Experience

Orbis

• United Kingdom
• Staffing and Recruiting
• 100 - 200 Employee

• Head of Client Engagement (FS)

  • Mar 2022 - Present

  Orbis is an international recruitment agency specialising in Technology, with expert teams in Software Engineering, Cloud & DevOps, Product & Design, Cyber Security, ML & Data Science, and Change & Transformation. We have offices in London, Glasgow, Amsterdam, New York and Nashville. We are technology people specialists, and work with brands that are passionate about tech, diversity, community and change. Our mission is to continuously define and identify excellence; refined to exact requirements through the rewarding experience of better partnerships. My role is to deliver that excellence on behalf of the client, and to grow our business in financial markets. Email: henry@weareorbis.com Direct: +44 (0)20 38541136 Mobile: 07904 457239 New York: +1 646 970 0522 Nashville: +1 629 236 9940 www.weareorbis.com Show less



OV Search

• United Kingdom
• Executive Search Services
• 1 - 100 Employee

• Senior Principal Consultant

  • Mar 2022 - Present

  OV Search is an international executive search agency, working across Software Engineering, Digital, UX/UI Design, Business Change, Transformation, Cyber Security and Operations. OV Search is committed to diversifying leadership, founded on industry knowledge, and driven by a consultative and flexible approach. Our mission is to continuously define and identify excellence; refined to exact requirements through the rewarding experience of better partnerships. www.ov-search.com OV Search is an international executive search agency, working across Software Engineering, Digital, UX/UI Design, Business Change, Transformation, Cyber Security and Operations. OV Search is committed to diversifying leadership, founded on industry knowledge, and driven by a consultative and flexible approach. Our mission is to continuously define and identify excellence; refined to exact requirements through the rewarding experience of better partnerships. www.ov-search.com



Coex

• United Kingdom
• Business Consulting and Services
• 1 - 100 Employee

• Senior Principal Consultant

  • Mar 2022 - Present

  Coex is a fast moving Technology consultancy with a presence in London, Europe and the US. We help businesses, from start-ups to global corporates, to identify and implement product solutions through our data driven developers and designers. We value the freedom to think and explore ideas that will add real (life) value. www.co-ex.com Coex is a fast moving Technology consultancy with a presence in London, Europe and the US. We help businesses, from start-ups to global corporates, to identify and implement product solutions through our data driven developers and designers. We value the freedom to think and explore ideas that will add real (life) value. www.co-ex.com



Cornwallis Elt

• United Kingdom
• Staffing and Recruiting
• 1 - 100 Employee

• Principal Consultant

  • Feb 2013 - Mar 2022

  The Buy Side practice has been servicing the fund and wealth management industry for over twenty years and is now widely recognised as the market leader in the sector with long standing client partnerships, a proven delivery record, and deep trust in our bespoke approach to individual client needs. We have successfully delivered resource across a broad range of clients within the Buy Side covering institutional, retail, wealth, consultancy and software vendors. We recruit for organisations of all sizes, from businesses with £1Trillion + Assets under Management to smaller boutiques (and everything in between), many of which have been client partners since our formation in 2001. Key programmes supported include technology integration, re-platforming, internal development projects and regulatory initiatives. Show less



Hickley Consulting Associates

• founder

  • Dec 2011 - Jan 2013

  Worked primarily in the area of intersection of wealth management and institutional operating architectures, and resulting strategic opportunities. We provided buy side consultancy on target operating model / strategy and programme management, specialising in data management, investment operations / outsourcing, and in building teams. Worked primarily in the area of intersection of wealth management and institutional operating architectures, and resulting strategic opportunities. We provided buy side consultancy on target operating model / strategy and programme management, specialising in data management, investment operations / outsourcing, and in building teams.



Capco

• United Kingdom
• Financial Services
• 700 & Above Employee

• Managing Principal

  • Aug 2011 - Nov 2011

  Worked at Capco to develop their buy-side institutional business and to lead a major private client investment manager bid. Worked at Capco to develop their buy-side institutional business and to lead a major private client investment manager bid.



