Team banner

Meet The Team

Management Team:

The fund is managed by Swiss Life Asset Managers UK, the team and their roles are as follows:

Simon Martindale
Simon Martindale
Fund Director
Simon Martindale
Simon Martindale
Fund Director

Simon, who joined Mayfair Capital (now 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 over 15 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.

 

 

Scott Fawcett
Scott Fawcett
Head of Asset Management
Scott Fawcett
Scott Fawcett
Head of Asset Management

Scott Fawcett joined Mayfair Capital (now 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.

Christi Vosloo
Christi Vosloo
ESG, Head of UK
Christi Vosloo
Christi Vosloo
ESG, Head of UK

Christi joined Mayfair Capital (now 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.

James Lloyd
James Lloyd
Head of Charities and Endowments
James Lloyd
James Lloyd
Head of Charities and Endowments

James joined Mayfair Capital (now 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.

Georgie Lockwood
Georgie Lockwood
Sales Team Assistant
Georgie Lockwood
Georgie Lockwood
Sales Team Assistant

Georgie joined Mayfair Capital (now Swiss Life Asset Managers UK) as a Sales Team Assistant in August 2022.

Prior to joining Mayfair Capital, 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.

Charlotte Cook
Charlotte Cook
Investment Associate, Charities and Endowments
Charlotte Cook
Charlotte Cook
Investment Associate, Charities and Endowments

Charlotte Cook joined Mayfair Capital (now 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.

Frances Spence
Frances Spence
Head of UK Research, Strategy & Risk
Frances Spence
Frances Spence
Head of UK Research, Strategy & Risk

Frances Spence joined Mayfair Capital (now 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
Phil Sturdy
Head of Transactions, UK and Ireland
Phil Sturdy
Phil Sturdy
Head of Transactions, UK and Ireland

Phil joined Mayfair Capital (now Swiss Life Asset Managers UK) in August 2015 as Investment Director, with responsibility for deal origination and investment transactions for all Mayfair Capital 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 (now Rockspring) and was a European Director within their UK Transaction group.

Phil has over 20 years of commercial property experience having graduated from Reading University. 

Laura Sweet
Laura Sweet
Fund Manager
Laura Sweet
Laura Sweet
Fund Manager

Laura joined Mayfair Capital (now 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 more recently as part of the D&I Taskforce.

 

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 Advisory Committee for the charity, Alzheimer’s Research UK.

Investors' Committee:

The Investors' Committee represents the interests of the investors. It meets on a quarterly basis with the Investment Manager and approves the strategy of the Fund, all acquisitions and disposals.

Nick Shepherd
Nick Shepherd
Chairman
Nick Shepherd
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 2018.

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

 

Neil Harper
Neil Harper
Committee member
Neil Harper
Neil Harper
Committee member

Neil is a member of the Investors' Committee for The Property Income Trust for Charities and was appointed 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
Jenny Segal
Committee member
Jenny Segal
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

The Fund works closely with a number of professional advisers as follows:

Depositary
National Westminster Bank Plc
Corporate trustee
Vistra Trust Corporation (UK) Ltd
JLL
Jones Lang LaSalle
Apex Fiduciary Service
Apex
CBRE
CBRE
CMS
CMS
Dentons
Dentons
Pinsent Masons
Pinsent and Masons
Property Income Trust for Charities

A Fund managed by Swiss Life Asset Managers UK Limited

Terms & Conditions

This website is not suitable for retail clients

Information on this Site

The information on this site is issued by Swiss Life Asset Managers UK Limited ("Swiss Life Asset Managers UK"), a company incorporated in England and Wales under number 04846209, authorised and regulated by the Financial Conduct Authority ("FCA") with FRN 229228 and its registered office is at 55 Wells Street, London, W1T 3PT.  Swiss Life Asset Managers UK is a member of Swiss Life Asset Managers.

The Property Income Trust for Charities (“PITCH”) is a pooled property vehicle, in the form of a UK exempt unauthorised unit trust, which is managed by Swiss Life Asset Managers UK.

The following terms and conditions apply to the use of this site. By using this site, you consent to these terms and conditions and the privacy policy and cookies policy available on this site. If you do not accept these terms and conditions, privacy policy and cookies policy, you must not use this site.

Sales Restrictions

PITCH is not a recognised collective investment scheme for the purposes of the Financial Services and Markets Act 2000 of the United Kingdom (the "Act"). The promotion and the distribution of offering materials in relation to PITCH in the United Kingdom is accordingly restricted by law.

PITCH is categorised by the FCA as a Non-Mainstream Pooled Investment which cannot be marketed to the general public.  PITCH is only available to charities who qualify under section 96 or 100 of the Charities Act (2011) or section 25 of the Charities Act (Northern Ireland) 1964 (“Eligible Charity”).

PITCH is not regulated under the UK's financial services regulations and investors will not benefit from the rules and regulations made under the Act for the protection of investors as would apply to authorised schemes, or from the Financial Services Compensation Scheme.

