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Senior distribution leader with more than 17 years’ experience driving AUM and revenue growth for blue chip global institutions and smaller, boutique traditional and alternative investment managers. Client segments include wholesale, global financial institutions (GFIs), institutional clients and global investment consultants. Numerate and analytical, with significant executive level client and industry networks. Expert knowledge of, and success in the UK and GFI markets, including in commercial, operational, and regulatory matters. Long track record of leading distribution across multiple asset classes including equities, fixed income, alternatives, and private markets. Experience working with all major investment vehicles including open ended (inc. UCITS and 40 Act), closed ended (inc. investment trusts) and private markets structures. Dynamic and entrepreneurial leader who has created and implemented the sales and marketing strategy for investment managers who are new to a market. Specific experience and success in scaling new strategies, small funds and boutique investment managers, building relationships and establishing asset management brands in the UK and European market. Significant experience of leading the integration of ESG processes and responsible investment policies into investment businesses, and representing the business with clients and external organisations such as the UNPRI. Attained the CFA ESG qualification. Experience in executing corporate transactions. Passion for understanding the market’s and client’s needs, taking a consultative solution-based approach and building trusted relationships with senior decision makers in complex client organisations
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