Experience

Liqueo

• United Kingdom
• IT Services and IT Consulting
• 100 - 200 Employee

• Senior Consultant

  • Jan 2023 - Present

  Edinburgh, Scotland, United Kingdom Liqueo – Clear, Transparent, Evident Established to offer a fresh and exciting approach to Management Consulting within Asset and Wealth Management. The name Liqueo was chosen as it translates from Latin to mean Clear, Transparent & Evident Our Mission Creating a business known for how nice our people are to work with and the quality of the work we deliver Our Vision To be the global change and transformation partner of choice within asset and wealth… Show more Liqueo – Clear, Transparent, Evident Established to offer a fresh and exciting approach to Management Consulting within Asset and Wealth Management. The name Liqueo was chosen as it translates from Latin to mean Clear, Transparent & Evident Our Mission Creating a business known for how nice our people are to work with and the quality of the work we deliver Our Vision To be the global change and transformation partner of choice within asset and wealth management. Create a magnetic, thriving culture of excellence where great people fulfil their ambition Our Approach We provide organisations with the skills they need to implement programmes successfully through our flexible workforce model, tailoring solutions to meet our client's strategic goals. We deliver an exceptional, bespoke service to every client via a dynamic and agile framework. Client Focused Mission Our team is experienced and well-known to the principal vendors; we are trusted to manage a well-run programme, in partnership with both the client and the vendor, and we deliver the long-term strategic platform whilst targeting the desired operating model changes. We believe that by working with Liqueo, our independent team will reduce programme costs and timeframes. By working together, our experienced team will understand the nuances of each individual client and ensure a successful implementation, whilst maintaining the integrity of the vendor deliverable. Our Practices – Accomplished & Experienced We have practices in the key areas of Asset and Wealth Management and the ability to adapt easily to our clients needs: Advisory Ways of Working Front Office Data Integration & Change Management Compliance & Regulation Risk Show less



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Head of Client Operations, Middle Office & AIS, APAC

  • Aug 2021 - Dec 2022

  Hong Kong SAR Taking on an expanded role to include our Institutional Middle Office range of services as well as our Alternative servicing capabilities, this regional, client facing role is to ensure that our clients are receiving the highest level of service possible, ensuring efficiencies on both sides are maximised.

• Service Delivery Manager - Alternative Investment Services, APAC

  • Sep 2013 - Jul 2021

  Hong Kong SAR Leading a team of professionals and responsible for the Business Development and Service Delivery across the Asia Pacific region to provide Fund Accounting, Transfer Agency, Middle Office, Financial Reporting and Prime Custody to BNY Mellon clients from all areas of the Alternatives industry including Single Manager Hedge Funds, HFoF's, QFII & RQFII and Private Equity Firms.



BNY Mellon Institutional Services (Asia Pacific) Pte. Ltd.

• Board Member

  • Jul 2016 - Sep 2022

  Hong Kong SAR



IPI x Henley Business School Online

• Hong Kong
• Financial Services
• 1 - 100 Employee

• Guest Lecturer

  • May 2018 - Dec 2019

  Hong Kong & Singapore Currently lecturing the Business Management & Fund Administration module for the Henley Executive Hedge Fund program.



Wuzhu Asia Partners (Cayman) Limited

• Board Member

  • Oct 2011 - Dec 2013

  Hong Kong



Booji Consulting

• Principle

  • Nov 2012 - Sep 2013

  Hong Kong Operating as a freelance Investment Operations Consultant working on a project with SinoPac Securities to setup a new business entity, providing middle and back office services to small to medium sized Hedge Funds. Primarily consulting on the setup and installation of the investment platform to provide full, front to back trade flow support and middle office operations, as well as fund accounting services.



Wuzhu Asia Partners Limited

• Chief Operating Officer

  • Oct 2011 - Sep 2013

  Hong Kong Operating as a Partner, COO and SFC Licenced Representative within a long/short, Pan Asia hedge fund, responsible for all non-investment related aspects of the business. At the outset, this involved the setup and launch of the business, establishing the company entities and structure, selection of our pillar partners including our Clients, prime brokers, fund administration, Legal & Compliance, Audit and IT providers; culminating in daily operations and general business management.… Show more Operating as a Partner, COO and SFC Licenced Representative within a long/short, Pan Asia hedge fund, responsible for all non-investment related aspects of the business. At the outset, this involved the setup and launch of the business, establishing the company entities and structure, selection of our pillar partners including our Clients, prime brokers, fund administration, Legal & Compliance, Audit and IT providers; culminating in daily operations and general business management. Additional responsibilities included to drive the growth of the business by meeting new potential investors, industry vendors and suppliers in order for them to understand our unique investment style and our ability to grow alpha. Show less



Martin Currie

• United Kingdom
• Investment Management
• 100 - 200 Employee

• Investment Operations Manager

  • May 2010 - Apr 2011

  Edinburgh, United Kingdom Reporting to the COO, this role was responsible for the efficient and cost effective operation of all processes across all investment teams, dealing and investment risk. This included a programme of continuous improvement to ensure that the platform was able to support the different investment strategies (hedge and long only) employed across the floor, support new product launches, reduce operational risk and counterparty risk. It also acted as a liaison point between the main business… Show more Reporting to the COO, this role was responsible for the efficient and cost effective operation of all processes across all investment teams, dealing and investment risk. This included a programme of continuous improvement to ensure that the platform was able to support the different investment strategies (hedge and long only) employed across the floor, support new product launches, reduce operational risk and counterparty risk. It also acted as a liaison point between the main business functions (Investment management/dealing/Investment Risk) and operational areas such as the middle and back offices, Information Technology, product development and the 3rd party vendors such as our middle office provider, administrators, brokers and prime brokers.

• Programme manager/Business consultant

  • 2004 - Apr 2010

  Edinburgh, United Kingdom Responsible for the creation and delivery of a programme of key business projects aligned to the company’s 5-year strategic vision, to drive change across the investment platform and to provide business consultancy to the investment, dealing and investment risk teams in order to assist them in building the required change programme to meet their long-term goals.

• Technical projects manager

  • Nov 2002 - Aug 2004

  Edinburgh, United Kingdom To take responsibility for all major technical aspects of the business to plan, manage and deliver a programme of major technical initatives across the business.

• Technical Services Manager

  • Jun 1998 - Nov 2002

  Edinburgh, United Kingdom Responsible for all aspects of technical strategy, technical projects, IT security, and day-to-day technical support for Martin Currie worldwide. This includes resourcing, managing and directing all technical projects and research to enable the business to meet its operational and strategic objectives.

• Network analyst

  • May 1996 - Jun 1998

  Edinburgh, United Kingdom Responsible for the support and delivery of technical services to the Martin Currie group. This included resourcing and managing the technical services team.



Adam & Company Wealth Management

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Network analyst

  • 1994 - Apr 1996

  Edinburgh, United Kingdom Adam & Company is a private bank that provides personal banking and investment portfolio services to its clients. Responsible for the administration and support of Adam’s PC computer network comprising, 3 Windows NT servers and 60 client machines. Spread over four sites within the UK, including provision of primary support, training and development of in-house applications. Included giving support of the operation and administration of the company’s hardware networking, gaining knowledge in… Show more Adam & Company is a private bank that provides personal banking and investment portfolio services to its clients. Responsible for the administration and support of Adam’s PC computer network comprising, 3 Windows NT servers and 60 client machines. Spread over four sites within the UK, including provision of primary support, training and development of in-house applications. Included giving support of the operation and administration of the company’s hardware networking, gaining knowledge in local and wide area networks. Show less