Investment Management

A wide range of services where you can choose your level of involvement in managing your investments. You can make all the investment decisions yourself and simply give us your instructions, you can access our expert advice for your portfolio or entrust the decisions to your dedicated investment managers.

As an independent investment manager, not tied to any funds, products or large institutions, we offer you transparency and flexibility to ensure that your objectives are met efficiently and successfully.

Investor Relations

Our mission is to make investment rewarding for our clients, our shareholders and our staff and giving our customers a fair deal. We support our investment managers and our staff by being a technology driven financial services company.

Our predecessors first bought and sold shares for clients on the London Stock Exchange in 1914. Today, we are a financial services group offering a range of services to our clients; investment management, financial planning, pensions, share dealing, structured investments and cloud based regulation technology solutions.

Walker Crips Group plc is listed on the London Stock Exchange.

Share price and trade data

Our Board of Directors

Martin Wright

Chairman

Martin Wright was appointed Non-Executive Chairman in September 2020 and was appointed to the Board in July 1996 as a Non-Executive Director. He is a Partner of Charles Russell Speechlys LLP (Solicitors) where he is a member of the Partnership Council. Martin is a member of the Law Society.

He is also a Non-Executive Director of a number of private companies.

Sean K W Lam FCPA (Aust.), Chartered FCSI

Group Chief Executive & Chief Technology Officer

Sean Lam is a passionate technologist and innovator, and has made it his quest to ‘engineer out complexities’. He was appointed Group Chief Executive Officer in September 2017.

His tenure with Walker Crips began as Development Director in 1999 with overall responsibility for systems development and technology, Chief Operating Officer and Chief Technology Officer in 2004, and Group Managing Director in 2007. He commenced his career with Phillip Securities in Singapore in 1992 and was the Head of Internal Audit, and then Head of Operations in 1995.

Sean graduated in 1991 with a Bachelor of Commerce from the University of Western Australia majoring in accounting and finance and attained his professional qualification as a CPA in 1995. Sean is a Fellow of CPA Australia, was a member of its European Council from 2010 to 2015, and President of its European Region in 2012 and again in 2013. He is a Chartered Fellow of the Chartered Institute for Securities & Investment.

Sean is also founder and Chief Executive Officer of EnOC Technologies, Walker Crips’ fintech SaaS company providing regtech to the industry, with the aim of helping smaller companies close the technology gap.

Sanath Dandeniya FCCA

Group Finance Director

Sanath Dandeniya was appointed Group Finance Director in September 2019.

Sanath, an ACCA qualified accountant, has over 20 years’ experience in the financial services sector. He joined the Group in 2016 as Group Financial Controller, promoted to Finance Director of Walker Crips Investment Management in November 2018, and then appointed to the Group Board in 2019 as Group Finance Director.

Sanath is also a proponent of technology and digital strategies and enjoys adopting appropriate technologies to drive efficiencies and to improve business effectiveness.

Before joining the Group, Sanath was at Brewin Dolphin for 15 years, the majority of the time as their Group Financial Controller.

Clive Bouch FCA

Senior Independent Director

Clive Bouch was appointed to the Board in March 2017 and chairs the Audit Committee as well as being a member of the Nomination and Remuneration Committees.

Clive currently serves as an independent Non-Executive Director of the Steamship Mutual Insurance London and Bermuda Protection & Indemnity Clubs where he is a member of the Claims, Finance & Nomination and Audit & Risk Committees, and The Ardonagh Group where he chairs the Audit Committee and is a member of the Risk and Remuneration Committees. From 2011 through 2019 he was an independent Non-Executive Director of Invesco UK Limited where he chaired the Audit and Risk Committees.

Previously Clive was a partner in Arthur Andersen and then Deloitte where he provided audit and advisory services to companies in the financial services industry.

Clive is a Fellow of the Institute of Chartered Accountants in England and Wales, Fellow of the Chartered Institute for Securities & Investment and a Chartered Insurance Practitioner.

David Gelber

Non-Executive Director

David Gelber is a Non-Executive Director and served as Non-Executive Chairman until September 2020. 

He served as Group Chief Operating Officer of ICAP plc from 1994 to 2005 and previously held the position of Chief Operating Officer of HSBC Global Markets. Prior to joining HSBC he held senior trading positions at Citibank, Chemical Bank and J P Morgan.

He currently serves as a Non-Executive Director of IPGL Ltd, an investment holding company, DDCAP Ltd, an arranger of Islamic compliant financial transactions, Extoix LLP, a Frontier Market investment boutique and Amadeo Air Four PLC, a closed end fund investing in aircraft leasing.

His previous directorships include Globeop Financial Services and eSeclending LLC in Boston.

Hua Min Lim

Non-Executive Director

Hua Min Lim is the Executive Chairman of Phillip Capital Group of Companies and was also appointed Chairman of IFS Capital Limited on 20 May 2003. He began his career holding senior positions in the Stock Exchange of Singapore and the Securities Research Institute. He has served on a number of committees and sub-committees of the Stock Exchange of Singapore.

In 1997, Hua Min Lim was appointed Chairman of the Stock Exchange of Singapore (“SES”) Review Committee, which is responsible for devising a conceptual framework to make Singapore’s capital markets more globalised, competitive and robust. For this service, he was awarded the Public Service Medal (“PBM”) in 1999 by the Singapore Government. In 2014, he was also awarded “IBF Distinguished Fellow” (Securities & Futures), the highest certification mark bestowed by The Institute of Banking and Finance on industry captains who are the epitome of professional stature, integrity and achievement. In 2018, he was named Businessman of the Year 2017 at the annual Singapore Business Awards, which is Singapore’s most prestigious business accolade. He served as a board member in the Inland Revenue Authority Singapore from 2004 to 2010.

Hua Min Lim holds a Bachelor of Science Degree (Honours) in Chemical Engineering from the University of Surrey and obtained a Master’s Degree in Operations Research and Management Studies from Imperial College, London University. He joined the Walker Crips Group Board in March 1993.

Registered Office
Old Change House
128 Queen Victoria Street
London
EC4V 4BJ
Registered in England
Reg No. 01432059

Company Secretary
Rod Goddard

Our advisers

Auditors
PKF Littlejohn LLP
London

Solicitors
Charles Russell Speechly LLP
London

Primary Banker
HSBC Bank plc
London

Registrars
Neville Registrars Limited
18 Laurel Lane
Halesowen
West Midlands
BG6 3DA‍

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