Archives: Ambassadors

Career:
Sept 1992 – Sept 1996: Self-employed in Hong Kong as a research and
management consultant to investment managers in Asia and Europe. Shane’s
most important achievements included:
• Advising a major European bank on the establishment of a US$2 billion
private-banking unit in Singapore
• Winning a total of >US$1.5 billion in new business for investment
management firms in Europe and Asia.
Oct 1988 – Aug 1992: Managing director of Pierson, Heldring & Pierson
(Hong Kong) Ltd, a Dutch universal bank, now part of Fortis.  Shane was
responsible for the group’s overall overall management, including
marketing, business development, budgeting, personnel, etc. The firm’s
activities included corporate and private banking, trust and corporate
secretarial services, asset management, and stockbroking.
Feb 1982 – Aug 1988: Investment director, then deputy managing
director, of N.M. Rothschild & Sons (Hong Kong) Ltd, the Asian branch of
the Rothschild private banking and financial services group. Mainly
responsible for investment research and recommendations on Asian
securities to the firm’s institutional and private clients all over the world.
Also managed US$400m in discretionary portfolios for pension schemes,
corporates, families, HNWIs, and a UK-authorised equity unit trust.
Oct 2010 – present (full-time): Independent consultant, advising fund
managers on the development/ marketing of their offering and introducing
them to professional and institutional investors.
Feb 2017 – present: UK Representative, part-time, Fuchs Asset
Management SA, a Luxembourg-based AIFM platform/ ‘supermanco’.
Oct 2010 – present: Senior Adviser, part-time, to MontLake Funds Ltd,
formerly ML Capital, owner of Dublin-based AIFM platform/ ‘supermanco’.
July 2008 – Oct 2010: Head of research and advisory services, based in
London and Malta, at ML Capital Ltd, a distributor of hedge funds.
July 2006 – June 2008: UK-based consultant on institutional asset
management, advising on business development and manager risk.
Sept 1996 – June 2006: Co-founder of RCP & Partners in Hong Kong,
Germany, and London. Developed Fiduciary Rating, measuring the risk of
entrusting financial assets/ responsibilities to third parties. Established and
managed a Hong Kong office, another in Germany. Compiled and edited
The FT Guide to Investment Managers in Asia, published by the Financial
Times. Shane also wrote a monthly newsletter on the asset management
industry. Conducted c.70 Fiduciary Ratings on asset management firms of
most types – traditional, hedge, private equity/ venture capital – in the UK,
Europe, and Asia. The business was sold in 2006.

Public bodies:

1984-92: Member, Executive Committee, Hong Kong Association of
Deposit-taking Companies, a self-regulatory industry body.
1986-92: Member, Committee on Unit Trusts, Securities & Futures
Commission, Hong Kong, the local industry regulator.
2002-06: Foundation governor, The Oratory Primary School, London

• 1st job laboratory technical in a photographic processing laboratory.
• 2^nd job South Crofty Mine; mining laboratory analytical scientist
• Formal career; Medical Laboratory Scientific Officer, Penzance Hospital Pathology Laboratory.
• Over 4 years gained ONC and HND, Medical Laboratory Science.

November 1979 joined Devon and Cornwall Police; experience in many departments over the next 24 years;

• Nominated Probationer of year 1981
• Emergency response, community officer, Acting Sergeant 3 years
• Trained in General Police Duties, statement taking, self-defence, driving incident & interceptor vehicles; specialist 4×4 off road/adverse conditions.
• Advanced Driving Courses, Devises Police Driving School; awarded top police driver of year, highest final marks:
• Appointed Youngest to be made CID officer in Devon and Cornwall Police
• Served as CID detective Hayle, Camborne, Redruth, St Ives & Penzance, Newquay, Helston working major cases with Drug Squads, Regional Crime Squads, Special Branch & Surveillance Teams setting up covert video and audio operations.
• As an appointed Police Tutor, he trained numerous new recruits who spent 6 months under his supervision before he certified them as suitable officers.
• For 5 consecutive years David acted as an ambassador for the British Police spending a week at a time in France in Police uniform at national events to promote international tourism and cooperation.
• Currently in final semester of third year of BA Hons Degree in Television (Specialising as Director, producer, cinematographer, documentarist)

During his time in these various employments, David learnt to deal with new situations requiring quick decisions and responses, often under stressful conditions. He learned to cope with very heavy workloads with multiple simultaneous jobs all usually heavily reliant upon him finding an adequate solution within a short time frame and which satisfied various peoples’ needs.

David’s latest venture since 2015 was to develop 4 luxury properties which, due to criminal fraud by Lloyds bank employees attempting to defraud him of his assets for their financial gain, he now finds himself embroiled in numerous litigation suits and member of victim groups assisting similar victims.

