Delegated Solutions

When I started at Mercer I quickly realised that the fastest growth area of the business over the next 10 years would be ‘Fiduciary Management’. I diverted my career in that direction.I came into the FM team at the early stages of the Mercer solution and, as such, was instrumental in its development from dynamic de-risking to Cashflow Driven Investment Portfolios.Responsibilities:• Sale of the Mercer FM solution to existing and new private and public sector trustee and corporate clients of UK Pension schemes in the North of England - Liverpool, Manchester, Leeds and Birmingham offices.• My sales target was to secure $1bln of additional assets p.a. onto the Mercer platform. I beat my target every year. Every FM mandate won improved annual revenue several fold. • To create and develop the Mercer FM story internally/externally and construct associated engaging communications materials.• Manage the Client Relationship from introduction to securing the assets and thereafter.

My role at RSM TENON was to create and develop a comprehensive Investment Management solution that would provide ‘Risk-Rated’ investment portfolios based on Modern Portfolio Theory for the firm’s Independent Financial Advisers to utilise.Use of the portfolios reduced risk for clients, the business and the IFA’s themselves.This additional service generated an additional fee. Responsibilities:• Define and develop a comprehensive Investment Management proposition for the business.• Based on Modern Portfolio Theory, create, construct and actively manage on a daily basis a range of 5 Risk-Rated Model Investment Portfolios ranging in risk from Cautious to Balanced to Aggressive• To define the marketing strategy and construct engaging communication materials.• Responsible for a team of 6 Investment Professionals.• Provide investment advice to a small number of institutional pensions clients acting as an Investment Consultant/Client Relationship Manager.

My role at HSBC was to manage a portfolio of c.20 private and public sector trustee and corporate clients and advising on all aspects of the investment consultancy cycle, including: investment strategy design (for example, the use of asset-liability and other risk-based models) and communication of the results to a range of parties and levels of investment knowledge.Responsibilities:• Quarterly presentations to the board of Trustees• Investment strategy implementation and transition management.• Investment performance monitoring, against both asset and liability benchmarks.• Wide experience of advising on a range of traditional and alternative asset classes, including liability driven investments and derivative strategies.• Leading the Equities Research Team and co-head of Investment Manager Research Team.• Attend and present at client meetings including active Client Relationship Management• Actively involved in New Business initiatives including professional networking, New Business• Pitches and the creation of communications/engagement material.

My role at Nelson Money Managers was to manage the assets and the relationships of the firm’s higher net worth clients.Responsibilities: • Senior member of the Investment Management Team and also appointed to manage the relationships of the Higher Net Worth clients (£1m plus assets).• Defined external marketing strategy delivering successful UK wide communications programmes including personally delivering large scale presentations.

• Dealer and Junior Fund Manager actively managing short GBP and USD Bond Portfolios for HNW Private Clients.• Qualified in 1995 as an Associate of the Institute of Investment Management and Research (now CFA UK) [8 Examinations, accepted equivalent to University Degree/Masters Degree level]