Our Leadership and Executive Advisory Team

Sectors

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• Commodities

• Retail Banking

• Capital Markets

• Wealth Management

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Leadership

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• Organisational Design & Transformation

• M&A and Post Acquisition Integration

• Data, Data Management, Data Plaforms

• Information Technology 

• Risk - Market, Credit, Operational

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Profile

 

Zenon has held senior board level roles as CEO and Group CIO with 30  years experience across Capital Markets, Commodities, Retail Banking,  Food Retail, Logistics, Consulting and Software sectors.  Zenon has managed 1000's of resources in global multi-cultural teams driving major operational transformation, and mergers and acquisitions programmes.   

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Sectors

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• Wealth Management

• Retail Banking

• Investment Banking

• Insurance

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Leadership

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• Regulatory Compliance

• Corporate Governance

• Conduct of Business

• Marketing, Client Communications & Distribution

• Mergers & Acquisitions

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Profile

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Maurice has more than 25 years experience working across all sectors within financial services, but  primarily focused on the Banking and Wealth Management sector.  He has practical experience of supporting firms with implementing and embedding regulatory change (MiFID II, SM&CR and Consumer Duty) and more recently has been focused on supporting firms through the merger & acquisition process.

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Sectors

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• Equities & FICC

• Client Coverage & Sales

• Wealth Management

• Market Infrastructure & Fintechs

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Leadership

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• Strategy & Business Transformation

• Innovation & Fintechs

• Organisational Effectiveness & Talent Management

• Corporate Governance

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Profile

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Henri has held senior managing director roles as Head of Business Development, COO, and Chief of Staff across all divisions of Financial Markets and Securities Services. Over a 30 year career at UBS and HSBC with postings in Asia and Continental Europe, Henri has mobilised and delivered high returns revenue growth initiatives and including Private Credit, Prime, Transaction Banking and Wealth strategies. He has led Fintech engagements, M&A and assumed numerous board memberships. He leads strategy development and execution,  leading M&A, shaping AI for business success, running global governance, implementing major infrastructure programmes, and setting up operational risk frameworks.

Sectors

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• Commercial Banking

• Commodities - Energy 

• Wealth Management

• Global Logistics

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Leadership

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• Lean Six Sigma Black Belt

• Organisational Design & Transformation

• Leadership Development

• People Data Profiling & Use of Psychometrics in Talent Management

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Profile

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David has held senior roles in Human Resources and General Management and has over 25 years consulting experience in the Automotive, Energy, Financial Services, Leisure Retail, Logistics and Telecommunications sectors.  A certified Lean Six Sigma Black Belt and a member of the British Institute of Psychology, his passion is maximising value by enabling individuals to achieve their full potential and overcome the apparent constraints in corporate life.

Sectors

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• Private Equity

• Infrastructure & Energy 

• Fintech

• Emerging and Frontier Markets

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Leadership

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• Strategic Finance & Treasury

• M&A and Pre/Post- Acquisition Integration

• Debt & Equity Fund Raising

• Financial Turnaround & Restructuring

• Global Liquidity Management

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Profile

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John has held board-level and Group CFO/Group Treasurer roles for over 25 years, operating across emerging markets, private equity, financial services, and infrastructure. He has led high-impact finance and treasury transformations across Europe, Asia, Latin America, and Africa, with experience spanning insurtech scaleups, large LBOs, and distressed turnarounds. John’s has held executive leadership at Ashmore Energy, Agria Corporation, Coca-Cola HBC and Cadbury PLC He has delivered complex cross-border financings, bond issuances & restructuring, and structured capital solutions under pressure.

Sectors

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• Professional Services

• Oil & Gas

• Information Technology

• FMCG

• Logistics

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Leadership

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• Information Technology & Digital Transformation

• Commercial Strategy & Execution

• Change Management & Turnaround

• Leadership & People Development

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Profile

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A seasoned business leader with over 30 years’ experience working in the IT sector, running  product and services business across a range of industries and geographies. Bob has operated at executive level in the US, UK, Europe and India. He has a track record of achieving consistent profitability and sustained growth in the businesses he has led, with a focus on delivering differentiated customer value. He has decades of experience advising clients on how to transform their business by applying best practices and digital technology. 