Barclays Wealth Management

• United Kingdom
• Financial Services
• 700 & Above Employee

• Target Operating Model & Business Change (Consultant)

  • Aug 2010 - Apr 2011

  Design of target operating model for implementation of Charles River portfolio management, trading system, and compliance engine globally. Set up design authority to own end-to-end design of technology & business process, and technology architecture; alas ran organisational and control design plus business change for (business) operations. Designed tactical production solutions for global security master, within strategic SOA. Design of target operating model for implementation of Charles River portfolio management, trading system, and compliance engine globally. Set up design authority to own end-to-end design of technology & business process, and technology architecture; alas ran organisational and control design plus business change for (business) operations. Designed tactical production solutions for global security master, within strategic SOA.



Fortis Bank NL

• Portfolio Management & Governance Process (Consultant)

  • Mar 2010 - Apr 2010

  Developed project portfolio management process, governance, and set up PMO to introduce business and strategy disciplines, also defined post separation portfolio of strategic projects.

• Programme Leader - IT Separation; Interim CTO

  • Oct 2008 - Mar 2010

  End-to-end responsibility for programme to separate and re-build technology functions for all Fortis Bank NL businesses in the UK, delivered successfully in 16 months. Major business is derivatives clearing / custody & direct market access.Initial period doubling up as interim Chief Technology Officer.Scope covered new global network (low latency trading), two parallel data centres, all IT shared services, application hosting, exchange connectivity and outsourcing of subset of services and application hosting - in total more than 100 applications and 500 servers.Programme team of 16 project managers, BAs, and SME back-fills, across 20 workstreams.Managed programme milestones at low level within each work-stream to manage dependencies arising from an evolving assumption set.Recruited production team of 40 plus IT staff and management.Negotiated contracts with external vendors, and established new processes for testing, migration change control, and acceptance.Implemented and coached stakeholders in a programme / project management governance and reporting process tailored to the firm's culture. Show less



Altran

• France
• Information Technology & Services
• 700 & Above Employee

• Consultant

  • 2007 - 2008

  Brought in to develop DCE's asset management business in the UK, and as domain expert in asset management across Europe - successfully doubled DCE's client base in the UK. Developed and sold value propositions in Target Operating Model and Project Portfolio Management. Ran industry research and events in asset management target operating models, contasting hedge fund and wealth management architectures with institutional business. Developed an "alternative resourcing" service for a global investor services firm, where we provided specialist business analysts and project managers. Example projects: HSBC Security Services - Global Market Data & Off-Shoring Model. Development of a global business & organisational model for market data servicing across hedge fund and traditional long businesses. Included parallel programme of off-shoring of market data servicing. Defined business case and business outcomes for stake-holder buy-in. Credit Suisse AM - Global Target Operating Model Review. Review and analysis of CSAM operating model and technology architecture against industry trends. Fortis Prime Fund Solutions - Hedge Fund Transfer Agency Package Review. Review of the IT vendor market and strategic options in Transfer Agency platforms for Alternatives. Show less



Columbia Threadneedle Investments EMEA APAC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Data Management & Technology Strategy (Consultant)

  • Jun 2006 - Aug 2006

  Led study to re-assess TAM's strategy for data warehouse / ETL and for market / reference data, as preliminary to their outsourcing of the middle office. This resulted in clear business responsibilities for data, and combination of a vendor product (Eagle PACE) for persistent data, with in-house development of transaction messaging. Led study to re-assess TAM's strategy for data warehouse / ETL and for market / reference data, as preliminary to their outsourcing of the middle office. This resulted in clear business responsibilities for data, and combination of a vendor product (Eagle PACE) for persistent data, with in-house development of transaction messaging.



Mellon Bank

• City of London, England, United Kingdom

• Programme Manager - Outsourcing

  • 2005 - 2006

  Programme manager for migration of F&C to Mellon's strategic platform for investment operations. The role was primarily about commercial positioning with the client, stakeholder management, and implementation tactics. IT development teams under my management were in the US, with project management and BAs in the UK. Programme manager for migration of F&C to Mellon's strategic platform for investment operations. The role was primarily about commercial positioning with the client, stakeholder management, and implementation tactics. IT development teams under my management were in the US, with project management and BAs in the UK.



