About Our Company
About Us
At Crown & Bates, we strive to be more than just a renowned wealth management firm. With strategically located offices in London and Copenhagen, we ensure that we can meet the unique needs of our clients whenever they arise. Known for consistently delivering market-leading investment solutions for both private and corporate clients, we take pride in exceeding expectations through professionalism, exemplary service, and an unwavering attention to detail.
Our reputation as a leading investment organization speaks for itself, backed by a proven track record. What sets us apart from the competition is our personalized approach to client service and our steadfast commitment to maintaining independence.
Our Philosophy
At the core of our investment strategy is the careful selection of assets based on their intrinsic value and potential to outperform, regardless of market conditions. Our expertise lies in the thorough analysis of both large and small companies that are driving, and benefiting from, structural changes across industries. Guided by our clients’ individual objectives, we craft bespoke portfolios that integrate a range of asset classes and geographic regions, designed to align with our market outlook.
However, our approach goes beyond investment strategies—it is built on a foundation of exceptional client service. We offer direct access to every member of our team, ensuring that every request is addressed with precision and care. We value open dialogue, as meaningful insights often arise from thoughtful conversation about our investment process and service offerings.
Our roots trace back to our early days in a boutique family-style investment firm, and we see Crown & Bates as the culmination of this journey.
Why Work With Us?
At Crown & Bates, our clients’ financial paths are custom-designed to meet their unique needs. We provide investment solutions tailored to individual requirements, standing apart through our commitment to ethical and responsible investing. We recognize the importance of assessing the potential community and environmental impacts of every investment we consider, ensuring that our approach aligns with both ethical standards and client values.
Most importantly, we see ourselves as advocates for our clients in the global marketplace. Every decision we make on your behalf is grounded in integrity and purpose.
Our Senior Management Team
Our senior management team consists of 18 seasoned professionals, collectively bringing over 350 years of industry expertise. This vast experience covers a broad spectrum of investment areas, including small companies, global funds, tax-efficient opportunities, fixed income, and international equities. With a proven track record of delivering exceptional returns, our team skillfully navigates through varying economic cycles, consistently providing insightful and effective strategies for our clients.
Gavin Masters
holding key positions at leading firms such as Blackstones, Charles Schwab, and J.P. Morgan in New York.
In the early 2000s, Gavin expanded his career into international corporate trading with Tullett and Tokyo Liberty AG. During this time, he played a vital role in launching several companies that not only weathered tough market conditions but flourished. This experience solidified his global outlook and leadership in the finance industry.
Gavin later focused on advising and collaborating with prominent brokerages like TFS Derivatives, TP ICAP, and Vantage Capital Markets, where his strategic insights helped guide these institutions through periods of significant change in the financial sector. His ability to adapt and lead during dynamic times cemented his reputation as a forward-thinking leader.
In 2022, Gavin took on the role of Chairman at Crown and Bates. He is dedicated to closing the gap between private investors and emerging companies, aware that larger investment houses often exclude smaller businesses from early-stage financing. Under his leadership, Crown and Bates prioritizes giving client’s access to high-growth potential investments. Gavin emphasizes selecting companies with strong management, proven track records, and personal stakes in their ventures, ensuring a focus on quality and alignment with clients’ goals.
Though his role as Chairman requires substantial time and focus, Gavin finds moments to relax through sailing, golfing, and spending time with his grandchildren.
Gavin Masters’ deep industry knowledge, strategic vision, and commitment to fostering emerging companies continue to guide Crown and Bates toward lasting success.
Paul Hurchings
Paul’s investment strategy is firmly focused on growth stocks, with a specialization in mid- and small-cap companies. His dedication to his craft, combined with an exceptional work ethic, has earned him a reputation for delivering outstanding results in every aspect of his role.
Paul graduated with honors in Applied Economics from Exeter University in 2000. He launched his career as an Investment Adviser at BGC International before moving on to Cantor Fitzgerald Europe. A key highlight of his career was his 15-year tenure as Director at Clevedon Capital Partners, where he played an instrumental role in building the firm from the ground up. Over the years, Paul has successfully nurtured an extensive client base, demonstrating his ability to forge lasting relationships while consistently achieving strong financial results.
