Simon Warren

Non Executive Director, specialising in Investments, Treasury and Balance Sheet risk. at Society Of Technical Analysts Limited
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
London, England, United Kingdom, GB
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 1 ratings
  • (1)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

LinkedIn User

I worked for Simon as his Treasury Analyst at Bupa. His pioneering visions and expertise in investment, and passion for technical analysis had always been a key motivator to my career choice during my university studies. He took great care of his team and pursued time in helping me developed. Simon is undoubtedly one of the very best managers I have worked for. It is my great privilege to have him as my mentor and friend for life. Bupa is a great place to work for.

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Additional qualifications - IMC (Investment Mangement), CPE (Pensions), CFTe (IFTA), MSTA (STA), FSA/FCA
    -
  • Primary qualifications: FCCA, APM (Project Management), SIRM (Risk Management in Finance)
    -

Experience

  • Society Of Technical Analysts Limited
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Non Executive Director, specialising in Investments, Treasury and Balance Sheet risk.
      • Jan 2022 - Present

      As the STA further moves it's comprehensive professional courses online it is expected to grow quickly over the next 5 years. I am honoured to be one of the first two NEDs appointed by the STA tasked with helping the STA's Board manage this growth. As the STA further moves it's comprehensive professional courses online it is expected to grow quickly over the next 5 years. I am honoured to be one of the first two NEDs appointed by the STA tasked with helping the STA's Board manage this growth.

  • Society of Technical Analysts (STA)
    • Investment Committee Member for the Society of Technical Analysts (STA)
      • Jan 2016 - Present

      I run the STA's investment model which uses long-term Technical Analysis indicators, and is benchmarked to the WMA Income Index. I run the STA's investment model which uses long-term Technical Analysis indicators, and is benchmarked to the WMA Income Index.

  • International Federation of Technical Analysts (IFTA)
    • Director
      • Oct 2016 - Oct 2018

      https://www.ifta.org/http://conference.ifta.org/2016/ https://www.ifta.org/http://conference.ifta.org/2016/

  • UK's Society of Technical Analysts (STA)
    • Treasurer/CFO
      • Jan 2014 - Oct 2018

      https://www.sta-uk.org/• Treasurer - Society of Technical Analysts (STA) Ltd is a specialist professional international education business with charitable tax status. Integrated the accounting, forecasting and membership systems, improving efficiency and control functions in order to comply with FRS 102. Improved bank and trading relationships. Implementing the Investment Committee and Risk framework for managing the financial asset base, leading to improved returns and controls.• CFO (9 month project) - IFTA 2014 International Conference held in London. Tight financial controls and a focussed cost-effective marketing strategy meant that the 27th annual IFTA conference was both the most profitable and the best attended IFTA conference since inception, with 37 countries represented by over 200 high-profile delegates. All the profits have been recycled into further education initiatives.

  • Career Break
    • Travelling, Education and Charity work
      • May 2013 - Dec 2013

      ● Travelling with my family. ● Further education. ● Charity work. ● Travelling with my family. ● Further education. ● Charity work.

  • Bupa
    • United Kingdom
    • Hospitals and Health Care
    • 700 & Above Employee
    • Head of Group Investments
      • Jan 2006 - Apr 2013

      Key elements of the role were to set and implement the division’s financial risk and return strategy, ensuring operational efficiencies and regulatory compliance, preparing and reporting monthly, quarterly, annual and 3-year plans to relevant Finance, Treasury, Investment, Risk and Regulatory Committees. With the changing financial and regulatory landscape over this period I developed absolute and relative benchmarks, overlaying VaR models with scenario analysis modelling.

    • Head of Treasury
      • Nov 2002 - Dec 2005

      Responsible for regulatory compliance while integrating global money market, cash management and international dealing activities undertaken by the Bupa Group. Designed and implemented class-leading industry controls and adopted international practices and policies. Instigated new investment committee protocols.

    • Head of Operational Risk
      • Jan 1996 - Oct 2002

      Role created for me to challenge/change the status quo in all areas of the business, from treasury control functions, regulatory controls, pension schemes and investment hedging ideas. The role covered the whole spectrum, from leading me to install a new TMS, reducing risk in the asset allocation of the defined benefit pension scheme to overhauling and combining Bupa’s charities into the The Bupa Foundation. In addition I was seconded to the Group management and financial accounting teams for a year in order to challenge and streamline their reporting requirements from the divisions.

    • Divisional CFO
      • Jan 1993 - Dec 1995

      • Led and managed key internal and external stakeholder relationships - Internal Audit, Tax, Corporate Finance, Group Payroll, Accounts Payable, Compliance and the nine international banks in Bupa’s RCF/SDF,• Further developed my accounting skills to include skill sets in Treasury and Risk;• Developed a deeper understanding of the insurance cycle and how it interacts with financial market risk in a regulated environment;• Reduced management reporting timelines by 50% by adding significant systems improvements which also improved financial controls.

    • Senior Accountant
      • Dec 1989 - Dec 1992

      ● Prepared annual operating plans, management accounts and financial accounts reporting to the Group Financial controller and the Finance Director;● Set up the risk management and controls systems within the DTI/FSA/FCA regulated environment. The importance of risk management in a regulated environment were always considered a priority.

  • Chartered Accountants
    • Audit and Statutory Accounts Senior
      • 1985 - 1989

      Trained in professional practises in Brighton and London, specialising in international businesses and tax advice. Trained in professional practises in Brighton and London, specialising in international businesses and tax advice.

Community

You need to have a working account to view this content. Click here to join now