Head Of Research

• Jun 2021 - Present

Director

• Apr 2020 - Present

HLPS develops consumer focused use cases using distributed ledger technology (DLT); where tokenising real world assets will increase efficiency, liquidity, mobility and wealth creation. HLPS is currently working on our rent to buy homes scheme called 'Freedom to Buy' which will help people buy homes of their own over time in an innovative way and remove the barriers to home ownership. HLPS develops consumer focused use cases using distributed ledger technology (DLT); where tokenising real world assets will increase efficiency, liquidity, mobility and wealth creation. HLPS is currently working on our rent to buy homes scheme called 'Freedom to Buy' which will help people buy homes of their own over time in an innovative way and remove the barriers to home ownership.

Business Consultant

• Oct 2019 - Jun 2021

Consulting, financial training and developing early stage Fintech ventures in addition to non-executive roles. Consulting, financial training and developing early stage Fintech ventures in addition to non-executive roles.

Director, Head of CROCI Portfolio Management

• Oct 2015 - Jun 2019

Established and managed portfolio management function responsible for the fiduciary management of EUR3bn of DWS CROCI funds and mandates within DWS Active Systematic and Quantitative Investments, including ESG. Leadership and supervisory responsibility. CROCI is a proprietary valuation methodology based on an economic value added / shareholder value framework and analyses the cash flow generated by a business relative to its operating assets based on a robust understanding of accounting, capital management and business drivers. Development involvement for SQI future product including AI/Machine learning based approaches. Created and incubated a data analytics concept in trade finance as cross-divisional initiative.Co-chair of People Engagement Group for DWS & DB Wealth Management. Show less

Director, Head of CROCI Strategies - Implementation

• Jan 2015 - Oct 2015

Global responsibility for the provision of Strategies/signals based on CROCI covering c.E15bn of assets. Linchpin role around client marketing in Europe. Operational responsibility including oversight of IT systems and development. Leadership role with staff in London, New York, Mumbai and Chennai.

Director, Head of CROCI, EMEA

• Oct 2013 - Jan 2015

Senior Investment Strategist responsible for developing CROCI franchise in EMEA after its transfer into DeAM. Significant assets raised in this period. New funds, including an ESG approach launched. Leadership and operational responsibilities including oversight of IT systems and development.

Director, CROCI Investment Strategy and Valuation Group

• May 2008 - Oct 2013

Senior Investment Strategist. Co-author of CROCI Global Investment Strategy Research. Specialism in Accounting & Valuation. Built strong client franchise in Europe and Asia. Key member of team highly ranked by Institutional Investor. Bespoke fundamental and quantitative research for both client and DB proprietary use. Member of senior EMEA macro and sector research forum. Leadership role.

Director, Capital Structure Analysis, Global Markets Research

• 2005 - May 2008

Innovative approach to cross-asset research based on fundamental analysis of equity valuation, credit spreads/ratings and equity derivatives seeking to identify tradable anomalies in or between a company’s instruments. Client franchise building. Technology project development and leadership of a large offshore team of analysts.

Vice President, Head, Pan Euro Small & Mid Cap Strategy, Equity Research

• 2001 - 2005

II Survey Ranking #2 in Pan European Small & Mid Cap Stocks

Associate, Pan Euro & Global Strategy Team (CROCI) - Equity Research

• 2000 - 2001

Chartered accountant

• 1996 - 2000