Investment Manager

The Directors are responsible for the determination of the Company’s investment objective and policy and have overall responsibility for the Group’s activities including the review of investment activity and performance.
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The Directors are as follows:

Duncan Owen, Managing Director. Duncan is the CEO of Invista, overseeing the growth of its AUM from £4bn to £8.6bn. Previously he was a main board director of Insight Investment and a founder of specialist property boutique Gatehouse Investment Management. His career has also included being a partner at Jones Lang Wootton and a director at LaSalle Investment Management. Duncan has studied at Insead Business School and is an FSA approved person and a Member of the Royal Institution of Chartered Surveyors.

Philip Gadsden, Head of External Funds. Philip Gadsden was appointed Chief Finance and Operations Officer in September 2006, responsible with the CEO for executing the Company’s strategy. He joined Invista in October 2003 as Head of External Funds. In 2001 he co-founded the specialist boutique property fund manager Gatehouse Investment Management having previously been an international director of LaSalle Investment Management. He started his career at Jones Lang Wootton and spent a number of years in JLW Finance. He has more than 20 years’ industry experience, is a Fellow of the Royal Institution of Chartered Surveyors, a member of the Investment Property Forum and an FSA Approved Person.

Nick Montgomery, Fund Manager. Nick joined Invista in October 2003 as a director within the property investment division managing the Westbury Property Fund and the Lunar Partnership Limited. Prior to this, Nick worked at the Gatehouse Investment Management, having started his investment management career as an associate director at LaSalle Investment Management. Nick is a Member of the Royal Institution of Chartered Surveyors and holds the UKSIP Investment Management Certificate. Nick is an FSA approved person.

Mark Long, Head of Strategy. He joined Invista in October 2003 and has extensive experience in developing investment processes and formulating portfolio strategy, having held similar positions at Gatehouse Investment Management, Aberdeen Property Investors and Celexa REIM. The main focus of Mark’s work is formulating top-down investment strategy and controlling portfolio risk. He is an economist by training, having gained his first degree at UC Swansea before completing a second degree in Property Investment at City University. He is a member of the Investment Property Forum and is an FSA approved person.