Experience

The Wisdom Council

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Senior Consultant

  • Jun 2013 - Present

  Leading work on investor and fund governance – challenging the industry to ‘think customer’ in the design, delivery and communication around investment products and services. TWC delivers insight-led advisory services. SME providing investment industry expertise to clients of TWC in wealth and asset management and the retirement savings space. My focus is on marketing and product management/governance within the regulatory framework. Includes proposition development and messaging; distribution strategy; conducting research with professional and retail investors on new products, services and propositions; advising clients on effective investor communications; running C-suite workshops on best practice in product/fund governance. I lead TWC’s work with the Investment Association.



St James’s Place Unit Trust Group

• Independent Non Executive Director

  • Sep 2019 - Present



Houghton Consulting

• Director

  • Feb 2009 - Present

  Specialist asset management consultant: particular expertise in product strategy, product marketing and fund governance; in-house career across asset management marketing/product specialism; content strategy including investment & corporate thought leadership. Drawing on over 20 years' experience in UK & EMEA marketing leadership roles: marketing and comms strategy and implementation; building and transitioning teams; articulating investment propositions to a wide range of clients across B2B and D2C; deep investment knowledge. Sat on FCA Fund Objectives Working Group. Work with selected agency partners offering SME support.



Fidelity International

• United Kingdom
• Financial Services
• 700 & Above Employee

• Head of Investment Marketing

  • Aug 2006 - Feb 2009

  Head of Investment Marketing, EMEA responsible for investment marketing activity supporting the mutual fund ranges including delivery of investment collateral, thought leadership, campaign content, digital content and events. Latterly, senior product specialist for US and global equity mandates. Head of Investment Marketing, EMEA responsible for investment marketing activity supporting the mutual fund ranges including delivery of investment collateral, thought leadership, campaign content, digital content and events. Latterly, senior product specialist for US and global equity mandates.



Janus Henderson Investors

• United Kingdom
• Financial Services
• 700 & Above Employee

• Head of Marketing & Investment Comms

  • Feb 2001 - Oct 2005

  Marketing management team. Line responsibility for campaigns team, investment marketing and communications, supporting the UK institutional and wholesale businesses. Marketing management team. Line responsibility for campaigns team, investment marketing and communications, supporting the UK institutional and wholesale businesses.



Norwich Union Investment Management

• Head of Marketing

  • Oct 1999 - Aug 2000

  Head of investment marketing/product specialist team for the Investment management business, supporting other NUIM companies and group clients - responsibility for channel management, PR, DTP, client reporting and pitch books, investment writing. Head of investment marketing/product specialist team for the Investment management business, supporting other NUIM companies and group clients - responsibility for channel management, PR, DTP, client reporting and pitch books, investment writing.



Columbia Threadneedle Investments EMEA APAC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Head of Investment Communications

  • May 1995 - Sep 1999

  Built marketing services team and investment writing function. Seconded into corporate comms role during the launch of the Threadneedle retail brand and conversion of the Allied Dunbar/Eagle Star unit trust ranges into an OEIC (the first large scale conversion). Built marketing services team and investment writing function. Seconded into corporate comms role during the launch of the Threadneedle retail brand and conversion of the Allied Dunbar/Eagle Star unit trust ranges into an OEIC (the first large scale conversion).



Gartmore

• Investment Writer

  • 1991 - 1995

  Investment Writer based on the global equity and managed fund team covering retail and institutional mandates - liaison between the marketing and fund management areas a focus of the role. Built the function and expanded role to manage DTP resource. Also responsible for day to day relationship with a large JV partner in the US. Investment Writer based on the global equity and managed fund team covering retail and institutional mandates - liaison between the marketing and fund management areas a focus of the role. Built the function and expanded role to manage DTP resource. Also responsible for day to day relationship with a large JV partner in the US.