Matthew Deegan
Head of Investment Consultancy at St. James's Place Wealth Management- Claim this Profile
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Bio
Debbie Lewis
Matthew is a dedicated professional, energetic, deadline oriented strategist who can be trusted. It was a real pleasure working with him as he is not only an intelligent professional, insightful and responsible but also an inspiring team player. Matthew is an eager, forward thinking and detail oriented professional, his knowledge is vast and thorough. Working with Matthew I found him to be a great and wise perfectionist who has analytical capability along with a willingness for both his personal and professional development. It was an amazing experience and a privilege to work with him.
Kevin Silvester
Matt is one of the most hard working people in the Financial Services Industry that I have come across. He knows his subject inside out which was something I came to rely on when we worked together. Since he left our Company we have kept in touch and his insight into the wider Business is first rate. When he faces problems, he uses his extensive range of talents and has the know-how and connections to get things done properly. It has been an absolute pleasure working with.Matt and I’m always sure that when we work together he will help me find the right solution. If you are looking for quality in the world of Financial Services, the first person I would point you to is Matt.
Debbie Lewis
Matthew is a dedicated professional, energetic, deadline oriented strategist who can be trusted. It was a real pleasure working with him as he is not only an intelligent professional, insightful and responsible but also an inspiring team player. Matthew is an eager, forward thinking and detail oriented professional, his knowledge is vast and thorough. Working with Matthew I found him to be a great and wise perfectionist who has analytical capability along with a willingness for both his personal and professional development. It was an amazing experience and a privilege to work with him.
Kevin Silvester
Matt is one of the most hard working people in the Financial Services Industry that I have come across. He knows his subject inside out which was something I came to rely on when we worked together. Since he left our Company we have kept in touch and his insight into the wider Business is first rate. When he faces problems, he uses his extensive range of talents and has the know-how and connections to get things done properly. It has been an absolute pleasure working with.Matt and I’m always sure that when we work together he will help me find the right solution. If you are looking for quality in the world of Financial Services, the first person I would point you to is Matt.
Debbie Lewis
Matthew is a dedicated professional, energetic, deadline oriented strategist who can be trusted. It was a real pleasure working with him as he is not only an intelligent professional, insightful and responsible but also an inspiring team player. Matthew is an eager, forward thinking and detail oriented professional, his knowledge is vast and thorough. Working with Matthew I found him to be a great and wise perfectionist who has analytical capability along with a willingness for both his personal and professional development. It was an amazing experience and a privilege to work with him.
Kevin Silvester
Matt is one of the most hard working people in the Financial Services Industry that I have come across. He knows his subject inside out which was something I came to rely on when we worked together. Since he left our Company we have kept in touch and his insight into the wider Business is first rate. When he faces problems, he uses his extensive range of talents and has the know-how and connections to get things done properly. It has been an absolute pleasure working with.Matt and I’m always sure that when we work together he will help me find the right solution. If you are looking for quality in the world of Financial Services, the first person I would point you to is Matt.
Debbie Lewis
Matthew is a dedicated professional, energetic, deadline oriented strategist who can be trusted. It was a real pleasure working with him as he is not only an intelligent professional, insightful and responsible but also an inspiring team player. Matthew is an eager, forward thinking and detail oriented professional, his knowledge is vast and thorough. Working with Matthew I found him to be a great and wise perfectionist who has analytical capability along with a willingness for both his personal and professional development. It was an amazing experience and a privilege to work with him.
Kevin Silvester
Matt is one of the most hard working people in the Financial Services Industry that I have come across. He knows his subject inside out which was something I came to rely on when we worked together. Since he left our Company we have kept in touch and his insight into the wider Business is first rate. When he faces problems, he uses his extensive range of talents and has the know-how and connections to get things done properly. It has been an absolute pleasure working with.Matt and I’m always sure that when we work together he will help me find the right solution. If you are looking for quality in the world of Financial Services, the first person I would point you to is Matt.
Experience
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St. James's Place – Asia & Middle East
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Singapore
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Financial Services
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300 - 400 Employee
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Head of Investment Consultancy
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May 2021 - Present
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St. James’s Place
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United Kingdom
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Financial Services
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700 & Above Employee
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Head of Private Client Consultancy - London and Southeast
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Jan 2020 - May 2021
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Wealth Management Consultant
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Nov 2013 - Dec 2019
St. James's Place Wealth Management is a FTSE 100 company. The company’s success has grown through offering quality, face-to-face wealth management advice and commitment to enduring relationships with its clients.The St. James’s Place proposition is enhanced by its distinctive approach to investment management. My role as Wealth Management Consultant, is to provide investment knowledge to support advisers in respect of our investment approach. This extends to providing updates from our fund managers on our fund range, commentary on wider market conditions including the economic backdrop, government policy in respect of financial services and use of portfolios in client solutions. I provide this support, predominantly for our London and Greater London locations.