Sectors

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• Investment Banking & Global Markets

• Asset Management 

• Wealth Management 

• Retail Banking 

• Banking Tech & Ops

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Leadership

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• Mergers, Acquisitions & Disposals

• Culture co-creation, Strategy & Transformation 

• Organisational Design 

• Restructuring

• International Employee Relations

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Profile

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Brandon has almost 25 years of international HR leadership experience at Deutsche Bank and Raymond James, spanning multiple sectors and geographies. Brandon holds that real breadth of understanding stems from intellectual curiosity and the willingness to accept the challenge of regular re-invention. When combined with his desire for cultural exploration, this has driven him to pursue a diverse portfolio career of global, regional or nodal roles within a variety of scales of organisation at differing stages of maturity, and to live and work across Continental Europe and Asia Pacific, as well as in the UK. 

Sectors

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• Oil & Gas

• Renewable Energy

• Commodities

• Infrastructure

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Leadership

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• Mergers, Acquisitions & Disposals

• Emerging Markets: Africa, Central & SE Asia

• Capital Raising

• Econometrics

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Profile

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Jonathan has over 15 years experience in project finance, direct private equity, private equity secondaries and M&A for listed corporates, private companies, investment funds and governments. Sector expertise includes natural resources, renewable energy and infrastructure. He has worked in both developed and emerging markets and is currently focused on projects in Africa, Central Asia and Southeast Asia. A British Citizen, he is fluent in French with a working knowledge of Spanish and some Japanese..​​​​​

Sectors

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• Global Transaction Banking

• European/Global Trade Bodies

• Public Sector

• FinTech

• Academia

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Leadership

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• Payments

• Regulatory Strategy

• Technology Strategy

• Governance

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Profile

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​Over 25 years of broad senior leadership experience across a diverse set of sectors, Dr. Ruth is a leading autority at the crossroads of finance, technology, cybersecurity and regulation. A former Global MD at Citi, over the last 8 years Ruth combines roles as independent Non-Executive Director, Cybersecurity Executive, Author, Adviser to goverment, VC and Angel Investor , supporting banking, technology, FinTech and cybersecurity. She is a global keynote speaker, futurist and Visiting Professor at Bayes Business School.

Sectors

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• Wealth Management

• Asset Management

• Funds Administration/Services

• Investment Banking & Global Markets

• Professional Services

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Leadership

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• Mergers, Acquisitions & Disposals

• OD & Transformation 

• HRIS Strategy & Transformation

• EVP, Employee Experience, Purpose, Vision & Values​

• Talent Management, Leadership Succession & Development

• Performance & Reward

• SMCR & People Regulatory / Conduct Risk 

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Profile

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Richard is a Chief People Officer and Executive Leader with 25 years’ executive experience across listed and private wealth management, global asset management and regulated financial and professional services. His work connects people strategy to board governance and commercial performance, partnering with Boards, CEOs and Executive Leadership Teams through acquisitions, integrations, disposals, regulatory challenges and large-scale organisational and cultural transformation.

Sectors

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• Energy Trading

• Oil & Gas

• Renewable Energy

• Commodities

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Leadership

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• Mergers, Acquisitions & Disposals

• Trading CTRM & ETRM Solutions

• Strategy and Transformation

• ​Market Analysis 

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Profile

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A strategic partner who exemplifies professionalism, strategic insight, and business growth. Capable and adaptable with proven exposure to international consulting in the energy, financial and commodity markets. A former big-four consultant, able to engage with senior stakeholders in complex matrix organisations. Differentiators include exceptional presentation and communication skills, on-time delivery, and a focus on quality.

