David Lawrence work email
- Valid
- Valid
- Valid
- Valid
- Valid
- Valid
- Valid
- Valid
- Valid
David Lawrence personal email
Accomplished Chief Executive Officer, experienced across both PLC and Private Equity markets. Deep financial services background with specific focus on Wealth Management and associated areas. SMF1 (Chief Executive officer) of a suite of regulated businesses across Financial Advisory and Investment Management. Whilst at Kingswood (updated December 2023), supported by a highly capable leadership team, so far I have accomplished:- - Growth in AuA from £2Bn to £12Bn and EBITDA from £200K to pro-forma in excess of £15M. - Purchase and full integration of 20 IFA businesses with effective synergy capture. - Strategic purchase of IBOSS Asset Management, a leading UK DFM, to deliver accelerated vertically integrated asset flows (with stock now in excess of £800M) and high double digit growth in the number of external IFA firms B2B choosing IBOSS as their outsourced investment partner. - Successful fund raise of an up to eight figure facility to accelerate growth. - Building a highly professional firm with strong focus on functional excellence in regulatory compliance and other areas. Strengths:- - Leadership of large multi site / multi discipline teams - Business strategy - Delivery of Results - Stakeholder Management and Influence - Strategic Business and Behavioural change
-
ChairPurposeful GroupUnited Kingdom
-
Chief Executive OfficerKingswood Group Dec 2020 - PresentLondon, GbKingswood is an AiM listed and Private Equity backed Wealth Management consolidator, focussing primarily on UK but with complementary operations in Ireland and the US.Financial Advice led, Kingswood is a vertically integrated business providing Investment Management Services for Retail and Institutional clients. Through its IBOSS subsidiary, it is also a leading distributor of asset management solutions to independent IFA firms that wish to out-source this activity.In the three years to December 2023, supported by a highly capable leadership team, I have so far led:- - Growth in AuA from £2Bn to £12Bn and EBITDA from £200K to pro-forma in excess of £15M. - Purchase and full integration of 20 IFA businesses with effective synergy capture. - Strategic purchase of IBOSS Asset Management, a leading UK DFM, to deliver accelerated vertically integrated asset flows (with stock now in excess of £800M) and high double digit growth in the number of external IFA firms B2B choosing IBOSS as their outsourced investment partner. - Successful fund raise of an up to eight figure facility to accelerate growth. - Building a highly professional firm with strong focus on functional excellence in regulatory compliance and other areas. -
Chief Commercial OfficerSchroders Personal Wealth Mar 2019 - Nov 2020London , GbSchroder's Personal Wealth, a joint venture between Lloyds Banking Group and Schroders launched in July 2019 and at inception employed 350 financial advisers and had £14Bn of FuM.I led the creation of the business from ideation stage to live with specific focus on the development of Target Operating Model, Customer Proposition and Experience, Product and Service Propositions, Business Development and Insight.My vision for the client proposition was to provide financial advice in a manner that was (i) accessible, (ii) good value for money (iii) with unbundled / transparent charging. The proposition delivered on these principles and prepared the business well for what has now become a requirement under Consumer Duty. -
Strategy, Transition And Planning DirectorLloyds Banking Group May 2018 - Mar 2019London, Uk, GbLed the Strategy, Transition and Planning function for Insurance and Wealth Division in Group Transformation. Responsible for investment prioritisation, oversight and strategic participation. -
Commercial Director & Coo, Uk WealthLloyds Bank Private Banking Apr 2014 - May 2018GbResponsible for the Performance of the Wealth and Private Banking businesses in Lloyds Banking Group. This includes New Client Acquisition, Customer Experience, Operational Support and Proposition Development. -
Customer Management Director, Uk And International WealthLloyds Bank Private Banking Jul 2013 - Mar 2014GbResponsible for unlocking the opportunity that exists within the Lloyds Banking Group franchised brands and from other sources to deliver the growth ambitions of the Wealth division.
-
Senior Leadership Roles In Commercial And Retail BankingLloyds Bank Jul 1987 - Jun 2013London, England, GbVarious roles, primarily in distribution environments, but also functions.
David Lawrence Skills
David Lawrence Education Details
-
Chartered Institute Of BankersAcib -
North Lincolnshire
Frequently Asked Questions about David Lawrence
What company does David Lawrence work for?
David Lawrence works for Purposeful Group
What is David Lawrence's role at the current company?
David Lawrence's current role is Chair.
What is David Lawrence's email address?
David Lawrence's email address is d.****@****net.com
What schools did David Lawrence attend?
David Lawrence attended Chartered Institute Of Bankers, North Lincolnshire.
What skills is David Lawrence known for?
David Lawrence has skills like Retail Banking, Commercial Banking, Change Leadership, Project And Change Management, Sales Management, General Management, Stakeholder Management, Service Delivery, Behavior Change, Financial Planning, Program Management, Mortgage.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial