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consulting services

I have over 30 years experience in the capital markets. My career splits neatly as follows:

  • 15 years as a market practitioner; broking, trading and managing money. I managed a 'global macro' fund, mostly trading yield curves and vol with some directional trades in equities and fx. 
  • I sold the business in 1997 and changed direction. For the last 20 years I've been working as an independent strategic consultant; typically working on large, complex change programmes. The assignments are invariably strategically sensitive and commercially important

My principal focus is on strategy, business design and implementation. My market knowledge spans most asset classes, the end to end value chain and the range of market participants.

I usually sit at the heart of a complex programme, reporting to the Accountable Executive. I am very familiar with senior stakeholder management and upward reporting, defining and managing the critical path, identifying and mitigating risks and delivering to tight timelines. 

Most financial services firms operate in multiple locations so I am adept at working on cross-border issues - this requires an understanding of different legal and regulatory regimes, an appreciation of different cultures and the ability to develop nuanced solutions.

Business design combines all aspects of the business model and value chain:

  • Business strategy
  • Product: cross asset class, securities and derivatives, both listed & OTC
  • e-commerce
  • Operating Model, including technology and operations
  • Legal and regulatory compliance
  • Business case
  • Programme management

In terms of my way of working, I bring energy and leadership to the assignment. As an external it is essential to develop a strong and effective rappport with internal teams, especially where the programme has numerous workstreams and is strategically sensitive.

I am experienced in quickly building relationships and trust across an organisation.

Lastly, I'll tell you the truth as I see it - that's not always comfortable for me or the client but I usually end up with a very close relationship with senior executives because I'm honest and don't have an agenda other than delivering for the business.

My clients include many of the key market infrastructure firms: Exchanges, CCPs, brokers as well as banks, market consortia and money mangers.

I have worked in most European financial centres, including London, Paris, Frankfurt, Amsterdam and Madrid. I have also carried out a number of assignments in the Middle East.