Our mission

Investor Update was founded with a single mission: to be the most professional, timely and creative investor relations consultancy for our clients.

We offer corporate IR teams and their advisors the most accurate and up-to-date shareholder intelligence and capital markets advice in the market.

Our values

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.

Innovative Solutions

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 analytics and advice, impartial perception studies and an integrated Proxy Solicitation offering, all delivered on intuitive platforms.
Managing Partner

Patrick Mitchell

Patrick is an industry leader and innovator with over 30 years of industry experience and has been specialising in shareholder intelligence since 1989. He is a pioneer in the business, co-founding Capital Precision in 2005 and serving as a founding partner at Ilios Europe prior.

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.

Managing Partner

Tasos Constantinou

Tasos is a senior market professional and business leader with over 25 years experience in the global financial sector. He has extensive knowledge of the industry engaging with institutions at the highest level.

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.


Nick Gradel

Nick joined Investor Update in summer 2019 after 18 years in investment banking in equity research and equity capital markets in London, Frankfurt and New York.

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.


Andrew Archer

Andrew joined Investor Update in November 2020 after spending over 25 years in Investment Banking. His experience spans fund management, equity research, specialist sales, equity trading, corporate broking, capital raising and corporate advisory work.

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.

Managing Director

Melanie Grabe

Melanie joined Investor Update in September 2023 after 20+ years in Investment Banking, bringing extensive experience in corporate and investor advisory and client relationship management.

Melanie started her career at Salomon Smith Barney/Citi as part of Equity Sales. She then moved to Morgan Stanley, where she was a founding member of Institutional Corporate Marketing, advising public and pre-IPO companies on their global IR programmes, investor engagement and capital markets strategy. She joined Barclays as a Director and founding member in a similar role, where she spent seven years leading Corporate and Strategic Access strategy in partnership with Equity Research, Equity Sales, Equity Capital Markets and Investment Banking.

She moved on to head Deutsche Bank’s European Corporate Access team, steering corporate and investor connectivity in the post-MiFID II world before joining Bank of America as a Director within Equity Research with an increased focus on thematic content such as ESG, macroeconomics and the global supply chain.


Dominic Watt

Dominic joined Investor Update in Summer 2020 after 25 years in investment banking in equity advisory, equity research, equity sales, equity trading and investor relations based in London.

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.

Rudi Koopman
Deputy Head, European Analytics

Rudi Koopman

Rudi Koopman joined Investor Update in 2021 as (Deputy Head, European Analytics) to support and coordinate the analytics team. Rudi brings more than 16 years of investor relations and shareholder intelligence experience with him, having most recently worked as a senior client manager at RD:IR by Equiniti (EQ), responsible for investor relations, shareholder analysis and client relationship management across listed medium- and large-cap companies in Europe and UK. Prior to this, Rudi started his career at CapitalBridge (formerly Citigate Financial Intelligence) in Cape Town, South Africa, before relocating to London in 2008 to continue in investor relations at IHS Markit, formerly Ipreo.

Rudi is also a graduate from the Cape Peninsula University of Technology, Cape Town.

Non-Executive Director

James Maunsell-Thomas

James joined Investor Update in March 2020 as Non-Executive Director and brings over 20 years’ experience in a broad range of roles across the financial services industry.

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.

Strategic Advisory

Aemilia Varfis

Aemilia, founder and CEO of Velos Advisory (velosadvisory.com), advises Investor Update on all matters relating to investor engagement and governance advisory, ranging from routine engagement to special situations and M&A transactions requiring shareholder approval.

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.

Senior Sales Director

Geoffrey Safar

Geoffrey joined Investor Update as a Senior Sales Director in September 2023, bringing a wealth of diverse experiences in the financial sector across Paris, London, and Hong Kong. During his time at the Gerson Lehrman Group (GLG), the world's largest expert network, Geoffrey managed the accounts of large asset managers, activist investors, and hedge funds in France, Belgium, Switzerland and Israel.

Geoffrey started his career at the fintech startup PrivateMarket, where he helped launch a platform to democratise private equity investments. He later joined the cryptocurrency exchange, CryptoSX, where he played a key role in executing Southeast Asia's first regulated asset-backed security token offering.

Geoffrey graduated with a Master's in Investment Management from HKUST Business School and earned a double degree from Cass Business School and City University in Economics and Accounting.

Discover More

Speak to a member of our team on +44 20 3371 1177.

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