About Us

Founded in 2004, Spring Capital provide capital raising and marketing services for open-ended funds managed by boutique fund managers. These include long-only and absolute return fund managers, ideally structured as UCITS vehicles.

Employing a proven methodology, our experienced team of fund distribution and marketing specialists ensure that managers enjoy access to appropriate target investors in the United Kingdom, Switzerland and other markets.

The benefits for fund managers of using an Outsourced Distribution Partner, such as Spring Capital

We believe that a fund manager's primary objective is to manage their investment funds and produce strong returns for investors. By outsourcing the sales, marketing and client service functions to Spring Capital, they are able to retain this focus and at the same time build their assets under management.

Through Spring Capital fund managers will
Spring Capital work with carefully selected boutique fund managers

Spring Capital's industry knowledge and extensive contact base spanning a broad base of investors have delivered demonstrable results for managers who have a high-quality product offering. The assets in funds represented by Spring Capital have grown to a total of over $10bn (as at 31st December 2021), proof that the outsourced distribution partnership model works.

Assets in Spring Capital represented funds (USD)


Investors

We source assets from multiple distribution channels including Wealth Managers, Private Banks, Family Offices, Fund of Funds Managers, Multi-Managers, Endowments, Charities, Pension Funds, Consultants and IFA’s.

Investors in Spring Capital represented funds can be also confident that the managers have a strong investment process, will have regular access to the fund managers, they will get ongoing reporting and most importantly that the fund is likely to grow in size over time.

Funds we select

We have no hard and fast rules when selecting fund managers to work with, however, we prefer to work with those who have a clear approach to managing money, a differentiated investment philosophy and above all we need to believe that the managers will deliver on their objectives for investors over the longer term. We undertake a significant amount of research and due diligence on any managers prior to making a decision to work with them.

We have a fee structure model which aligns our interests with those of our managers, by sharing in the success rather than charging any retainer. At the outset, our commitment is to a long-term relationship with the investment managers we select and welcome the opportunity to discuss new fund ideas from an early stage.

Other ways we help

Spring Capital and its network of specialist partners can assist with branding, compliance, structuring of new funds, on-boarding funds with platforms, competitor analysis, peer group performance, RFP’s, the content design & production of marketing materials, presentations, factsheets, websites and much more.

Meet the team

Malcolm Arthur

Director

Malcolm was one of the co-founders of Spring Capital. He is responsible for managing a number of key client relationships across the business. He is also heavily involved in building the marketing message and presentation materials for our funds. He has worked in fund management sales since leaving university having previously worked at GT Management and Invesco.

Away from the office he is often seen on the golf course and also enjoys tennis and skiing.

  • Academic QualificationsM.A. (Hons) Economic History – University of Edinburgh
  • Industry Experience27 years

Justin Eede

Director

Justin is responsible for the sales team, key client relationships, and is a member of the Board.

He started his career in asset management at GT Global and Invesco before spending 20 years at Legg Mason Global Asset Management. Here, he was responsible for the European and Americas International business with a focus on business development and client service across Institutional and Intermediary client channels.

In his spare time, Justin is a golfer, an amateurish kite surfer and an enthusiastic open water swimmer.

  • Academic QualificationsB.A. (Hons) French – University of Southampton
  • Industry Experience26 years
Contact
+44 (0)20 3195 0079

Hugh Hunter, CFA

Strategic Initiatives

Hugh is responsible for Strategic Initiatives for the firm. He has over 30 years’ experience in the asset management industry, starting as a portfolio manager of Emerging Market equities at Barings and WestLB Mellon, before becoming CEO of Blackfriars Asset Management and then, in 2011, Zennor Asset Management LLP (formerly Prodigy Capital Partners LLP) where he developed a Luxembourg UCITS umbrella platform.

In his spare time, Hugh enjoys cooking and photography, and he is an enthusiastic but amateur sailor.

  • Academic QualificationsBA (Hons) Business Studies, University of Plymouth
  • Industry Experience30 years
Contact
+44 (0)20 3326 9241

Joanna Stephenson

Sales - UK Discretionary

Joanna is a key member of the sales team at Spring Capital with responsibility for many of our key clients that manage discretionary assets. She has worked in investment management sales for the majority of her career with a long spell at Morgan Grenfell (which subsequently became DWS) and a few years at Walker Crips.

When not at work she is an enthusiastic sailor and skier.

