistics and weekly recommendations on investment trusts whilst providing analytical support to the corporate finance, institutional sales and market making functions. In 2002 Matthew made the shift to writing sponsored research, initially at Hardman & Co and then at Edison from 2008. During his time at Edison, the client base was expanded from just two funds to over 50 and he is joining Marten & Co with the same ambition.
Robin Davison (Biotech & Healthcare Analyst)
Biotech/Healthcare Analyst – Equity research analyst, commentator and consultant in the biotech/pharma industry with 25 years of experience. Consultant on business, financing and IR strategies to biotech companies. Commentator on biotech/pharma industry affairs for EP Vantage and MedNous. Occasional presenter at industry/investor conferences.
Peter Quist (Pan-European equity analyst)
Pan European Equity Analyst – Peter has more than twenty years experience in various positions within Investment Banking. After initially working as a management consultant he spent the early part of his career as an equity analyst primarily with a focus on Danish equities. He has covered sectors including industrials, technology, transportation, support services and real estate. He then spent more than 10 years on the buy side as a prop trader and investment manager being responsible for European equity portfolios and Global equity mandates.
Dr Tim Franklin (Biotech and Healthcare Equity Sales)
Tim has a wealth of experience gained in senior positions as an analyst, fund manager and consultant. He started his investment banking career as an analyst with ABN Amro and later became Dresdner Kleinwort’s lead analyst on EU large-market pharmaceutical companies. Most recently, Tim held the position of CEO at Syndermix AG, a private skincare company where he was responsible for developing the business proposition ahead of its sale to an EU private equity firm. Tim holds a PhD in Pharmacology from Loughborough University and an MBA from Warwick University.
Alistair Harkness (Equity Sales)
Equity sales – Alistair has over 16 years’ experience in the Investment Trust and Wealth Management sectors. Working in a variety of roles at both large and small firms. Alistair has acted as gatekeeper for one of the largest investment trust owners, Brewin Dolphin, where he stewarded circa £2bn of assets. Following this Alistair worked as an investment manager at the boutique Investment management firm Rossie House.
David McFadyen (Equity Sales)
David has over 30 years’ experience in the Investment Trust and Structured Investment sectors, working in research and sales roles for investment banks, such as CSFB and ABN AMRO as well as stockbrokers/distributors, such as Winterflood Securities and Meteor Asset Management. As an analyst David developed statistical reports which have been widely used in the analysis of split capital investment funds and structured investments. He has extensive experience in investment fund IPOs including the launch of the Polar Capital Global Healthcare Trust and the Henderson International Income Trust. More recently he has acted as a distributor of structured investments to both institutional managers and retail advisers.
Fiona Nicolson (Senior Editor)
Editor – Fiona is an experienced editor, writer and communications consultant, specialising in financial services. She has written for a wide range of respected publications, including the Financial Times’ Financial Adviser magazine; the Scotsman; Lloyds TSB’s Wealth of Ideas magazine and many more.
Her first writing and editing role was at the London Stock Exchange and since then Fiona has worked on commentaries, thought leadership articles and white papers for some of the biggest names in global fund management.
Vicki Barker (Marketing and Communications Manager)
Vicki is an experienced corporate communications and investor relations professional who has most recently worked for InfraRed Capital Partners as Communications Manager. Prior to that she held various positions at the then FTSE 250-listed transport business, Associated British Ports Holdings PLC, culminating in her role as the company’s Investor Relations Manager. Vicki started her career as a trainee analyst with National Westminster Bank.
Ella Biggs (Social Media Manager)
Social Media Manager – She develops strategic campaigns across many social media platforms, optimises these platforms including finding and engaging with key influencers, developing content strategies, and reports on key performance indicators. For 6 years she worked at Lazard Asset Management as a Sales Support Executive in their Third Party Distribution Team focusing on looking after clients, supporting the sales managers and promoting new products to a wide range of financial institutions.
In addition we have an extensive team working on non company administrative tasks which help maintain and develop our services, such as CRM management, distribution, design, IT and web development, SEO, email campaigns management, readership engagement and editors. Also we hire many contractors for areas such as secretarial, HR, IT, compliance, legal and accounts.
Kandy Rohman (Executive Assistant and Investor Relations)
Kandy is an experienced investment banking professional who has provided trading floor support for Merrill Lynch and RBS, amongst other leading institutions. Most recently, she has worked in a family office environment in an administrative and office management function.
Alexander Tarver (Investment Writer)
Alex’s career in financial services began in 1987 working with private clients and advisors as a mutual fund and investment trust analyst and fund of fund manager. He joined Gartmore in 1995 and has worked with some of the industry’s most well-known asset management teams as fund analyst, investment communicator, PR and product specialist, including Morley / Aviva Investors, Fidelity and HSBC Global Asset Management. In 2011, Alex joined Friends Life to set up an Investment Communications Desk before moving to their corporate DC pensions team in Investment proposition. Before joining Marten & Co, he was working with diversified growth funds and managed portfolio services. In addition to multi-asset investing, Alex has worked with fund managers in most asset classes and styles, including global equities, fixed income, REITS and alternatives.