Benjamin Palmer

Benjamin Palmer

Business and Communications Manager, Wealth Investment Office

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location of Benjamin PalmerLondon, England, United Kingdom

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  • Timeline

  • About me

    Senior Manager, Asset Management Consulting

  • Education

    • Durham University

      2013 - 2016
      Natural Sciences 2.1

      Activities 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 - 2013
      A levels in Mathematics (A), Biology (B), Geography (B). GCSE's 6 A*, 5 A

      Activities and Societies: District Cross Country Champion, Cross Country Coaching, Athletics Squad, Orchestra

  • Experience

    • Lloyds Banking Group

      Sept 2016 - Jun 2019
      Business and Communications Manager, Wealth Investment Office

      I 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 2022

      Working 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 2022
      • Strategy Manager

        Jan 2020 - May 2021
      • Business Manager

        Jun 2019 - Dec 2019
    • Legal & General Investment Management (LGIM)

      May 2022 - Feb 2023
      Senior Product Strategy & Development Manager

      Senior Product Strategy & Development Manager focussing on Multi-Asset and Investment Solutions

    • Wavestone

      Feb 2023 - now
      Senior Manager

      Senior Management Consultant for Wealth & Asset Management

  • Licenses & Certifications

    • International Certificate in Wealth and Investment Management

      Chartered Institute for Securities & Investment (CISI)
      May 2017
    • Diploma in Management Accounting

      CIMA
      Oct 2020
    • Investment Management Certificate

      CFA Institute
      Sept 2020