Alan is a seasoned financial services professional with global experience of Wealth and Investment Banking markets. He has held senior positions with Merrill Lynch and Credit Suisse, where he was the global head of FX structured sales and led their 3rd party bank sales team for FICC. His experience of Wealth Management and Investment Banking provides a unique perspective of the retail and institutional business with an extensive knowledge of the products and operations of both institutions from front to back office. Over the last 12 years working as a leading Subject Matter Expert for a Big4 consultancy, Alan has specialised in initiatives that break away from the traditional advisory work, utilising cutting edge technology and advanced methodologies to create new approaches or develop new business opportunities within existing organisations, including AI, commercialisation and data driven innovation. These initiatives have been leveraged by the consulting firm globally to capture new business, including innovation thought leadership, a commercialisation playbook and an up-scale programme for Fintechs.
Alex is an accomplished global financial services practitioner. He has a unique array of experience in bank trading and broking businesses that has a significant breadth and depth, including running complex currency-option portfolios and heading bank sales desks. His expertise in Foreign Exchange and Fixed Income markets was developed over a twenty-five-year career with organisations including Citibank, Morgan Stanley, Merrill Lynch and Standard Chartered based variously in London, Tokyo, New York, and Singapore. For the past 5 years, Alex has been engaged as a key Front Office Subject Matter Expert for a Big4 consultancy, where he has been instrumental in helping clients to identify and plan commercialisation of existing and emerging data and analytics related opportunities, as well as authoring thought-leadership pieces on the nexus of emerging regulatory imperatives and challenges in data sourcing and management.
Ian is a senior Investment Banking and Asset & Wealth Management professional with over 30 years of experience managing Foreign Exchange businesses, Treasury, Global Technology, and Risk Management across both buy and sell side. His experience includes multiple asset classes and global markets, developing products, services, manufacture, and sales, optimised against regulatory rules and risk constraints, with responsibility for both trading and sales functions. His more recent experience as a key Subject Matter Expert for a Big4 consultancy has covered projects in these business areas, but he has expanded his areas of expertise and interest to incorporate carbon as a market, digitalisation / personalisation, FinTech identification and use, and the practical application and use of AI.
James is a highly experienced and dynamic technology executive with a successful track record of developing market-leading technology functions and orchestrating largescale complex transformations in the Banking & Capital Markets industry. James has detailed experience in client facing roles in different parts of the world and is frequently selected to lead mission-critical technology transformations/implementations. He is known for developing effective roadmaps and finding breakthrough solutions to re-invigorate stalled projects. More recently James has been focussing on promoting the agile methodology and helping organisations to realise the benefits of the continuous integration/continuous delivery DevOps approach to development and implementation of Capital Markets IT solutions.
Matt is a senior financial services consulting and industry professional with a strong track record of helping clients understand and navigate the constantly evolving landscape impacting their operating models as a result of Finance, Risk, Regulatory and Technology change initiatives. He has a demonstrable ability to negotiate, influence and build networks both externally with regulatory bodies, standards setters and market focus groups as well as internally with key client stakeholders, delivery teams and subordinates, and was instrumental in the inception and set-up of the FICC Markets Standards Board. He has been consistently successful in generating, developing and delivering pragmatic business solutions for clients, identifying and utilising new technologies, and his skills are further enhanced by international experience and language capabilities.
Neville has nearly three decades of Global Markets and Finance related experience at US and European tier one banks including HSBC, Chase Manhattan and Deutsche Bank, and has a deep understanding of the sales business. He has successfully led multiple traditional and e-commerce institutional sales teams across Europe in both FX and EM products with global leadership roles and has regularly re-shaped the businesses to deal with changes driven by regulatory, cultural, external economic, and internal cost-driven factors. Since 2020 he has applied his extensive Subject Matter Expertise at a Big4 consultancy and has helped to source and on-board key technology solutions as part of a Fintech Up Scale Program, ranging from risk management to policy enforcement to data driven insights for the benefit of both the clients and the firm.