Subject matter expert, chairing the Investment Risk and Liquidity Committees.

Investment leader of the three key product disciplines, Investment Research, Discretionary Portfolio Management and Fund Management. Asset Intelligence is an ambitious young team with a growth agenda looking to materially change the quality of investment services and propositions available to advisor lead clients.Fund Manager of the VT Asset Intelligence Defensive Fund and the VT Asset Intelligence Growth Fund which were both launched in December 2020.

Consults with UK-centric Investment Management businesses about the strength of their investment processes and help senior management deliver greater consistency.

Responsible for the development and maintenance of the Barclays £11 billion discretionary investment framework. • Over 12 months, project managed the development, delivery and management of the Portfolio Construction ex-ante risk analysis platform including factor definition, stress analysis, optimiser and Active/Passive cost benefit analysis framework.• Advised discretionary portfolio managers of all propositions on risk budgeting, style and factor management to identify and mitigate unintended exposures and performance. Added circa 0.5% of performance over 2018.• Advised the Chief Investment Officer and Strategy team on the annual review and production of Capital Market Assumptions and how they are presented to the optimiser in order to limit turnover to 15%. • Developed risk tools to translate strategic and tactical asset allocations across all discretionary mandates to ensure that each of the 75 discretionary mandates is consistent with the promise we make to clients.• Responsible for the oversight of the preferred investment universe. Developed a definitive framework to ensure that the funds platform delivers the required breadth of economic and factor exposures while reducing the cost of coverage by circa 10% Key Achievements• Restructured team purpose and structure from the administration of the investment process to a quantitative risk measurement and advise proposition. Hired two exceptional portfolio constructors to build and run the portfolio construction platform. Headcount reduced from six to four.• Drove change of the modelled Investment Process and culture to add quality consistency and scale to the UK discretionary proposition. Accountability for performance was rationalised to a reduced number of decision makers. With a 40% reduction in portfolio managers, roles were repurposed into, “Decision Makers”, “Communicators” and “Implementors”.

• Led the £3bn HNW and “Dynamic” absolute return discretionary propositions with 5 multi-asset portfolio managers. Drove investment implementation strategy and controls to align with house-view and risk frameworks. Liaised with internal and external clients to drive the growth agenda and to communicate investment proposition, strategy and performance.• Personally managed £400m of multi-asset and £250m of absolute return mandates.• Member of Global Asset Allocation Committee (Strategic and Tactical) responsible for £14bn of discretionary AUM• Coached and developed team. Aligned behaviours and activities to strategy of quality growth and execution consistency. This made the proposition more attractive and marketable and fuelled stronger relationships with distribution channels leading to net AUM growth of 25% over 22 months.• Accountable for the £250m “Dynamic” absolute return proposition (July 2016 to 2019). Structured a new team approach and risk management framework to enable the management of investments and communication with clients. • Developed team specialisms so that both discretionary and advisory propositions had specific investment processes, controls and distribution relationships. This generated the capacity to collaborate with new teams and grow assets under management • Team achieved company leading risk adjusted performance outperforming benchmarks by circa 195bps during 2015, with full benchmark risk budget and materially reduced dispersion.• Dynamic proposition: following Brexit referendum, aligned risk down to a level that could deliver UK CPI +2% and aligned the investment process to the mainstream proposition to manage key-man risk. Annualised outperformance of 5bps over tenure of management.

• Led three multi-asset discretionary management teams, 8 portfolio managers and £2.5bn of AUM• Drove internal and external client investment messaging to Midlands, South West and Wales clients• Managed £480m AUM of HNW/Affluent multi-asset mandates• Member of the Global Asset Allocation Committee and the chair of the discretionary fixed-interest and hedge-fund committees. Both committees undertake security selection for global reference portfoliosKey Achievements• Supported bankers to develop annualised non-market asset growth of 15% over 3 years• Delivered relative performance of +185 bps annualised over 5 years• In 2008, defended, retained and managed a £65m Charity portfolio delivering 3-year relative performance of +265 bps p.a. Worked closely with the trustees during the world financial crisis volatility to give comfort and deliver assurance around investment strategy and adherence to the trust’s long-term financial needs.• Steered discretionary change-management agenda regionally and nationally. Integrated three disparate teams into core business. Aligned investment processes to global investment framework to mitigate operational risk and performance volatility.