Founder & CEO
Change leader with over 20 years’ experience in helping financial markets with their toughest business challenges in data, operating model transformation in sales, CRM, Ops, Data, Finance & MI functions, and delivery of complex compliance, front-to-back technology implementations. Significant line experience. Former partner in management consulting leading client solution development, delivery and P&L incl. Accenture. Specialities – Operating Models, Data Assets, Compliance, Technology Partnerships & Solutions in Capital Markets, Market Infrastructure, Buy-Side, Banking & Insurance.
Banking Advisory Partner
Senior banking practitioner with over 35 years’ industry experience in technology, banking operations and risk. A former CIO, CRO and COO at HSBC, most recently responsible for major restructuring to meet ring-fencing and banking reform, and significant assignments working as a change agent implementing projects globally. Richard is Fellow of the British Computer Society and a member of their special interest groups on AI, Cyber and Service Management. Specialties – Technology, Banking Operations, Operational Risk Management, Business Continuity, Service Management, Banking Reform, Cyber Security, AI and technology futures.
Legal Tech Advisory Partner
Senior regulatory lawyer with over 20 years’ experience in providing advice to a range of business areas in global banks. Content specialist and problem solver with expertise in regulatory change and legal programmes across a broad cross-section of EU regulatory initiatives, including MiFID, SFTR, MAR, PRIIPs, BRRD and shadow banking. Practical experience in legal, operational risk and technology solutions. Regular speaker at regulatory, operational risk and data management conferences. Solicitor of the Supreme Court of England and Wales.
Business & Technology Architecture Lead
Architecture lead with over 20 years’ experience helping the world’s biggest financial services providers in capital markets, banking and buy-side to deliver practical business transformations in client data, treasury, sales, operations, finance and risk functions, and major firm-wide efficiency initiatives. Mastery in business and technical architecture, with significant experience in end-to-end design, development and maintenance of mission critical systems in his early career. Specialities – business and technical architecture leadership, data warehousing, capital markets, wealth management, private banking./p>
Business Tech Delivery & RegTech
Change delivery professional over 17 years’ hands on experience in helping organisations deliver complex trading, market data, efficiency and compliance solutions. Extensive experience with both buy-side and sell-side firms running end-to-end technology projects covering initiatives in regulatory change, data management, assessing as-is and delivering to-be operating models. Specialist proficiency in Venture Capital, Banking, Hedge Funds, and Start Ups, as an Owner, Management Consultant, Business Analyst and Project/Programme Manager.
Insurance Advisory Partner
Senior insurance industry practitioner with over 30 years’ executive experience in business strategy, controls, underwriting, claims, risk, and compliance. Former active underwriter and chief underwriting officer. Phil joined Leading Point post its acquisition of LMMC – an Insurance Research & Insights Consultancy focused on Market Modernisation. Specialities – Market Modernisation, Risk Management, Business Reviews, Key Controls and Strategic Underwriting.
Chartered Management Accountant focused on delivering strategic projects with 12+ years experience in Tier 1-banks. Lead analyses on several finance, product control, client and reference data transformations. Extensive experience in P&L, Balance Sheet, Regulatory Reporting, Remediation and Operating Model Changes. Specialities – Data, Regulatory, Finance in Banking, Capital Markets, Training and Team Development.
Marketing & Brand Lead
Senior Marketing Professional with over 12 years’ experience in Marketing, Brand Management and Strategy for leading global organisations in Financial services , FMCG and Fashion. Believes in sharp focus on Growth Strategy led by strong Branding and Brand proposition. She has advised startups in branding from scratch, pricing strategy, social media presence, business models and strategy roadmaps.