Experience

FA Solutions

• Finland
• Software Development
• 1 - 100 Employee

• Business Develoment Director

  • Jun 2023 - Present

  London, England, United Kingdom



Creativemass

• Australia
• IT Services and IT Consulting
• 1 - 100 Employee

• Head Of Corporate Development

  • Mar 2022 - Mar 2023

  London, England, United Kingdom Helping the wealth management industry build better relationships with their clients via the state of he art WealthConnect solution, built on Salesforce.com



SEI

• United States
• Financial Services
• 700 & Above Employee

• Business Development Director

  • Jan 2020 - Feb 2022

  London SEI are a provider of an outsourced back-office system for Private Banks & Wealth managers which has a set of integrated front office tools. • Promoting the whole SEI offering (BPO plus front office tools) to the UK market • Building relationships with major and minor consultants to ensure awareness of the solutions offered by SEI.



Focus Business Solutions Limited

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

• Head of Business Development PWM

  • Jul 2018 - Jan 2020

  London, Greater London, United Kingdom Focus supply SaaS solutions for the front office of IFA’s, private banks and wealth managers. Re-Recruited by the MD to market the new DFM solution to private client wealth managers and private banks. Responsible for all segment sales and marketing activity. Key deliverables: - • During my time there I built an awareness of the new solution in the market place and created a 3 firm partnership with BITA Risk, ISL (IMiX) and Focus called The Wealth Hub… Show more Focus supply SaaS solutions for the front office of IFA’s, private banks and wealth managers. Re-Recruited by the MD to market the new DFM solution to private client wealth managers and private banks. Responsible for all segment sales and marketing activity. Key deliverables: - • During my time there I built an awareness of the new solution in the market place and created a 3 firm partnership with BITA Risk, ISL (IMiX) and Focus called The Wealth Hub (https://www.thewealthmosaic.com/vendors/focus-solutions-group/wealth-hub/) Show less



Iress

• Australia
• Software Development
• 700 & Above Employee

• Strategic Business Development

  • Feb 2017 - Jul 2018

  London, United Kingdom Iress supply SaaS solutions for the front office of IFA’s, private banks and wealth managers. Growing Iress’ footprint in Private Wealth Management in the UK, focusing on larger and more complex accounts. Developing Tools for front office users: CRM, Financial planning, Portfolio management, Performance analysis, Client portal and reporting.



Independent

• Various consultancy projects

  • Nov 2015 - Feb 2017

  London, England, United Kingdom Companies include Guide point, Three Bridges, The Whiteboard & The Glue



Avaloq

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

• Head of Business Development

  • Jul 2010 - Oct 2015

  London Area, United Kingdom Providing a solution for top end (£10bn AuM and above) for Retail/Wholesale & Private banks and wealth managers First UK employee, working with a Swiss country manager to build up customers and staff. This involved a very hands-on style, especially for the first 3 years, playing many different roles within the small team. Today from a start up in June 2010 there are now several live customers. Key deliverables: - • >£8mn TCV from new business with Barclays. • >£8mn TCV from… Show more Providing a solution for top end (£10bn AuM and above) for Retail/Wholesale & Private banks and wealth managers First UK employee, working with a Swiss country manager to build up customers and staff. This involved a very hands-on style, especially for the first 3 years, playing many different roles within the small team. Today from a start up in June 2010 there are now several live customers. Key deliverables: - • >£8mn TCV from new business with Barclays. • >£8mn TCV from new business with Canaccord Genuity. 1st non-bank in Avaloq Group • Provided local sales effort to close UK business with HSBC, J Safra Sarasin, Rothschild, DB (extension of CH contracts) generating additional £10mn revenue • Supported additional revenue more than £2mn from Coutts/Adam & Co • Full brand awareness across UK, winning 7 major industry awards • Speaker at 4 major industry events • During the last 2 years I was helping build a business case and pipeline for Avaloq’s UK BPO operation. Show less



The Coaching Platform, part of Focus Solutions Group

• Financial Services
• 1 - 100 Employee

• Sales Director - Wealth Management

  • Jan 2009 - Jul 2010

  London Area, United Kingdom Focus supplied SaaS solutions for the front office of IFA’s, private banks and wealth managers. Project ceased due to recession at time. Headhunted to build the new wealth management team following on from some initial sales success. Key Deliverables: - • Focus successfully entered wealth management market • Pipeline developed more than £11mn built in just 4 months in sector.