Sectors

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• Professional Services

• Manufacturing & Distribution – Auto, Textiles, Pest Control

• FMCG

• Private Equity

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Leadership

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• C-Level Leadership 

• Board Governance

• Turnaround, Change Management, Organisational Design

• ​Corporate Communications

• Reputation and Risk Management

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Profile

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A commercial business leader with deep expertise in reputation, change, stakeholder and risk management and more than 20 years’ international experience at senior and executive level in public, privately held and PE-backed US and UK headquartered companies. Anna has experience in Managing Director/P&L roles, restructuring, building and managing teams across geographies and functions. Anna has advised companies in professional services, consumer goods, automotive, manufacturing, engineering and PE operations. 

Sectors

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• Regulators

• Retail Finance

• IT & System Integrators

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Leadership​

• Procurement & Contract Management

• Commercial & Legal

• Vendor Management

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Profile

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Saeed has over 15 years’ experience as a legal, commercial & contracts executive with both UK and International companies. He has extensive experience with national and global corporate businesses working with legal, procurement & finance teams.  He specialises in contract & vendor management, working with corporate clients, third party vendors in IT transformation for technology companies.   Saeed’s has advised many global organisations including the ECB, Equinix, Capita Group and CSC

Sectors

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• Commercial Banking

• Private Markets

• Asset Management

• Social Impact and ClimateTech

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Leadership

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• Transformation

• Sustainability

• Governance

• Leadership Development

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Profile

Over 25 years extensive senior leadership experience across mutliple banking sectors.  Denise has led large scale complex transformation projects spanning many geographical regions.  In the past 5 years Denise has worked on enterprise initiatives financing sustainability initiatives.  A recognised leader in the ESG and its impact on banking and client businesses.  Denise has held at senior management positions with HSBC and Northern Trust in the past 10 years.​

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Sectors

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• Private Equity

• Fintech & RegTech

• Media

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Leadership

• M&A and Pre/Post-Acquisition Integration​

• Financial Turnaround & Restructuring

• Strategy and Transformation

• Commercial & Legal

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Profile

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Amit is a Partner with over 25 years' experience, with nearly 15 years as a CFO/COO for PE/VC Fintech firms servicing the financial services sector across asset management, capital markets and regulatory compliance. He has been involved in over 25 M&A transactions including 2 PE buy and build platforms and a MBO of a global financial media firm. Amit has significant turnaround expertise implementing financial and operational rigour. He has overseen several acquisition integration and change management programs realising planned synergies has instituted wide ranging governance programs. 

Sectors

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• Investment Banking

• Payments

• Commercial Banking

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Leadership

• Risk Management​

• Compliance and Governance

• AI in Banking

• Operating Model Design

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Profile

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Joanna is an experience Chief Risk and Compliance officer operating in the enterprise regulated banking markets.  Joanna has held executive roles in JP Morgan and HSBC.  In the past few years Joanne has increased her investment into AI and its application within the risk and compliance operations supporting a variety of challenging analytical areas.  Joanna's has recently being applying her knowledge of corporate governance to implementing effective guardrails and operational security frameworks to leverage AI whilst protecting the bank.

Sectors

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• Information Technology

• Professional Services 

• Manufacturing & Retail

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Leadership

• People Leadership & People Development

• Cultural Change Management 

• Enterprise Software Sales

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Profile

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Peter's experience lies within the Technology sales arena having worked within Global Technology companies for over 16 years. Peter has broad sector knowledge gained across international markets with experience selling to Retail & Manufacturing, Banking & Finance, Telecommunications and Technology companies. Peter has an established career in Sales Management, Leadership and Sales Operations that focuses on market growth and development of sales teams. Currently undertaking his Doctoral Research into Unethical Sales Management within Enterprise Software Sales, Peter is well positioned to advise on how Organisational Culture has a direct effect on salesforce behaviour and company results. 

Sectors

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• Professional Services

• Technology

• Insurance and Wealth Management

• Commodities

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Leadership

• Sales Transformation

• Sales Due Diligence

• Demand Generation

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Profile

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Public speaker and consultant generating £millions of revenue for clients specifically through referrals in any sector and more widely through B2B sales transformation. Particular expertise in the most complex B2B sales cycles, with additional applicability in SaaS and such like. 

