Paul Loughlin, MBA
Director, Head of Investment Operations at British International Investment- Claim this Profile
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Bio
Jason Wood
Significant industry expertise combined with the highest levels of integrity, passion to do the right thing and a real client focus is what comes to mind when I think about Paul. I had the pleasure of working with Paul for almost 2 years at Brooks Macdonald where he drove significant, meaningful business improvements. As a divisional leader, Paul earns my highest recommendation.
Suzanne Adam
I worked with Paul for a number of years, initially as my line manager and then later as a senior stakeholder. I found Paul to always be approachable, pragmatic, knowledgeable and moreover a great mentor. He has vast technical and operational knowledge which is of course important, but for me it was his ability to give good advice and guide me through to a logical conclusion that impressed me most; always with a good sense of humour. Definitely leadership qualities I admire.
Jason Wood
Significant industry expertise combined with the highest levels of integrity, passion to do the right thing and a real client focus is what comes to mind when I think about Paul. I had the pleasure of working with Paul for almost 2 years at Brooks Macdonald where he drove significant, meaningful business improvements. As a divisional leader, Paul earns my highest recommendation.
Suzanne Adam
I worked with Paul for a number of years, initially as my line manager and then later as a senior stakeholder. I found Paul to always be approachable, pragmatic, knowledgeable and moreover a great mentor. He has vast technical and operational knowledge which is of course important, but for me it was his ability to give good advice and guide me through to a logical conclusion that impressed me most; always with a good sense of humour. Definitely leadership qualities I admire.
Jason Wood
Significant industry expertise combined with the highest levels of integrity, passion to do the right thing and a real client focus is what comes to mind when I think about Paul. I had the pleasure of working with Paul for almost 2 years at Brooks Macdonald where he drove significant, meaningful business improvements. As a divisional leader, Paul earns my highest recommendation.
Suzanne Adam
I worked with Paul for a number of years, initially as my line manager and then later as a senior stakeholder. I found Paul to always be approachable, pragmatic, knowledgeable and moreover a great mentor. He has vast technical and operational knowledge which is of course important, but for me it was his ability to give good advice and guide me through to a logical conclusion that impressed me most; always with a good sense of humour. Definitely leadership qualities I admire.
Jason Wood
Significant industry expertise combined with the highest levels of integrity, passion to do the right thing and a real client focus is what comes to mind when I think about Paul. I had the pleasure of working with Paul for almost 2 years at Brooks Macdonald where he drove significant, meaningful business improvements. As a divisional leader, Paul earns my highest recommendation.
Suzanne Adam
I worked with Paul for a number of years, initially as my line manager and then later as a senior stakeholder. I found Paul to always be approachable, pragmatic, knowledgeable and moreover a great mentor. He has vast technical and operational knowledge which is of course important, but for me it was his ability to give good advice and guide me through to a logical conclusion that impressed me most; always with a good sense of humour. Definitely leadership qualities I admire.
Experience
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British International Investment
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United Kingdom
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Financial Services
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300 - 400 Employee
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Director, Head of Investment Operations
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Jan 2023 - Present
BII is the UK's development finance institution and impact investor, backed by the UK Government. With over 70 years’ experience, BII is a trusted investment partner to businesses in Africa, Asia and the Caribbean and invest to create more productive, sustainable and inclusive economies, enabling people to build better lives for themselves and their communities. We currently partner with over 1,000 businesses, working with investees to help them succeed and grow impactful businesses. BII is the UK's development finance institution and impact investor, backed by the UK Government. With over 70 years’ experience, BII is a trusted investment partner to businesses in Africa, Asia and the Caribbean and invest to create more productive, sustainable and inclusive economies, enabling people to build better lives for themselves and their communities. We currently partner with over 1,000 businesses, working with investees to help them succeed and grow impactful businesses.
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Ultrasun UK
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United Kingdom
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Cosmetics
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1 - 100 Employee
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Business Operations Consultant
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May 2022 - Dec 2022
Supported the CEO in: - creating, developing and implementing a strategic development plan right across all business units and functions within the Group; and - the acquisition of a leading UK brand from deal negotiation, extensive due diligence, working with internal and external stakeholders to achieve deal completion (which included the TUPE of the existing workforce) within an extremely challenging timeframe. Supported the CEO in: - creating, developing and implementing a strategic development plan right across all business units and functions within the Group; and - the acquisition of a leading UK brand from deal negotiation, extensive due diligence, working with internal and external stakeholders to achieve deal completion (which included the TUPE of the existing workforce) within an extremely challenging timeframe.