Columbia Threadneedle Investments EMEA APAC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Investment Operations Outsourcing study (Consultant)

  • Jul 2005 - Aug 2005

  Advised TAM on their mid office outsourcing - operating model, vendor selection, and construction & analysis of RFI and vendor responses. Advised TAM on their mid office outsourcing - operating model, vendor selection, and construction & analysis of RFI and vendor responses.



Schroders

• United Kingdom
• Financial Services
• 700 & Above Employee

• Enterprise Target Operating Model (Consultant)

  • Jun 2005 - Jul 2005

  Designed Schroders' enterprise operating model, around a portfolio services core, for in-sourced investment operations, and defined implementation roadmap.This is an achievable common model across equities, fixed income and other businesses, and globally convergent across geographies.Resulted in successful implementation in-house of a single layer "book of record" / accounting vendor system (Simcorp).

• Business Programme Manager - Outsourcing to JP Morgan

  • Jan 2005 - Jun 2005

  Business programme manager for mid office investment operations outsourcing ("Symphony").Amongst many things developed new operating plans for 3rd party custody business, and for derivatives / OTC, and an operational risk framework using control points for each major outsource interface.I was one of the people that precipitated termination of Symphony through developing with JP Morgan realistic joint plans for acceptance testing and implementation.



Charterhouse Consulting

• Head of Implementation

  • 2004 - 2005

  Set up and led a new implementation management practice for Charterhouse, based on an alternative resourcing model combined with consultancy, for strategic clients. Recruited senior hires for key relationships. My role covered staff recruitment and building teams, as well as business development. Our major implementation client was Netik, the data warehouse technology vendor. Set up and led a new implementation management practice for Charterhouse, based on an alternative resourcing model combined with consultancy, for strategic clients. Recruited senior hires for key relationships. My role covered staff recruitment and building teams, as well as business development. Our major implementation client was Netik, the data warehouse technology vendor.



Barclays Global Investors

• City of London, England, United Kingdom

• Head of Business Process & Projects

  • 1996 - 2003

  Set up and ran BGI's process transformation and projects group in Europe, including target operating model and (initially) technology architecture. Responsible for development of propositions to improve operations / technology efficiency and effectiveness, as well as delivery of strategic projects. Team of six internal consultant / project managers. Ran BGI's project portfolio management process, working closely with (local) heads of indexed, fixed income, active equity businesses, and with client services. Projects ranged from fund launches, a new end-to-end infrastructure for wholly pooled clients, outsourcing propositions and operating models, re-engineering cash processing standard across strategies, through strategy studies and reporting propositions for high value clients, operations re-organisations, global market data servicing, IT separations, to merger integration, and programme management of euro programme. In my last 2 years I reduced operations staff numbers by over 10%, and processed 50% more volume. Had the lead "change the bank" responsibility for business operations, and ownership of investment spend. Show less



BZW Investment Management

• City of London, England, United Kingdom

• Head of IT

  • 1990 - 1996

  Pioneered the "investment book of record" technology model - building BZWIM's in-house portfolio management system ("ARIA"), originally as a data warehouse platform. Built BZWIM technology function from a zero base, with eventually approximately 40 IT staff across development, and systems management & support. Reegineered the PMS as a global system and implemented in the Far East as well as UK. Developed in-house OMS platform ("Orders Placed") acknowledged as industry leading. Introduced client / server database technology to the Barclays group. Developed and implemented RAD based development process, and introduced project management disciplines (based on PRINCE). Show less



BZW (Barclays de Zoete Wedd)

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Senior Manager (IT)

  • 1986 - 1990



de Zoete & Bevan

• City of London, England, United Kingdom

• Senior Executive (Pension Funds / IT)

  • 1983 - 1986



BIS Applied Systems

• IT Services and IT Consulting
• 1 - 100 Employee

• Consultant

  • 1981 - 1983



Capgemini

• France
• IT Services and IT Consulting
• 700 & Above Employee

• Analyst / Programmer

  • 1979 - 1981