Asset ManagerRIA · CRD 168656SEC-RegisteredPrivate Fund Adviser

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REDWHEEL

Redwheel is a specialist, independent investment organisation that invests with conviction for current and future generations. Established in 2000, it...

REDWHEEL

Redwheel is a specialist, independent investment organisation that invests with conviction for current and future generations. Established in 2000, it specialises in active equities and convertible bonds. The firm is majority employee-owned, with autonomous investment teams and no house view, and manages assets across equity capability sets and convertible bond strategies.

General information

Firm type

Asset Manager

Year founded

2000

Location

Country

United Kingdom

City

London

Principals

Peter Clarke

Non-Executive Chairman

Tord Stallvik

Chief Executive Officer

Cressida Williams

Chief Financial Officer

John Innes

Director

Huan Ke

Chief Compliance Officer

Tony Leness

Non-Executive Director

Seth Brennan

Non-Executive Director

Arthur Grigoryants

CFA, Head of Investments

Sunita Patel

Head of Marketing

Frances Selby

Global Head of Sales

James Aylett

Head of Client Management

Brent Newcomb

Head of Corporate Development

Frequently asked questions

What makes REDWHEEL's convertible bond capability distinctive?

The firm runs both long-only convertible mandates and convertible arbitrage strategies, a combination that few boutique equity houses maintain in-house. The convertible team can invest across the capital structure of the same issuer, which provides an informational edge when assessing credit risk and equity upside simultaneously. This dual capability gives the firm a second, less equity-correlated return stream.

What is REDWHEEL's known posture on co-investments alongside external GPs?

REDWHEEL does not operate co-investment vehicles or GP-stake programs. Its mandate universe is confined to public-market equities and convertible bonds, so the private-market co-investment structures common in family offices and alternatives managers are absent. Allocators seeking direct deal participation will not find it on this platform.

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