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.
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.