Meet the Property Income Trust for Charities Fund Management Team, Investors’ Committee and Advisers.
Management Team
Simon Martindale
Fund Director
Tel : +44 207 495 1929
Email: simon.martindale@swisslife-am.com
Simon, who joined Swiss Life Asset Managers UK in 2012, was Fund Manager of the Property Income Trust for Charities (PITCH) from 2015 and became Fund Director in 2021. He is responsible for formulating and implementing the fund investment strategy, investor reporting and portfolio analysis whilst also overseeing all acquisition, disposal and asset management activities.
Simon has 20 years’ experience in commercial property and previously worked at DTZ and Edward Symmons.
Simon attended the University of Newcastle upon Tyne and completed a postgraduate degree at London South Bank University. Simon is FCA authorised and is a member of the RICS and the Investment Property Forum.
James Lloyd
Head of Charities and Endowments
Tel: +44 207 291 6664
Email: james.lloyd@swisslife-am.com
James joined Swiss Life Asset Managers UK in 2009. He is responsible for all marketing and business development for Charities and Endowments in the UK. James is personally very involved in the charity sector as a trustee to two registered charities and as a member of the finance committee for one of the Great XII Livery Companies.
After graduating in economics and politics from Durham University, James completed a four-year commission in HM Armed Forces. He then spent 12 years running a leading West End art gallery before, in 2005, helping set up a regulated investment business, St Vincent Capital.
Charlotte Eversfield
Investment Associate, Charities and Endowments
Tel: +44 207 291 6667
Email: charlotte.eversfield@swisslife-am.com
Charlotte Eversfield joined Swiss Life Asset Managers UK in 2023 as Investment Associate, Charities & Endowments. Charlotte has 7 years’ experience managing Private Clients, Trusts and Charities having worked at Kleinwort Hambros as a Private Banker, focusing on the intermediary market and then Kingwood as an Investment Manager, running over £200m of client money. She holds her level 4 Investment Advice Diploma and level 6 Certificate in Private Client Investment Advice & Management from the Chartered Institute of Securities and Investments. Prior to this Charlotte completed her BA in Business Management at Newcastle University.
Christi Vosloo
Head of UK ESG
Tel: +44 207 495 1929
Email: christi.vosloo@swisslife-am.com
Christi joined Swiss Life Asset Managers UK in August of 2021 as ESG, Head of UK and is responsible for implementation of the divisional ESG strategy.
Christi was previously an Associate Director at Jones Lang LaSalle (JLL) in the sustainability consulting team, advising clients in the real estate sector across a range of sustainability services. Christi was responsible for the climate risk management and Task-Force on Climate-related Financial Disclosures (TCFD) service, supporting clients with climate risk assessment, management and disclosure. Further to this, she has broad expertise across ESG, including strategy development and implementation, health and wellbeing, circular economy, sustainability reporting, training and assurance. Prior to this, Christi worked for a management consultancy, delivering change management and compliance projects in the financial services sector.
Christi holds a Bachelor of Science (BSc) degree in Environmental and Geographical Science from the University of Cape Town and a Masters (MSc) in Urban and Regional Planning from the University of Amsterdam.
Scott Fawcett
Head of Asset Management
Tel: +44 207 495 1929
Email: scott.fawcett@swisslife-am.com
Scott Fawcett joined Swiss Life Asset Managers UK in September 2013 as Director of Asset Management to work on The Property Income Trust for Charities and now also oversees the management of the MC Thematic Growth Fund.
Scott has over 25 years of experience in UK and continental European property markets. He spent the first 15 years of his career at Drivers Jonas (which became Deloitte Real Estate), working predominantly in the investment team. In 2000 he became a partner and oversaw the in-house fund management instructions, advising, amongst others, The Property Income Trust for Charities.
He left Drivers Jonas in 2007 for Matrix Securities where he acted as fund manager for the €800m Matrix European Real Estate Investment Trust, a pan-European property fund listed on the London Stock Exchange. This involved managing assets in all commercial sectors across France, Germany, Spain, Austria and the Netherlands.
Laura Sweet
Fund Manager
Tel: +44 207 291 6684
Email: laura.sweet@swisslife-am.com
Laura joined Swiss Life Asset Managers UK in 2015, during which time she progressed to the role of Fund Manager for MCPUT. Laura became Fund Manager of the Property Income Trust for Charities in 2024. Her role involves formulating and implementing fund investment strategy, investor reporting and portfolio analysis, as well as overseeing transactional activity and undertaking asset management initiatives.
Laura has over 12 years’ experience in commercial property, having previously worked at Lambert Smith Hampton in the Investment team.
Laura has a degree in Physiological Sciences from the University of Oxford, and an MSc in Real Estate Management from Oxford Brookes University. She has also completed the Investment Management Certificate, is FCA authorised and is a member of the RICS. Laura is actively involved with the Association of Real Estate Funds (AREF), initially on the AREF Futuregen Committee and D&I Taskforce, and now as part of the Education and Training Committee.
Laura established and chaired the Swiss Life Asset Managers UK Charity Committee for a number of years and, in her spare time, is on the Policy Insight and Experience Panel for the charity, Alzheimer’s Research UK.
