Selwyn Barnes Email & Phone Number

Swansea, Gb

Melbourne, Victoria, Australia

Managed Account (MA) Product Development:• Develop a Product strategy and roadmap for Lonsec’s MA offering and manage the execution of that plan including, but not limited to: • Addition of new investment models to the offering;• Addition of new model managers to the offering;• Adding the managed account offering onto further external regulated platforms;• Pricing strategy and market positioning of the offer;• Implementation of new tailored / bespoke portfolios including… Show more Managed Account (MA) Product Development:• Develop a Product strategy and roadmap for Lonsec’s MA offering and manage the execution of that plan including, but not limited to: • Addition of new investment models to the offering;• Addition of new model managers to the offering;• Adding the managed account offering onto further external regulated platforms;• Pricing strategy and market positioning of the offer;• Implementation of new tailored / bespoke portfolios including project management of new client onboarding; • Liaison with external platforms for the addition of new portfolios and fulfilment of any requirements; • Liaison with external model manager / licensee to source required inputs to establish the new portfolios;• Oversight and management of all contractual agreements required to support the new portfolios;• Management of internal stakeholders (eg. Technology, investment consulting, legal, iRate, marketing, sales) to ensure timely launch to market of new portfolios;• Maintain an in-depth understanding of the competitive landscape for the MA proposition and ensure Lonsec’s offering is well positioned in the market for our target segments;• Support the development of a new manager / licensee portal for the MDA offering;• Support LIS in the preparation of tender submissions for both investment consulting engagements and tailored / bespoke SMA offering.Managed Account Product Management:• Ensure model portfolios are correctly reflected in platform disclosures including PDS and TMDs issued by the platforms / MDA Contracts / investment booklets;• Ongoing review and update of pricing strategy and market position of the MA offering;• Manage any DDO obligations with respect to the MA offering and external platforms;• Support the marketing team in the development of regular portfolio communications to clients;• Represent Lonsec with external advisers and at external events on MA matters including new client opportunities and tender submissions. Show less

Sydney, New South Wales, Australia

• Own the ongoing oversight of our multi-asset and single-sector solutions, including ensuring the accuracy and availability of product disclosure, platform availability, sales collateral and other needs. • Oversee product rationalisation efforts, ensuring timely and successful outcomes for all stakeholders. • Lead the cross-functional ‘Product Squad’ to support the coordination and execution of key product-related work. • Support the development of proposals for new product… Show more • Own the ongoing oversight of our multi-asset and single-sector solutions, including ensuring the accuracy and availability of product disclosure, platform availability, sales collateral and other needs. • Oversee product rationalisation efforts, ensuring timely and successful outcomes for all stakeholders. • Lead the cross-functional ‘Product Squad’ to support the coordination and execution of key product-related work. • Support the development of proposals for new product launches or product rationalisation, using data and an analytical approach. • Conduct competitor analysis, partnering with other stakeholders to source and present insight that articulates the unique differentiators for Morningstar’s product range.• Partner with sales, marketing and investments to support the creation of investment product messaging and positioning. • Perform analysis on key performance indicators (KPIs) and measurements of product success (product revenue, product profitability, customer satisfaction, quality, cost implications, forecasts, etc.). • Act as the product subject matter expert, respond to enquiries from internal teams and partners (e.g. platforms) and ensure clear and regular product-related communications to stakeholder groups. • Keep abreast of regulatory developments which impact Australian investment portfolios and partner with other stakeholders to assess impact on existing solutions. • Perform other duties as may be required. Show less

London, England, United Kingdom

• Supporting the business across the board in relation to the management of existing products and strategies across the business. • Supporting change to existing products in non-US locations around the world (Predominantly Irish domiciled funds which are distributed across Europe. Additional structures include Luxembourg / UK / Cayman and Australia).• Supporting ongoing work to ensure each product and fund range evolves to meet client demands, regulatory changes and profitability… Show more • Supporting the business across the board in relation to the management of existing products and strategies across the business. • Supporting change to existing products in non-US locations around the world (Predominantly Irish domiciled funds which are distributed across Europe. Additional structures include Luxembourg / UK / Cayman and Australia).• Supporting ongoing work to ensure each product and fund range evolves to meet client demands, regulatory changes and profitability hurdles.• Supporting robust product governance structure applied throughout the entire product lifecycle.• Understanding and implementing new regulation changes.• Fund registration process via third party provider for the cross-border passporting of funds in the EU. • Engage and build an effective partnership across the company with a broad range of stakeholders including compliance, legal, investment teams, investment risk, external legal advisers, management company and fund boards.• Ensure a good working knowledge of European / Irish / UK / fund (product) regulatory environment. Confirmed knowledge of European fund regulation (e.g. UCITS / AIFMD / MIFID / Money Market Fund Regulations). Show less

