Steve Dyson

Steve Dyson Email and Phone Number

Managing Director at Investment & Wealth Management Consultants ("IAWMC"). Top 100 Most Influential People in Service Provision for Alternative Investment Firms @ Investment & Wealth Management Consultants
Steve Dyson's Location
London, England, United Kingdom, United Kingdom
Steve Dyson's Contact Details

Steve Dyson personal email

n/a
About Steve Dyson

Senior Executive with over 30 years’ experience in the Financial Services industry. A dynamic, pragmatic and innovative person with the ability to operate at any level up to and including Board level. An excellent communicator with first-rate people management skills and a proven track record of delivering results. Operated as a member of the senior management team in a number of organisations.Steve is a regular key note speaker at Wealth Management events and is often quoted in the press. He also acts as a judge for the WealthBriefing European, Swiss and Channel Islands Awards and the Private Banking & Wealth Management London and Swiss Awards. Steve has been included in the Top 100 Most Influential People in Service Provision for Alternative Investment Firms for the past 3 years.IAWMC offer a full spectrum of services, from strategy through to delivery for, wealth managers, private banks, family offices, service providers and software vendors. As founder, Steve brings to the Company a great deal of experience gained from senior roles in wealth management, investment operations, BPO and consulting. This enables us to deliver a unique insight into strategy, trends and challenges facing the industry. By utilising his extensive network of contacts, Steve is also able to add value to start up companies and private equity organisations.Specialties: Wealth/Asset Management - Front, Middle and Back Office, System selection, Full Trade Lifecycle, Outsourcing, Client Reporting, CRM, Operating Model Design, Performance Measurement & Attribution, Portfolio/Fund Accounting, Taxation (especially CGT), Global Custody, Fund Custody, Corporate Actions, Data Management

Steve Dyson's Current Company Details
Investment & Wealth Management Consultants

Investment & Wealth Management Consultants

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Managing Director at Investment & Wealth Management Consultants ("IAWMC"). Top 100 Most Influential People in Service Provision for Alternative Investment Firms
Steve Dyson Work Experience Details
  • Investment & Wealth Management Consultants
    Managing Director
    Investment & Wealth Management Consultants Sep 2012 - Present
    London , Gb
    Provision of management consulting and recruitment services to the Financial Services' sector. Full spectrum of services from strategy, advisory, solution selection and implementation/delivery for wealth managers, private banks, family offices, investment managers, hedge funds, service providers and software vendors.
  • Fundsaiq
    Senior Advisor
    Fundsaiq Feb 2024 - Present
    London, Gb
    FUNDSaiQ is a unique platform designed for financial advisors, wealth managers and platforms focusing on fund selection and monitoring. It employs artificial intelligence and machine learning to identify the best actively managed mutual funds compared to passive alternatives, particularly those that align with clients' sustainability requirements. The platform facilitates an unbiased and ethical approach to fund selection, emphasizing both financial performance and sustainability. FUNDSaiQ stands out as a one-stop shop for financial advisors seeking real results in the realm of fund management
  • Steve Dyson Associates Limited
    Founder & Managing Director
    Steve Dyson Associates Limited Feb 2009 - Aug 2012
    Gb
    Provision of consulting, interim management and recruitment services to the Financial Services sector. Full spectrum of services from strategy, solution and implementation/delivery for investment managers, wealth managers, hedge funds, service providers and software vendors.Delivering a unique insight into strategy, trends and projects given Steve's senior roles within Asset Management, Investment Operations, BPO and Consulting.
  • Capco
    Associate Partner
    Capco Apr 2010 - Aug 2010
    London, Uk, Gb
    Responsible for the UK Package Integration sales team with a focus on bringing on board vendors from the buy side to complement Capco's strength in the sell side market.
  • Citisoft
    Senior Vice President, European Business Development
    Citisoft Oct 2006 - Mar 2009
    Boston, Ma, Us
    Senior Vice President with responsibility for working closely with the Institutional Asset Management, Wealth Management and Alternative Investments practice heads on business development, project delivery and client relationship management.Also responsible for developing the Centre of Excellence model for system integration.
  • The Bank Of New York
    Client Executive
    The Bank Of New York Jul 2004 - Oct 2006
    New York, Ny, Us
    Client executive with responsibility for UK Banks, Building Societies and country manager for Irish financial institutions. Managed a number of the bank's highest profile/revenue stream relationships at CXO level.
  • State Street
    Head Of Product Development
    State Street Sep 2002 - Jul 2004
    Boston, Massachusetts, Us
    Head of Product Development for State Street’s Wealth Manager Services (“WMS”) and a member of the senior management team. This was a new business line for State Street in Europe and my role was very diverse. In addition to product development, I also had responsibility for operations, sales and marketing, relationship management and the client service team.
  • Schroders
    Head Of Private Banking Operations, Director
    Schroders May 1986 - Sep 2002
    London, Greater London, Gb
    Joined Schroder Personal Investment Management Limited in 1986 as a fund manager’s assistant. Promoted to assistant manager in 1988, manager in 1990 and associate director in 1994. In 1998 appointed Head of Client Service with responsibility for all client service, administration, project and operational matters. Following on from my work on defining the global operating model for Schroder and Co. Ltd, appointed Head of Operations for the London Private Bank.
  • Schroders
    Trust Accountant
    Schroders Aug 1972 - May 1986
    London, Greater London, Gb
    Joined Schroder Executor and Trustee Company in 1973 and was responsible for the preparation of Trust accounts and tax returns for a wide variety of family trusts, estates, charities and the in-house pension scheme.

Steve Dyson Skills

Financial Services Asset Management Alternative Investments Management Consulting Hedge Funds Investments Wealth Management Outsourcing Business Analysis Start Ups Banking Back Office Crm Business Strategy Business Development New Business Development Trading Private Equity Executive Management Private Banking Financial Risk Business Process Improvement Finance Fund Accounting Corporate Actions Relationship Management Wealth Management Services Product Development Program Management Change Management Investment Management Performance Measurement Project Management Vendor Management Operations Management Front Office Middle Office Operating Model Design Thought Leadership Family Office System Evaluation And Selection System Implementation It Strategy/roadmap Client Reporting Global Custody Asset Servicing Bpo Data Management Compliance And Controls Investment Mana

Steve Dyson Education Details

  • Oxted County School
    Oxted County School

Frequently Asked Questions about Steve Dyson

What company does Steve Dyson work for?

Steve Dyson works for Investment & Wealth Management Consultants

What is Steve Dyson's role at the current company?

Steve Dyson's current role is Managing Director at Investment & Wealth Management Consultants ("IAWMC"). Top 100 Most Influential People in Service Provision for Alternative Investment Firms.

What is Steve Dyson's email address?

Steve Dyson's email address is st****@****l.co.uk

What schools did Steve Dyson attend?

Steve Dyson attended Oxted County School.

What are some of Steve Dyson's interests?

Steve Dyson has interest in Golf And Family, Investing.

What skills is Steve Dyson known for?

Steve Dyson has skills like Financial Services, Asset Management, Alternative Investments, Management Consulting, Hedge Funds, Investments, Wealth Management, Outsourcing, Business Analysis, Start Ups, Banking, Back Office.

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