Greater London, England, United Kingdom
⦿ My goal is always to steer my team and projects from initiation to fruition to produce tangible results ⦿ ABOUT ME With over 30 years of experience as a financial services professional and leader within the UK Liability Driven Investment market, I am primarily focused on building businesses and providing solutions for a diverse range of global institutional clients. I am both analytical and client–focused; I understand needs, recognise risks and propose solutions to both themselves and internal stakeholders. I have worked closely with advisers, auditors & lawyers on many transactions over my career. I am comfortable making strategic decisions. My clients and team benefit from my thorough understanding of both market behaviour and insurance, pension & investment solutions. I concentrate on the implementation of business, pension & investment plans across international markets to strengthen and expand fiduciary, advisory and partner relationships. I pride myself on being professional and transparent, echoing the core values of my current company. My diverse financial background renders my skill set highly scalable and valuable, especially where I am able to add value as a leader & senior advisor. KEY SKILLS ⦾ Reducing volatility and risk for clients’ investments ⦾ Experienced in dealing with prospects at all levels. Approachable and highly personable. ⦾ Adept at all aspects of the investment process including investment strategy, origination, deal execution, portfolio management and managing the investment team ⦾ An ability to communicate complex and abstract concepts clearly & concisely ⦾ High level of drive and analytical rigour ACHIEVEMENTS ⦾ Director of AXA IM Smart Matching Solutions plc ⦾ Significantly increased AUM from £0.1bn to c. £2.5bn in a highly competitive market ⦾ Increased client base 650%, achieving buy ratings with 9 investment consultants I am on LinkedIn to strengthen business relations and make new connections. Message me here!
As the head of UK LDI, I achieved the following: ⊙ Identified the opportunity to grow the UK DB pension market share by implementing a strategy focused on providing insurance style asset management solutions to medium sized pension schemes. ⊙Delivered integrated derivative and bond asset allocation strategies enabling trustee boards to satisfy liquidity requirements whilst respecting balance sheet constraints. ⊙ Presented complex solutions in simple terms improving trust and understanding thereby facilitating more effective decision making by trustees. ⊙ Established a dynamic team by recruiting and developing talented individuals familiar with clients’ liabilities and thus able to deliver innovative and bespoke asset allocation solutions. ⊙ Strengthened internal governance, operational infrastructure and risk management framework to facilitate delivery of high-quality client service, whilst concurrently satisfying the challenges of a rapidly changing regulatory environment. ⊙ Presented strategic updates and regular reports to both AXAIM Management Board and AXA IM SMS plc Board. Instrumental in driving business development and thought leadership, presenting regularly at industry conferences, overseeing production of marketing initiatives and materials, writing press articles and providing media interviews. In addition, responsible for securing consultant buy ratings, completing RFPs / pitch invitations and winning client mandates.
⊙ Instrumental in building market leading LDI business with AUM in excess of £100bn. ⊙ Increased UK LDI profitability by 70% to c£18m. ⊙ Delivered 50% growth in annual revenue to c£30m. Role included: ⊙ Governance ⊙ Financial management ⊙ Resourcing ⊙ Client responsibility ⊙ Risk management Successfully developed client relationships, improved client service and delivered competitive liability de-risking solutions. Head of Pension Solutions Key strategy to grow business through focus on simplifying accessibility of derivative and bond based de-risking strategies for all pension clients. ⊙ Restructured and strengthened team to transform it into one of the market leaders. ⊙ Improved communication and presentation of solutions, with focus on simplifying messages and improving service levels at all client touch points ⊙ Introduced robust counterparty default procedures to provide greater client comfort &developed ISDA template agreements ⊙ Instituted LDI pricing model and framework ⊙ Introduced an LGIM wide product development framework