Experience

King & Shaxson Asset Management

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Assistant Fund Manager

  • Feb 2012 - Present

  King & Shaxson Ethical Investing is a division of King & Shaxson which is part of the Phillip Group, a global company that employs over 3,000 people worldwide. The company dates back to 1866, with clients including well-known building societies and local authorities. Today King & Shaxson has evolved into a specialist investment firm focused on securities dealing, asset management, and treasury consultancy. The ethical team is personally committed to ethical investment. Strictly an investment management business, we do not advise clients and therefore conduct the majority of our business through independent financial advisers. The King & Shaxson Ethical Investing discretionary managed portfolios provide professional investment management for those individuals who would like their investments to reflect their core beliefs and principles. We can enable advisers and clients to articulate and document what ethical means to the individual. Management of the portfolios includes asset allocation, investment selection, and ongoing monitoring. We manage and review all holdings, and make changes where necessary. Show less



King & Shaxson Limited

• Institutional Bond Sales

  • May 2010 - Feb 2012

  Bond sales Bond sales



Dexia

• Belgium
• Banking
• 700 & Above Employee

• Institutional Sales

  • Feb 2008 - Apr 2010

  Primary and Secondary Bond sales Primary and Secondary Bond sales



Dexia Bank

• INSTITUTIONAL SALES

  • Feb 2008 - Apr 2010

  Selling and execution of Primary & Secondary Floating Rate, Fixed rate Bonds and ABS to Institutional Clients Sourcing and maintaining new Fixed Income and Money Market counterparties. Creating new accounts and completion of KYC/MIFID documentation Selling and execution of Primary & Secondary Floating Rate, Fixed rate Bonds and ABS to Institutional Clients Sourcing and maintaining new Fixed Income and Money Market counterparties. Creating new accounts and completion of KYC/MIFID documentation



Dexia Bank London Branch

• Sales

  • 2003 - 2010



BANQUE INTL A LUXEMBOURG/ DEXIA BANK

• TREASURY DEALER/SALES

  • Apr 2003 - Jan 2008

  Pricing and execution of Money Market transactions for Worldwide Central Banks, Money funds and Corporate client base Delivery of exemplary client service and satisfaction Assisting the Treasurer in his day to day duties Liaising with the Back Office to maintain the smooth running of the Division Monitoring adherence to compliance issues and producing and checking KYC documentation Product Knowledge: Money Market Funds, Certificates of Deposit Pricing and execution of Money Market transactions for Worldwide Central Banks, Money funds and Corporate client base Delivery of exemplary client service and satisfaction Assisting the Treasurer in his day to day duties Liaising with the Back Office to maintain the smooth running of the Division Monitoring adherence to compliance issues and producing and checking KYC documentation Product Knowledge: Money Market Funds, Certificates of Deposit



Dexia

• Belgium
• Banking
• 700 & Above Employee

• TREASURY SALES

  • Jun 1999 - Mar 2003

  Pricing and execution of Money Market, Foreign Exchange and Derivative transactions for sophisticated Corporate client base Handling hedging enquiries and creating strategies for overseas and UK based clients Identification of business development and cross selling opportunities to generate income Conducted presentations of products to customers at their own premises and in-house Pricing and execution of Money Market, Foreign Exchange and Derivative transactions for sophisticated Corporate client base Handling hedging enquiries and creating strategies for overseas and UK based clients Identification of business development and cross selling opportunities to generate income Conducted presentations of products to customers at their own premises and in-house



Barclays Plc

• Treasury Dealer

  • Sep 1988 - Mar 2003

  Execution of FX and MM business. Creation of new ideas re FX, including derivs (options). Execution of FX and MM business. Creation of new ideas re FX, including derivs (options).



Barclays

• United Kingdom
• Financial Services
• 700 & Above Employee

• Various roles

  • Aug 1988 - Jun 1999

  Overseeing workflow of payments department to ensure all payments processed within SLA Assisting in training of new employees Other roles included processing payments, supervising the Machine Room, inward /outward collections, Letters of Credit and FX Deposits/Loans and Spot FX Overseeing workflow of payments department to ensure all payments processed within SLA Assisting in training of new employees Other roles included processing payments, supervising the Machine Room, inward /outward collections, Letters of Credit and FX Deposits/Loans and Spot FX