Commitment to our clients
Investor Update has an unwavering commitment to its corporate clients and their advisors to provide timely, accurate and conflict-free IR services and advice.
To be an innovator in shareholder intelligence services, harnessing our experience, technology and regulatory insight, to provide solutions that optimise IR activities.
Diversity and Inclusion
Investor Update is committed to encouraging equality, diversity and inclusion among our workforce. The aim is for each employee to feel respected and able to give their best.
Meet the Team
The most experienced shareholder intelligence team in Europe.
Through our unique methodology, built on decades of experience, we identify and track key investors with pinpoint accuracy, complemented with innovative additional solutions such as in-depth investor targeting, ESG benchmarking, impartial perception studies and proxy solicitation.
Additionally, Patrick led the share register and European share identification teams at Thomson Reuters. He is considered a world expert in shareholder analysis and market surveillance, with experience in both financial calendar IR programs and on corporate transactions such as IPOs, M&A deals, and Depositary Receipt program activity. Patrick is also a well-regarded corporate mentor.
During his career, Tasos has worked for companies such as Thomson Reuters and CCBN where he launched various products into EMEA including FirstCall, ResearchDirect and StreetEvents.
In 2008, Tasos joined S&P Global Market Intelligence where he expanded their fund research offering into new markets as well as leading the key accounts team where he held the position of Head of Sales & Relationship Management for EMEA.
He started his career at Deutsche Bank in the the top-ranked Transport equity research team, including working on the Deutsche Post privatisation. He then spent 13 years at Barclays in corporate equity derivatives and equity capital markets, ultimately heading up ECM origination for Northern Europe (Nordics, NL, Germany, Austria, Switzerland). He has worked on over 100 ECM transactions. Nick is also a graduate coach and mentor for Cass Business School and St Edmund Hall, Oxford.
Most recently, he worked for YYX Capital, a direct-to-consumer Venture Capital firm in London. Prior to joining YYX Capital, he held general commercial roles with Thomson Reuters and Standard & Poor’s and worked in equity sales for Bear Stearns and Deutsche Bank. James also co-founded Community Telecom, a mobile VoIP operator based in Miami targeting the global Hispanic diaspora. He also serves as a Non-Executive Director for Pensavvi, a private community of professional investors, and as a Mentor to the Cass Entrepreneurship Fund.
He studied at the University of Manchester and holds an Executive MBA at Cass Business School.
He started his career at Mobil Oil before working as a Portfolio Manager at Barings focusing on the Natural Resources and Utilities sectors. Andrew then moved into Oil & Gas Equity Analysis at Bank of America and Commerzbank before being appointed Energy Industry Specialist in the top ranked Energy team at Lehman Brothers. He took the same post at Barclays where he spent 9 years and led the Industry Specialists Team as a Managing Director, before moving to Macquarie to perform the same roles. Andrew has since worked with and advised the senior management and investor relations of many public and private Energy corporates with a focus on Investor Engagement and ESG. He has a masters in Investment Analysis and is a member of the CFA.
Aemilia is part of the initial team that pioneered shareholder response advisory services in Europe. She has been instrumental in introducing cross-border shareholder response, corporate governance advisory and investor engagement services across the EMEA region.
She has over 20 years' multi-disciplinary industry experience, which spans across M&A transactions, capital increases, AGMs/EGMs, shareholder activism and corporate governance advisory. She has worked on over 450 cross-border assignments across the EMEA region and has led numerous high profile M&A and shareholder response campaigns and proxy fights, successfully securing support for all her clients. Her knowledge and track record in the industry is unparalleled.
Prior to joining he worked in asset management, as an Investment analyst and part of the investment committee overseeing a portfolio of $330m, focusing on Equity and Fixed Income. Additional investment activities included treasury trading and investments in alternative asset classes. He also worked at Bloomberg and Nasdaq, as an analyst and advisor focusing on Shareholder Intelligence, Investor Targeting and Perception Studies.
Elena completed her PhD In Law and Financial Regulation at the University of Manchester and holds an LLM in International Business and Commercial Law, also from the University of Manchester.
He started his career at PwC as an advisor in the shareholder value services team and at UBS in the the top-ranked European financials equity research team. He then spent 15 years in equity specialist sales, equity trading and investor relations, most recently at Barclays and Société Générale. He is a specialist in the financials sector, has worked extensively with corporates, investors and IR teams at the highest level and has experience in both financial calendar IR programs and in over 50 ECM transactions.
Tony is the Founder of Shareholder Risk Guidance Ltd and the Founding Partner of ProxyRAM.
Founding Sales Director for American Express Bank (UK) following years leading Amex cardmember enquiries across Europe.