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I am a Chartered Wealth Manager and Chartered Fellow of the CISI.
I have worked in and managed all aspects of Investment Operations across a range of asset classes on behalf of a variety of firms; from Family Offices, Private Banks, Wealth Managers and Platform providers to large Asset, Insurance, technology and BPO service providers.
I am specialised in defining and implementing optimised operating models, technology and regulatory change projects for my clients from inception to delivery. I take a keen interest in thought leadership within the Wealth Management community and enjoy sharing my ideas when possible.