Investment Officer · Private Markets · with the firm since 2 Oct 2022
One chronology across every declaration type: submissions, decisions, conditions and escalations.
Gift — Bluewave Partners tablet · USD 610
Returned once for a missing counterparty name, resubmitted.
Outcome: Pending
Hospitality — Bluewave Partners dinner · USD 340
Approved by Helen Marsh after two evidence requests.
Outcome: Approved
Gift — Northline Capital pen set · USD 320
Approved by Adrian Cole. Value evidence was missing on first filing.
Outcome: Approved
Guest lecturing — Khalifa University
Approved, unpaid, no counterparty overlap.
Outcome: Approved
Open conflicts, approvals still running and conditions in force.
Coach retake required — Gifts & Entertainment
Scored 58% against the 70% pass mark.
Valid until 30 Sep 2026
Totals per counterparty this year and the mix of declaration types.
Per counterparty · 2026
By declaration type