Independent consultant engaged to help Mercer design, develop and implement new investment propositions and servicing models for the wealth management market.

Independent consultant engaged to help Edmond de Rothschild increase sales from strategic partnerships by building out its delivery of services, improving its coverage in the market and deepening its relationships.

Led a business with $ multi billions of AUM, generating $ multi millions in net revenues p.a. with responsibility for products, people, strategy and P&L.Managed two of the three most profitable accounts in EMEA consistently achieving net sales targets and increased net margins.Collaborated globally and acted as driving force behind the strategic direction of the business, developing new propositions and channels.Built a high performing team including recruitment, training and… Show more Led a business with $ multi billions of AUM, generating $ multi millions in net revenues p.a. with responsibility for products, people, strategy and P&L.Managed two of the three most profitable accounts in EMEA consistently achieving net sales targets and increased net margins.Collaborated globally and acted as driving force behind the strategic direction of the business, developing new propositions and channels.Built a high performing team including recruitment, training and mentoring.Led the turnaround of a key partnership, which had been losing circa. $100m assets p.a. to growth over 18-months of positive net sales to become most profitable client in EMEA.Delivered innovative solutions including new products, services and interactive tools.Worked with partners on business development, product development and asset allocation.Keynote speaker at events with advisers and High Net Worth clients.Developed strategy and business in the UK with wholesale distributors and professional fund buyers including retail banks, private banks and insurance companies. Show less

Appointed as a Member of the Management Committee and the Risk Committee for the In Partnership Network of 500 financial advisers, a fully owned subsidiary of Russell. Built a restricted advice proposition for the Wealth Management Programme encompassing technology, investments, platforms, commercials and exit plan for advisers.

Appointed as a Member of management team for UK Retail. Built relationships with strategic distribution partners, IFA networks / service providers and managed commercial relationships with platforms as well as the ACD fund host. Devised and executed the long-term strategy for UK retail including the acquisition of the In Partnership, a network with 500 advisers and 80 employees, to create a vertically integrated distribution channel.Developed and managed UK Retail's product strategy… Show more Appointed as a Member of management team for UK Retail. Built relationships with strategic distribution partners, IFA networks / service providers and managed commercial relationships with platforms as well as the ACD fund host. Devised and executed the long-term strategy for UK retail including the acquisition of the In Partnership, a network with 500 advisers and 80 employees, to create a vertically integrated distribution channel.Developed and managed UK Retail's product strategy which included new product development, sponsoring and overseeing the launch of new funds and pricing strategy. Independent member of Standard Life Fund Selection Governance Committee from Dec 2011 to Dec 2014. Show less