Senior marketing consultancy roles and projects: – May and June 2022: CCLA Investment Management The largest UK charity investment manager (by AUM) and specialists in responsible and ethical investment, CCLA had recently launched a fund for UK investment professionals for the first time in their 64-year history.• Development of the pitch deck and a brochure for the new fund (a mirror fund of a successful, long-running global equity fund previously available to charities only). • Delivery of a distribution-focused marketing strategy proposal to support the launch of both the firm and the new fund into the UK professional investor space._________________________– October ’21 – March ‘22: Atlantic House Group• Co-management of the re-platforming and re-design of a new website bringing together 3 separate businesses under a new brand • Development and execution of a marketing strategy and communications plan for the ongoing promotion to UK professional investors of the firm’s flagship fund and a multi-asset fund passing it’s 3-yr track record._________________________– July and August ‘21: Ninety One, Global Marketing • Development of a marketing framework for Client Groups globally to use when developing fund/strategy-focused (i.e. product) advertising• Management of ongoing global adviser and institutional digital campaigns

Led UK marketing from within the UK sales team, developing marketing strategy and delivering marketing plans for funds, strategies and investment trusts, across the asset classes and investment capabilities. Focused on generating opportunities for sales team engagement with clients and prospects in the core channels: advisers (wealth managers/DFMs, IFAs) and institutional (corporate schemes, LGPS, consultants).Built a strong track record of creating commercially focused marketing strategies and delivering successful distribution-led, multi-channel campaigns, aligned to brand and firm messaging, with impact​.A senior member of the wider global marketing team, representing the UK, shaping the direction of firm-wide global campaigns and activity​.

Creative agency for investment/asset management: Delivered hundreds of brand and product marketing strategies, campaigns and projects for dozens of global asset/investment management firms, plus clients from wider financial services and professional bodies.

Management of fund / strategy / investment trust marketing campaigns and activity across advisor, institutional and retail channels.

Management of client relationships in the development advertising and marketing campaigns: Daimler-Chrysler (Mercedes-Benz, smart) / Yahoo! / Marie Curie Cancer Care / TK Maxx / Le Creuset

Management of client relationships in the development of:– Adviser-targeted advertising and marketing campaigns: Mercury Asset Management / ABN AMRO– Retail advertising and marketing campaigns: NatWest / Legal & General / Clerical Medical