Rob Allen Email & Phone Number

United Kingdom

West End, England, GB

Leading IWP UK, a leading and fast growing group of UK Independent Financial Advisory firms. Responsible for all aspects of strategy development and implementation. This is a massive opportunity in a growing market which is exceptionally fragmented and has high consumer dissonance; few providers address consumers in a relevant way, and there are very few.

West End, England, GB

Appointed to lead IWP's extensive national network of wealth planning firms as the business continues to grow rapidly, with the aim of building Britain's best wealth planning business.

Gogarburn, GB

Appointed to lead the Commercial and Business Banking teams throughout a time of significant change. Initially tasked with growing and scaling the business while managing cost in the lead up to IPO; subsequently the IPO plan was replaced with one to reintegrate W&G into RBS. Based London, UK. Employees: 950+ Customers: 220k Balance Sheet: £20bn

London, GB

Recruited to build a new business focusing on provision of all HSBC products and services to mid-market Private Equity firms and portfolio companies across Europe.

Appointed to work closely with the Chairman at a time of significant challenge for the renowned Oxford Cambridge boat race.

US

• Joint lead on a bank-wide project to establish a new function, Active Credit Portfolio Management. Subsequently appointed Global Head of key business unit within the group.
• Broad mandate to drive increased returns through pricing, structuring and risk discipline, as well as hedging exposures and executing portfolio level transactions.
• Responsible for assessing all new Loan transactions globally in terms of pricing, marketability and risk density.
• Accountable for proactive monitoring of €44bn global portfolio; early identification of sectors and names where exposure may need to be reduced.
• Deputy for Head of Active Credit Portfolio Management on WestLB’s Global Credit Committee; member of London Assets and Liabilities Committee.

US

Responsible for leading WestLB's Leveraged Finance business in Europe, ex- Germany. Primary focus on the UK, France and Central & Eastern Europe (CEE).Full origination, management and book performance responsibilityPortfolio of €1.5b continues to perform strongly with provisions of less than €5mIntroduced new sponsor relationships and refocused the.

Led the growth of WestLB’s Australian Leveraged Finance and Financial Sponsor businessIntroduced new sponsor relationships, secured WestLB’s first Lead Arranger role in an Australian LBO and grew balance sheet by A$415m to A$900mWestLB is now the number three ranked Lead Arranger in Australia despite having been established in the region for less than 24.

Sydney, NSW, AU

Inaugural head of Westpac’s dedicated mid-market origination business; led a team of 20 senior originators and support staffObjectives were to build market share by identifying, pitching and securing new banking relationships and ensure that skills were transferred from originations team to line bankersOutperformed revenue budget by 20% and grew balance.

Sydney, NSW, AU

Led the turnaround of Westpac’s largest mid-market teamFull P&L responsibility for business with A$3bn balance sheet and over 30 staffReplaced 60% of key positions in 12 monthsDelivered 20% revenue CAGR, the best performing business for Westpac in NSWTeam survey resulted in a “People leader index” of 92%, one of the highest recorded Team was awarded a.

Sydney, NSW, AU

Ran Westpac’s mid-market banking business for South Australia; 20 FTEs and A$1bn balance sheet Mandate to grow the business to achieve critical mass, or exitTeam delivered top quartile performance in FY04 with a 23% revenue CAGRIdentified a successor who continues to successfully lead the business

Sydney, NSW, AU

Manager, Business Performance, Business and Regional Banking (2002-2003)Responsible for financial management, strategy development and implementation Accountable for expense management across a 3,000 FTE business, delivering A$6m of recurring savingsConducted a pricing and risk review delivering an additional A$5m NPAT for FY03

Operational consulting in the logistics and distribution and financial services sectors. Assignments included:WH Smith News, a leading UK newspaper and magazine distributor$50m expense reduction achieved through business process review and redesign. Responsible for analysis, identifying opportunities for improvement and leading an implementation team..