Daniel Ellis Email & Phone Number

London Area, United Kingdom

London, England, United Kingdom

• Leadership and supervisory responsibility for all London based investment management teams (approximately 100 FTE) to effectively manage client AUMs of £9billion with gross revenues of £75million p.a.• Member of IMS Management, Investment, Responsible Investment, Governance & Risk, Business Development & Marketing Committees. Chair of Investment Performance Oversight Committee.

London, England, United Kingdom

Consulting COO / CFO for private commodity trading business

London, England, United Kingdom

Target operating model design lead for the definition and implementation programme of the commercial front office of TS&W wealth manager

London, United Kingdom

• Chief Executive Officer (SMF1 controlled function) of Royal Bank of Canada Investment Management (UK) Limited.• Chairman of the Board of RBC Investment Solutions (Channel Islands) Limited.• Member of RBC WMI Operating Committee (senior leadership team) with seats on Risk and Control, New Business, PEP and High Risk Clients committees.• Chair of WMI Investment Products Committee.• Overall leadership of investment products and services division across UK and Channel Islands entities. Responsibility for 45 people across teams covering Investment Counselling, Investment Strategy, Discretionary Investment Management, Managed Investment Products, Structured Products and Derivatives, Dealing and Product Development to effectively manage client AUMs of £4.6billion across UK and Jersey booking centres with gross revenues of £22million p.a.

London, United Kingdom

• CF 29 (Significant Management Function) code staff for investment products and services division across UK and Channel Islands entities. Responsibility for 65 people across teams covering Investment Counselling, GPC (Global Priority Client) Specialists, Strategic Wealth Planning, Investment Strategy, Discretionary Services, Managed Investment Products, Structured Products and Derivatives, Dealing, Product Development and Business Management to effectively manage client AUMs of £12billion across UK and International booking centre with gross revenues of £30mn p.a.• Member of senior leadership team with seats on UK Market and Booking Centre Executive Committees, Asset and Liability Committee, Risk Management and Operational Control Committees.• Chair of local Private Bank Investment Committee to determine tactical asset allocation policy and themes for advisory portfolios.• Chair of New Product Approval Committee for approval of all investment, banking and credit products for private wealth clients.

Geneva, Switzerland

• Leading and managing the team responsible for structured products and derivative sales with AUM of USD 10bn generating 2009 revenues of USD 50mn across Swiss and Luxembourg Bank business areas as well as co-ordination of sales and marketing efforts in other European centres.• Defining and co-ordinating sales and marketing strategy of portfolio solutions, OTC and flow derivative product offering across Equity, Fixed Income, FX, Commodity, Credit and Fund-linked asset classes.

Geneva, Switzerland

Geneva, Switzerland

Jersey

London, England, United Kingdom

Financial Controller – 1 year secondment to Lloyds TSB Treasury Services, Jersey CI Graduate Training Programme, Lloyds TSB Bank plc:- Dealer Support Team, Treasury Products Group, Treasury Division, London- Financial Reporting Team, Treasury Products Group, Treasury Division, London

Education record

Bachelor Of Arts (Ba), Economics