Offer of pro-bono consulting from our Asset Management Advisory Panel
Covid-19 has presented the world with unprecedented challenges, both as a societal pandemic that affects the lives and wellbeing of millions across the world, as well as the substantial impact to the economy as we brace for a global recession.
For over 27 years we have been working the Asset Management sector and we recognise the vital role the industry plays in protecting and safeguarding the investments, pensions and savings of millions across the world and we are committed to supporting our clients through these challenging times.
As such we have assembled a specialist advisory panel, all individually adept at crisis management and experts within the their respective fields, to offer our senior leadership network an hour of pro-bono consultancy and provide any guidance, assurance or advice in the strictest confidence.
Below our Consultant profiles, we have included a checklist of critical questions that CxO should be asking themselves to optimally navigate the significant risks ahead and build a solid foundation for the new normal.
Asset Management Advisory Panel, in response to Covid-19:
Risk & Governance Lead
Peter is an experienced Risk and Compliance practitioner and consultant, who is used by senior executives to spearhead change in Risk and Compliance organisations. As a former strategy consultant at a global branded strategy firm, he has strong change management skills and has deployed this in multiple successful risk transformation initiatives.
HR & Culture Change Lead
Nicola has deep business transformation, cost efficiency, culture and regulatory change expertise in the financial services sector. She has lived in London and New York and has led major change programmes impacting global workforces across Europe, Asia, LATAM, USA & Canada. Nicola has held senior leadership positions at NatWest, Merrill Lynch and HSBC.
Transformation Lead
Graeme has extensive experience across Financial Services having held senior management / director positions in Banking, Insurance and Asset Management. Graeme held SMF positions in the UK and served as a Director of AI UK Funds Services Ltd, AI Luxembourg Funds and was also a Director of the industry body EFAMA (European Fund and Asset Management Association).
Compliance Lead
Robin is the Compliance Practice Lead at SH Consulting, with over 20 years UK, EMEA and global compliance experience across investment management and trading environments. He has held senior compliance positions within the UK and overseas in a number of major global organisations including Aviva, ICAP, ING, and Deloitte.
Business Operations Lead
Tony is a senior operations & change leader with extensive experience in asset management & alternative investments. He has proven experience of changing working practices and delivering automation that improves client service, creates scalability and substantially reduces costs.
Digital Lead
Tony has worked in key roles at global Investment Banks and Asset Managers on a wide variety of initiatives that include business start-ups, systems change, technology strategy and governance at clients including HSBC, Barclays, UBS, RBS,
DB, Bear Stearns, Merrill Lynch, CS, JP Morgan, Citi and GS.
If you or a member of your senior management would like to set up a call or VC, in the strictest confidence, please do not hesitate to contact Oli Templeton.
Checklist – Critical Considerations
The following checklist has been compiled from our consultants, lessons from our current client engagements and extensive conversations in the market. Please scroll through to review:
Why engage SH Consulting?
- Agility – delivery and results focussed consultancy partnering with businesses to deliver and effect change.
- Capability – de-risk the chance of a failure by engaging consultants with both senior ex-practitioner experience and consultancy experience, ensuring senior practical and proven delivery capability is brought to the table to replace the theoretical rhetoric.
- Value – compared to the traditional management consultancies we represent on average a 50% saving when providing like-for-like advisory and programme delivery services.
- Rigour – every employed consultant and member of our associate network has been thoroughly referenced, to ensure delivery capability and reliability.
- Experience – over 27 years in delivering change and transformation programmes for clients across the Asset & Wealth Management space.
- Oversight – along with the programme lead, our engagement consultants ensure QA oversight and open lines of communication throughout the programme.
Partnership with NextWave
We have begun an exciting joint venture with NextWave. This alliance creates a market leading digital consulting practice at SH Consulting, providing best in class future focused expertise in digital transformation, coaching at scale for performance and fintech innovation. Having known the NextWave business since its inception we are delighted to have formalised our relationship. We have already held a series of interesting meetings with clients where our combined expertise in transformational change and the NextWave fintech eco-system have been recognised as being a hugely powerful proposition. If you would like to hear our perspective on current thinking in digital transformation please do not hesitate to contact us.
Oli Templeton, Executive Director, SH Consulting
Oli leads SH Consulting’s practice across Wealth and Asset Management. He works with clients enabling them to effect change and transformation through engagement of our agile consulting solutions as well as providing executive level interim support at both ExCo and Board. With 15 years in the industry Oli has a notable track record of delivering senior assignments with a range of clients including Asset Managers, Alternative Investors, Hedge Funds, Private Banks and Wealth Managers and across several different functional and specialist areas, including at CEO, CIO, CFO and COO level. Oli holds a degree in Business Economics from Kingston University.
Contact Oli on +44 (0) 7786 116 569 or email o.templeton@sheffieldhaworth.com