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Mark Wharrier

Investment Committee Member

Mark has been a professional equity investor for over thirty years and brings deep expertise of the UK stock market. He began his career at Mercury Asset Management in 1994, where he managed over £1bn of UK equity portfolios for institutional clients.

In 2004, he co-founded NewSmith Asset Management with a team of colleagues, focusing on UK equities for pension fund clients. The business was later acquired by Man Group. Mark returned to BlackRock in 2013 as a Managing Director, where he led the UK Equity Income franchise and managed an investment trust. He subsequently held portfolio management roles at Troy Asset Management and Majedie Asset Management, specialising in UK equity income strategies.

Today, Mark remains an active investor in UK public equities. He also serves as a director of several private businesses, is a Trustee of non-profit organisations, and sits on the University of Durham Investment Committee. A passionate advocate for the UK stock market, he recently launched a podcast series featuring CEO interviews titled The Business Case.

Mark holds a degree in Economics, History, and Management from Durham University.

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Aim Rule 26

Onward Opportunities Limited is listed on the Alternative Investment Market (AIM) on the London Stock Exchange and seeks to comply with the principles of good corporate governance as stated in the AIC Corporate Governance Code to the extent that is appropriate and practical for an AIM quoted company of its size and nature.