David Travers Email & Phone Number

Sydney, NSW, AU

Sydney, New South Wales, Australia

Member of ASX Cash Equities Clearing and Settlement Advisory Group

Sydney, New South Wales, Australia

Fourth Line is a rigorous RegTech risk management and compliance system for advice practices, dealer groups and other wealth management participants. Fourth Line uses algorithmic approaches to simplify the complexity in advice reviews whilst maintaining human oversight, empowering compliance teams to coach and develop strong advice behaviours through data.

Australia

Australia

Sydney, Australia

• TrServa Consulting can help you and your business with:
• Business Planning and strategy development - Development and/or implementation of business plans and strategy - Investment appraisal, approval and execution - Transformation of marketing and brand recognition
• Sales Strategy and Client Management - Identification of market and product differentiation - Review and development of sales and client strategies with clear value proposition and metrics - Structured sales process.
• Business re-structuring - Development of plans to increase profitability through cost management, efficiency and organisational change - Execution of plans to achieve profitability
• Operational Efficiency - Develop transformational change programs though re-defining business models, digitisation and outsourcing - Define metrics to support change and measure post implementation success
• Business Integration - Lead post M&A integration or separation activities to achieve defined objectives - Address integration challenges and identify opportunities to increase savings, met client expectations and.

Sydney, New South Wales, Australia

Australia

• Chief Executive Officer for RBC Investor & Treasury Services in Australia, which includes responsibility for three business lines: Investor Services, Treasury Services and Transaction Banking.
• Involved in: Institutional sales processes to Investment Managers, Wealth platforms and Alternative Funds.
• Responsible for business and strategic planning, setting annual business objectives including: financial performance, sales planning and targets, client management, operational performance and driving best practices.
• Delivered governance, strategy and alignment to the overall Enterprise strategy and operating model and local regulatory requirements including leading local governance
• Products: Investment Administration and custody services: Custody and Safekeeping, Fund and Investment Accounting, Financial Accounting, Unit Pricing, Performance Analytics, Unit Registry, Tax Reporting; Market.
• Grew Australian P&L

Chair RBC I&TS Business Readiness and Recovery Committee 2009-2019Chair Australian Diversity Committee 20015-2019Member Global, regional and local management committees 2009-2019Member Australia Asia Pacific Risk Committee 2016-2019Member and chair RBC I&TS Asia Pacific Operating Committee 2016-2019Member Operating Committee, APRA regulated foreign bank.

Hong Kong And Sydney

Sydney, Australia

• Regional Head for RBC Dexia Joint Venture (Royal Bank of Canada and Dexia Bank) in Asia Pacific with accountability for Investor Services Australia, Hong Kong and Singapore and Chief Executive Officer for RBC Dexia.
• Involved in: Institutional sales processes to Investment Managers, Wealth platforms, Pension/Superannuation
• Responsible for regional and Australian business and strategic planning, setting annual business objectives including: financial performance, sales planning and targets, client management, operational performance and.
• Contributed to the global RBC Dexia Joint Venture as a member of the RBC Dexia Global Operating Committee to ensure that the Asia Pacific business was aligned to the enterprise, strategy and objectives for business.
• Products: Investment Administration and custody services: Custody and Safekeeping, Fund and Investment Accounting, Financial Accounting, Unit Pricing, Performance Analytics, Unit Registry, Tax Reporting; Market.
• Improved regional joint venture P&L

Sydney, Australia

• Chief Executive Officer for RBC Dexia Joint Venture in Australia.
• Involved in: institutional sales processes to Investment Managers, Wealth platforms and Alternative Funds.
• Responsible for business and strategic planning, setting annual business objectives including: financial performance, sales planning and targets, client management, operational performance and driving best practices.
• Delivered governance, strategy and alignment to the overall enterprise strategy and operating model and local regulatory requirements including leading local governance as Chair of RBC Dexia Joint Venture Australian.
• Products: Investment Administration and custody services: Custody and Safekeeping, Fund and Investment Accounting, Financial Accounting, Unit Pricing, Performance Analytics, Unit Registry, Tax Reporting; Market.
• Improvement in joint venture P&L for Australia

Sydney, Australia

• State Street Australia Limited (SSAL) & State Street Service Limited (SSSL) 2000-2008Senior Vice President, Head of Investment Services Australia/New Zealand 2004-2008 Vice President, Chief Operating Officer.
• Chief Executive Officer for Investment Services business Australia and New Zealand. Chair and Executive Director of SSSL third party Trustee and Responsible Entity.
• Responsible for business and strategic planning, setting annual business objectives including: financial performance, sales planning and targets, client management, operational performance and driving best practices.
• Involved in: Institutional sales processes to Investment Managers, Superannuation and Alternative Asset Managers, negotiation of significant client contracts for service provision, and review of M&A opportunities
• Responsible for all operational and client management including; planning, client financial performance, service delivery, operational performance and alignment to global operating models, co-ordination functional.
• Products: Unit Pricing, Custody and Safekeeping, Fund and Investment Accounting, Financial Accounting, Performance Analytics, Unit Registry, Tax Reporting, Responsible Entity (Trustee) Services, Foreign Exchange.

Sydney

State Street Australia Limited (SSAL) & State Street Services Limited (SSSL) 2004-2008Executive Director SSAL subsidiary board and nominee Board management Overall business management and governanceChair and Executive Director SSSL third party Trustee and Responsible EntityChair and Executive Director SSSL compliance committeeMember State Street global.

Sydney, Australia

• Chase Manhattan Bank (Sydney) 1994-2000Vice President, Relationship Manager Global Investor Services 1998-2000Vice President, Head of Asia Pacific Operations, Global Investor Services 1994-1998
• Managed client relationships with 15+ Investment Managers and Superannuation Funds establishing client plans, monitored client P&L’s to ensure continued growth in relationships and profitability.
• Established a regional operational hub for Morgan Stanley’s Global Custody business in Australia by recruiting a team of 20 operational staff to perform complex functions as part of a global operations team of 250.
• Led the merger of Morgan Stanley ‘s Australia Global Custody business when acquired by Chase in 1998.

Sydney, Australia

• Created centralized shared service operations and administration hub resulting in automation of reconciliation processes, reduction in reconciliation items and errors, new management structure and succession plan.

Sydney, Australia