Temenos

• Sales Director

  • Sep 2008 - Dec 2008

  Originally Financial Objects - now acquired



Financial Objects

• Banking
• 100 - 200 Employee

• Sales Director

  • Jan 2008 - Dec 2008

  London, England, United Kingdom Providing a solution for Retail/Wholesale & Private banks and wealth managers Following the departure of a significant part of the Wealth Management team to form Third Financial I was recruited to rebuild the team. Key Deliverables: - • 3-man sales team established. • Existing client base retained • New business pipeline established on a global level including prospects in Jamaica, Nigeria and central and eastern Europe.



PETER EVANS & ASSOCIATES LIMITED

• United Kingdom
• Business Consulting and Services

• Business Development Manager

  • Feb 2005 - Jun 2007

  London, United Kingdom Providing Wealth Management and execution only solutions Responsible for revenue growth of 50% during my time at Peter Evans. I had overall responsibility for all sales, new business, and existing clients plus overall project director role on the ongoing projects. Key Deliverables: - • £3mn contract signed with Squaregain • Additional business won with RBC, BNYM, HBOS, Cazenove, C. Hoare & co • International marketing plan developed • Organised and spoke at 3 major events… Show more Providing Wealth Management and execution only solutions Responsible for revenue growth of 50% during my time at Peter Evans. I had overall responsibility for all sales, new business, and existing clients plus overall project director role on the ongoing projects. Key Deliverables: - • £3mn contract signed with Squaregain • Additional business won with RBC, BNYM, HBOS, Cazenove, C. Hoare & co • International marketing plan developed • Organised and spoke at 3 major events including 2 at Ambassador residences in CEE Show less



System Access

• Sales Director

  • Jan 2003 - Jan 2005

  Geneva Area, Switzerland Providing core banking software Recruited to develop and lead the European sales team as well as managing 3rd party sales channels. I managed a team of 5 based in Geneva, London, Riga, and Prague. Key deliverables: - • Overall revenues for the region grew by 30% during my time. • Partnerships were established in Russia, France and Italy with local companies. • Sales targets were exceeded each year and major business was won at Erste Bank and Unibanka (SEB).



Advent

• MD

  • 2001 - 2002

  Geneva, Switzerland Providing wealth management software Headhunted to develop the Swiss entity of Advent Europe, which was a start-up organisation. I built a team of 7 people to work in the branch. Key deliverables: - • Closed the largest deal for the branch at 1.3MN CHF with Controlfida. • Projects were also won at Banque Edourd Constant, Finansbank and Greenlight.



Odyssey Asset Management Systems

• Software Development
• 1 - 100 Employee

• Regional Sales Manager

  • Apr 1995 - May 2001

  Switzerland Providing front office software for wealth managers and Private Banks Headhunted to join this company by the former deputy-managing director of BIS Banking Systems. I had been in the company since its inception and have been working with the Triple ‘A Portfolio Management System. Key deliverables: - • Sold the largest deal for Odyssey at the time to ING Private Bank, which totaled over 10mn CHF over 3 years. • Substantial deals were won with most of the Cantonal Banks in… Show more Providing front office software for wealth managers and Private Banks Headhunted to join this company by the former deputy-managing director of BIS Banking Systems. I had been in the company since its inception and have been working with the Triple ‘A Portfolio Management System. Key deliverables: - • Sold the largest deal for Odyssey at the time to ING Private Bank, which totaled over 10mn CHF over 3 years. • Substantial deals were won with most of the Cantonal Banks in Switzerland, Julius Baer spent more than 5MN CHF and ABN Amro deployed Triple ‘A on a global basis. This included Italy where our relationship with a local company resulted in a very major sale in Monte di Paschi. Show less



BIS Banking Systems

• Operations Manager

  • 1984 - 1994

  London and Moscow Since acquired by Misys and Finastra, providing core banking software and gaining experience working with the MIDAS banking system. Key deliverables: - • Promoted to Operations Manager from Development Manager. • Set up Moscow branch over three years and managing team of 25.