Experience

Self employed

• Denmark
• Information Technology & Services
• 500 - 600 Employee

• Consultant

  • Sep 2018 - Present



EUROMONEY INSTITUTIONAL INVESTOR PLC

• United Kingdom
• Book and Periodical Publishing
• 1 - 100 Employee

• Managing Director (& global head for ManagerMatch)

  • Apr 2015 - Jul 2018

  I was responsible for developing Institutional Investor's network business and the manager search service which was offered to institutions, family offices and wealth managers seeking skilled fund managers for a particular mandate. I was responsible for developing Institutional Investor's network business and the manager search service which was offered to institutions, family offices and wealth managers seeking skilled fund managers for a particular mandate.



Institutional Investor Zanbato UK Ltd

• London, United Kingdom

• Managing Director

  • May 2015 - May 2016

  I was a member of the team at Institutional Investor Zanbato that developed an alternatives listing service which allowed asset owners to browse and execute across a range of alternatives strategies. I was a member of the team at Institutional Investor Zanbato that developed an alternatives listing service which allowed asset owners to browse and execute across a range of alternatives strategies.



Macquarie Investment Management

• London, United Kingdom

• Managing Director - Head of EMEA Distribution

  • Oct 2010 - May 2014

  My overall responsibility was to "lead from the front" in establishing Macquarie as a provider of specialist investment capabilities for EMEA institutions. The principal objective was organic growth but of course acquisitions were to be considered. Although contributing to acquisition due diligence, my focus was on developing and executing the organic growth strategy (concentrating on a limited number of geographies, market segments and key products- both pooled and separate account). This involved carefully matching capability to client demand, managing a team based in London, Zurich, Munich and Vienna, leading sales and client service for my own accounts, managing our relationship with portfolio managers and reporting on activity, strategy and related budget matters.



Natixis Corporate & Investment Banking

• France
• Financial Services
• 700 & Above Employee

• Senior Managing Director, Director NGA UK Ltd

  • Sep 2006 - Aug 2010

  Overall responsibility for United Kingdom and Ireland sales, client service and product development (across all market segments). Key objectives and achievements included: • Build on the existing business - significant sales uplift & strengthened distribution relationships with 24 investment affiliates; • Merge legacy IXIS and Natexis teams into a single distribution team - agreed strategy for merged businesses, defined roles for legacy sales staff, recruited additional personnel, revised compensation structure, introduced standardised processes (including compliance, sales tracking and CRM); • Improve profitability ahead of sales by diversifying across full range of NGA products and contribute UK view to product innovation - launched several new products; • Build London as a global distribution “hub” - particular focus on global consultants.



Morley Fund Management

• Investment Management
• 1 - 100 Employee

• MD Strategic Partners & Institutional Business Development

  • Sep 2002 - Mar 2006

  As Head of Institutional Business, the key mandate was to defend the existing client base/franchise following changes of personnel. Achievements included client retention through improved service, introduction of clear plan for team, strong property sales & cross-sales of products such as private equity and fixed income, upgrading personnel, re-structuring the Morley Pooled Pensions fund range (31 funds, assets of £4.5bn) and raising fees to market rates. As MD Strategic Partners, director level responsibility for relationship with key Aviva Group clients of Morley (over 90% of assets & included Norwich Union Life, General Insurance, Hibernian Life, Aviva France, Royal Bank of Scotland). Achievements included stabilising relationships, action plan for ongoing improvements to servicing/product development/sales, re-orientating distribution resource to focus on key accounts, migrating existing mandates to added value products, re-negotiating fees and introducing multi-manager and Financial Solutions Group.



DWS Group

• Germany
• Financial Services
• 700 & Above Employee

• MD DeAM UK, CEO of Deutsche Asset Mgt. Life & Pensions Ltd

  • Jul 1994 - Aug 2002

  From July 1994 to April 1996, one of two directors responsible for managing all aspects of (the then) Morgan Grenfell’s distribution effort to UK pension funds. This involved determining marketing/product strategy, consultant relations, supervising marketing support and calling on prospective clients and their consultants. From 1996 until the end of 2001, one of several directors responsible for the development of DeAM’s institutional pooled funds business. Channelling clients into pooled funds was our key strategy for achieving continued business growth without diluting the focus of the investment team on generating investment performance. Grew the pooled business from 129 clients and assets of £544 million in 1995 to 646 clients and assets of £7.2 billion by the end of 2001. From April 1996 until December 2001, responsible for the development of DeAM’s defined contribution (DC) business. This involved a total re-vamp of DeAM’s pooled services for UK institutional investors – including: formation of DeAM Life & Pensions in 1998 (and recruitment of a full team); expansion of the fund range from 5 to 37 funds; launch of stakeholder pensions; development of a full suite of member education materials; and investigation of out-source providers for a fully bundled DC offering. Member of the UK Business Committee for three years which ran DeAM’s UK pensions business on a day-to-day basis.



Prudential Portfolio Managers Pensions Ltd

• London, United Kingdom

• Director

  • Jul 1992 - Jun 1994

  Initially appointed to take a lead role in helping PPM to develop their high performance product for sale to UK pension fund clients. As part of that exercise, worked with portfolio managers and management to review and present all aspects of the equity investment process. Also supervised a very detailed study of consultant and client perceptions of PPM, later working on an internal project to ensure an appropriate response to the findings of the research. Initially appointed to take a lead role in helping PPM to develop their high performance product for sale to UK pension fund clients. As part of that exercise, worked with portfolio managers and management to review and present all aspects of the equity investment process. Also supervised a very detailed study of consultant and client perceptions of PPM, later working on an internal project to ensure an appropriate response to the findings of the research.



Remote Work #LI-REMOTE

• 1 - 100 Employee

• Assistant Director

  • Sep 1986 - May 1991

  Initially joined the accelerated graduate training programme and then undertook all aspects of marketing support for MAM’s international businesses. Spent approximately two years selling MAM’s services to Continental European clients (including design, management and sales for the flagship UCITS product, Mercury Selected Trust). Spent a further two years selling MAM’s regionally specialised equity capabilities to UK pension fund clients and consultants. Initially joined the accelerated graduate training programme and then undertook all aspects of marketing support for MAM’s international businesses. Spent approximately two years selling MAM’s services to Continental European clients (including design, management and sales for the flagship UCITS product, Mercury Selected Trust). Spent a further two years selling MAM’s regionally specialised equity capabilities to UK pension fund clients and consultants.