Sectors

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• Retail Banking

• Insurance 

• Fintech

• Retail

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Leadership

• Scaling IT Operations for Growth Businesses

• Cybersecurity

• Data Management 

• Large Scale Data Solutions

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Profile

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Crispin Proctor is an accomplished senior technology leader with extensive experience of transforming businesses IT operations in financial service global businesses, fintech and retail.  His expertise focuses on scaling and building high-performing teams, building resilient technology infrastructures, driving data innovation and cybersecurity.

Passionate about delivering scalable and secure solutions, Crispin thrives in fast-paced, highly regulated environments, aligning technology strategy with business goals to create transformative value.

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Sectors

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• Oil & Gas

• Renewables

• Information Technology

• Professional Services

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Leadership

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• Leadership Development

• Digital Strategy

• Product Launch

• Brand Event Management

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Profile

An ex-serving officer in the military with over 25 years' experience, Katy has worked with a number of highly established and global organisations both in the UK and internationally such as Disney, Google, McLaren and Maersk. An expert in business development, transforming senior leadership teams, launching new brands into the market, and with extensive experience of physical and digital products.​

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Sectors

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• Capital Markets

• Retail Banking

• Commercial Banking

• Insurance

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Leadership

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• Enterprise Class Data Engineering

• Large Scale Data Warehousing

• Advanced Quantitive Analysis

• Big Data, DataBrick, Hadoop Technologies

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Profile

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Guilhermo is an internationally recognised leader in advanced data engineering within the Financial Services, Logistics and Retail sectors where huge data volumes drive complexity in design and place the most demanding expectations on technology solutions.  Guilhermo leads our data science capabilities. Guilhermo has worked with some of the largest global banking organisations.

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Sectors

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• Retail Banking

• Commercial Banking

• Global Logistics

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Leadership

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• Customer Experience Engineering

• Culture Change

• Strategic Transformation

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Profile

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Rob has over 20 years' experience of working globally with major brands across multiple industries.   Rob is an internationally recognised thought leader in the discipline of customer-led change.   Rob has worked across Financial Services, TMT, Retail, Utilities, B2B, Logistics, Real Estate, Utilities and Events.  He has held senior MD and Partner roles in several leading international consulting organisations.

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Sectors

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• Retail Banking

• Asset Management

• Fintech

• Professional Services & Consulting

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Leadership

• HR & People Transformation

• Organisation Design & Operating Model Design

• M&A (People, Culture & TUPE)

• Behavioural Change & Culture Integration

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Profile

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A senior HR and Change leader with over 14 years’ international experience, with a track record of working with leading organisations across regulated, high-growth, and complex environments in the UK, Europe, and internationally. An expert in HR transformation, end-to-end M&A integration, embedding HR strategies, and designing operating models that drive organisational impact. C-suite partner to align leadership, organisation design, and reward strategies, delivering people solutions that balance regulatory compliance with cultural cohesion and business growth. Combines deep technical expertise with a pragmatic, results-driven approach to ensure timely delivery.

Sectors

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• Retail Banking

• Insurance

• Wealth Management

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Leadership

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• Information Technology 

• Data management & Data Warehousing

• Regulatory Compliance

• Agile Software Development

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Profile

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Zaid has extensive experienced of technology change across Insurance and Retail Banking.  Zaid specialist in agile development and expert in testing strategies. Zaid began his consulting career at Accenture and has since built a reputation working with many leading financial services companies with an emphasis on data warehousing, data management and compliance programmes.

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Sectors

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• Financial Services

• Professional Services

• Consulting

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Leadership

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• Organisational Development

• Leadership Development

• Culture Transformation

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Profile

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Yvonne is a highly experienced Board level People and Organisational Development professional, Executive Coach and business owner. With a background in Financial Services, Investment Banking and Professional Services, she has both operational and strategic expertise and specialises in working in partnership with rapidly growing and/or transforming organisations.  Yvonne is able to evidence the significant difference that can be made to an organisation's efficiency and financial strength through a focus on well-executed People Strategy and  supporting Leadership Teams to grow and develop through culture transformation.

