Phil Lloyd Email & Phone Number

The Head of Non Bank Financial Institutions (NBFI) role brings customers and people together across NatWest Group’s global product offering, creating one franchise. Phil manages and leads all aspects of the NBFI strategy including risk appetite (credit, trading), resource allocation (balance sheet, capital), customer thematics (AuM growth, Alts growth, digitisation) and performance attribution (cost-income, scale, sustainability, balance sheet return). Sectors under Phil’s purview include Asset Managers, Insurers, Pension Funds, Broker-Dealers, Wealth Managers, Hedge Funds and Speciality Financiers. Emphasis is placed on external dynamics affecting the environment in which NBFI customers operate to ensure an adaptive offering. With over 20 years’ experience in Fixed Income markets, Phil has been a strong deliverer across a range of positions at NatWest, from corporate finance strategy and trading/sales-level strategy to regulatory readiness & change agent, balance sheet management and performance optimisation. To this end he has driven front-to-back implementation of multi-million-pound programs sponsored by global stakeholders. Phil has a track record of combining content-led customer engagement with customer analytics & data, managing the often blurry lines between high and low-touch coverage across trading, financing and servicing. Automation has been a key node for Phil’s focus on NatWest’s largest NBFI customers as part of holistic relationship management. Additional leadership positions include executive advisory on the strategy and realisation of post-Global Financial Crisis market reforms, including EMIR, MiFID II, DFA, BREXIT and the transition to a post-LIBOR world globally, where Phil played a leading role with the Bank of England and public sector generally. Phil maintains extensive engagement with market participants and regulators and is a frequent contributor to industry fora such as AFME, FMSB, IOSCO and UK Finance where he represents NatWest. Phil draws on this experience to ensure the optimal positioning of NatWest with its NBFI customers. Strong team player with history of sporting achievements across a range of sports; playing, coaching and mentoring.

Listed skills include Market Structure, Strategic Planning, Client Development, Markets, and 1 others.