Experience

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  University of Warwick

  • Warwickshire, England, United Kingdom

  • Taught MA in Modern History

    • Sep 2020 - Oct 2021
    • Warwickshire, England, United Kingdom

    A very mature undergraduate student has turned into an even more mature postgraduate.

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  University of Oxford

  • Oxford and the Cotswolds

  • Undergraduate in History

    • Oct 2017 - Sep 2020
    • Oxford and the Cotswolds

    A very mature undergraduate who studied history at Harris Manchester College, at the University of Oxford.

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  Atlantic Equities

  • City of London

  • US bank analyst

    • Jan 2015 - Jul 2017
    • City of London

    Following the large US banks (JPM, C, WFC, BAC, GS, MS, PNC, USB, FRC and AXP), while keeping an eye on the global investment banking and wealth management industries.Atlantic Equities is a US equity research house based in London and serving European clients. It was formed in September 2003 by an established team from Cazenove.

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  Mediobanca

  • London SW1

  • Director

    • Apr 2010 - Dec 2014
    • London SW1

    Prime responsibility for following the US and European investment banks in addition to the UK banks. Coverage includes Deutsche Bank, Credit Suisse, UBS, Goldman Sachs, JP Morgan Chase, Morgan Stanley, HSBC, Standard Chartered, Lloyds Banking Group, Royal Bank of Scotland and Barclays.

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  MainFirst Group

  • London W1

  • Research Analyst Banks

    • Nov 2008 - Apr 2010
    • London W1

    Following the European Investment Banks and Wealth Managers and running the bank equity research team. Personal coverage of UBS, Credit Suisse, Deutsche Bank, Julius Baer, EFG International, Partners Group and GAM Holding .

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  Bear Stearns

  • Canary Wharf

  • Senior Managing Director

    • Sep 2004 - Sep 2008
    • Canary Wharf

    Head of European Bank Equity Research, personally covering UBS, Credit Suisse, Deutsche Bank, Commerzbank, Deutsche Postbank, Erste Bank, Raiffiesen International and ABN AMRO

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  Fox-Pitt, Kelton

  • Managing Director

    • Apr 1998 - Aug 2004

    Held various positions including Head of European ECM, Head of European and Asian Corporate Finance and Head of Equities

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  Lehman Brothers

  • City of London

  • Executive Director

    • Sep 1988 - Apr 1998
    • City of London

    Founding member of the European Bank Research Team, covering UK, Irish, Spanish and Italian banks.Later worked in Corporate Finance both on ECM and M&A.

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  Barclays Bank

  • City of London

  • Head of Investor Relations

    • Apr 1979 - Aug 1988
    • City of London

    Joined Barclays' leasing arm (Mercantile Credit) as a planner, working closely with the parent bank. Transfered to Head Office in Lombard Street in 1985 and became Head of Long Term Planning and Special Projects. Focus was on long term planning, capital management and investor relations. Lead the team that listed Barclays in New York and Tokyo in 1986 and became the bank's first Head of Investor Relations in that year.

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  Armitage & Norton, Chartered Accountants (acquired by KPMG)

  • City of London

  • Manager

    • Sep 1972 - Apr 1979
    • City of London

    Qualified as a Chartered Accountant and later worked in the firm's consultancy arm.