Simon Beavis Email & Phone Number

Sydney, NSW, AU

Zurich, CH

Global Wealth Management

Zurich, CH

Zurich, CH

• Director of Operations - Alternative InvestmentsDirector of Operations - Fund of Hedge FundsDirector of Operations - Alternative Investments Asset Management AustraliaDirector of Operations - Alternative Investments.
• Head of Middle Office Outsourcing Oversight & Governance Team
• Client Executive for 3 outsource service provider relationships (SEI – Municipal Bonds $3.6b, Citco – Fund Of Hedge Funds $12b, Citi – Hedge Funds $30b AUM)
• Quarterly Service Review assessment of each service provider
• Internal reporting to Compliance and Control Committee, Outsourcing Steering Committee, Operations Risk forum
• Annual due diligence review (SOC 1, annual questionnaire review), site visits (US, Amsterdam, Warsaw, Toronto)

Zurich, CH

• Responsible Manager for Credit Suisse Investments Australia Limited (CSIAL)Director of Operations - Alternative Investments Asset Management AustraliaDirector of Operations - Alternative Investments Asset Management.
• Responsible Manager – Credit Suisse Investments (Australia) Limited, Compliance Committee and Board reporting.
• Head of Operations – Asset Management Australia & Japan
• Local reporting line for Credit Suisse Structure Retail Products Australia
• Teams include; Investment Operations, Risk Management and Client Services
• Senior relationship management of service providers (SSB&T for Fund Admin and middle office, RBC Dexia for registry, BoNY for Loan Administration, KPMG for Tax and Audit)

• Intech (now Ibbotson) is a leading Australian provider of multi-manager and investment portfolio solutions.Key Accountabilities
• Executive committee member reporting to the Chief Executive Officer with 5 direct reports
• Retained accountabilities of prior role and assumed responsibility for; o Management of Old Mutual group support services outsource partner (Skandia) providing Finance, IT, Legal, Compliance, Office administration o.

• Reporting to the Chief Operating Officer with 3 direct reportsKey Accountabilities
• Senior management leadership for Investment Operations, Performance Analytics and Research Products teams
• Senior relationship management of external outsource partners
• Strategy – middle/back office resources, staffing, systems, budgets, training
• Client service – consulting on investment administration and client tender presentations.
• Transition management – project management, client and custodian liaison, strategic asset allocation and client changes. Working closely with the Investment team.

• Reporting to the Chief Operating Officer.
• Trust operations – investment operations functions & resources, strategic asset allocation, manager allocations, ORM
• Administration and people management
• Service provider management – responsible for managing; full outsourced servicing arrangement (Custody, Portfolio Accounting, Unit Pricing, Financial Accounting, Tax, Registry, Mandate Compliance, Performance.
• Client service – unit holder relations, client tender presentations, operational advice, review of client transition plans and implementation, monitoring client SLAs.
• Client reporting

• Team of 40, reporting through 3 Account Managers
• Client Relationship Management
• Client Service
• Financial & Risk Management
• Resource & Staff Management

• Team of 10, staff management and training, client services, risk management, expense budget management
• Custody and fund accounting focus, international and domestic shares and bonds

Supervisor of daily Custody and Fund Administration

Daily Custody and Fund Administration

Book keeping and administration for a group of family companies investing in residential real estate, equities, throroughbred horse racing, retail homewares and an art gallery

Graduate Diploma In Applied Finance And Investment

Bcomm, Major In Economics

Primary/Seconday School, Primary/Seconday School