Experience

Marketing Alpha Partners

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Founding Partner

  • Nov 2017 - Present

  We work across the financial services sector to develop messaging and communication around corporate social responsibility, ESG, climate risk and the environment. We have a multi-disciplinary team that has strong financial services experience and we work across the marketing mix. Capabilities: - Subject matter expertise in CSR, ESG and Climate Risk communications. - Translate business strategy into marketing execution. - Helping organisations find their authentic narrative. - Helping investment teams communicate how they integrate ESG and climate into their process - Originating, planning, development and distribution of content. - Service, product positioning and sales angles. - Video and podcast production. - Social media activation. Show less



MosaicNED

• United Kingdom
• Financial Services

• Founding Partner

  • Mar 2019 - Apr 2023

  MosaicNED develops a leading industry programme to train individuals who want to become independent non-executive directors on UK fund boards. MosaicNED develops a leading industry programme to train individuals who want to become independent non-executive directors on UK fund boards.



Barings

• United States
• Financial Services
• 700 & Above Employee

• Head of Global Marketing

  • Dec 2015 - Apr 2017

  Responsible for global marketing across global institutional and wholesale channels covering equity, fixed income, real estate and alternatives for this leading asset manager. Leading teams based in London, Frankfurt, Asia (Hong Kong, Korea, Japan, Taiwan) and the US covering strategy, product and channel marketing, public relations, content and events. - Managed change communications outside of the US. - Led integration of marketing when Babson, Barings, Cornerstone and Wood Creek combined. - Developed marketing strategy. - Worked with technology team on integrating different websites into one common platform. - 'New Barings' messaging, brand proposition, logo and visual identity with core team. - Worked with senior management on budget to grow brand with sponsorship and advertising. - Launched 'New Barings' in Asia with large-scale conference in Hong Kong. - Development of a new corporate story (and creative). Show less



Legg Mason (Acquired by Franklin Templeton)

• United States
• Financial Services
• 700 & Above Employee

• Head of International Intermediary Marketing

  • 2001 - Nov 2015

  Head of International Intermediary Marketing covering Europe, Asia and Americas Offshore. I managed teams in London, Hong Kong, Singapore, Taiwan and Miami that consist of investment communications, RFP, channel marketing, product marketing, digital and public relations functions. I was responsible for understanding business and client needs and translating them into initiatives across digital and traditional marketing methods to improve the client experience and help drive sales - covering a broad range of investment strategies including fixed income, equity and absolute return. The role also involved articulating international business needs to centralised marketing functions based in the US and developing a close working collaboration with US-based marketing teams. Experience also gained in digital, brand, content strategy, change management and business integration. Show less



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Head of UK Intermediary Marketing

  • 1999 - 2001

  Head of Intermediary Marketing for Newton, part of BNY Mellon, with responsibility for the firm’s marketing strategy and execution, in close partnership with sales, to UK financial advisers (across discretionary and retail channels). Head of Intermediary Marketing for Newton, part of BNY Mellon, with responsibility for the firm’s marketing strategy and execution, in close partnership with sales, to UK financial advisers (across discretionary and retail channels).



Schroders

• United Kingdom
• Financial Services
• 700 & Above Employee

• Marketing Manager - Intermediary Marketing

  • 1994 - 1999

  Responsibility for partnering closely with sales to deliver marketing initiatives to support and drive UK intermediary distribution (across discretionary and retail IFA channels).

• Broker Liaison/Client Service

  • 1991 - 1994

  Joined Schroders to help establish a client service function for the mutual fund business and moved to servicing key UK asset manager/intemediary clients.



Fidelity International

• United Kingdom
• Financial Services
• 700 & Above Employee

• Investor Services

  • 1988 - 1991