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Investor Working Group

Investor Working Group

Our Investor Working Group monitors and influences developments that impact investment in the public markets including plans for a UK ISA, reforms to the UK’s pension landscape and the implementation of the Investment Research Review.

Engaging with key government departments, regulators and other industry bodies including HM Treasury, Department for Business and Trade, British Business Bank, FCA, and the UK Equity Markets Association (UKEMA).

Investor Working Group Members

Investor Working Group Chair

Natalie Bell  Liontrust Asset Management

Paul Stevens  BGF Group Plc
Eustace Santa Barbara  Canaccord Genuity Ltd
Judith MacKenzie  Downing LLP
Fraser Elms  Herald Investment Management Ltd
Katie Potts  Herald Investment Management Ltd
Chris McVey  Octopus Investments Limited
Richard Power  Octopus Investments Limited
Gervais Williams  Premier Miton Group Plc
James Goodman  Schroder Investment Management

Meetings

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17 April, 2024

Investor Working Group – April 2024

This meeting is being held on Wednesday 17 April February at 9.00am with Sunil Dhall of the UK Equity Markets Association (UKEMA) as guest speaker.
22 February, 2024

Investor Working Group – February 2024

This meeting is being held on Thursday 22 February at 4.00pm with Rachel Kent and Melanie Johnson, of the Investment Research Review. 

Published Responses

11 March, 2026 in Responses

QCA response to HM Treasury: Tax Support for Entrepreneurs: Call for Evidence

QCA response to HM Treasury
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2 March, 2026 in Responses

QCA response to CP25/38: Enhancing fund liquidity risk management

QCA response to FCA - Enhancing fund liquiidty risk management
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26 November, 2025 in Responses

QCA response to Aquis – Aquis Support Services

QCA response to Aquis - Aquis Support Services
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