Lee Davis Email & Phone Number

London, United Kingdom

Consulting business focussed on providing common sense, hand-on solutions in programme, project and integration management within the Wealth Management industry. With over 20 years experience across multiple products and sectors, offering a very professional and dedicated service.Projects under management include:*Program management of a large client implementations onto a full Wealth Management services*Migration of a banks products and services between UK Custodians*Middle and back office regulatory change projects *Model Portfolio creation and platform on boarding*18 Month significant I.T. Security upgrade program*MiFID II implementation*GDPR implementation*Multiple platform reviews and migrations*Creation of company integration frameworks and delivery of multiple integrations, totalling billions in AUA

Member of a new type of Finance Industry Consultancy, collaborating with like minded subject matter experts to deliver tailored solutions to clients

London, England, United Kingdom

London, England, United Kingdom

Responsible for managing the Integration process for all of IWP Acquisitions. Responsible for the creation of the IWP standardised integration framework, working with company CEO’s/COO’s to ensure the safe and efficient transition into the IWP Group with no detriment to end clients. Also responsible for managing the programme of group wide projects, which are key to the development and expansion of IWP

London, England

Senior Project Manager within the FNZ Wealth team, managing the implementation of two pilot clients onto the new FNZ Wealth Management product.

Manage the Business Oversight Team and report into COOProject managed new fund launches and registrations in multiple jurisdictions Company Operational Risk Manager - created, implemented and maintained a new operational risk frameworkVendor Relationship Manager - including analysis and procurement of new 3rd party servicesBCP Co-ordinator

Chelmsford, United Kingdom

Implemented and managed a new client on-boarding process (£4bn over the last 12 months)Project managed client asset migrations working with internal and external stakeholdersManager of AAF Type 2 accredited Institutional Operational Risk frameworkCo-ordinated AAF audits with external auditor and owned any follow-up actions through to completionSupported sales staff on new business pitchesClient Relationship Manager for Cofunds Institutional's largest client (requested by client)

Chelmsford, United Kingdom

Succesfully project managed the improvement of service of the asset migration process, managing a 6 person operations team with remit to significantly improve service levels to clients and reduce errors within 1 yearAnalysed, instigated and implemented process improvements for efficiency and risk/control purposesWorked with clients on identifying remedial action required to bring the service back to and beyond required contracted levels

London, United Kingdom

Project Manager for Corporate Action re-engineering process sponsored by Global Head of Corporate Actions.Remedial project work after initial implementation by another project team failedSignificant headcount and cost reduction, plus increased service levels, through successful project delivery

London, United Kingdom

Complete re-engineering of the Equity swaps trade life cycleImplementation of a trade entry and middle office system and integration with company back-office systemCreated significant efficiencies for the London Swaps dealing team and increased trade capacityGlobal coverage, large budget

London, United Kingdom

London, United Kingdom

London, United Kingdom

Bsc, Economics, 2:1

Education record

Activities and Societies: Member of school cricket team 4 A-Levels A-C (Economics - A, General Studies - A, Geography - B, Classical.