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Private Banking Business Manager
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Aug 2012 - Nov 2013
AXA Wealth International is the leading provider by market share of International Investment Bond solutions. I returned as Private Banking Business Manager, in the Private Client Division; providing tax efficient investment solutions from both Dublin and Isle of Man. I was fortunate to have been responsible for looking after UHNW relationships within the city and key regional locations in the UK. Developing business with ACPI, C Hoare, Coutts, Credit Suisse, Deutsche Bank, Duncan Lawrie, HSBC Private Bank, Kleinwort Benson, Killik & Co, Lloyds Private Banking, SGHambros, UBS and Weatherbys.
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Trustee
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May 2010 - May 2012
Member of the advisory panel as well as the Investment Working Group advising and making recommendations to the Advisory Panel on matters such as Investments, Risk, Asset allocation, Diversification, Inflation hedging, Currency benchmarking, appointment of fund managers and general principles of Portfolio Management.• Responsible for the monitoring and the setting of investment policy of a £1.4bn pension fund, with 50,000 members• Ensuring Myners principles are adhered to Member of the advisory panel as well as the Investment Working Group advising and making recommendations to the Advisory Panel on matters such as Investments, Risk, Asset allocation, Diversification, Inflation hedging, Currency benchmarking, appointment of fund managers and general principles of Portfolio Management.• Responsible for the monitoring and the setting of investment policy of a £1.4bn pension fund, with 50,000 members• Ensuring Myners principles are adhered to
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Wokingham Borough Council
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United Kingdom
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Government Administration
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700 & Above Employee
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Executive Member for Community Development
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May 2004 - May 2012
ELECTED COUNCILLOR, WOKINGHAM BOROUGH COUNCIL MAY 2004 – Standing down at end of term in MAY 2012Executive Member Wokingham Borough Council.• Delivering the £100million redevelopment of Wokingham Town Centre• Strategic responsibility for stewardship and development of council assets• Treasury management• Chairman of Audit 2007-8, recognised by the Independent Audit Commission as operating an authority of ‘Best Practice’ ELECTED COUNCILLOR, WOKINGHAM BOROUGH COUNCIL MAY 2004 – Standing down at end of term in MAY 2012Executive Member Wokingham Borough Council.• Delivering the £100million redevelopment of Wokingham Town Centre• Strategic responsibility for stewardship and development of council assets• Treasury management• Chairman of Audit 2007-8, recognised by the Independent Audit Commission as operating an authority of ‘Best Practice’
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Key Account Manager - Europe
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Aug 2008 - Jan 2012
Responsible for key relationships across Europe, notably in Belgium, France, Germany, Gibraltar, Italy, Luxembourg, Malta and Netherlands. Delivering distribution through Banks, Wealth managers and regional IFA’s.• Project manager to make Spanish domestic products available for expatriate IFA distribution across Spain and Europe. Responsible for key relationships across Europe, notably in Belgium, France, Germany, Gibraltar, Italy, Luxembourg, Malta and Netherlands. Delivering distribution through Banks, Wealth managers and regional IFA’s.• Project manager to make Spanish domestic products available for expatriate IFA distribution across Spain and Europe.
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AXA Wealth
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United Kingdom
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Financial Services
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100 - 200 Employee
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International Development Manager
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May 2007 - Aug 2008
Offshore investment specialist, covering London distribution and working nationally with both retail / private banks and discretionary fund / portfolio managers• Working with 4 sales teams (34 consultants) to deliver £100m APE (£1bn new premium income)• Training both IFA's and AXA's Sales force• Co-designed Capital Gains Tax calculator in response to the October 2007 Pre Budget Report (PBR) and wrote sales material to accompany calculator• Product development and marketing material
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Prudential UK
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United Kingdom
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Financial Services
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700 & Above Employee
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Key Account Manager
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May 1997 - May 2007
Account Manager, Key Accounts London & South East. As well as historically South West and South of England. Looking after a variety of account types from head office relationships, networks and multities to large national independent and provincial IFA’s.• Responsible for a panel of IFA firms and registered individuals. Developing and maintaining solid business relationships in order to grow market share• Member of the Marketing Steering Group, for investment and at retirement income products.• Strong sales performance record, finished as No.1 account manager against target twice in my last 4 years• Created an online calculator to deliver increased With Profits Annuities sales
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Account Manager
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Jun 1995 - May 1997
Working with accounts in the South West, Midlands and Channel Islands. Working with accounts in the South West, Midlands and Channel Islands.
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