Mark Sudbury

Experience

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  Deutsche Bank

  Jan 2006 - May 2007

  Business Manager / Repo trader

  Business management of the Interest Rate Derivatives desk ensuring due diligence and accurate analysis of trading positions, risk and profit and loss. Responsible for managing excellent relationship’s with industry players to ensure funding of the desks bond risk.

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  HSBC

  May 2007 - Jan 2017

  Responsibilities covered Business Information Risk Officer and Business Management for treasury within the treasury department. Represented at Business Control Committee (BCC) meetings, coordinated and initiated all local as well as international regulatory actions and requirements. Initiated new product developments for the various desks. Developed and executed sales process for the Fixed Income desk, providing sales to Pension Fund, Asset Management and Hedge Fund clients primarily on SA Government bonds, Interest Rate Swaps and Forward Rate Agreements. Money Markets and Repos were also transacted.

  • Head of Business Development

    Jun 2014 - Jan 2017

  • Fxed income sales

    May 2007 - Jun 2014
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  DeVere Acuma

  Oct 2017 - Jan 2019

  Consultant

  deVere is one of the world's leading independent financial advisory organisations, with more than $10bn under advice from over 80,000 clients in 100 countries. They specialise in offshore investing and tax efficient structure and assist their clients, who are primarily expatriates and high net worth individuals to manage their portfolios.My role was to bring in new clients as well as advise existing clients.Primary focus was on Tax Efficient structures and Pension Transfers as well as Offshore Investing. Show less

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  PPS Financial Planning

  Jan 2019 - Jan 2020

  Financial Advisor

  PPS is the only mutual financial services company in South Africa that focuses exclusively on graduate professionals, providing tailor-made insurance, investment and healthcare solutions to their members.My role was to recruit new members and provide Financial Advice to new and existing members on Risk products, Retirement Annuities, Tax Free Savings and other personal Investments.

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  LSEG Data & Analytics

  Jan 2020 - Nov 2020

  New Business Sales

  Refinitiv is a global provider of financial market data and infrastructure. The company has an annual turnover of $6bn with more than 40,000 client companies in 190 countries.My role is to drive new business sales through networking initiatives and developing sales strategies within the SADC region and assist large corporates and financial institutions to find the appropriate financial data and compliance solution within the Refinitiv platform.

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  Carrick Wealth

  Jun 2021 - Oct 2022

  Private Wealth Manager

  Carrick Wealth is a dynamic and independent financial services provider specialising in integrated wealth management. Established in 2014, the Carrick team has brought a wealth of collective experience to the business. Guided by our passion to set new benchmarks and standards in the industry, and focused on improving the client experience, service levels, integrity and transparency, our privately owned, multi award-winning company has grown to seven licensed and regulated offices in 5 countries. The three global licenses held in Mauritius provide a global footprint. Firmly rooted in its pan-African vision, Carrick is well-positioned to provide the highest levels of service in local as well as offshore financial planning, structuring and investments for our clients. Through Carrick’s team of qualified and experienced wealth specialists, and our partnerships with industry leading specialists in various fields, we provide bespoke services globally in the fields of offshore tax-efficient investment structures, local and international retirement planning, risk cover, international trusts, education planning, international property, international corporate pensions and estate planning. Show less

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  RMB - Private Bank

  Nov 2022 - now

  Private Advisor