Meet Graham Rowan
Executive Chairman
Graham is an international speaker, TV presenter and author who has worked with sophisticated and high net worth investors for more than a decade. As well as providing educational content and market analysis to members, he searches for extraordinary investments that combine above market returns with strong asset-backed security.
His mission is to provide the financial education that enables people to take personal ownership of their financial future to create and protect multi-generational wealth. This mission has seen him speak at the United Nations in New York, Harvard Business School in Boston and both houses of Parliament in the UK. At the World Wealth Creation Conference in Singapore Graham shared the stage with billionaire investor Jim Rogers (left in the photo) and business guru Brian Tracy.
Graham has published three books on investment and has fronted three series on Sky TV, Make Your Money Work, Finding Financial Freedom and Money & Me. He has over 15,000 subscribers to his Youtube channel and hosts the podcast Grow My Business or Sell It? In keeping with his own ‘global citizen’ mantra, Graham now lives in Portugal’s Algarve with his wife Daphne.
Meet Our Operational Team
Simon Walker
Investment Director
Simon brings thirty years of experience in international business, real estate and alternative investments to the board of Beaufort Private Equity. A true ‘global citizen’, Simon has lived and worked in nine countries in Europe, the Middle East and Asia. This gives him a broad perspective on the kind of opportunities that will resonate with our worldwide membership and makes him a vital part of the decision making process when we bring new investments into the Beaufort portfolio.
Simon’s open, transparent approach endears him to both our investors and the founders of the companies for whom we raise funds. He brings his restless level of energy and sense of urgency to all our investment raises and takes deep satisfaction from reaching funding targets and seeing those funds successfully deployed in our partner’s projects.
Simon splits his time between Clevedon near Bristol and Marbella in Spain, enjoys cricket, country walking and music.
Daphne Rowan
Operations Director
A global organization like Beaufort needs strong back office systems and procedures to ensure that everything runs smoothly. Daphne brings decades of international business experience to the board, having spent some years as European Managing Director of a Utah based software company that pioneered the use of 3D models in computer games and special effects in Hollywood movies.
Daphne has run real estate businesses specializing in tax havens such as Monaco, Gibraltar and Montenegro and is exceptional at optimizing operational challenges in multi-country environments.
Pamela Wynn
Senior Investment Consultant
Pam has a Business & Administration Degree and has focused on finance throughout her career. A significant part of her career was spent as Financial Controller at The Aziz Corporation in Winchester where she qualified as a CIMA Management Accountant. Since then she has worked with a number of companies in different industries but always with that focus on finance that she brings to Beaufort Private Equity.
She loves talking to Beaufort members and keeping them up to speed with the opportunities in our portfolio. Like the rest of the team, she has caught the ‘global’ bug and is now based in Lanzarote so please bear that in mind if you start talking about the weather!
Meet Our Advisory Board
Floyd Woodrow MBE DCM LLB
Chairman, Quantum Group, CEO, Compass For Life
Floyd is one of the youngest ever soldiers to have been selected for the elite SAS, was awarded the DCM for his work in Iraq and an MBE for his work in Afghanistan.
He is now a world-renowned speaker on leadership and has established an international reputation for designing and running leadership and elite performance training in sports, business, government, police, not for profit organisations and education.
As chairman of Quantum Group Floyd has worked with Beaufort for a number of years during which we have raised over £5 million for this fintech group as it heads towards a billion pound plus IPO in the next two years. His advice to the Beaufort board and to the founders of the companies for whom we raise funds will be priceless.
Justin Urquhart Stewart
Founder 7 Investment Management, Chairman, Regionally
Without doubt the best known stock market pundit in the UK, Justin’s red bow tie and braces have been synonymous with sage advice about the financial world for at least three decades, most recently on GB News and Talk TV. He was also a key player in the Big Bang in the City of London in the 1980s including the establishment of the secondary AIM market, and was one of the founders of Seven Investment Management which now has over £19 billion under management and more than 400 staff. At a time when any sane person would be retiring to the golf course, he’s at it again seeking to revive the concept of local stock markets that invest in local businesses as Chairman of an organization called Regionally. Any Beaufort investment party seeking a higher media profile and advice on preparing for an IPO will benefit enormously from a conversation with Justin.