Sydney, New South Wales, Australia

• Manage Janus Henderson’s fund product set with a focus on fund offer document maintenance including the annual fund offer document review process and board reporting.• Assist with the fund launch process including the preparation of fund offer documents as well as the due diligence processes associated with it.• Work closely with Distribution and Marketing teams to ensure alignment, strong communication and working relationships.• Build strong working relationships and a liaison… Show more • Manage Janus Henderson’s fund product set with a focus on fund offer document maintenance including the annual fund offer document review process and board reporting.• Assist with the fund launch process including the preparation of fund offer documents as well as the due diligence processes associated with it.• Work closely with Distribution and Marketing teams to ensure alignment, strong communication and working relationships.• Build strong working relationships and a liaison point for other Janus Henderson businesses across Asia, the UK, Europe and the US as appropriate.• Assist local product management and development activities, including opportunity identification, product profitability management and management/delivery of all required supporting collateral.• Act as a liaison point for all third-party service providers in relation to product development activities (e.g. Legal).• Assist the Head of Product, Australia with project management of any local or global projects as they relate to Janus Henderson Australia in regard to product functions.• Manage new and existing platform agreements and rebate agreements with platforms.• Produce and present reports and memos to the Board of Directors. Show less

Sydney, Australia

• The MLC Asset Management Product function leads the monetisation and commercialisation of our investment capability and ideas and sees the coming together of the end client, investment, marketing, sales and intermediaries. It is the central role in how our asset management capability and business is seen by the market - our brand, relevance and innovation. • Responsible for the product management of all the Multi-Asset service offerings. Manages key activities in determining current… Show more • The MLC Asset Management Product function leads the monetisation and commercialisation of our investment capability and ideas and sees the coming together of the end client, investment, marketing, sales and intermediaries. It is the central role in how our asset management capability and business is seen by the market - our brand, relevance and innovation. • Responsible for the product management of all the Multi-Asset service offerings. Manages key activities in determining current and future client needs. Manages product analytics as required including market and competitor trends. Quarterly product suite review for Multi-Asset. Leads and manages the product development process, in conjunction with the sales and investment teams. Directs requirements for all Multi-Asset product communications and sales collateral. Client servicing, as it relates to product management. Show less

London, United Kingdom

• Responsible for the product management of all PBGB (and PAO1 booking centre) Discretionary Multi-Asset Service offerings, including 3rd Party Investment Managers for the PBGB ISPS Business Management Team, whose role includes three main functions 1- Product Development & Management, 2- Risk and Control and 3- Business Projects.• Responsible for the development and implementation of all new multi-asset and single asset strategy Discretionary Services required to enhance and compliment… Show more • Responsible for the product management of all PBGB (and PAO1 booking centre) Discretionary Multi-Asset Service offerings, including 3rd Party Investment Managers for the PBGB ISPS Business Management Team, whose role includes three main functions 1- Product Development & Management, 2- Risk and Control and 3- Business Projects.• Responsible for the development and implementation of all new multi-asset and single asset strategy Discretionary Services required to enhance and compliment PBGBs existing Discretionary offering in association with, and to align with, the GPB strategic global Discretionary programme. • Responsible for product specialist representation at senior business and product governance committees and strategic growth forums including (but not limited to) PCC, POC, BCC, RMM, Growth Steering Committees and ExCo.• Responsible for the monitoring and oversight of all PBGB Discretionary Services including Model, Bespoke and one off tailored mandates, including the production and analysis of KRI output required for presentation at Discretionary and Business Risk governance forums such as BCC and RMM.• Responsible for the design and maintenance of all necessary and associated Discretionary Service Intra Group and Performance Level Agreements. Show less

