Our Fund Solutions team

Heads up the UK Fund Solutions business. Investec has built an international franchise which originates, structures and provides capital solutions to the private capital funds market (i.e. private equity, infrastructure, real estate and credit funds) from key geographies where we have expertise. The team is run out the UK and focusses on fund managers that invest in the UK, Europe and the USA, irrespective of where they are domiciled.
 
Grant has been with Investec for 15 years and has experience working in the Advisory, Leveraged Finance and now the Fund Solutions business.

Based in Mumbai, I work in New Facility Request (NFR) team and assist in managing client requests for new facilities, conducting credit analyses, monitoring fund performance, and executing credit papers. I began my journey with Investec in 2024 and hold over 7 years of experience in deal research, credit research and M&A advisory across multiple sectors.

Oliver's role within the team is to support Private Capital funds in all matters of Fund Financing. With a track record in Capital Call, NAV, GP Co-Investment, and both LP and GP led Secondary Facilities, he ensures that clients receive financing that meets their needs at any point in their cycle. Oliver joined the Fund Solutions team in 2015 and with over 10 years’ experience in the industry, Oliver has a strong track record in providing flexible financing solutions to GPs across UK and Europe.

Based in London, Kate is part of the Fund Solutions team, having joined the team in 2019, with a focus on origination and relationship management of new and existing fund managers in the UK and Europe. Kate has been involved in providing solutions for each stage of the fund lifecycle, namely subscription facilities, financing GP-led transactions for continuation vehicles, NAV facilities for funds as well as solutions to assist GPs with their co-invest. Our aim is to help clients improve returns, optimise balance sheets, create liquidity and facilitate opportunistic transactions. Kate has been with Investec since 2010, with previous experience working in the Direct Lending and Investor Relations teams, after completing her CA (SA) articles at Investec.

Olivia works with U.S. private capital sponsors to deliver structured financing solutions that support managers across the full fund lifecycle. Her experience spans GP and management company facilities, subscription lines, GP-led transaction financing and NAV-based lending solutions.

Olivia began her career at Investec in London, where she spent approximately four years, primarily within the Fund Solutions business. In 2022, she relocated to New York to join First Republic Bank before returning to Investec’s Fund Solutions team in 2023 as the business expanded into the U.S. market.

In her current role, Olivia focuses on supporting and helping to drive the expansion of Investec’s Fund Solutions business in the U.S. She holds an MSci in Management Science from University College London.

Manages institutional partnership capital globally and leads the distribution of European investment-grade fund finance loan assets to institutions and banks, whilst delivering on strategic objectives for lending and borrowing clients. Vitali has facilitated growth of market-leading fund finance syndication platform, which supports bank’s origination activity. Additionally, he is involved in the structuring of bespoke funding programmes to source fund finance assets for asset management, insurance and pension fund clients.

I provide personal assistance to our global head of Fund Solutions and also support the Fund Solutions team. I’m responsible for diary and email management, travel arrangements and preparing and processing documentation. I also work closely with the marketing and events team to help develop and deliver exceptional events and communications to our clients.

My role in Fund Solutions is to support both the origination and the relationship management teams in providing innovative leverage solutions to GPs and Funds. I've worked on a variety of products across the fund lifecycle, including subscription facilities, GP facilities, NAV financing and GP-led secondaries.

I joined Investec in 2020 as a CA(SA) trainee in South Africa, before joining Fund Solutions in 2022.

I joined Investec in 2014, originally working in the Global Lending Operations as a Transaction Manager. In 2019 I then had the opportunity to work in the Investec Sydney office for 6 months where my main focus would be Fund Finance. I would continue to support the Fund Solutions business back in London and in 2023 I had the opportunity join the Fund Solutions team where I now support existing clients through the New Facility Requests (NFR’s) process.

Helen has over 18 years of experience in the fund finance lending market and adds significant experience across the full spectrum of debt solutions offered to private capital funds and fund managers. Her role within the Bank focuses on structuring solutions across subscription finance, NAV and pref, GP/co-Investment and hybrid. She is also responsible for building and originating relationships with existing clients and new to Bank clients. Helen also sits on the Executive Committee of the FFA for EMEA and is the Chairwoman of the FFA Advisory Council for EMEA. Within the Bank, Helen leads the BID (belonging, inclusion and diversity) initiative within Fund Solutions and is part of the leadership team that facilitates One Investec College – a networking and education programme that develops cross selling within difference business units.

Jonathan is one of the original members of the Fund Solution team and has bene involved directly in its strategic development since inception. During this time, Jonathan has been responsible for setting up the European Fund Solution business and developing the Capital Call product. Jonathan currently heads up the relationship management function within the Fund Solution’s team, with responsibility for providing the full Fund Solutions product set to the existing client base.
 
Jonathan has been with Investec since 2007 and has experience working in the Structured Property Finance, Specialised Lending and the Fund Solutions business.

