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Experienced Institutional
and Retail Funds Sales Director with well established
international distribution capability.
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Driven numerous marketing
initiatives with a proven record of new business development.
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Established and managed new
teams and offices internationally.
Career History
[snip].
Jan.
2006-Sept.2006
Contract with [snip] for 9
months as Business Development Manager for UK, Middle East and
Asia. Brief was to promote OPES Retirement Plan and Asset
Management specifically, and the rest of the services secondary,
Banking, Custody, Fund Administration.
Contract not extended
following recent consolidation of a number of Close Brothers
divisions.
Consultancy Oct.2001
to Dec.
2005
October 2001-March
2002. Consultant for [snip] Ltd launching Fund of Funds programme
through Morgan Stanley.
April 2002-August 2003.
Consultant for [snip] Ltd, leveraged programme based on borrowing
10% of investment every month over a period of 36 months.
Helped to initiate the programme and pre-marketing. [snip] was
unable to get funding so they launched The Bargain Hunter Fund.
Unfortunately fund had to close due to lack of investments, at
which point I left.
September 2003-October
2003. Consultant to [snip] launching a five year corporate bond
fund. Raised sufficient to launch fund.
October 2003-April 2004.
[snip]. Promoted their TEP’s and TLP’s until fund was suspended
due to suspension of Mutual Benefits Corporation.
April 2004 –December
2005. Set up [snip] Consultancy and worked with [snip]
International and [snip] promoting Alternative Funds worldwide.
[snip]
2000-2001
International Sales
Director
Primarily selling to Life Companies and
Channel Islands, establishing new links with 3 major life
companies, also Far East and Middle East.
Wind down of company led to redundancy.
[snip]
1991-2000
Group Sales Director,
Guinness Flight Global Asset Management
Brief was to raise the profile of [snip] to intermediaries and institutions in UK and
internationally. Initial responsibility for 2 salesmen and
Middle East Office.
·
Target to increase offshore
funds from $500 million to US$1 billion in 3 years, which was
achieved in 2. $1.5 billion was achieved after 3 years.
Increased UK Trusts from £20 million to £200 million.
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Initiated seminars with Fund
Managers in major cities and smaller towns.
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Instigated Life Company
business growing to 16 links representing approximately 25% of
total retail business.
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Built sales team to 4 in UK and
6 international salesmen in Hong Kong, South Africa, Mexico,
Middle East, Europe and Offshore Tax Centres. Also built and
managed a team of 5 on the Broker Support desk. Effectively led
and motivated cohesive successful teams.
[snip]
1989-2001
International Sales
Director
Responsible for developing Middle East,
Africa and Far East. In October 1990 Spain and the United
Kingdom were included.
[snip]
1979-1989
Marketing Executive
Responsible for developing business,
specifically Stockbrokers but also countrywide.
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Appointed to Associate Director
in 1984 and full Director in 1986.
·
Opened Bristol office in 1985
and developed London with two Sales Executives in 1986.
Developed Broker Liaison department as well as responsibility
for developing marketing for Jersey office.
·
In 1987 opened office in Cyprus
to develop business in the Middle East. Following this, took
responsibility for International Markets, concentrating mainly
on Europe, the Mediterranean and the Middle East but, at the
same time, with responsibility for the main strategy for
Stockbrokers.
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Co-ordinated the sales and
marketing of the offices in London, Jersey, Isle of Man,
Luxembourg and Hong Kong and built up relationships and links
with life companies.
[snip]
1978-1979
Marketing Executive
Responsible for building up the Unit Trust
business. This position also involved a certain amount of
administration work.
[snip]
1974-1978
Assistant to the
Investment Manager
General duties, analysis of balance sheets of
public companies, assist in day-to-day running of funds, liaise
with stockbrokers
[snip]
1971-1974
General office of jobbing firm to become a
blue button on floor of Stock Exchange in 1972 and a dealer in
same year. Due to merger of company with [snip], was
one of four junior dealers to be made redundant.
Various jobs in the
UK.
1970-1971
Travelling in Australia
and New
Zealand 1967-1970
Education and
Qualifications
Sutton Valence,
Kent
1962-1967
Lapley Grange,
Wales 1961-1962
Kenton College, Nairobi,
Kenya 1957-1961
Lushoto School, Lushoto,
Tanzania
1956-1957
5 GCE 'O' Levels
2nd XV Rugby,
1st Hockey for 2 years, 1st XI Cricket
Personal Details
Date of Birth: 28th
December 1948 |
