Alan’s background is active multi-asset investment management and he provides investment research, strategy, governance and oversight to investment funds, managers, and advisors. He is independent NED at Close Asset Management (UK) Ltd., Principal Investment Manager at Eden Park Investment Management, and Chair of London-listed specialist UK property company Alternative Income REIT plc.
Alan was Investment Director, Head of Research at Heartwood - Handelsbanken (2007-16) and oversaw investment across collectives, trusts and REITs at Lloyds Private Bank (2001-06). Previously he was Head of UK Smaller Companies at Legal & General IM and started his investment career in 1987 at Hermes.
Alan holds a BSc in Management Sciences-Economics from Lancaster University, where today he is a teaching fellow at the Management School. He is a fellow of the Chartered Institute for Securities & Investment.