I have been a member of the Fund Solutions team since January 2024. As legal counsel with experience gained in private practice and in-house across different lending products, I work closely with the origination teams from the early stages of a transaction, through the negotiation process, to deal execution, whilst ensuring the bank’s legal risk is managed appropriately.  I am a point of contact for our clients and can help with queries they may have from a legal and deal management perspective.

Steven joined Investec in 2006, bringing extensive experience in lending and business enablement across several sectors. Since moving to the Fund Solutions team in 2022, he has focused on strategic initiatives including the securitisation of subscription finance and enhancing our execution platform increasing efficiency and scalability.

Lucas has two years of fund finance experience, specialising in subscription facility management and deal execution for existing UK and European clients across Private Equity, Private Credit, Secondaries, and Real Estate. Lucas manages client requests, conducts credit analysis and collaborates closely with the syndication team to provide GPs with additional capital from our institutional and banking partners.

Stuart joined Investec in 2017 and is based in London where he focuses on providing lending solutions to GPs and their funds. Stuart has experience across the origination, structuring, negotiation and execution of capital call facilities, NAV facilities, continuation vehicle facilities and GP facilities. Stuart spends the majority of his time on the origination side of the business, whilst still managing a number of existing clients. Prior to joining Fund Solutions in London, Stuart worked in Investec’s offices in Switzerland and South Africa, where he spent time in other lending roles in the bank. Stuart is both a CFA Charterholder and Chartered Accountant (registered in South Africa).

I have around 3 years of Fund Finance experience, supporting UK and Western European Mid-Market Funds across the following sectors: Infrastructure, Renewables and Private Equity. Across these sectors I have provided an end-to-end Fund Finance offering, from origination and structuring through to deal execution.

Moreover, I also have experience working in Structured Finance, working within the Specialist Asset Finance and Large Corporate Real Estate Finance Teams.

I work with the UK and Europe focussed side of the Fund Finance team to maintain and grow existing client relationships and to drive new opportunities. This includes supporting funds through all stages of their lifecycle and providing our clients with innovative and flexible financing solutions, including capital call bridging, general partner financing and portfolio NAV financing.

As a member of the UK Fund Solutions team, my role is to provide flexible and customised financing solutions to funds and their management teams at every stage of a fund's lifecycle. I support the team in evaluating funding requests for capital call bridging facilities, GP financing, and NAV financing, and work closely with both new and existing clients to execute financing solutions that meet their specific needs.Prior to joining the team in August 2023, I worked at Deloitte in their Banking & Capital Markets Audit and Debt Capital Markets Advisory businesses.

I joined Investec in September 2016, first within Investec Asset Finance as a data analyst but looking for a new challenge internally, I then moved on to join the Fund Solutions desk in March 2021. I now work in the New Facility Request (NFR) team, supporting our clients from the moment a request comes in, through to funding. My responsibilities span the credit and the execution process for NFRs, liaising between all our key stakeholders.

I joined the Investec Fund Finance team in 2016 as legal counsel.  I work closely with the origination teams throughout the transaction process and will be involved in deal structuring, negotiation and deal execution. I am a point of contact for our clients and can help with queries they may have from a legal and deal management perspective.

I work in the Fund Solutions origination team supporting existing clients as well as driving new opportunities. I focus on bespoke solutions for GPs and Funds covering each stage of the fund lifecycle and multiple layers of the capital structure. This includes providing a range of products such as portfolio-based NAV facilities, subscription facilities and facilities to assist GPs with their co-invest. My aim is to help clients improve returns, optimise balance sheets, unlock liquidity and facilitate opportunistic transactions. Prior to Investec, I worked in financial advisory and debt solutions providing structured facilities to UK & European corporate clients.

Douglas joined Investec in 2021 and has over 7 years of experience in providing a range of flexible financing solutions to private equity funds and fund management teams. He works with a range of funds based throughout the UK and Europe to provide capital call facilities, GP facilities, NAV facilities and secondary leverage. His aim is to help clients improve returns, optimise balance sheets, create liquidity, and facilitate opportunistic transactions. Douglas graduated from the University of Dundee with a BAcc (Hons) in Accountancy.

I work within the Syndications team at Investec responsible for syndicating products originated by Fund Solutions, and managing relationships with external lenders. I cover both Bank and Institutional investors across multiple geographies with appetite for our bespoke financing solutions including GP Facilities, Capital Call Facilities and NAV facilities. I have over 8 years of banking experience and prior to joining Investec in 2022, I worked in the Loan Syndications team at Standard Chartered Bank supporting multi-billion dollar syndicated transactions across Europe and Sub-Saharan Africa for multi-national Corporates, Financial Institutions and Sovereign borrowers.

A corporate lending lawyer with more than 12 years’ experience in private practice and in-house, across various lending products, including fund finance and leveraged finance. Laura works alongside the commercial team in a client-facing role to structure, negotiate and execute lending transactions, whilst ensuring the bank’s legal risk is managed appropriately.

