
Benjamin Palmer
Business and Communications Manager, Wealth Investment Office

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About me
Senior Manager, Asset Management Consulting
Education

Durham University
2013 - 2016Natural Sciences 2.1Activities and Societies: Durham University Cycling Team, Durham University Symphony Orchestra, Durham University Chamber Orchestra, Collegiate Debating Society social secretary. Specialising in Environmental Geo-science, Physical Geography, Climate change science, management and governance.

Sutton Grammar School for Boys
2006 - 2013A levels in Mathematics (A), Biology (B), Geography (B). GCSE's 6 A*, 5 AActivities and Societies: District Cross Country Champion, Cross Country Coaching, Athletics Squad, Orchestra
Experience

Lloyds Banking Group
Sept 2016 - Jun 2019Business and Communications Manager, Wealth Investment OfficeI have responsibility for the management of the business logistics and communications team in the Chief Investment Office for Wealth working directly with Chief Investment Officer, Markus Stadlmann. I have outlined the key roles, responsibilities and skills below: - Project management: I am a key leader for the investment team on high profile projects to shape the new business developments in the group and industry. These large scale and complex projects have required my extensive collaboration and management of stakeholders internally and externally with consultants and legal services. I have worked to ensure an optimal cross-divisional strategy is formed that will help build the investment business.- Communications, research and analytics: I produce extensive analytics and research for the CIO and then work closely to author its effective communication. We have recurring presentations and insights that we produce to a full range of audiences internally, externally, professional and public. Original market insight and research I have produced has been featured in the Financial Times, Wall Street Journal and London Business School.- Strategy implementation: Myself and my team engage with senior leaders to implement strategy within the Wealth. This requires extensive use of my network and internal communication to create clear direction and leadership on a wide range of areas.- Team and stakeholder management: I have managerial experience across 2 teams and always look to achieve the best collaborative outcome. I am also responsible for managing relationships with our internal and external stakeholders. They cover private to institutional clients and I utilise my soft skills to help get the most of the relationship for both sides.Previous Roles in the Group: Graduate Management Programme (3 Placements)- Key Clients, Private Banking- Compliance Risk Assessment Frameworks, Customer and Business Risk- Actuarial Analytics, General Insurance and Protection Show less

Schroders Personal Wealth
Jun 2019 - Apr 2022Working on key strategic projects for the CEO, CIO and board to enhance our products and grow our business- Head of the Multi-Asset product launch programme- Head of the fixed income fund launch programme- Head of the equities fund launch programme
Senior Manager, Investment Change and Development
May 2021 - Apr 2022Strategy Manager
Jan 2020 - May 2021Business Manager
Jun 2019 - Dec 2019
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Legal & General Investment Management (LGIM)
May 2022 - Feb 2023Senior Product Strategy & Development ManagerSenior Product Strategy & Development Manager focussing on Multi-Asset and Investment Solutions

Wavestone
Feb 2023 - nowSenior ManagerSenior Management Consultant for Wealth & Asset Management
Licenses & Certifications
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International Certificate in Wealth and Investment Management
Chartered Institute for Securities & Investment (CISI)May 2017
Diploma in Management Accounting
CIMAOct 2020
Investment Management Certificate
CFA InstituteSept 2020
Languages
- enEnglish
- frFrench
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