Leading GAM's central and global marketing functions, responsible for developing and implementing the firm’s marketing, communications and brand strategy to support GAM's global businesses across all channels, digital distribution and client experiences.A member of GAM’s Distribution Leadership Team, Global Distribution Oversight Committee, Product Development Committee and GAM’s Sustainability Committee.

A business role responsible for the strategy and delivery of Digital Channels to support GAM's clients, marketing, communications and IR activities globally on behalf of the GAM Investments, Wealth and Private Labelling businesses.Reporting to the global CMO and senior leadership teams, championing the need and formation of a new digital capability within global distribution I successfully built out teams into a newly created digital business unit, effectively creating an in-house digital agency, forming agile digital factories delivering full digital marketing and associated capabilities. On behalf of our internal clients (primarily serving global distribution, Investor relations and corporate communications) the 3 digital distribution teams (CRM, Digital Delivery and Client Experience Technology) operate as an internal startup / agency partnering to deliver localised / personalised online client experiences and sales marketing success.Primary areas of responsibility across the group: Design / Brand / Visual Identity, Digital Marketing, Corporate Websites (5 languages), Multilingual Country Websites, Social Media channels, Video & Multimedia, Content Management Systems and publishing, Global Fund / Product sites (GAM and private label), Global CRM process and data, Campaign Management & Marketing Automation, Distribution Business Intelligence and visualisation. Future technology and innovation research supporting the distribution function and GAM’s clients.Ideation and Innovation platform manager for group.

Global responsibility for Corporate Systems, Digital, Distribution and Client Reporting technology at GAM.Acting deputy to the Global Head of IT across all tech delivery, support and service teams (development, infrastructure and operations).

• Responsible for the development and delivery of GAM’s core marketing, sales and distribution technology portfolio. This comprises of a full portfolio of in-house and cloud based applications, systems and services.• Manage a team of 10 - 15 direct reports (plus consultancy) split between London and Zurich with a team budget circa £2-5M per annum.• Technology Lead for GAM's 2015 corporate rebrand, delivering a full and extensive global rebrand and visual identity across online (full website refresh), in-house systems and client reporting within 6 months.• Within a 12 month period I led the project to replace a 10 year old website with a cost effective, modern, fully responsive, mobile enabled website with the ability to deep link to complied content whilst improving analytics, SEO, marketing automation, CRM integration and social sharing capabilities.• To strengthen GAM’s sales and distribution capabilities, data and reporting, I built the business case, led selection, and consolidated the 2 banks Siebel CRM systems successfully into a single Microsoft Dynamics solution with common processes globally. • Responsible for Fund Fact sheet and KIID production, supporting data / content and an innovative investment proposal automation solution for advisors. • Audit Lead for the coordination and completion of the annual PWC SSAE16 IT controls certification covering the Fund Accounting, Transfer Agency and Investment Administration functions.• Member of the operational transition and merger team for GAM's company acquisitions (Renshaw Bay, THS Partners, Cantab Capital).

• 2009 - Asset Management Carve Out Programme – I led a team of over 100 staff from Swiss & Global, GAM and Bank Julius Baer to migrate the Swiss and Global IT systems and processes from the Julius Baer platform to GAM and met the FINMA deadline.• GAM Change Manager - Managed IT change and governance across the group. Chairing weekly Change Advisory Boards and facilitate change for stakeholders globally.• IT Department Management – GAM had 2 heads of IT, 260 staff. My role was to sit between the heads of IT infrastructure and Development to manage change and ensure a level of continuity, governance and operational control was achieved.• Product manager for Finance Department, Risk, Internal Audit and Marketing covering all system support maintenance and development requirements.• Managed Disaster Recovery and Business Continuity – member of invocation team.• SharePoint and workflow - collaborative technology and intranet platform service manager• 2012 - Programme manager to rapidly roll out over 550 applications and 3rd party services to 1500 desktop PCs in 9 geographic locations in under 8 months.