Shaa Wasmund MBE
Entrepreneur, Author, NED
Shaa has an economics Degree from the London School of Economics and was awarded an MBE from the Queen for services to entrepreneurship and business. At 23 she worked around a kitchen table with Sir James Dyson building the Dyson Brand from scratch and by 24 had been head hunted by Sir Richard Branson. She became the CEO of a $150 Million Technology fund and has raised multiple rounds for her own companies; so knows what it’s like to be on both sides of the table. She’s had 4 #1 best selling books in a row; including Stop Talking, Start Doing; which remained top of the WH Smith business book charts for 14 months in a row – breaking all their records. Most recently, she has worked with talented and driven entrepreneurs to help them scale their businesses to 7 figures and beyond; including exits. She joins the Beaufort board with a mission to attract more female investors and to bring our first female founder.
Andrew Hammond
Director, Quazar Investment, Regional Director, Beaufort Private Equity UAE
Andrew Hammond
Director, Quazar Investment, Regional Director, Beaufort Private Equity UAE
An engineer who first went to Dubai to design their state-of-the-art metro system, Andrew decided to stay in the UAE where he has built an enviable reputation as a trusted adviser at board level and among the royal families in the region. Recently he was the architect of a $2 billion joint venture between an Abu Dhabi investment company and an offshoot of Manchester University that has developed ground breaking new products based on graphene. He will take the lead in helping Beaufort investment partners to enter Middle East markets and to bring institutional and family office investors into the opportunities in the Beaufort portfolio.
Meet Our Specialist Partners
Matt Wright
CTA PFS – Tax Expert & Financial Planner
We are privileged to have Matt as part of Beaufort’s panel of experts as he combines two of the most important skillsets an investor needs – he is a highly qualified financial planner AND a certified tax expert. His client portfolio incudes UK based business owners and HNW investors as well as elite overseas sports stars living in Britain as non-doms. Matt joins Graham on our unique Wealth360 planning calls but can only take on a small number of clients so we are obliged to ration our interaction with him. Contact us if you would like to discus a Wealth360 planning session or have any complex tax affairs that require expert help.
Nick Wrathall
Direct Response Copywriter
Our panel of experts help both our members and our investment partners to build and protect wealth, much of it derived from the businesses they own. A key driver of any business is effective marketing, the ability to tell your story in a way that gets customers leaping off their sofa to buy your product or service. Effective marketing in today’s crowded markets demands skillful copywriting, an area where Beaufort member Nick Wrathall has excelled for the past twenty years. His impressive track record includes some of the biggest names in direct marketing in the UK and Europe. Nick is kept very busy by his existing clients but will do his best to accommodate projects on behalf of Beaufort members and partners. Contact us to request an introduction to him.
Henley & Partners
Second Residency & Citizenship by Investment Experts
We live in turbulent times and the future is not easy to predict. As sovereign stewards of our family’s wealth we have a moral duty to consider whether our long-term future is best served in our present country or whether we need a Plan B. To help our members understand their options, Beaufort has partnered with the world’s leading experts on second residency and citizenship by investment (CBI) programmes – Henley & Partners. We can provide a direct introduction to the Managing Partner of their London office and have negotiated a special discount on Henley’s fees for our members. We consider second residency and citizenship as hard assets just as important to your investment portfolio as gold, property or stocks and shares. With Henley providing a free initial consultation, there’s no excuse to put this off any longer!
Martin Beadle
Tax Reduction Specialist
Every forward thinking taxpayer should plan their tax affairs as part of planning their life or develop their business strategy. All taxpayers are to some extent tax planners, as everyone must take tax rules into account when making decisions. The problem is your accountant or your IFA is unlikely to know all the ins and outs that can help you legally minimise the tax you pay. That’s why we’ve partnered with a specialist who offers a unique process designed to deconstruct, analyse, strategize and then reload your tax affairs within the letter and spirit of HMRC rules. Using a hybrid of established thinking coupled with the latest tools, Martin and his team routinely achieve remarkable results to optimise your tax position. Contact us for an initial discussion with Martin.
Ehsan Kiani
Mortgage Simple – Commercial Finance
If you need commercial finance for your property portfolio or your property development project, you need to speak to Ehsan Kiani at Mortgage Simple. With over 20 years of experience in Retail, Business and Commercial Banking, Ehsan delivers specialist lending solutions to UK and international clients. His extensive experience offers clients the benefit of select networks and partnerships. The more difficult your requirements, the more Ehsan likes it!