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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

Fraser Elms   Herald Investment Management Ltd
James Goodman   Schroders Investment Plc
Judith MacKenzie   Downing LLP
Katie Potts   Herald Investment Management Ltd
Richard Power   Octopus Investments
Eustace Santa Barbara   Canaccord Genuity Business Growth Fund (BGF)
Paul Stevens  Business Growth Fund (BGF)
Gervais Williams   Premier Miton Group Plc

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

25 April, 2025 in Responses

QCA response to FRC – Small and medium-sized enterprises (SME) Market Study

QCA response to FRC - Small and medium-sized enterprises (SME) Market Study
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8 April, 2025 in Responses

QCA response to HMRC – Consultation on changes to HMRC statistics publications 2025

QCA response to HMRC - Consultation on changes to HMRC statistics publications 2025
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13 March, 2025 in Responses

QCA response to FCA – Further changes to the public offers and admissions to trading regime and the UK Listing Rules

QCA response to FCA - Further changes to the public offers and admissions to trading regime and the UK Listing Rules
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