The information on this site is for information purposes only and does not constitute an offer to sell or a solicitation of an offer to subscribe for units in PITCH.  The information on this site does not constitute a recommendation or investment advice and should not be relied upon. Should you have any queries about PITCH, you should contact your financial adviser.

Risk Factors

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.

PITCH invests in real property in the UK and uses leverage which means the fund may be subject to higher risk and volatility than other funds and may not be suitable for all Eligible Charity investors.  Further, PITCH’s portfolio of assets may lack diversification thereby increasing the risk of loss.

The levels and bases of and reliefs from taxation may change. Any tax reliefs referred to are those currently available and their value depends on the circumstances of the individual investor. Investors should consult their own tax adviser in order to understand any applicable tax consequences.

Accuracy of Information

Information on this site (including any expression of opinion or forecast) has been obtained from, or is based on, sources believed by Swiss Life Asset Managers UK to be reliable, but is not guaranteed as to its accuracy or completeness and should not be relied upon. The information is provided without obligation on the part of Swiss Life Asset Managers UK and on the understanding that any person who acts upon it or changes their investment position in reliance on it does so entirely at their own risk.

Information is current only as at the date it is first posted and may no longer be true or complete when viewed by you. All information may be changed or amended without prior notice although Swiss Life Asset Managers UK does not undertake to update this site regularly. Swiss Life Asset Managers UK shall not be obliged to remove any outdated information from the website or to expressly mark it as being outdated.

No Liability

Whilst reasonable steps have been taken to ensure the accuracy and completeness of the information on this site, no representation, warranty or undertaking is given as to the accuracy or completeness of the information by Swiss Life Asset Managers UK or any of its associated companies and no liability is accepted by such persons for the accuracy or completeness of such information. In no event will Swiss Life Asset Managers UK or any of its associated companies be liable to any person for any direct, indirect, special or consequential damages arising out of any use of the information, or on any other hyper-linked site, including, without limitation, any lost profits, business interruption, loss of programs or data on your equipment, or otherwise, even if Swiss Life Asset Managers UK is expressly advised of the possibility or likelihood of such damages. This does not exclude or restrict any duty or liability that Swiss Life Asset Managers UK has to its customers under the regulatory system in the United Kingdom.

You should be aware that the internet is not a completely reliable transmission medium and access to and use of this website is at your own risk. Swiss Life Asset Managers UK does not accept any liability for any data transmission errors such as data loss or damage or alteration of any kind, including, but not limited to any direct, indirect or consequential damage, arising out of the use of the products or services referred to herein. Furthermore, we accept no liability in respect of losses or damages arising out of changes made to the content of the website by unauthorised third parties. This does not exclude or restrict any duty or liability that Swiss Life Asset Managers UK has to its customers under the regulatory system in the United Kingdom.

Indemnity

You agree to indemnify, defend, and hold harmless Swiss Life Asset Managers UK and its directors, officers, employees, agents, licensors and affiliates from and against any and all claims, liabilities, damages, losses, or expenses, including legal fees and costs, arising out of or in any way connected with your access to or use of this website and the information.

Copyright, Trademarks and Other Rights

Copyright, trademarks, database rights, patents and all similar rights in this site and the information contained in it are owned by Swiss Life Asset Managers UK, its licensors or relevant third party providers. You may use the information and reproduce it in hard copy for your personal reference only. The information may not otherwise be reproduced, distributed, stored or transmitted without Swiss Life Asset Managers UK’s written consent. Nothing on this site should be considered as granting any licence or right under any trademark of Swiss Life Asset Managers UK or any third party.

Internet e-mail

Messages sent over the internet cannot be guaranteed to be completely secure. They could be intercepted, lost or possibly altered. Swiss Life Assset Managers UK cannot and will not take responsibility for this, and will not be liable to you or anyone else for any damages or otherwise, in connection with any message sent, either by you to Swiss Life Asset Managers UK, or by Swiss Life Asset Managers UK to you, over the Internet.

Linked Websites

This site may be linked to third party websites or contain information provided by third parties. These links are provided only as a convenience. Swiss Life Asset Managers UK does not make any representation as to the accuracy or completeness of such websites or information, has not and will not review or update such websites or information. You acknowledge and agree that, as you have chosen to enter the linked website, use made of such websites or information is at your own risk. Swiss Life Asset Managers UK does not accept any liability arising out of the information contained on any linked website or information provided by a third party and the use of such sites and information is at your own risk. This does not exclude or restrict any duty or liability that Swiss Life Asset Managers UK has to its customers under the regulatory system in the United Kingdom. You should also be aware that the terms and conditions of such website and the website's statement relating to the collection and use of your personal information may be different from those applicable to your use of this website.

Governing Law

You agree that your use of this site and any dispute arising from the use of this site is subject to English law and you submit to the jurisdiction of the English courts.