Commercial Banking
Designing and delivering management training programs to international financial institutions covering lending, business development, risk management and operational skills development.

 

Assisting with the preparation of managerial control tools and procedures tailored to the needs of banking client operating over 100 branches in domestic and international markets.

 

Private Banking
Research project for a UK subsidiary of a major Swiss bank on the establishment of a UK Domestic private banking business.

 

Asset Management

Assisting a large global asset manager to create a hedge fund business.

Including:

  • Market research on the size, structure and distribution.
  • Product design and market penetration strategy.
  • Creating computer models to simulate returns for different hedge fund strategies.
  • Writing an Excel based portfolio and risk management application.
  • Writing marketing documentation.
  • Advising on the structure of the offshore vehicle and the offering documentation.
  • Creating and delivering presentations to staff so they could understand and sell the product.