Summary
Overview
Work History
Education
Skills
Timeline
Generic

CAMPBELL GORDON

Ramsbury,Quebec

Summary

Strategic Financial Services Executive experienced in capital markets, investment banking, and asset management. Delivered significant contributions through institutional investor engagement, investment structuring, and project finance across global markets. Focused on driving strategic business growth, enhancing investment strategies, and fostering international expansion.

Overview

46
46
years of professional experience

Work History

Asset Management / Strategic Structuring Engagemen

Leighton and Garnet
01.2024 - Current
  • Collaborated on securitisation, project finance, and specialised asset-lending opportunities, leveraging financial structuring experience to address complex investment and funding requirements.
  • Contributed to development of newly formed asset manager, focusing on structured payment systems, custodial account arrangements, and legal structuring across multiple markets.
  • Provided insights on cryptocurrency-related initiatives and emerging financial structures, supporting the firm's asset-management activities.

Managing Director / Consultant

Campbell Gordon Consultancy Ltd
01.2023 - Current
  • Advise institutional investors on multifaceted financial, investment and commercial structuring matters, drawing on experience across capital markets, investment banking, asset management and wealth management.
  • Provided strategic input on investment structures and funding considerations, facilitating assessment of complex institutional requirements.
  • Applied international financial-services experience to cross-border investment considerations and stakeholder engagement, developing commercially appropriate structuring solutions.
  • Contributed to development of major Middle Eastern project-financing opportunity, collaborating with former Cordiant Capital colleague on financing-related discussions and structuring considerations.

Managing Director, Capital Formation

Cordiant Capital LLP
01.2019 - 01.2023
  • Managed fundraising firms and capital-formation activities across USA, Europe, and Asia to drive international institutional investor engagement.
  • Built and maintained senior stakeholder relationships across institutional investment markets, linking investment opportunities with relevant capital providers to facilitate successful transactions.
  • Developed UK and European franchise of institutional investment allocators, engaging pension funds, sovereign wealth funds, state investors, and family offices to enhance firm’s market presence.

Founder and Managing Director

Optimus Capital LLP
01.2009 - 01.2019
  • Led rollout of investment platform and guided business through successful sale in 2019, ensuring strategic alignment and value realization.
  • Executed acquisitions of independent financial advisers, enhancing firm's market presence and supporting business expansion strategy.
  • Founded and led investment management business, establishing firm strategy and directing management and commercial development to drive growth.

Executive Director, Wealth Management

UBS AG
01.2005 - 01.2010
  • Developed wealth-management solutions, including investment advice and lending, leveraging capital-markets and financial-structuring expertise.
  • Advised on investment sales and asset allocation in equities, private placements, fixed income, and alternative investments to optimize client portfolios.
  • Founded Family Office Group to serve family-office and private-wealth requirements.

Chief Operating Officer, European Investment Banki

JPMorgan Chase
01.2002 - 01.2005
  • Managed operations within European Investment Banking, overseeing business coordination and enhancing overall performance.
  • Executed regulatory supervision across senior investment-banking operations, ensuring compliance and operational integrity.
  • Led hiring program initiatives as Administrative Group Head, strengthening organizational capability and operational efficiency.

Chief Operating Officer, European Investment Banki

Salomon Brothers
01.1998 - 01.2001
  • Held Chief Operating Officer position for European Investment Banking, overseeing business coordination, operational management, and problem resolution to enhance organizational effectiveness.
  • Managed regulatory supervision and coordinated inter-group pipeline activities to ensure compliance and operational alignment across the organization.
  • Led hiring program and served as Administrative Group Head, facilitating organizational development and talent acquisition initiatives.

Director / Executive Director, Capital Markets

Credit Suisse First Boston
London, New York
01.1985 - 01.1998
  • Developed extensive international capital-markets expertise in Eurobonds, equity, convertible securities, high-yield instruments, and private placements, enhancing product offerings.
  • Coordinated financial structuring and capital-markets activities, deepening understanding of institutional funding instruments and investment structures to support strategic initiatives.
  • Advanced through progressively senior capital-markets roles in London and New York, gaining insights into major international financial markets and executing cross-border transactions.

Project Finance Group

Bank of Montreal
London, England
01.1983 - 01.1985
  • Collaborated with London Project Finance Group on structuring and financing major projects, enhancing expertise in project finance.
  • Supported financing activities for North Sea oil project, increasing understanding of capital-intensive energy-sector financing.
  • Participated in African railway project, expanding knowledge of international infrastructure and project-finance requirements.

Assistant to the CEO and Company Secretary

Credit Foncier
Montreal, Canada
01.1981 - 01.1983
  • Supported Chief Executive Officer and Company Secretary in managing high-level projects and initiatives, gaining valuable insights into executive and company-secretarial functions.
  • Assisted with executive-level coordination and the administrative requirements of a financial-services institution.
  • Established foundational knowledge in financial-services operations and corporate administration while providing support to senior management.

Education

LL.B. -

Dalhousie University Law School
Halifax, Nova Scotia
01-1981

B.A., M.A. - History & Law

Trinity College
Glenalmond, Perth, Scotland
01-1974

Skills

  • Investment strategy
  • Capital allocation
  • Capital raising
  • Wealth management
  • Capital markets
  • Alternative investments
  • Structured finance
  • Project finance
  • M&A transactions
  • Cross-border transactions
  • Financial analysis
  • Investor relations
  • Family office management
  • Investment Custody Solutions
  • Investment Compliance Oversight
  • Strategic thinking
  • Strategic Leadership
  • Stakeholder management
  • Negotiation skills
  • Analytical problem-solving

Timeline

Asset Management / Strategic Structuring Engagemen

Leighton and Garnet
01.2024 - Current

Managing Director / Consultant

Campbell Gordon Consultancy Ltd
01.2023 - Current

Managing Director, Capital Formation

Cordiant Capital LLP
01.2019 - 01.2023

Founder and Managing Director

Optimus Capital LLP
01.2009 - 01.2019

Executive Director, Wealth Management

UBS AG
01.2005 - 01.2010

Chief Operating Officer, European Investment Banki

JPMorgan Chase
01.2002 - 01.2005

Chief Operating Officer, European Investment Banki

Salomon Brothers
01.1998 - 01.2001

Director / Executive Director, Capital Markets

Credit Suisse First Boston
01.1985 - 01.1998

Project Finance Group

Bank of Montreal
01.1983 - 01.1985

Assistant to the CEO and Company Secretary

Credit Foncier
01.1981 - 01.1983

LL.B. -

Dalhousie University Law School

B.A., M.A. - History & Law

Trinity College
CAMPBELL GORDON