Director, Client Solutions Group, Hsbc Global Markets
London, England, United Kingdom
Director, Client Solutions Group, Institutional Sales, HSBC Global MarketsTrustee of the HSBC Group Healthcare PlanMarketed HSBC cross-market capabilities to UK and multinational insurance and pensions clients, endowments, financial institutions and corporates:- Presented to Supervisory Boards, CEOs, CFOs, Treasurers, CROs, CIOs, Capital Managers, Pensions Managers, Pension CEOs and CIOs, Trustees and their advisers- Developed asset-liability management tools to produce… Show more Director, Client Solutions Group, Institutional Sales, HSBC Global MarketsTrustee of the HSBC Group Healthcare PlanMarketed HSBC cross-market capabilities to UK and multinational insurance and pensions clients, endowments, financial institutions and corporates:- Presented to Supervisory Boards, CEOs, CFOs, Treasurers, CROs, CIOs, Capital Managers, Pensions Managers, Pension CEOs and CIOs, Trustees and their advisers- Developed asset-liability management tools to produce client-bespoke investment and risk management proposals- Led Client Solutions Group on Solvency II, Insurance and Pensions prudential regulation- Delivered capital efficient solutions for insurers under Standard and Internal Models and banks under CRD- Developed and delivered private-side corporate advice for HSBC Global Banking on transactions having a significant pensions or insurance element- Structured and executed HSBC’s first pension scheme Liability Driven Investment transaction in 2004 then originated more- Published thematic analysis on regulatory and market changes including: EIOPA and PRA consultations and regulations, IBOR transition, ESG, RPI reform, Matching Adjustment, rates, inflation, credit, equity, property and alternatives marketsAdvised HSBC on pension scheme risk and funding since 2004:- Conceived, structured then helped to negotiate and execute HSBC’s ground breaking non-cash funding proposal- Championed longevity risk transfer to reduce funding risk efficiently- Member of HSBC Pension Risk and Model Oversight Forums, and of the UK Investment Funding and Strategy Group- Valuation working group member for actuarial valuations spanning the financial crisis and ring-fencing- Negotiated with the Trustee and advisors to structure and implement the risk management programme for the HSBC Bank (UK) Pension Scheme – Life & Pensions Pension Scheme of the Year 2008- Established HSBC’s Pension Risk Capital process and took through FSA review Show less