Investment management operations and authorised funds consultancy; currently assisting a leading international asset manager with their global operating model.

Responsible for the ongoing development and management of Zurich's authorised fund proposition, ensuring operational excellence and control. Managing the overall business including support to distribution and product development. Exploring opportunities to develop the fund range and understand the potential of Authorised Contractual Schemes (ACS). Member of Investment Associations - Investment Fund Operations Committee

Responsible for Investment Operations department including life, pension and platform fund dealing, transactions and valuations. Evaluation of external fund managers. Leading significant strategic project for to develop an Authorised Corporate Director including a range of authorised funds

Investment Operations consultancy

Responsible for all aspects of the successful delivery of Invesco’s largest ever outsourcing, focusing on moving European Transfer Agency (UK and Cross Border) to IFDS• Ensuring program delivery to standard and overall timelines• Communications to internal and external stakeholders including affected staff• Resourcing and man management of program team• Finalising contracts and standards• Developing future operating model, transition.

Responsible for the development and management of Invesco offices in Hyderabad, India and transformation from a joint venture with Ness to an Invesco “own” office. The Centre services Invesco’s offices globally. Key tasks included identifying functions to perform in Hyderabad, ensuring the successful transition of work, managing the relationship with Ness and the transfer to Invesco (building selection, staff contracts, Legal set-up, government approvals etc.). Significant exposure to Invesco… Show more Responsible for the development and management of Invesco offices in Hyderabad, India and transformation from a joint venture with Ness to an Invesco “own” office. The Centre services Invesco’s offices globally. Key tasks included identifying functions to perform in Hyderabad, ensuring the successful transition of work, managing the relationship with Ness and the transfer to Invesco (building selection, staff contracts, Legal set-up, government approvals etc.). Significant exposure to Invesco Executive board members. Communication to business process owners and an understanding of processes across the whole Invesco group. Centre now emplys over 650 staff, over 10% of the global workforce. Show less

Responsible for 150 staff globally, primarily in Trade Processing and Reconciliations with staff located in London, Louisville, Atlanta, Houston, Hyderabad, Frankfurt and Paris. Involved in building a global platform for this function servicing a diverse range of investment centres including developing use of the Indian enterprise operating platform. This included a number of major project initiatives such as the implementation of the Smartstream TLM reconciliation system and developing the… Show more Responsible for 150 staff globally, primarily in Trade Processing and Reconciliations with staff located in London, Louisville, Atlanta, Houston, Hyderabad, Frankfurt and Paris. Involved in building a global platform for this function servicing a diverse range of investment centres including developing use of the Indian enterprise operating platform. This included a number of major project initiatives such as the implementation of the Smartstream TLM reconciliation system and developing the Global Settlement system and processes. FSA regulatory responsibility for all UK Investment Operations, Member of both UK and Ireland and Continental European Management Committees Show less

Responsible for all Investment Operations functions in Europe including Fund Accounting, Institutional Client Reporting and Database. Set strategy to consolidate operations into London wherever possible and negotiated the sale/outsourcing of German (banking) and Italian Operations.responsible for Investment Operations in the UK and Ireland; directed the IO conversion of Invesco Perpetual’s Unit Trusts to ICVCs. Built a Management Team across the functions, integrated the UK Institutional Client… Show more Responsible for all Investment Operations functions in Europe including Fund Accounting, Institutional Client Reporting and Database. Set strategy to consolidate operations into London wherever possible and negotiated the sale/outsourcing of German (banking) and Italian Operations.responsible for Investment Operations in the UK and Ireland; directed the IO conversion of Invesco Perpetual’s Unit Trusts to ICVCs. Built a Management Team across the functions, integrated the UK Institutional Client Reporting Team into the group, managed the two fund accounting teams (UK and Dublin) to work together on items such as IT prioritisation etc. UK Head of Investment Operations – (2000 – 2002) – managed the integration of the Invesco and Perpetual Investment Operations Teams (90 and 40 people combined to one location and reduced to 95) and the integration of the Perpetual investment data onto the Invesco systems following the acquisition. Involved significant liaison with the two fund management teams. Show less

Selection and installation of new Portfolio and Fund Accounting system, lead business user, including negotiation with suppliers and other parts of the Zurich Group. Managed the conversion of the Allied Dunbar and Eagle Star Unit Trusts to the Threadneedle ICVC, the first conversion of its type in the UK. Played a significant role in other new product developments. Assisted the Transfer Agency Management Team in changes to support the ICVCs, and rationalisation of the European businesses… Show more Selection and installation of new Portfolio and Fund Accounting system, lead business user, including negotiation with suppliers and other parts of the Zurich Group. Managed the conversion of the Allied Dunbar and Eagle Star Unit Trusts to the Threadneedle ICVC, the first conversion of its type in the UK. Played a significant role in other new product developments. Assisted the Transfer Agency Management Team in changes to support the ICVCs, and rationalisation of the European businesses. Assisted in the set-up of a joint venture Fund Management company in India (third party vendor selection, training, system selection etc.). Evaluated opportunities to start joint venture in Malaysia. Managed the Fund Accounting operation of Threadneedle in Luxembourg and merged the funds and processes back into the UK Operations Centre. Managed the stock lending function. Managed major custodian review reducing 8 counterparties to 2. Managed the integration of the Allied Dunbar and Eagle Star Investment Operations Teams, collapsing the footprint from 3 locations to 1 and moving all data onto a single system (120 staff in 3 locations reduced to 80 in Swindon), this involved significant recruiting and training and liaison with the Fund Management groups who were also going through a merger process. Represented Threadneedle on the IMA Regulation Committee for 2 years Show less