Brian Coughlan

Experience

• 

  HSBC

  May 1997 - Jun 2023

  Leadership for the Custody teams in Ireland, Guernsey, and Luxembourg of c 50 people, including oversight of Securities Services Operations (SSO’s) in Asia c 40 people. • Developed the Custody function with focus on process improvement, oversight and governance. • Worked closely with the global leadership team for Custody to provide an excellent service offering to institutional and asset manager clients. • Ensured a proactive approach to managing change, in particular new business acquisition, client change, streamlining and implementation of new operating models. • Responsible for meeting AOP for Custody, ensuring cost and capacity targets are met. • Represented the business in dealing with regulators, industry bodies, consultants. Key Achievements:• Successful delivery of strategic programmes of change, including location strategy/outsourcing, client adoption of digital platforms and process optimisation initiatives. • European Operations lead for the transfer of all EEA clients to new Custody, FX, and Banking model under Brexit programme.• Led the People forum in the delivery of a number of People and Culture initiatives supporting the country people strategy, targeting engagement levels, career development, speak up culture. Show less Managed all aspects of operations in Global Distribution and Transfer Agency Operations (GDTA), with a department of c 35 people, including oversight of SSO’s in Asia c 70 people. • Ensured high quality service delivery to a large number of institutional and hedge fund clients, fund of hedge fund clients, private assets managers and ETF managers. • Successfully sponsored a number of change and streamlining projects, to support our drive to reduce risk and increase automation in the operating model. • Tight management of costs against AOP, through controlled FTE analysis and close management of SSO’s, whilst supporting Span of Control and Organisational Design reviews.• Promoted a team environment that encouraged client centricity, ownership, competition, strong risk awareness, innovation, with a focus on training, development, and succession planning.Key achievements:• Implemented a revised GDTA Org structure, split between Client Services and Operations.• Successfully led a number of change and efficiency initiatives including Outsourcing & Media. Show less Responsible for leading a large Operations department of c 120 people, including oversight of SSO’s in Asia c 240 people.• Promoted a client-focused environment, responsible for NAV production and value-add services to institutional, hedge and private assets clients. • Supported the European sales team through RFPs and sales pitches. • Liaised with key business representatives to ensure accurate strategic planning is carried out, including ATP planning, FTE scenario planning and AOP business planning.Key achievements • Coordinated and led the implementation of the Follow the Sun offshoring model with the SSO's. • Successfully led the transition of c20 hedge & private assets clients from another jurisdiction into Ireland. Show less

  • Head of Custody

    Sept 2017 - Jun 2023

  • Head of Global Distribution & Transfer Agency Operations

    Mar 2015 - Aug 2017

  • Deputy Head of Fund Administration

    Mar 2007 - Feb 2015

  • Various roles within HSBC Securities Services (Ireland) DAC

    May 1997 - Mar 2007
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  Waystone

  Apr 2024 - now

  Global Head of Client Onboarding