Experience

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  Coopers & lybrand

  Sept 1986 - Jan 1996

  Senior manager

  Headed up Internal Corporate Communications, Marketing (2 years)Senior Business Development Manager, New Business Services (3 years)Senior Audit Manager, Financial Services Division & Investigations (5 years)Business Continuity Planning - Wrote and implemented the firm's first business continuity / disaster recovery plan (1994/5)

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  Fidelity worldwide investment

  Mar 1996 - Feb 2005

  Associate director, new business services

  One of largest American privately owned global investment managers. Managed a team working closely with Managing Director and Head of Institutional Business to develop and execute the firm’s consultant strategy as well as improve business development, client service and marketing activities to the investment consultant community. Prior to that managed a larger Marketing and Sales support team with responsibility for all UK institutional marketing support and business development in London, Boston, Tokyo and Hong Kong, covering Fund Accounting, Investment Statistics, Corporate Finance, Legal and Compliance and Transitions. Show less

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  Aviva investors

  Mar 2005 - Jan 2007

  Head of strategic consultant relations

  Fund management business owned by the Aviva Group. Led a specialist team, reporting to the Managing Director, Institutional Business and Head of Distribution. Directed and implemented strategies for the development of consultant relationships across a wide range of investment products including fixed income, property, equities, active quant and hedge funds. Working closely with the senior leadership team developed the market profile for the UK institutional business.

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  Threadneedle asset management

  Feb 2007 - Jun 2010

  Global head of consultants

  A London based multi-asset investment manager owned by Ameriprise Financial Inc in the US. A member of the Institutional Leadership Team reporting to Managing Director for Institutional Business. Responsible for key global consultants in the UK and Europe across all major asset classes including equities, fixed income, property and alternatives. Developed and implemented sales & marketing strategies for key investment products. Working closely with the leadership team, played a major part in building the company’s public profile. Show less

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  Macquarie investment management

  Feb 2011 - Feb 2012

  Consultant, uk business development

  An Australian owned international asset manager with operations throughout EMEA. Based in London and reporting to Managing Director, Institutional Business, worked closely with investment teams from Boston, Hong Kong, New York, Philadelphia and Sydney. Developed and implemented the institutional business plan in the UK and responsible for consultant service across EMEA following a restructure the UK institutional business.

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  Sanlam four investments uk limited

  Mar 2012 - Aug 2017

  Institutional business development

  London based investment boutique owned by a South African insurance company. Reporting to Head of Distribution, developed and managed all aspects of institutional sales, marketing and PR plans for core funds to institutional investors in the UK and Europe. Responsible for UK institutional clients with assets under management totalling over £700m.

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  Institutional investor - managermatch

  Oct 2017 - Mar 2018

  Client relations director, managermatch

  An American-based international FinTech/information company based in London. Established and led all aspects of developing, planning and implementing business strategy for ManagerMatch, a unique online FinTech database and research service for corporate investors in the UK, Ireland and the Netherlands.

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  Arcs solutions limited

  Oct 2018 - now

  Director | business development specialist
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  Ibd business advice group ltd

  Jul 2019 - Feb 2022

  Consultant

  Accredited business adviser at IBD providing hands-on, practical business advice and support to small and medium sized companies (with up to 50 staff). IBD Business Advice Group was one of the largest independent adviser networks in the UK and a powerful, innovative and cost-effective management resource with a network of circa 200 independent, accredited business professionals and experts across the UK, dedicated to helping management develop and support their business growth. IBD business advisers are mature, experienced problem-solvers who can help identify and address your critical business issues and deliver real, timely practical solutions. Show less

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  Consolido limited

  Mar 2024 - now

  Consultant