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Sectors

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• Retail Banking

• Capital Markets

• Wealth Management

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Leadership

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• Regulation & Compliance

• M&A 

• Information Technology

• Women in Finance and IT

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Profile

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Senior leader with solid operational experience in the Banking & Finance industry, both locally and internationally.
Has, as a leader, implemented numerous practical and strategic change journeys, both as a result of regulatory changes, technological innovations, mergers and acquisitions, investments and cost efficiencies.
Has a large international and global network having studied in and/or worked directly with teams in the Nordics, UK, the Baltics and India amongst others.

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Sectors

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• Wealth Management

• Pensions Industry

• Consulting & Professional Services​

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Leadership

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• Strategic Transformation

• M&A and Post Acquisition Integration

• Financial And Operational Restructuring

• Commercial Strategy and Implementation

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Profile

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Toby is a highly skilled senior executive with extensive experience in commercial and operational executive positions. With a background in developing business strategy, delivering transformation and executing commercial deals, Toby specialises in bringing together diverse multi-functional and geographically remote teams to deliver results in high pressured situations.

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Sectors

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• Retail Banking

• SME Fintech and IT

• Wealth Management

• Commercial Banking

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Leadership

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• ​Cross Border M&A 

• Investor and Exit Strategy for SME's

• Fund Raising & Deal Execution

• Corporate Restructuring

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Profile

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Extensive cross boarder M&A experience with one of the leading city legal firms.  A seasoned CEO and COO with complex transaction expertise to drive growth and diversification.  Focused on bringing the disciplines of general council expertise with practical board level experience to small and medium enterprises during funding and M&A transactions. 

Sectors

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• Investment Management

• Asset Management

• Fintech

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Leadership

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• Operations Leadership & Transformation

• Product Structuring, Management & Distribution

• Digital Assets

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Profile

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Ex-COO of Blackrock with extensive change management and operating experience at board level and front line to auditors, investment company boards and regulators.  Frances has recently been at the forefront advising new product / new market /new asset class  innovative businesses within the Fintech sector at the intersection of Traditional Finance DeFi.  Specialist in product structuring, management and distribution; exchange traded funds, mutual funds, structuted products and complex derivative instruments.

Sectors

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• Financial Services 

• Property & Real Estate

• Healthcare

• Professional Services

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Leadership

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• Board Effectiveness & Performance 

• Governance

• Leadership Development & Executive Coaching​

• Audit, Risk & Assurance

Profile

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David has over 40 years of executive, board and advisory experience across financial services, property, social housing and healthcare. A former Group Finance Director, Chartered Accountant and Non-Executive Director, David is a recognised authority in board effectiveness, corporate governance and executive coaching. He works with boards and senior leadership teams to improve governance, leadership performance, organisational effectiveness and strategic decision-making.

Sectors

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• Financial Services

• Regulated Utilities

• Payments - Fintech

• Private Equity​​

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Leadership

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• Treasury Management

• Risk Management

• Debt Financing

• Treasury System Implementation

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Profile

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Experience Head of Treasury working across multiple sectors in Financial Services with extensive knowledge of Payments Fintech.  In-depth knowledge of Money Markets, FX hedging, IR Swaps, hedging strategies, cashflow modelling.  Tom has implemented many of the leading treasury management systems and integrated into core finance operations.

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Sectors

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• Retail Banking

• Insurance, Reinsurance

• Private Equity

• Technology & SaaS

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Leadership

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• AI Strategy & Innovation Labs

• Organisational Agility

• Change Management & Adoption

• Post M&A Integration

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Profile

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Rujuta has led transformation programs across Fortune 500 companies for 22+ years, combining technical expertise with human-centered change management. Rujuta now specilaises in AI strategy and organizational agility helping organisations to quickly identify opportunities and move into practical pilots.

