* Strategic advice to the Founders * Chair of Executive Management Committee meetings * assistance with business development notably in the insurance and banking sectors, who achieved a successful exit via a trade sale in May 2017

Strategic guidance to the Chief Executive & his senior team

He was responsible for relationship management across the Group’s insurance businesses, playing a key role in 2006 in securing a major enterprise partnership outsourcing deal worth approximately £230m over 10 years. He was also responsible, as Managing Director, for XIS, a profitable £70m turnover/550 employee business providing outsourced premium and policy processing services to Lloyd’s and the London companies market, and, during the second half of 2009, for XCS a profitable £45m turnover/330 people business providing claims adjusting and processing services for Lloyd’s. Show less

He ran the Bank’s European retail funds transfer agency administration and software businesses, with annual turn-over of £40m and 550 employees, with approximately 40 blue chip clients, supporting approximately 25% of all UK retail fund holdings.In the first half of 2005, He was also responsible for business development and client relationship management in Scotland for and for certain other strategic relationships; during this relatively brief tenure, he secured a 10 year outsourcing contract worth £40m, with a major UK retail financial services institution. Show less

He led a small team to develop and implement strategy for the financial services sector on behalf of this start-up outsourcing business. In particular, he built knowledge capital, including promotional and training material, and played a key role in board level sales opportunities, including the initial deal for Lloyd’s and the London insurance market, which was concluded in April 2001, with a total contract value in excess of £2 billion.

He stabilised and re-directed the Old Mutual off-shore Life and Investment business, which employed approximately 70 people on the Isle of Man, with £30m of annual premium income and ca £430m of funds under management. This assignment involved the complete overhaul of every aspect of a very troubled business, which was rapidly brought under control and in due course profitably divested.

He was responsible for systems and communications throughout the Bowring Group. He was directly responsible for 250 people and annual expenditure of £15m., and latterly also for systems matters in Marsh & McLennan Inc. world-wide outside North America and Japan.in the London insurance Market he chaired the LIBC Systems Committee and the LIMNET Technical Co-ordination Group

He worked on many assignments, principally in the banking, insurance and retail sectors, frequently in a leadership capacity.

Chairman of monthly Board meetingsThe business was successfully sold to another insurance services provider