London, United Kingdom

• Management of the Advisory Multi-Asset Investment Solutions and Investment Review Service offerings. • Responsible for the development and growth of the Advisory product and service propositional offering including any new funds, structures, services, portfolios which will be offered under the Advisory proposition. • Working with wealth managers to articulate the relevance of the Advisory offering. • Management of the Structured Products, Cash and Third Party DFM panel.•… Show more • Management of the Advisory Multi-Asset Investment Solutions and Investment Review Service offerings. • Responsible for the development and growth of the Advisory product and service propositional offering including any new funds, structures, services, portfolios which will be offered under the Advisory proposition. • Working with wealth managers to articulate the relevance of the Advisory offering. • Management of the Structured Products, Cash and Third Party DFM panel.• Development of future revenue streams and distribution possibilities for the Advisory proposition. Awareness of the competitor landscape for the Advisory proposition. • Responsible for undertaking the pricing models of all Advisory investment services, responsible for managing any regulatory developments directly impacting upon the Advisory service or underlying structures. • Supplier management of all platform providers hosting the advisory solutions for the clients (e.g. Transact, Fast-Trak).• Project management of several in-house strategic projects on an ad-hoc basis. • Lead Product MOTs and propositional fit reviews on a yearly basis, including upkeep and maintenance of product manuals. • Manage the asset allocation, portfolio construction and fund selection decisions from the Investment Policy Committee or from the Central Investment team. • Ensuring the client agreements for the Advisory proposition, including the schedule of charges, terms and conditions and Advisory investment management agreement remain relevant to the product and service offered. • Optional invite to the Advisory Policy Committee. Show less

London, United Kingdom

Designing model and bespoke, multi-asset class solutions. Supporting the BI Investments service lines; Discretionary Investment Management, Advisory Investment Services, Portfolio Consulting and Manager Research and Investment Solutions Service, in delivering high quality & informative investment proposals. Producing portfolio, and product analysis to a high standard using appropriate technology & data sources. Building investment collateral by leveraging the resources of the broader firm… Show more Designing model and bespoke, multi-asset class solutions. Supporting the BI Investments service lines; Discretionary Investment Management, Advisory Investment Services, Portfolio Consulting and Manager Research and Investment Solutions Service, in delivering high quality & informative investment proposals. Producing portfolio, and product analysis to a high standard using appropriate technology & data sources. Building investment collateral by leveraging the resources of the broader firm. Supported the Director, European Equities with UK and European Equity analysis. Preparing Management Information data for the Investment Committee, tracking & reporting the types of proposal solution, value, wins & losses. Primary responsibility remains with the local jurisdiction investment team, although support has been given to offshore and International investment teams. Active understanding of markets, able to articulate the RBC house views and the RBC British Isles philosophy & product offering. Show less

London, United Kingdom

Graduate career training programme. Offering rotations around a number of different business services. Spending time in Private Client Wealth Management, Credit Products, Foreign Exchange, Wealth Structuring, Structured Products, Operations, Discretionary Investment Management and Global Investment Solutions.

Exposure to ISAs, Unit Trusts and Residential Mortgages.

London, United Kingdom

10 week summer internship shadowing vanilla and exotic Credit Derivative trading and the Credit Derivative middle office team. Worked on current business assignments, I had the opportunity to build on my project management and presentation skills. Met a wide range of people in work and at social events, developed communication and networking skills. Enhanced my ability as a team player through the Prince's Trust charity-fundraising challenge.

Local office training on audit and tax basics.

Landes, France

Carried out safety and repair checks on empty units of accommodation. Assisted with fitting parts and carrying out repairs to mobile homes. Assisted with repairing faults arising during the season within agreed service guidelines. Assisted with the start up/closing down and winterisation of mobile homes. Assisted with preparations of units for sale and transfer.

Master Of Science (Msc), Finance & Investment

Activities and Societies: Squash Club Member, EXFIS Committee Member Financial Instruments, Financial Modelling, Fundamentals of Financial.

Bachelor'S Degree, (Hons) Economics & Finance

Activities and Societies: Squash Club Member, EXFIS Committee Member Microeconomics, Macroeconomics, Statistics and Econometrics, Finance.