EXPERIENCE20+ years as a business adviser & management consultant, working alongside leadership teams within top firms in South Africa and the United Kingdom to solve complex challenges and develop new capabilities to accelerate growth. Specialist expertise in financial services, with a focus on: - Developing growth strategies & strategic insights- Finding creative solutions within complex environments- Driving and delivering innovative and game-changing strategic initiatives- Facilitating growth and change within teams- Managing operational enhancements and organisational restructuringTRACK RECORDLed the successful strategy development, setup, and launch of innovative new business capabilities: - Discretionary Fund Manager (for Old Mutual Wealth)- Retail Fund Manager (for Sanlam Emerging Markets)- Offshore “platform-as-a-service” proposition (for Fundhouse, in collaboration with a global FS group)- Merger of separate businesses into a single business unit & proposition (for Tourvest & Standard Bank)Track record achieved through: Taking accountability for delivery | Nurturing teams (#BringingTheBestOutInOthers) | Inspiring & guiding leadership behaviours (Emotional Intelligence - Adaptability - Optimism - Resilience - Empathy - Humility)FINANCIAL SERVICES EXPERTISEBroad and deep expertise across numerous investment and wealth industry sectors:- Institutional asset management- Retail fund management- Wealth management- Financial advice- Discretionary fund management- Pension fund management- Asset administration & Transfer agency- Investment platforms. CLIENTSWorked with leading FS firms: - Ninety-One - State Street - Allan Gray - Old Mutual Wealth - Sanlam (Sanlam Investment Management | Sanlam Emerging Markets | Sanlam Corporate)- Standard Bank (Melville Douglas)- Deutsche Bank - BNP Paribas- FundhouseHANDS-ON EXPERIENCEExperienced in "what it takes" to run and grow a successful FS firm: - (2020 - 2024) Head of Strategic Initiatives and a member of the leadership team at Fundhouse (SA’s leading independent DFM), with responsibilities including head of finance, legal, and risk & compliance.DIVERSE SKILLSDeveloped a diverse set of skills prior to “finding my groove” as a management consultant:- Innovation consulting (?What If! Innovation | Part of Accenture)- Financial management (grew to be the Head of Finance for a division of a JSE-listed firm)
Frequently Asked Questions about James Rait
What is James Rait's role at the current company?
James Rait's current role is Strategy | Advisory | Investment & Wealth Industry Specialist.
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james rait
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2mac.com, dgc.ca
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James Rait
Los Banos, Ca
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