Georgina Mitchell Mcsi Email & Phone Number

London, England, United Kingdom

• The UK retail division of Orbis Group
• Consumer Duty champion, using exec career experience to gain assurance on the implementation and ongoing monitoring of the new regulation across all four outcomes, especially consumer support and consumer.
• Challenging on interpretation and presentation of quantitative and qualitative data under the seven areas of investigation presented in both the in depth and shorter, published, Assessment of Value (AoV) reports for.
• Challenging on the application of ESG across the fund range and expectations for alignment with the imminent labelling regime;
• Developing strategies for increasing adviser introduced business to the fund range, improving geographic reach and communication of the unique performance-only fee structure;

• A Leicester based wealth manager incorporating financial planning and investments.
• Advising on key ESG considerations across multiple stakeholders, from employees to the local community, in order to achieve and maintain BCorp accreditation;
• Providing ongoing challenge on an ESG model portfolio proposition and likely compliance with incoming labelling regime;
• Gaining assurance on PROD and due diligence arrangements on associated service providers;
• Assessing business readiness for the introduction of consumer duty regulation and using insights to provide a feedback loop to business development

Nottingham, England, United Kingdom

• TBFS is now part of Waystone Group. It was a host ACD responsible for 41 funds across 16 different investment managers.
• Chair of the Fund Governance Committee, responsible for recommending value assessments to the Board for approval. Regularly reviewed product changes or launches and provided challenge to the delegated investment.
• Consumer Duty champion, using direct to consumer experience to challenge and recommend enhancements to the supporting data to provide assurance on the implementation plan and support in the development of a suitable.

Leeds, England, United Kingdom

• One of the largest NHS Trusts in the country, with c£1.8bn turnover and 22,000 employees across six hospitals
• Member of Remuneration, Audit, Digital & IT, R&I and Innovation District Committees;
• Seeking additional assurances on cyber defences in light of increased threat to the NHS due to geopolitical tensions and inherent risk of the legacy infrastructure;
• Bringing multi-disciplinary commercial experience and knowledge of the tech sector to challenge on future development plans, including the strategic development of an innovation hub within a new five hectare innovation.
• Using insights into the care sector and understanding of socio-economic factors influencing health inequalities from pro-bono work to support during COVID recovery period.

London, England, United Kingdom

Chairing a discussion group of three wealth management ESG experts and over 20 asset management firms with the aim of simplifying the language around responsible/sustainable/ESG for retail investors and their advisers.

Strategic review, challenging the Board’s assumptions about and understanding of the wealth management market, the challenges and drivers of that market and its fit with the wealthtech product development pipeline;

Leeds, United Kingdom

Strategic planning and reputational guidance for a Leeds based, start-up peer-to-peer aggregator looking to target the wealth management market.

Leeds

Strategic planning for turnaround and CEO development for a Leeds-based, peer-to-peer lending platform seeking to strengthen its core business processes and grow through the attraction of institutional lending. Developed a strategic engagement plan for the platform to target institutional lenders and advised the board on industry expectations regarding due.

Post-graduate level professional diploma completed over six months covering behaviours of a non-exec, board structure & performance, directors’ duties & liabilities, audit & financial reporting and risk management & internal control.

Leeds, United Kingdom

Using a flair for stakeholder engagement to turnaround underperforming, change-resistant, franchisees of one of the UK's largest independent stockbrokers. Challenging the assumptions underpinning their business plans, in particular the all-encompassing statement of 'that won't work around here', resulted in successes including a four-fold increase in.

Leeds, United Kingdom

• Business planning: Delivery of plans aligned with four strategic themes including staff, customer experience and risk; implementation, analysis and reporting to stakeholders;
• Risk Management: Preparation of risk matrices with a particular focus on the reputation risk of brand management and the financial risk of investment management.
• Change management: Led successful changes to pay structures, launch of new offices and new departments and the introduction of a controversial branch monitoring system;
• Disaster Recovery and business continuity planning: Development of disaster recovery and business continuity plans for each department and office in case of limited access or staff unavailability such as cyber attack.
• Digital overhaul: Led a digital audit to better understand user needs resulting in a reconfiguration and rebuild of the website.

Leeds, United Kingdom

• Leadership: Consistently led investment management teams to achieve year-on-year net gain in organic new business; introduced an IFA offering alongside D2C model, delivering a 20% uplift in FuM in two years; increased.
• Performance management: staff selection, discipline and dismissal: competence based interviews and annual appraisals; handling disciplinary proceedings, including performance based dismissal and allegations of bullying.
• Investment Committee chair: Led weekly briefings and monthly asset allocation and stock selection meetings for model portfolios;
• Stock market commentator: Covering both print and broadcast media with regular TV and radio slots and monthly magazine and newspaper columns;
• Customer Services: Mapped customer journey to identify touch points for client engagement and areas to be streamlined using technology

Leeds, United Kingdom

• 2003 - 2005: Head of Investment Support, Redmayne-Bentley
• Created and managed a new team designed to support the branch network.2001 – 2003: - Investment Manager, Redmayne-Bentley
• Managed both advisory and discretionary portfolios for a range of clients including individuals, trusts and charities providing an in-depth knowledge of the investment management side of the firm.June 1999 – 2001.
• Dealt with clients in a quick, efficient and polite manner, with great attention to detail as we worked through some of the busiest times the stock market has seen, providing an excellent insight into the.

Leeds, United Kingdom

Dealt with high-profile clients such as the Radio Times and TV Times handling the account from receipt of the order, through to production of the magazine and distribution to wholesalers.

Ft Non-Executive Director Diploma, Non-Exec

A six month, Masters (level 7) diploma, accredited by Pearson on behalf of the Financial Times designed to complement existing board.

Bachelor Of Science (Bsc), Economics

BSc Economics

A Levels In Maths, French, Geography & General Studies