Rujuta has worked with organisations such as Renaissance Re guiding their post-M&A integration, Rujuta is a master facilitator who combines strategic transformation expertise with rapid innovation methodologies that help teams co-create solutions and ensure sustainable adoption.​​

Sectors

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• Cybersecurity

• Financial Services

• Government

• Fintech

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Leadership

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• Go-To-Market Transformation & Execution

• AI Strategy, Innovation & Adoption

• US-to-EMEA Market Expansion

• IPO & Exit Readiness (VC/PE Backed)

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Profile

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Alex brings extensive go-to-market executive experience with a track record of scaling growth-stage and enterprise software companies to deliver successful outcomes for investors and boards. He has extensive experience operating in VC/PE environments, preparing businesses for IPO, and strategic sale.  A recognised leader for helping US security technology companies establish and strengthen their GTM  presence in EMEA.  A pioneer in embedding artificial intelligence into go-to-market strategy, designing and deploying AI-driven revenue engines that create differentiated market positioning.

Sectors

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• Capital Markets

• Commodities

• Fintech

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Leadership

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• Technology Strategy

• Trading Systems 

• Fintech 

• AI and Data Engineering

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Profile

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Barry has held various senior executive roles in technology, including over 26 years working in Investment banking, physical commodities and other areas of the financial services industry. He has worked for Goldman Sachs, Lehman Brothers, Citibank and Noble Group. Barry is currently Global Head of Technology at Concord Resources Limited. Barry specialises in implementing and remediating large complex technology solutions and working within the UK Fintech sector. 

Sectors

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• Insurance

• Retail Banking

• Wealth Management

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Leadership

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• ​Sales Leadership

• Board Level Coaching

• Customer Relationship Management

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Profile

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Danuta has over 30 years experience in leadership, sales, marketing, customer services and technology. Danuta has held numerous Executive, Non-Executive and Chair positions at industry leading organisations such as: CEO of Telefonica O2 Ireland for 9 years and acting as a Non-Executive Director at Michael Page, Paddy Power and Aer lingus. Danuta has been working as Chair of Direct Line Insurance Group for the last 4 years.

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Sectors

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• Retail Banking

• Capital Markets

• Wealth Management

• Commercial Banking

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Leadership

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• Organisational Design & Transformation

• Leadership Development

• Change Management

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Profile

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Lawrie Philpott, formally head of Coopers & Lybrand's UK Human Resource Advisory Group and Partner-in-Charge at PwC, is a human resource, change management and organisation consultant with over 25 years' experience in the UK and internationally in both the public and private sectors.  Lawrie leads his own consultancy organisation 'Philpott Black', that builds exceptional skills in business leaders and develop high performing leadership teams to deliver strategic business change

Sectors

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• Engineering

• Consuting & Proefssional Services

• Pharnaceuticals

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Leadership

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• Mergers & Acquisitions

• Leadership Development

• Culture Change

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Profile

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Peter is a chartered accountant and was a partner with Deloitte. Peter works internationally with chief executives on the transformation of their businesses and their growth, both organically and through acquisition. Engagements have included the creation of strategic frameworks for long term growth, support for the execution of strategy, senior team development, the development of corporate culture, post-merger integration and the management of investors, customers and other key stakeholders.

Sectors

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• FMCG

• Retail Finance

• Pharmaceuticals

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Leadership

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• Culture Change

• Leadership Development

• Organisational Transformation

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Profile

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Anne has worked with many Fortune 50 companies and educational institutions both nationally and internationally for more than 30 years.  Anne's work has been with senior leaders and their teams from companies as varied as IBM, Mars, Heinz, AT&T, Lucent Technologies, Procter & Gamble, Prudential UK, The  Hershey Company, EZ Communications, to government entities like the Pentagon and nonprofits, e.g. Institute of Noetic sciences (IONS), and schools throughout the United States and India.

Sectors

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• Capital Markets

• Retail Banking

• Asset Management

• Insurance

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Leadership

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• Business Operations & Governance

• ​Programme Control & Implementation

• Leadership Development

• Organisational Transformation

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Profile

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Jason has an extensive banking and consulting career, having started as a senior consultant in Accenture and completing is corporate path with Barclays as a divisional Global COO.  Jason has extensive IT experience coupled with busienss transformation expertise in complex financial services industries including Asset Management and Insurance.  Jason brings a rare blend of business acumen and technology insight.