Simon B.

Simon B. Email and Phone Number

Trustee, Treasurer & former Chief Risk Officer (SMF4) open to iNED roles. @ EdenTree Investment Management
london, greater london, united kingdom
Simon B.'s Location
Brighton, England, United Kingdom, United Kingdom
Simon B.'s Contact Details

Simon B. work email

Simon B. personal email

n/a
About Simon B.

Looking for iNED Board or Trustee Positions. Former FCA approved Chief Risk Officer experienced in Investment Management, Traditional and Alternative Assets, Private Wealth Management.

Simon B.'s Current Company Details
EdenTree Investment Management

Edentree Investment Management

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Trustee, Treasurer & former Chief Risk Officer (SMF4) open to iNED roles.
london, greater london, united kingdom
Website:
edentreeim.com
Employees:
46
Simon B. Work Experience Details
  • Edentree Investment Management
    Head Of Investment Risk Management
    Edentree Investment Management Apr 2023 - Present
    London, England, United Kingdom
    Chair of Investment Oversight Committee
  • Citizens Advice Brighton & Hove
    Board Trustee And Treasurer / Chair Of Finance & Risk Committee
    Citizens Advice Brighton & Hove Nov 2022 - Present
  • London Borough Of Lambeth
    Independent Member Of Corporate Committee
    London Borough Of Lambeth Dec 2021 - May 2023
  • Hsbc
    Chief Risk Officer
    Hsbc Aug 2010 - Dec 2020
    This is a 2nd line of defence role advising the Boards and CEOs of the Traditional and Alternative Asset Management Businesses managed in the UK. This included Fund Boards as well as Company Boards.This involves tailoring and embedding a strong governance structure within the Businesses and successfully creating a healthy Risk Culture that strives for Best Practice in everything they do.As the head of the 2nd line of Defence, I was also responsible to the Board for the independent investment risk (and liquidity) monitoring of the investment floor. This included oversight of our direct investments but also approval (and suitability) of investments into 3rd party funds.
  • Blakeney Consulting Ltd
    Director
    Blakeney Consulting Ltd Feb 2009 - Sep 2010
    Set up company offering experienced assistance in developing and delivering Portfolio Analytics and Risk Management.
  • Morgan Stanley Private Wealth
    Executive Director
    Morgan Stanley Private Wealth Jul 2007 - Feb 2009
    Created a scaleable "institutional" style Performance and Risk Analysis offering into more bespoke Private Wealth Arena.Delivered a stock level Attribution system and General Analysis framework within 6 months for the EMEA region.Also responsible for developing the end-to-end Product Support processes for Alternatives.Managed the International Client Solutions Team for the EMEA regions.
  • Threadneedle Asset Management
    Executive Director
    Threadneedle Asset Management Sep 1998 - Jul 2007
    Responsible for Investment Strategy Implementation for £40bn of multi asset funds.Managed a variety of Equity and Fixed Income Index Trackers.Created a highly motivated Performance Measurement/Analysis and Investment Risk Reporting team.Developed new Risk and Performance Systems specifications for Front/Middle Office use.Delivered the initial GIPS Project.
  • Invesco
    Head Of Performance
    Invesco Mar 1995 - Sep 1998
    Set up a new Performance Measurement and Analysis team to support the CIO in understanding and appraising the overall performance of the investment floor.In this role, we were responsible for the provision of all Performance and Performance Attribution information for Management Reporting.
  • Jardine Reeves Brown
    Actuarial Trainee/Pensions Consultant
    Jardine Reeves Brown Mar 1991 - Mar 1995
  • Noble Lowndes & Partners Ltd
    Actuarial Trainee
    Noble Lowndes & Partners Ltd Aug 1987 - Mar 1991
    Mainly worked on adhoc Pension Valuations for Sale/Purchase work

Simon B. Skills

Fixed Income Risk Management Portfolio Management Financial Risk Equities Investments Prince2 Performance Attribution Market Risk Investment Strategies Asset Management Derivatives Performance Measurement Valuation Financial Markets Financial Services Mutual Funds Hedge Funds Investment Management Alternative Investments Fund Of Funds Asset Allocation Bonds Structured Products Emerging Markets Wealth Management

Simon B. Education Details

Frequently Asked Questions about Simon B.

What company does Simon B. work for?

Simon B. works for Edentree Investment Management

What is Simon B.'s role at the current company?

Simon B.'s current role is Trustee, Treasurer & former Chief Risk Officer (SMF4) open to iNED roles..

What is Simon B.'s email address?

Simon B.'s email address is si****@****g.co.uk

What schools did Simon B. attend?

Simon B. attended University Of York, Institute Of Actuaries, Prince2 2009 Practitioner.

What are some of Simon B.'s interests?

Simon B. has interest in Golf.

What skills is Simon B. known for?

Simon B. has skills like Fixed Income, Risk Management, Portfolio Management, Financial Risk, Equities, Investments, Prince2, Performance Attribution, Market Risk, Investment Strategies, Asset Management, Derivatives.

Who are Simon B.'s colleagues?

Simon B.'s colleagues are Conner Lloyd, Matthew Parlour, David Katimbo-Mugwanya, Cfa, Jenny Nolan, Michael Warren, Richard Lambdon Dippfs, Sue N..

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