At Shelley Reporting, our team combines deep experience in fund accounting, investment operations, and client service. We work closely with family offices to deliver tailored investment reporting solutions, backed by a strong focus on accuracy, efficiency, and responsiveness.
Jonathan qualified as a chartered accountant in 2006 at Deloitte, London, in Financial Services. He spent a year at UBS, London, and then four years at BT Pension Scheme where he was responsible for the financial and operational oversight of over £38bn in investment assets. During that time, he managed the setup and oversight of over £8bn in global fund structures with exposure to alternative assets ranging from Private Equity, Commodities, Alternatives and Secured Lending.
Since 2011, Jonathan has run the Shelley Capital group of companies which provides a range of secured lending and property development opportunities to investors as well as investment reporting solutions, via the Addepar Reporting Platform, to Family Offices
Chelsea joined Shelley Capital in December 2023 and is now responsible for managing all business, operations, and strategy across the Shelley Capital business divisions. In addition, she has a key role in maintaining high service levels in all areas of the business, including Shelley Offices clients and visitors. Chelsea plays a central role in driving operational efficiency and delivering growth across the Shelley Capital business divisions.
Kate joined Shelley Capital in February 2014, having previous experience in the Accounting & Finance sector. She holds a BA from University of the West of England. Her responsibilities include the ongoing data management and pricing for the investment assets as well as project management roles for the onboarding of the new clients onto the Addepar Investment Reporting platform.
Dan joined Shelley Capital in December 2024 after graduating from the University of Sussex with a BSc in Economics and Management. Dan is also part of the data management team providing the Investment Reporting service to our family office clients via the Addepar Reporting Platform.
Yael has been with Shelley Capital since June 2015. She holds a BA from Thames Valley University. Yael manages all office, administration and HR aspects for the Shelley Capital group of companies. She has significant experience in operations and business organisation roles. She plays a key role with providing ongoing administration support across the various business divisions.