With a passion for teamwork, Paul approaches each day with enthusiasm, recognizing the value of collaboration in driving success. His most rewarding professional achievement is the positive impact he has on clients, as he helps them grow their financial assets through custom-tailored growth strategies. His focus on delivering above-market returns reflects his unwavering commitment to client success.
Outside of his professional life, Paul’s interests reflect his competitive nature. He has represented Great Britain at the U18 level in sabre fencing, a testament to his discipline and drive. In his leisure time, Paul enjoys playing golf and squash, and values time spent with his family.
In summary, Paul Hutchings is a seasoned financial expert with a proven track record in growth-oriented investments. His extensive experience, strategic mindset, and commitment to excellence make him an leader in wealth management.
Kerry Baker
As Chief Operating Officer at Crown and Bates, Kerry Baker plays a critical role in shaping and managing the company’s operational strategy. Since joining, she has been instrumental in refining the firm's policies, systems, and processes, with a particular emphasis on regulatory compliance. Acting as the primary point of contact with global financial regulators, Kerry ensures the company consistently meets the highest regulatory standards, embedding a strong culture of compliance throughout the organization.
embedding a strong culture of compliance throughout the organization.
With nearly 20 years of industry experience, including significant international expertise gained during her Directorship at Peritus Private Finance Ltd, Kerry brings a broad skill set and deep knowledge to her role. She is also an associate of the CISI, demonstrating her dedication to ongoing professional development.
Kerry is committed to always putting clients’ best interests first, regardless of the size or nature of the business. She thrives in the dynamic environment at Crown and Bates, where strong governance is paired with the agility to make quick, effective decisions—a flexibility often lacking in larger firms. This allows the company to provide tailored wealth management services while maintaining high standards of compliance and control. Her exceptional leadership and people management skills enable her to resolve issues swiftly and ensure seamless operations.
Kerry finds great fulfillment in the variety and challenges her role presents, seeing each day as an opportunity to grow and contribute to the success of the company. Outside of work, she enjoys playing badminton and cycling, though nothing compares to the satisfaction she feels from helping Crown and Bates establish itself as a leading player in the industry.
Jonathan Thompson
His career in finance began in 2009 at J.P. Morgan Securities as an Investment Advisor, where he quickly gained valuable industry insights. He soon advanced to Senior Investment Advisor, focusing on international emerging markets. In 2019, Jonathan transitioned to Citadel Europe, where he played a key role in managing over $200 million in client assets and overseeing bespoke portfolios for a wide range of clients, including individuals, trusts, companies, pension funds, and listed corporate share plans.
Jonathan further solidified his expertise in 2020 by earning the Level 6 CISI Private Client Investment Advice & Management qualification. He also became a member of the Chartered Institute for Securities & Investments (CISI), a leading body in the investment and wealth management sector. His professional journey also included a brief yet enriching tenure at Arrowgrass Capital Partners, broadening his expertise in private and institutional client management.
Known for his entrepreneurial mindset, Jonathan is passionate about exploring new investment opportunities, particularly in emerging markets. His relentless pursuit of knowledge and drive to expand his capabilities make him a vital contributor to Crown and Bates’ growth and success.
Outside of his professional endeavors, Jonathan remains a dedicated cricket fan. He also enjoys traveling, learning new languages, and spending quality time with family and friends. His commitment to making a positive impact extends beyond business, as he actively engages in charitable efforts, embodying his dedication to excellence in both his personal and professional life.
With his diverse background, strategic vision, and strong leadership, Jonathan Thompson is well-positioned to drive Crown and Bates forward as its Chief Executive Officer.
What Our Clients Say
The experts at Crown & Bates have offered invaluable guidance on reducing tax burdens and optimizing returns. Their personalized methodology has had a substantial impact on both growing and safeguarding my wealth.
Victoria Curtis Investor
The Crown & Bates management team provided indispensable support in navigating the intricacies of retirement planning. Their comprehensive understanding of tax strategies and investment alternatives has allowed me to retire with peace of mind.
We meticulously plan every aspect of investment at the strategy stage.
Join Our Team
Crown & Bates is always on the lookout for talented Investment Managers who have a solid foundation of knowledge and a passion for finance. We invite individuals interested in joining our team in London or Copenhagen to apply directly by sending their resumes to recruitment@crownandbates.com.
