Ben Peele Email & Phone Number

London, United Kingdom

I oversee our Investment Management, Business Development, Client Services & Marketing functions to ensure a cohesive and best in class client offering. I constantly meet both existing and potential adviser partners to fully understand their needs. PortfolioMetrix (PMX) offers a unique blend of investment management, technology and behavioural finance aimed at the Financial Adviser market. Our “WealthExplorer” platform gives individual advisers a suite of market-leading tools which allows them to deliver better investment outcomes for their clients. The PMX offering empowers advisers to spend more time with their existing clients, bring on more clients and grow their own business in a scalable manner. Our Investment Management team have built a solution that enables IFAs to invest their clients’ money in a product that exactly meets their financial requirements. The majority of client money is invested in our core offering, but advisers are also able to reflect their client’s risk profile with an ESG, income oriented or smart beta implementation. This approach of “scalable bespoke” is a genuine differentiator. Above all, the overarching ethos of our IM approach is to deliver asset allocation that does exactly what it promises to, and hence avoids the financially painful dangers of style or mandate drift. PMX currently manages £2.5bln of client money, and our pipeline of prospects we have suggests that we can grow that number materially in the coming years.

London, United Kingdom

✔ Added structure, accountability & commerciality to this InsurTech business.✔ Did a deep dive into the company financials which identified revenue upside opportunities as well as reducing the cost base.✔ Built a Client Relationship Management (CRM) system and trained the entire team on how to maximise their client relationships, as well as manage underperforming accounts.✔ Project managed onboarding of largest customer relationship to date. This required new systems, new processes and leveraging every part of the firm to deliver on a very tight deadline. ✔ Oversaw 100% increase in revenues during my tenure at MGAM.✔ Created a culture that united a formerly disparate team with a common sense of purpose.✔ Rewrote the firm’s values and mission statement

London, United Kingdom

✔️ One of largest revenue producers on team ✔️ Materially improved review scores with key clients, driven by rigorous focus on account management✔️ Excellent management track record, best in class exponent of diversity and mobility. Hired, developed, transformed and retained high quality staff ✔️ Europe & US products were consistently top ranked in industry surveys (Mclagan, II, Extel) ✔️ Highest cash revenues on the street✔️ Cross-selling (Prime Brokerage, Derivatives, FX, Commodities & Wealth Management)

London, United Kingdom

✔ Largest unit on the trading floor in terms of both revenues and personnel (25 sales people).✔ ‘Manager of Managers’ role, overseeing five sales teams: PanEuropean Equity, UK Equity, Small-Midcap Equity, Merger Arbitrage and IEG.✔ Remained a key revenue producer in player-manager role.✔ Number 1 ranked sales team in Extel survey in 2015 and 2016.

London, United Kingdom

✔ Ran sales team of 9 which included Salestrading & Derivatives✔ Maintained revenues despite material decrease in headcount✔ Coordinated client coverage and deepened relationships across the rest of Emerging Markets

London, United Kingdom

✔ Ran team of 7-10 people and transformed it into a significantly more diverse and effective unit✔ Largest revenue generator, covering predominantly UK client base (Long Only and Hedge Funds) ✔ Redesigned and institutionalised the client review process ✔ Promoted to Managing Director in 2010✔ Top 3 ranked in broker reviews with over 80% of the client base

London, United Kingdom

✔ Pure producer role. Advised clients on listed markets, distributed substantial pipeline of IPOs, cross-sold Derivatives, FX and Prime Brokerage services. Top ranked in client broker reviews for 5 years