True Potential 

• Programme Management

JO Hambro Capital Mgmt

• Programme Manager for outsourcing covering
• Middle Office,
• Transfer Agency,
• Custody,
• Fund Accounting
• Depository

Vanguard Asset Mgmt

• EBA Outsourcing Guidelines
• Centralised Securities Depository Regulation (CSDR)
• BREXIT remediation
• Liquidity Management
• Opened a new Italian office in Milan.
• MiFID II Transaction Reporting Remediation
• EMIR Reporting remediation
• GDPR Phase 2 project
• Compliance Process Enhancements

Insight Investments

• MiFID-II “Day-2” Project
• Lloyds Bank Ring Fencing
• Securities Financing Transaction Regulation:
• BREXIT planning
• Collateral Efficiency
• LIBOR Replacement impact

BMO-GAM

• MiFID-II
• BREXIT planning

UBS Asset Mgmt

• Transfer Agency Migration

British Rail Pension Scheme

• Implement a new in-house dealing capability for RPMI
• Restructure the Cash Management operation 
• Restructure the underlying Pooled Funds within the Pension Scheme
• Development of a Unit Register system
• Selection of new Trading, Risk Management, Performance measurement and Client Reporting systems for the pension schedule investment function.

Threadneedle Asset Mgmt

• Fund Accounting, Custody and Depositary migration.
• Implementation of Front Office DataMart
• Test Manager for a Fund Accounting, Custody and Depositary migration
• Consultant on an Operating Model Strategic Review covering the following areas

First Rate FX

• Defined a long term operating model.

Lloyds Banking Group

• ‘Lift out’ of the Investment and Fund Accounting functions to a 3rd party provider.

Royal Bank of Scotland

• Implementation of a global General Ledger system

Financial Conduct Authority

• Implemented new Liquidity Reporting Regime

• Product design of a new pool vehicle

Hermes Asset Mgmt.

• Launched Dublin domiciled UCITS fund and Irish Unit Trust
• Converted the structure of the Pension Scheme from a notional pooled basis into a segregated basis
• Transitioned the Custodian of pension schemes to new provider.
• Due diligence phase of a project to outsource Hermes’ back office function to external provider.
• Implement a new Client Reporting  system / function

BP

• Interim IT Development Manager

CMC Markets

• IT Development Manager responsible for CRM, Client Maintenance and Payments

Mutual Fund Technologies

• Responsibility for managing client consultancy

Mellon European Fund Services

• IT Development Manager covering unitised and pooled funds

Newton Investment Mgt

• Project Manager

Coutts and Co.

• Business Analysis