Experience

Investec Wealth & Investment UK

• Financial Services
• 1 - 100 Employee

• Investment Director

  • May 2022 - Present

  Leeds, England, United Kingdom



Santander UK

• United Kingdom
• Banking
• 700 & Above Employee

• Business Manager, Wealth Strategy

  • Jul 2018 - Present

  London, England, United Kingdom I support the UK Head of Wealth Strategy, focused on driving tactical and strategic level change through transformation projects in Santander’s wealth management division. My role encompasses oversight of the development and launch of products, services, tools and the evolution of the sales model. I have a strong understanding of the end to end project management process, collaborating with senior stakeholders across product development, sales, legal, compliance, asset… Show more I support the UK Head of Wealth Strategy, focused on driving tactical and strategic level change through transformation projects in Santander’s wealth management division. My role encompasses oversight of the development and launch of products, services, tools and the evolution of the sales model. I have a strong understanding of the end to end project management process, collaborating with senior stakeholders across product development, sales, legal, compliance, asset management and marketing teams, setting budgets and timescales. Show less



Santander Private Banking

• Spain
• Financial Services
• 300 - 400 Employee

• Private Banker

  • May 2016 - Jul 2018

  London, United Kingdom Private Banker, LONDON & EAST REGION • Provided 200 clients holding £500k+ with investment advice and financial planning services • Leveraged the internal retail and business banking networks to drive referrals and raise the profile of Santander Private • Successfully launched the brand throughout my regional patch and generated over £10m of new business leads in the area from scratch since January 2017



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Discretionary Wealth Manager

  • Oct 2014 - Apr 2016

  St James's Street, London I managed a £130m book of 150 private client portfolios invested in a range of risk-defined multi-asset models. • Responsible for assessing investment strategy suitability through regular review meetings with clients and associated KYC • Developed strong professional relationships with the relevant HSBC Premier Managers and their teams, and have provided training to branch staff • Worked closely with the portfolio management team to understand investment policy, decision-making, and… Show more I managed a £130m book of 150 private client portfolios invested in a range of risk-defined multi-asset models. • Responsible for assessing investment strategy suitability through regular review meetings with clients and associated KYC • Developed strong professional relationships with the relevant HSBC Premier Managers and their teams, and have provided training to branch staff • Worked closely with the portfolio management team to understand investment policy, decision-making, and trading rationale. I was a member of an internal team focused on ensuring that relationship managers have an up to date understanding of this area • Worked closely with the implementation team to structure individual portfolio management solutions within the constraints of our models

• Investment Executive

  • Nov 2012 - Oct 2014



Barclays Wealth, London

• Private Banking Executive

  • Aug 2010 - Nov 2012

  Providing focused sales support to a senior private banker with £400m of AuM, working with complex resident-non-domiciled and ultra high net worth clients, asset management, business development, working as part of several teams in a highly demanding front office environment. Providing sales support to senior bankers and developing client relationships Providing bespoke cash management strategies Placing execution and advisory client trades Liaising with product specialists to… Show more Providing focused sales support to a senior private banker with £400m of AuM, working with complex resident-non-domiciled and ultra high net worth clients, asset management, business development, working as part of several teams in a highly demanding front office environment. Providing sales support to senior bankers and developing client relationships Providing bespoke cash management strategies Placing execution and advisory client trades Liaising with product specialists to develop bespoke trade propositions Identifying and monetising key sales opportunities Maintaining client records, meeting ongoing regulatory requirements for the book Show less



Kleinwort Benson, London

• Front Office Graduate

  • Sep 2007 - Aug 2010

  Graduate (Investment Management, Equity Research and Front Office) Completed two year graduate rotational programme in key areas of the private bank. Developed relationship management experience, analytical skills and a strong understanding of the investment process. Manipulating equity models, forecasting key financial data and assisting in the production of internal research notes and data Constructing pitches to institutions and individuals and compiling performance data… Show more Graduate (Investment Management, Equity Research and Front Office) Completed two year graduate rotational programme in key areas of the private bank. Developed relationship management experience, analytical skills and a strong understanding of the investment process. Manipulating equity models, forecasting key financial data and assisting in the production of internal research notes and data Constructing pitches to institutions and individuals and compiling performance data for client presentations Investigating client management issues, proposing solutions implemented across the front office Liaising with dealing staff, reviewing client portfolios and generating valuations Show less



Datamonitor, London

• Wealth, Savings & Investments Analyst

  • May 2005 - Sep 2007

  I produced the wealth management portfolio of research reports, contributing to the savings and investments portfolio, assisting the sales team and taking project and staff management responsibility. Research and analysis published on a range of topics, developing in-depth industry knowledge, contributing to process innovation Responsible for proprietary Wealth Model forecast database and product and service trend analysis Regular interviews with key professionals and follow-up… Show more I produced the wealth management portfolio of research reports, contributing to the savings and investments portfolio, assisting the sales team and taking project and staff management responsibility. Research and analysis published on a range of topics, developing in-depth industry knowledge, contributing to process innovation Responsible for proprietary Wealth Model forecast database and product and service trend analysis Regular interviews with key professionals and follow-up sales and consultancy Work quoted in major media including the Financial Times Show less