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Redmayne Bentley LLP
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United Kingdom
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Financial Services
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200 - 300 Employee
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Director of Operations
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Jul 2021 - May 2022
Developed the operations function - structure, people, process, data, management information and reporting - across the Group while, at the same time, enhancing the wider organisation development plans both from a technology implementation as well as a strategic operational perspective engaging with key stakeholders externally as well as internally. Developed the operations function - structure, people, process, data, management information and reporting - across the Group while, at the same time, enhancing the wider organisation development plans both from a technology implementation as well as a strategic operational perspective engaging with key stakeholders externally as well as internally.
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Brooks Macdonald
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United Kingdom
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Financial Services
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300 - 400 Employee
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Head of Investment Operations Services
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Dec 2020 - Jul 2021
Working with the Group COO, executed the strategic decision to partner with SS&C and 'lift out' the core operations function (to SS&C from BM). This involved managing people, process and technology issues both decisively and sensitively in order to ensure that the outcomes of the strategic partnership were achieved for all stakeholders. This programme necessitated the creation of two new teams within BM - an Oversight & TPA Services team and a Client Service & Platform Support team - and, post 'lift out', I was responsible for these as well as dealing services, funds oversight and MPS administration support.
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CASS Oversight & Control (CF10a)
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Sep 2018 - Jul 2021
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Head of Investment Services
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Jul 2018 - Dec 2020
Reporting to the Group COO and working with senior stakeholders right across the business I transformed a traditional, transaction focused operations team into a client, outcome and results focused investment services function. As well as core operational responsibilities the function had first line responsibility for CASS/ regulatory reporting and centralised investment management administration, client service activity (e.g. onboarding; client reporting; report writing) which was previously carried out across the investment management teams. In addition to developing KPIs/ KRIs and improving efficiency and performance, significant direct cost savings were made as a result of reviewing and managing service provider relationships across the Group more effectively.
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Rathbones Group Plc
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United Kingdom
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Financial Services
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700 & Above Employee
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Deputy Chief Operating Officer
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Apr 2011 - Apr 2018
Working alongside the Group COO, ensured key deliverables across Operations, IT, Change and Workspace (c. 300 headcount) were always met;Regulatory responsibility for the CASS (client money/ client assets) management, governance and oversight team right across the business: 1LOD (Investment Management Operations, Cash Operations, Treasury & Finance), the 2LOD (Compliance, Risk Management) and the 3LOD (Internal and external auditors);Led a wide range of strategic projects to address regulatory and/ or business needs; Reviewed regulatory issues/ activity to ensure the wider business continued to meet the requirements of the regulator, HMRC and other stakeholders;Worked across investment management (as well as with 2LOD and 3LOD functions) in order to maintain and develop a first-class client investment management experience;Developed formal assessments of potential service/ product offerings in order to evaluate the cost and return on investment to the business;Initiated strategic business simplification exercises.I was Chair of the following Group management committees: CASS Governance Committee; Training & Competence Committee; Dealing Execution Committee; as well as a member of the Group’s Risk Management Committee, the Compliance & Procedures Committee as well as the External Broker Research Committee.
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Interim Chief Operating Officer
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Sep 2011 - Mar 2012
Leadership responsibility for Investment Operations, Change, IT, Property & Facilities all supporting the provision of industry leading investment management services to private clients, charities and trusts across both the UK and CI.
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Operations Director
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Jun 2008 - Apr 2011
I had leadership/ strategic management responsibility for Operations teams across the organisation's London and Liverpool offices. In addition, I was responsible for the effective management of a number of third party/ outsourced service providers.
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Senior Operations Manager
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Jun 2001 - May 2008
I had management responsibility for a number of Operations teams (based in Liverpool) as well as for the Group's (London based) stockbroking function.
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Operations Manager
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Jul 1994 - May 2001
I had day to day management responsibility for a variety of Operations teams ensuring processes were adhered to effectively.
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Various Operational Roles
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May 1983 - Jun 1994
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Education
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2008 - 2009
Cranfield University
Business Leaders Programme, Organizational Leadership -
University of Liverpool
Master of Business Administration - MBA, Business Administration and Management, General
Community