As an Analyst in the UK Fund Solutions team, I focus on delivering a variety of innovative and flexible debt solutions within the Private Equity sector. I collaborate closely with our clients to design and implement tailored capital call facilities that effectively address their funding requirements. My role includes managing client requests for new facilities, conducting credit analyses, monitoring fund performance, and overseeing the execution process. I began my journey at Investec as a Summer Intern and transitioned to the Fund Solutions team in 2024.

Michael joined Investec at the start of 2019, where he focuses primarily on the syndication of deals across the comprehensive Fund Finance product suite. His expertise in syndication allows Investec to offer larger and more stable financing solutions through an expanding array of diversified funding channels. In addition to his syndication responsibilities, Michael plays an active role in the execution of new deals, ensuring alignment between borrowers and lenders. His daily activities include the maintenance and expansion of our lender network, therefore if you are interested in exploring partnership opportunities with Investec, please do not hesitate to reach out to him.

As a member of the UK Fund Solutions team, I collaborate with our Origination and Relationship Management teams to deliver innovative and flexible financing solutions to private capital funds (including private equity, infrastructure and credit funds) as well as their fund managers. My experience encompasses working on Subscription facilities, GP facilities, NAV financing, and Secondaries, all focused on assisting clients in enhancing returns, optimizing balance sheets, and creating liquidity. I joined Investec in 2021 through the Chartered Accountancy "CA(SA)" graduate programme and transitioned into the Fund Solutions team in 2023.

I am responsible for developing and executing bespoke financing solutions for both funds and fund managers. This includes providing solutions for each stage of the fund lifecycle, including capital call bridging, GP and portfolio NAV financing across private equity, infrastructure and real estate.

Prior to Investec, I worked in Transaction Services assisting private equity firms on both buy and sell side financial due diligence. I hold a Bachelor of Business Science (Finance and Accounting) Honours degree from the University of Cape Town in South Africa.

Nick joined Investec in 2016 and has focussed on articulating the risk/reward profile of fund finance to institutional investors/rating agencies and structuring loans for distribution. He is also responsible for the portfolio. Prior to joining Investec he worked at Barclays in the Debt Finance team originating in both Leveraged Finance and Corporate transactions. Nick studied History and Cambridge University.

In 2017, I started my career at Investec within the Operations space, gaining exposure in Treasury & Trading and Group Lending. More recently in June 2022, I joined the Fund Solutions team as an Analyst working with our clients across the Private Equity sector to implement capital call facilities that meet their funding needs. Day to day, I manage the credit process and assist in the execution of legal documentation.

Based in Mumbai, I work within the NFR team supporting credit analysis, monitoring funds’ performances, executing credit papers, managing client requests for new facilities and advising our tech team for automation of credit process. I joined Investec in September 2024 and possess over 7 years of experience in Deal advisory, Deal research and Credit research across sectors and holds Masters in Global Financial Markets from Bombay Stock Exchange Institute (Mumbai University).

Working within Investec Fund Solutions the team and I provide a breadth of financing and risk solutions to the funds sector including private equity, real estate, private credit and the investors in alternative assets. I’ve been with Investec since 2009, firstly in the fixed income business before launching Investec’s Risk Solutions offering for Financial Institutions in 2016 and moving into my current role as Co-Head of Origination in 2019.

I joined the Fund Solutions team as legal counsel in October 2024, having previously been on secondment with the team. Before joining Investec, I worked in private practice for US and UK law firms in Melbourne and London. As legal counsel, I am embedded within the Fund Solutions team and assist with deal negotiation and execution while ensuring that transactions meet Investec’s internal risk appetite. I am a point of contact for our clients and can help with any queries they may have from a legal and deal management perspective.

Sharon works with US private capital fund managers to deliver tailored financing solutions across subscription facilities, GP solutions, secondaries and NAV lending. She brings deep expertise in secondaries, having co-led Investec’s Fund Solutions secondaries strategy across the UK and Europe, executing global transactions before relocating to New York.

More recently, Sharon has focused on structuring subscription facilities, NAV facilities and continuation vehicle financings, supporting sponsors across a range of asset classes throughout the fund lifecycle and across evolving market conditions.

Sharon has more than 13 years of experience spanning fund finance, sponsor coverage and restructuring. She joined Investec’s Fund Solutions business in London in 2022 before relocating to New York to help spearhead the growth of the US platform. Prior to Investec, she spent a decade at Lloyds Banking Group. Sharon holds a BA in Economics and Politics from the University of Manchester.

Matt focuses on originating financing solutions for U.S. private capital sponsors, primarily across subscription facilities, GP commitment financings, GP-led transaction financings and NAV lending.

He brings specialist expertise in structuring complex transactions tailored to each fund’s needs and has recently structured ECL-backed and Tranche B facilities to provide additional liquidity to funds.

Prior to joining Investec, Matt was a member of the Equity Fund Resources team at Western Alliance Bank, where he worked across fund finance lending and the allocation of bank capital to funds. Matt holds a BS in Mathematics from the University of California, San Diego.