Simon Marsters Email & Phone Number

Sabbatical from programme management roles to pursue personal interests in property development, and developing knowledge and expertise in mid century contemporary art and art dealing.

London, United Kingdom

Delivery of a new investment service.Led a high profile group-wide programme to design and implement a new investment service, enhancing Rathbones' competitive position, particularly as a provider of investment solutions to financial intermediaries. Successfully generating significant new funds under management at a highly attractive net profit level.

London, United Kingdom

Strategic transformation of client fee structures.Led a group-wide programme to review and implement changes to client fees, as part of Rathbones' business transformation strategy. This resulted in far-reaching changes to fee structures, and required changes to administration and fee calculation systems. The programme initially focused on core private.

France

Spent 7 months renovating family property in France prior to seeking new change management roles.

London, United Kingdom

Development of a corporate sales channel.Worked closely with the Director of Corporate Partners to diversify Partnership Assurance's distribution from its core IFA relationships. Led the development of a strong and broad portfolio of B2B2C propositions, including online and telephony service models. Implemented corporate deals with life companies, wealth.

London, United Kingdom

Multi asset fund mergers and Impact of RDR.evaluated a number of opportunities to develop the multi asset fund range, and delivered a review of the impact of the Retail Distribution Review on Rathbones' existing investment approach. As a result, acquisition of funds totaling £32m were successfully completed through two fund mergers; new sub funds and share.

London, United Kingdom

Launch of Rathbones' multi asset fund structure.Initially reviewed the feasibility of a new funds-based investment proposition in place of an existing discretionary service. targeted at Rathbone private clients and the IFA community. Secured board approval and continued to lead the initiative through to the launch of Rathbones multi asset funds in.

London, United Kingdom

Delivery of a joint venture with a major IFA.Recruited to implement the acquisition of a 'white label' discretionary joint venture with a major IFA network. I managed the delivery process through to launch, including client management, securing Rathbone executive board approval to the business case, negotiation of commercial terms, development of the.

Norwich & York, United Kingdom

Delivery of Pensions Simplification change programme.Managed a portfolio of projects within Norwich Union Life's group-wide Pensions Simplification change programme, controlled by IBM. Managed the delivery of major changes to pensions and annuity services in response to the proposed regulatory changes, affecting the policies of over 1 million clients.

London, United Kingdom

Strategic changes to retail and corporate mortgage lending policy. Reporting to the Director of Risk, I led a programme to change lending policy across Barclays' retail and corporate mortgage sectors, in the face of an increasingly competitive environment, declining lending volumes and poor customer satisfaction, and divergent attitudes to risk by lenders.

London, United Kingdom

Business transformation in response to The Land Registration Act, 2002Reporting to the Director of Risk, managed a review of the impact of the proposed Land Registration Act on Barclays' operational processes, and the management and storage of Deeds. This resulted in fully compliant operational processes being implemented, and the identification of £1.4m.

London, United Kingdom

Led a portfolio of strategic and organisational change primarily focused on UK and offshore investment activities as part of Coutts Group's change agenda, operating across the group's Coutts and NatWest wealth management brands and regions. Proposition work included the unitisation of NatWest Private Bank's core investment service, development of a.

London, United Kingdom

Managed the strategic planning function for Coutts' global investment activities. Led the planning process; worked with business heads and senior management to determine business aims and align unit plans to strategic objectives, provided research and analysis on costs, budgets, resources, and operational capabilities to support decision making and the.

London, United Kingdom

Joined Coutts from a Senior Management role within NatWest's internal consultancy function, where I had supported Coutts with strategy and operational initiatives. As a result I was recruited by Coutts to lead business transformation within the Financial Services division. Within six months of commencing a review, all transactional activity had been exited.

London, United Kingdom

I joined NatWest Consultancy as a Senior Consultant, responsible for business development and managing teams of Consultants and Analysts to deliver strategic and operational consultancy to NatWest Group divisions and business units. Specialised in business transformation and process re-engineering initiatives. Positioned and won mandates with a wide range.

UK And USA

Led teams providing consultancy services for leading FTSE manufacturing brands in the pharmaceutical, food and drink, confectionary, distribution, electronics, and light engineering sectors. Delivered assignments in organisational change and restructuring, cultural change, customer management, operational efficiency, and staff training and development.

London & Edinburgh, United Kingdom

Secured corporate leasing business with institutional clients across the UK. Consistency met new business targets.

London & Birmingham, United Kingdom

Joined as a graduate trainee and held management positions in client management and head office functions across the group.

Master Of Business Administration (Mba), Finance, General

Ba (Hons), History & Politics