Selected by GAM’s highest revenue generating department to manage the rapidly scaling multi-manager investment department. For just over a year I worked with the CIO restructuring, recruiting and improving operational efficiency for 60 staff and our client touchpoints across global investment teams, departments and offices. • Responsible for managing $multi million operational budget.• Line management responsibility for: o 16 x Investment Support Analysts in New York, London and Hong Kong supporting all Multimanager investment teams globally. o 6 x Multi-Manager Sales and Marketing team delivering complex investor reporting, communications, bespoke marketing material, sales collateral, presentations, RFP and DDQ responses. • Maintained Multi-Manager’s ISO 9001 investment process status by passing main 4-year certification audit. Presented the investment process to a Merrill Lynch Advisors conference in New York.• Led the Chief Investment Officer’s primary operational project to promote consistency of the external manager assessment approach across investment teams and introduced the management of key tracking KPIs.

Built a team of 30 staff to support GAM's client servicing and operationsClient Experience, Marketing, Brand and Sales:• Designed and delivered over 15 world class meeting rooms to the highest of specifications to deliver seamless presentation and communication of financial information to clients and institutions,• Spearheaded a programme to put GAM presentation rooms in each private bank purchased with GAM by Julius Baer to support product sales. • I set up and managed GAM’s first video infrastructure. We delivered to the requirement that when an investment manager said something we recorded it & made it available to all marketing channels within a day. We were the first European bank to deliver video via the web. • I built GAM’s first studio to film investment managers and developed the first multimedia CD-ROMs that turned into GAM’s microsites.Conference Production and Event Management. • I managed all major GAM conferences, road shows and events internationally. I selected the agencies and venues around the world (from London, Zurich, Geneva, Beirut, NY, Rome, Holland and Hong Kong) I continually innovated the stage designs meeting brand guidelines and was an early adopter of interactive elements such as audience response, interactive displays, and widescreen.• Produce content, interactive displays and presentations to support the events.• At each large event (200-300 delegates) I would be the technical director / stage manager and cue the screens, filming, projection, lighting, autocue and presentation staff.IT Service and Support • On seeing the damaging effect poor IT support was having on GAM’s ability to do business, I personally built a robust case to replace GAM’s outsourced IT support team to improve service and saved GAM $2million within 12 months whilst significantly improving services.• The service improvement programme was very successful and I won the internationally acclaimed ITSMF Service Champion of the year (2005) for it.

• Managed GAM’s client rooms, conferences, digital video strategy, multimedia production and executive support teams globally.• Responsible for sales, marketing and presentation support strategy and delivery.

• Provided VIP level technology advice and support for GAM's founder - Gilbert de Botton and family, GAM executives and clients• Presentations, sales and client support• Ensured innovative technology delivered results, positioning GAM as technology leader and wow’ed clients.

The IA’s Tech Forum is aimed at supporting senior technology experts (such as CTOs, CDOs) address their technology priorities. This will also help address the opportunities and challenges surrounding the adoption and use of technology in investment management and any resulting possible policy implications. The Tech Forum compliments the work of IA Engine.

The Investment Association's Velocity Accelerator brings together FinTech firms with ‘market-viable’ technology tailored to the asset management sector, supported by industry practitioners from across the Investment Association membership. The creation of Velocity reflects the strong demand within the asset management industry for new technology solutions which will enhance the customer experience and increase business efficiency.

Chapter 2: Digitising Client Advisory & Robo-AdvisoryPresentation Technology: Enriching the Client Experience in a Physical and Virtual WorldCo-Authors: http://thewealthtechbook.com/authors.html

A mentor on the Multiverse Mentoring Programme which is a four-month Programme matching apprentices with a mentor from outside of their business to support their career development and personal growth.

Volunteer Start up Mentoring

• Managed a portfolio of multimedia and inward investment projects for the UK department of trade and industry (DTI) and British government, including the DTI's Invest in Britain information system, which subsequently won a Queen's Award for Enterprise.

• Ballistic modelling of air and ground targets utilising computer-modelling techniques.

• Successfully delivered and project managed the aircraft vulnerability trials on behalf of the CAA post Lockerbie air disaster of 1988. The results of the data collated have contributed to aircraft and baggage safety internationally.