Professional Experience

Over the past 18 years in the Investment & Wealth Management industry, I’ve led and shaped a wide range of strategic and operational functions. From streamlining end-to-end processes and overseeing third-party vendor relationships, to designing data strategies and delivering change that has enhanced how client reporting and performance functions operate and add value. It’s a career that has given me a front-row-seat in how entire businesses run, and how systems, people, processes and leadership should connect to deliver value collectively and cohesively.

Below is a summary of my career to date, including roles, responsibilities, and key contributions:-

Senior Strategy Director - Investec Wealth & Investment UK part of the Rathbones Group

  • Delivered strategic MI and insights to CIO and Executive Board; supported governance across Committees, Research and operational processes.

  • Implemented data strategy creating key reliable data sources, reducing duplication and halving manual touch points across business and research.

  • Operations and Data SME for Research during the Rathbones/Investec UK Combination helping to prioritise and design Research operating model across combined £100bn+ AUM.

  • Managed a multi-functional analytics team, delivering portfolio-level insights and embedding scalable data processes.

  • Led post-incident risk reviews and contributed to ongoing improvements in Research oversight and data usage policy.

  • Acted as commercial owner for market data vendor relationships, achieving cost savings and improved licensing compliance.

Data Governance Manager - Ruffer LLP

  • Led data governance team - three analysts overseeing data quality and remediation across enterprise systems.

  • Partnered with front and back-office functions to improve data ownership, quality assurance and strategic positioning.

  • Operations and Data SME for Investment Operations during enterprise system transformation project from IRESS Pulse to BlackRock Aladdin.

  • Established a Market Data function within the Finance division to improve contract visibility and control cost leakage.

  • Oversaw vendor engagement for pricing and trading systems, implementing structured governance and usage audit processes.

Business Analyst | Project Manager - Ruffer LLP

  • Delivered inaugural ESG/TCFD reporting and internal fund data repository.

  • Maintain backlogs, prioritizes user stories using JIRA, and runs stand-ups (Agile) or phase-based tracking (Waterfall) for internal client performance data repository.

  • Coordinated cross-business working groups to scope data dependencies and system impacts for Investment Operations function.

  • Worked directly with strategic business sponsors and technical teams to ensure project alignment and delivery metrics.

Data, Performance & Client Reporting Manager - Ruffer LLP

  • Owned delivery of 12,000+ quarterly reports across 7,500 clients i.e. private, charity and institutional client base; managed vendor and distribution relationships on a £1m reporting budget.

  • Managed end-to-end performance and client reporting, overseeing 200+ tasks across front-to-back business for quarterly and monthly client and tax year-end reporting.

  • Led reporting transformation and vendor engagement to improve delivery timelines, reduce rework, and lower costs.

  • Oversaw data quality across 1,500+ securities and aligned static data controls with vendor-supplied feeds.

Earlier Career

  • Supervisor & Team Leader Roles - Corporate Actions & Dividends

  • Client Services & Administration

  • Broker Reconciliations & CFDs

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Curious about the kind of work I do? Dive into a few case studies that show it in action...

Board Trustee Experience

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We are an exciting social mobility charity that is dedicated to changing the way talented young people gain exposure and prepare for the world of work, across all industries – because a great first job changes everything for young people from lower socio-economic backgrounds.

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We are a financial education programme that is providing a holistic overview and one-stop shop for young people from lower socio-economic backgrounds to develop a career in the investment industry.