Simon Maughan Email & Phone Number

London, GB

London Area, United Kingdom

"The primary benefit of working with Simon is that he shows you how to do something rather than telling you what to do. You learn skills that will be used over and again. For me, all his inputs are golden nuggets! " W. Roshardt"It was great talking to Simon. It was incredibly insightful and I learnt three main things. I recommend spending the short time to.

Do you read a lot about 80:20 and only a little about how to put it into practice?The Pareto Principle says to focus on the highest value outcomes. Other tasks must be automated, outsourced or discontinued.Businesses want to improve efficiency without stifling creativity. They need systems that work and scale.MSBC has 20 years’ expertise in streamlining.

London, England, United Kingdom

Proven techniques to maximise growth from existing assets.A free weekly read to get the best in business in under 5-minutes.Developed over 30 years of building award-winning teams and managing businessesAnd over 10 years specialising in technology start ups and scale ups.

Do you want to grow your securities and investment business in 2024?Maybe you're an asset manager targeting new products but are frustrated by never having the time.Perhaps you’re a broker who knows business could be more efficient but you're anxious about security and compliance.Potentially you seek more private market opportunities but worry about.

London, England, United Kingdom

Does your business need to monitor and manage sustainability metrics?To win new businessTo be a preferred supplierAnd meet regulatory requirementsDo you have a sustainability report that's just a bit, meh?Do you want to use your data to make business decisions?Do you work best in $ and cents rather than scores and rankings?You need an impact.

New York City Metropolitan Area

• Co-Leading the New York Equities Department, I oversaw a multi-disciplinary team, evaluated performance and monitored work done, designing interdepartmental service provision and training programmes, while integrating.
• Generated multi-million dollars of annualised revenue run rate by spearheading creation of custom trading solutions with global developers and junior teams.
• Introduced client reporting processes for 25 client-facing sales employees, optimising operational functions significantly.
• Designed, delivered and facilitated weekly training for the entire American sales team consisting of 45 members.
• Created a new regulatory strategy that enabled easier adherence to compliance standards, faster GTM and product launches.

New York City Metropolitan Area

• Relocated to New York from London to continue building OTAS after Liquidnet’s acquisition by organising research and development of new analytics for overnight and intraday trading signals.
• Engineered the next generation of mobile and desktop applications for traders.
• Leveraged Machine Learning and AI to develop decision-support tools, a first in the company harnessing data science.

London, England, United Kingdom

• Joining OTAS at its incubation brokerage stage, I navigated the company into an established family office within 3 years of hire, eventually selling business to Liquidnet Holdings for eight-figure sale and was brought.
• Executed >100 contracts with institutional investors worldwide.
• Secured 10 multi-year channel partnerships with industry-leading technology platforms, effectively pivoting sales strategy and entered new markets, further cementing company footprint and brand impact in new sectors.
• Shaped customer experience and realigned priorities to focus on client relationships, with the inclusion of new user manuals, created to guide clients and increase retention.
• P&L ownership, financial budgeting and planning in collaboration with legal, administrative and management teams to ensure efficient allocation and expense control.
• Company Secretary for both OTAS Technologies Ltd. and OTAS Technologies Holdings from 2015 to 2017.

London, England, United Kingdom

Joining MF Global PLC after transferring my book of business from Blue Oak Capital, I headed the London sales management function spanning 5 asset classes while leading a team of 15 (regulatory oversight of 50) to oversee equities sales and drive revenue growth. I also held the Head of Research role, where I supervised 20 analysts to review and assess.

London, England, United Kingdom

Invested in and led the launch of a London-based boutique start-up focused on selling custom equities services research to hedge and mutual funds. Successfully built, negotiated and sold book of business within a year to MF Global PLC to expand distribution and capabilities.

London, England, United Kingdom

- Head of European Bank Research with eight direct reports- Corporate Broker to HBOS plc- Raised the team from rank 13 to top five, including two top five individually ranked analysts

London, England, United Kingdom

- Managed a team of three researching UK, Dutch and Spanish banks- Worked closely with investment banking colleagues on equity and debt offerings- Deputy head of team overseeing strategy and recommendations

Hong Kong SAR

- Lead a team of three researching bank stocks and pitching equity and debt offerings- Specialist in Hong Kong, Singaporean and Korean banks

Hong Kong SAR

- Top 5 ranked Head of Asian Bank Research with 13 regionally-based direct reports- Top 5 ranked Head of Hong Kong Research with 8 direct reports- Top 2 ranked Head of Malaysian Research based in Kuala Lumpur and having built a team of 8 from scratch

Singapore

- Singapore-based portfolio manager for US$100 million fund investing in Philippine equities- Head of South East Asian research with 8 direct reports- UK and US bank research analyst located in London