Experience

Skerritt Consultants Ltd

• Group CFO

  • Mar 2021 - 2 years 10 months

  London Joined as Group CFO following the investment by Sovereign Capital Partners. Leading financial, tax, legal and M&A functions. Founded in 1990, Skerritts provides financial planning and investment management services for private clients as well a corporates. Headquartered in Hove, South Coast of England, and with offices in the City of London, Tunbridge Wells, Petersfield and Horsham the business has a team of c90 staff. Skerritts manages c£1.6bn of clients' funds. The… Show more Joined as Group CFO following the investment by Sovereign Capital Partners. Leading financial, tax, legal and M&A functions. Founded in 1990, Skerritts provides financial planning and investment management services for private clients as well a corporates. Headquartered in Hove, South Coast of England, and with offices in the City of London, Tunbridge Wells, Petersfield and Horsham the business has a team of c90 staff. Skerritts manages c£1.6bn of clients' funds. The discretionary service is delivered through the company's in-house investment management solutions; these include a range of risk- rated OEICs. It is planned to develop the business through a strategy of organic and acquisitive growth Show less



Seven Investment Management

• United Kingdom

• Partner

  • Oct 2019 - Apr 2020

  London, United Kingdom On gardening leave

• CFO

  • 2001 - Oct 2019

  Founder and CFO. Built the business from seven people and no AUM to well over 300 people and £15 billion of AUM with good profitability. Led Finance, Legal, Compliance, Risk and HR teams and involved in all strategic plans and other significant aspects of the business. Board member of the LLP, all subsidiary companies and the Jersey holding companies. • Led projects for two sales of the business (2007 and 2015), two acquisitions (2015 and 2018, including due diligence and contractual… Show more Founder and CFO. Built the business from seven people and no AUM to well over 300 people and £15 billion of AUM with good profitability. Led Finance, Legal, Compliance, Risk and HR teams and involved in all strategic plans and other significant aspects of the business. Board member of the LLP, all subsidiary companies and the Jersey holding companies. • Led projects for two sales of the business (2007 and 2015), two acquisitions (2015 and 2018, including due diligence and contractual negotiations) and reviewed numerous other acquisition opportunities. • Led 7IM’s conversion to an LLP (2012/3) which included FCA approval, complex legal agreements and design of a new long-term incentive plan. • Initiated and led the RFP process and transition project for the provision of fund services to 7IM’s UK and Dublin funds (2014). • Sponsored or project managed all of 7IM’s UK and Dublin fund launches, fund mergers and fund closures. • Established 7IM’s Authorised Corporate Director (ACD) capability including FCA approval and chaired its ACD Committee for its UK funds. • CBI approved Board Director of Dublin funds since launch in 2009. • FCA registered as CF10 for all UK regulated entities, JFSC approved as part of the span of control for the Jersey branch of the LLP and GFSC approved as a member of the LLP’s Channel Islands Governance Committee. • Experience of loan facilities, monitoring and reporting on loan covenants and management of banking relationships. • Leading role in four office moves and fit outs including specification of requirements, liaison with property agents, lease negotiations and agreement of design and fit out contracts. • Built, developed and led strong teams in Finance, Legal, Compliance, Risk (Investment and Operational) and HR.



ING

• 1 - 100 Employee

• Global Head of Finance - Equity Markets

  • 1996 - 2000

  London, England, United Kingdom All aspects of financial control for the division including equity derivatives, leading teams in London, New York, Amsterdam, Hong Kong and Tokyo.



Coopers & Lybrand Deloitte (formerly Deloitte Haskins & Sells)

• Senior Manager

  • 1984 - 1996

  London, England, United Kingdom Senior Manager who led a wide range of audit, corporate finance and consultancy assignments in the UK and Europe, specialising in banking and mortgage lending, due diligence reviews and International Accounting Standards.