Frances Spence
Head of UK Research, Strategy & Risk
Tel: +44 207 495 1929
Email: frances.spence@swisslife-am.com
Frances Spence Swiss Life Asset Managers UK in September 2013 as Director of Research, Strategy and Risk. Her role includes the economic and market trend analysis, which is integral to Swiss Life Asset Managers UK strategic approach to investment and also has responsibility for reporting and monitoring investment risk.
Frances has worked in commercial property research for more than 10 years, beginning her career in the London Offices team at Estates Gazette. More recently, Frances spent several years working in the EMEA research team at Jones Lang LaSalle, initially as an analyst in the offices team and subsequently as an Associate Director, specialising in capital markets.
Frances completed her degree at the University of Warwick and gained her IMC in January 2010. She is a member of the Society of Property Researchers and the Urban Land Institute.
Phil Sturdy
Head of Transactions, UK and Ireland
Tel: +44 207 495 1929
Email: phil.sturdy@swisslife-am.com
Phil joined Swiss Life Asset Managers UK in August 2015 as Investment Director, with responsibility for deal origination and investment transactions for all Swiss Life Asset Managers UK funds.
He spent 6 years with CBRE as a national investment agent and was elected a member of the RICS in 1999. In September 2003 Phil joined PRICOA (previously Rockspring, now Patrizia) and was a European Director within their UK Transaction group.
Phil has over 27 years of commercial property experience having graduated from Reading University.
Georgie Lockwood
Sales Team Assistant
Tel: +44 207 495 1929
Email: georgie.lockwood@swisslife-am.com
Georgie joined Swiss Life Asset Managers UK as a Sales Team Assistant in August 2022.
Prior to joining Swiss Life Asset Managers UK, Georgie spent nearly two years working for the London Ambulance Service. Previous to this, she worked as a Personal Assistant in a variety of different industries.
Georgie graduated from Oxford Media and Business School in 2017 with a Professional Business Diploma.
Giles King
Chief Executive Officer UK
Tim Munn
Chief Investment Officer
Investors' Committee
Nick Shepherd
Chairman
Nick was appointed as Chairman of the Investors' Committee for The Property Income Trust for Charities in 2013 and was re-elected in June 2024.
Nick is a chartered surveyor, specialising during his professional career in advising trusts, estates and charities on their commercial property portfolios. Nick was chief executive of Drivers Jonas for over 10 years, leading the firm's merger with Deloitte in 2010, when he joined the Deloitte Executive Board and was appointed Vice Chairman. Nick now works as an independent non-executive and consultant with a number of property businesses.
Meenal Devani
Committee Member
Meenal was appointed as a member of the Investors' Commitee for The Property Income Trust for Charities in 2024.
She is Managing Director and Chief Investment Officer of Aprirose Real Estate Investments. Aprirose has £1.2bn of assets under management and invests across all real estate asset classes with a focus on the UK. Prior to joining Aprirose, which is the family business, Meenal was at KKR where she was responsible for UK real estate and European hotels.
Meenal was previously Investment Director at London & Regional Properties where she spent seven years investing in hotels, offices and other property classes across Europe. She started her career as a management consultant at McKinsey & Co and holds a MBA from Stanford Graduate School of Business and a BA in Economics from Cambridge University. She sits on the investment committee of St Catharine’s College, Cambridge University.
Neil Harper
Committee Member
Neil was appointed as a member of the Investors' Committee for The Property Income Trust for Charities in 2020.
Neil is Chairman of Turkven, the leading Turkey-dedicated private equity group, and sits on several other private equity and multi-asset class Boards and Investment Committees, including that of the National Trust for Scotland. He has 30 years of professional experience. Previously he was Managing Director and Chief Investment Officer of Morgan Stanley AIP Private Markets. Prior to this, he was a Partner at McKinsey & Company operating globally, providing consulting services to corporate and private equity clients on strategy, performance improvement, mergers and acquisitions and corporate finance. He began his career at Arthur Andersen. Neil received an M.A. (First Class Honours) from the University of Edinburgh and an M.B.A. (Honors) from the University of Chicago.
Jenny Segal
Committee Member
Jenny was appointed as a member of the Investors' Committee for The Property Income Trust for Charities in 2021.
Jenny is the Senior Investment Officer for Nesta, joining in January 2021. She started her professional life with a degree in Mathematics from the University of Oxford and going on to qualify as an actuary. Jenny worked in technical actuarial roles and as a pensions and investment consultant before specialising in investment, leading international sales teams for various asset management companies. She now has a portfolio-style career and is a regular speaker and author on resilience, motivation and workplace culture. When she is not working, Jenny spends her time preparing for a piano diploma, running half-marathons and taking beautiful photographs.
Advisers | |
Fund Administrators | Apex Fiduciary Services (UK) Limited |
Lawyers | |
Corporate Trustee | Vista Trust Corporation (UK) Limited |
Depositary | National Westminster Bank Plc |
Property Manager | Jones Lang LaSalle LLP |
Contact Us
If you have any questions or would like to speak to a member of the team.
The value of investments may go down as well as up, and investors may not get back all or any amount originally invested. Income or other returns from investments are subject to change and may be lower than estimated. Past performance is not a reliable indicator of future performance.