  • Academic QualificationsLL.B. Law – University of Nottingham
  • Industry Experience32 years

Jonnie Quinn

Sales - UK Discretionary

Jonnie is a member of the UK sales team, supporting Malcolm and Joanna with key client discretionary clients and developing the advisory channel. He joined Spring Capital from Alliance Trust Investments where he worked for 4 years on the sales team looking after IFAs and discretionary clients.

Away from the office he is a keen cricketer and skier.

  • Academic QualificationsB.A (Hons) Politics – Newcastle University
  • Industry Experience9 years
Contact
+44 (0)20 3195 0076

Harriet Beeton

Sales - UK Discretionary

Harriet is a member of the UK sales team and focuses on UK based discretionary clients.

She joined after working for 4 years at Incisive Media, where she was Head of Delegate Relations for all Investment Week’s fund manager events.

Away from the office she enjoys running and hill walking.

  • Academic QualificationsB.A. Philosophy - Manchester Metropolitan University
  • Industry Experience4 years
Contact
+44 (0) 20 3435 9163

Susanne Petrie

Sales - International

Susanne is focused on European distribution for both traditional and alternative funds. Prior to joining Spring Capital she worked with Trium Capital in a European distribution role and also for Sanditon Asset Management.

In 2016 she was a co-founder of LVA Trust and in her spare time she loves running and playing football.

  • Academic QualificationsBSc (Hons) in Maths– Manchester University
  • Industry Experience24 years

Rees Flynn

Sales - UK Advisors

Rees is a member of the UK sales team, responsible for the development and relationship management across the advisory channel.

He has a wide range of experience spanning the automotive, technology and fund management industries including 6 years at Invesco looking after advisors, discretionary managers and networks.

Outside of work you will find Rees skiing, scuba diving or exploring a country not yet visited.

  • Industry Experience8 years
Contact
+44 (0)20 4524 7042

Louis Dale

Sales - UK Advisors

Louis is a member of the UK sales team supporting Rees in building and maintaining relationships across the advisory channel.

He started his career at Aberdeen, working within the Multi-Manager Strategies Team.

Outside of work Louis enjoys scuba diving, cricket, and football.

  • Industry Experience1 year
Contact
+44 (0)20 3307 8086

Daniela Utane

Product Specialist

Daniela is an experienced product specialist who works closely with both the investment managers and the sales team to support the distribution of our funds. Prior to joining Spring Capital she spent 14 years at J.P. Morgan in various regional business development and client relationship roles within Equity Capital Markets, Equity Derivatives and equity related Investor Services teams. She has obtained the Chartered Alternative Investment Analyst (CAIA) designation and is a Swiss Registered (BX Swiss) Client Advisor.

In her spare time she runs a small charity.

  • Academic QualificationsMSc Politics of World Economy – LSE
  • Industry Experience21 years
Contact
+44 (0)20 3019 1126

Claire Harrison

Operations
Claire is a project and operations manager and has worked for firms such as Foreign and Colonial, Henderson Global Investors and Franklin Templeton. Claire manages relationships with platforms and fund administrators. She handles the on-boarding process of funds onto platforms and liaises with fund managers to complete DDQ’s, and other requests for information.
  • Academic QualificationsB.A. Philosophy & Sociology – University of Reading
  • Industry Experience26 years

Valerie Jordan

Marketing

Valerie is responsible for marketing, and investor-related communications. She started her career at J.P. Morgan and covered variety of roles across the Corporate & Investment Bank, moving later to the Investor Relations team at Pensato Capital.

When not at work, Valerie can be found playing violin in an orchestra or tackling a new home project.

  • Academic QualificationsBSc Mathematics, BSc Finance – Carnegie Mellon University
  • Industry Experience11 years

Amanda Bond

Operations

Amanda works within business operations and is primarily responsible for optimising Spring Capital’s customer relationship and management information systems. She also supports the team with marketing initiatives. Amanda is a CRM specialist with extensive experience in software and systems training.

  • Academic QualificationsBSc. Chemistry and Business Administration – University of Kingston
Contact
+44 (0)20 3195 0081

Georgia Scott

Marketing

Georgia is a member of the marketing team with investor communications, branding and research. She started her career assisting at a wealth management firm assisting with client portfolios.

Outside of work, Georgia enjoys tennis, skiing, and cooking.

  • Industry Experience1 year
Contact
+44 (0)20 3597 0859