Biography
With over 35 years' experience in the UK Asset and Wealth management sector, I specialise in business management, have a successful track record in building distribution, creating operational efficiency and effective client management.
Key highlights
- Raising prominence of IM Asset Management capabilities both internally and with the broader external market
- Building a Wealth Management proposition suitable for individuals, families, corporate entities and charities
- Was integral to the development of an operating framework adopted in the Wealth space to mitigate risk and ensure appropriate service levels are delivered.