Providing independent strategic advice to the financial services industry
Over the last 10 years, I have worked for a number of leading players in the financial services industry, with a focus on asset management and wealth management solutions. I have been lucky enough to gain experience in the Australian, UK, European and, most recently, Indian financial services markets.
In February 2007, I established HM Consulting with the aim of working alongside a small number of select financial services clients seeking independent ideas and strategic advice. I specialise in fund distribution platforms.
Current projects include advising India's Tata Asset Management and Citi First Funds International on their European distribution strategies. In April 2008, Tata announced their tie-up with New Star, an introduction made by HM Consulting. Last year I co-authored "The UK Fund Platform Report" with Lipper FERI and arranged and chaired The International Platform Conference with Cicero Consulting in February 2008. HM Consulting's most recent project is the launch of The Platforum, a fund platform news, information and networking hub which can be seen at www.theplatforum.com
Areas of expertise include:
- Platform - wrap and fund supermarkets
- International financial services market - including Australia, UK, Southern Europe and India
- Asset management - product, marketing and distribution
- Marketing - PR, client communication, literature and campaigns