Corinne Carr is an independent Remuneration Consultant based in London who specialises in ‘responsible pay’. She advocates that short and long-term incentives should extend beyond rewarding for financial performance to incentivising positive societal impact.

She is a leading voice in the field of responsible pay which forges a link between business, sustainability and remuneration strategies, ultimately in support of the UN Sustainable Development Goals.

Corinne’s bespoke E.A.R.T.H.® methodology (Evaluate, Ascertain, Realise, Tell, and Help) integrates ESG factors into incentive structures so that clients become investors, investees and employers of choice.

Corinne works closely with investors and corporates to promote better alignment on remuneration matters between asset owners, asset managers and corporates.

She established the remuneration consultancy, PeopleNet Ltd, in 1998 and her past clients include major international banks, asset managers and listed firms.

Bilingual in French and English, Corinne started her career with Bank of America in 1990 and holds an MBA from the EUA, San Francisco. She is a Fellow of the CIPD in London, the professional body for Human Resources specialists, and first studied HR in Paris where she grew up. Further details about her background and services can be found at www.peoplenet.ltd.uk.

Richard Emery’s background is in Retail and Payment Systems, having worked for John Lewis Partnership and ICL Retail Systems.  He has run his own consultancy since 1990, working extensively in dispute resolution, primarily as an Expert Witness, for over 25 years.  His current focus is assisting individuals who have been the victims of bank fraud, helping them to manage their dispute with their bank and take their complaint to the Financial Ombudsman Service and/or the courts.

He worked with FOS on the re-definition of Gross Negligence and he gave oral evidence to the Treasury Select Committee’s enquiry into Economic Crime: Consumer view.  His passion is to see a substantial reduction in the losses suffered by individual victims, and he sees this coming about through greater investment in catching and convicting the criminals, through the development of new systems and process by the banks, and through a programme of effective consumer education.

Mark has worked in the pension income space for many years, it is an industry which he completely adores. His passion for helping consumers get the very best out of their pension savings whatever the pension income vehicle is being used is widely known, he frequently promotes best practice through his speaking, presentations and articles. 

The company he works for Retirement Line, has helped facilitate £160million+ pension saving transfers into retirement income products every year and the firm has a 5 out 5 star rating on customer review site Trustpilot. 

He worries that financial sector is in danger (at times) of losing sight of the end consumer and that financial services is for everyone, from the young to the old and everyone in between and as a result it must be honest, simple and transparent enough for everyone to use and understand. 

Mark is extremely proud to be a TTF Ambassador and believes that the TTF has the consumer in mind with everything it does and as a group it has the power to change the financial world for the better. 

Antonio is a graduate from University of Oxford, Said Business School MBA with main Focus on Social Impact, Impact Investments and Social Finance. Executive Education from University of Cambridge, Institute for Sustainability leadership, with a degree in High Impact Leadership.

He is a specialist in social and financial inclusion, building multi-asset strategies, debt/equity/blended finance and Impact Bonds across Europe, Latin America and South East Asia. He advises governments in social projects that build on the UN SDG’s in clean energy, education, social and financial inclusion initiatives in Sub Saharan Africa, Middle East and South Asia.

Antonio is committed to helping organizations deploy capital and innovative finance products in emerging markets that drive social change and fight social injustice and poverty.

Specialties: Investment banking, strategy, leadership, project execution, social impact, impact investments, blockchain/digital economy , interim management

Open to NED Roles in Financial Sector or Renewable Energy Sector

James currently runs the International Strategy & Development for the Sturdza Family Investment business. Prior to this he was Head of Institutional Distribution at Kairos Investment Management Ltd and part of the Global Distribution team at Cheyne Capital before that.

Prior to a career in finance James was a professional rugby player for London Wasps, representing the Premiership club in the First team and also gaining caps for England at U21 level.

James studied Political Science at Cambridge University where he gained two blues in rugby and also fought against Oxford University as the Cambridge University Heavyweight at the 2009 Varsity Match in Oxford.

For the past 20 years, Frances has championed the belief that transparency is key to building trust. During this time, she has worked with major financial services brands to make financial and legal information more understandable, usable and useful.

Frances is the co-founder of a consultancy and training company called Simplified.  Simplified has helped large organisations around the world to implement the plain-language requirements of Treating Customers Fairly regulations and consumer rights laws. The Simplified training course has helped over 8,000 professionals, including many legal practitioners, to write in plain language. Aside from the UK, Frances enjoys engagements in emerging markets such as Croatia, South Africa and Nigeria.

Her career has included tenures as Head of Content Strategy at Siegel & Gale, Senior Content Strategist (VP) at Barclaycard, and Head of Brand and Content at fintech, Oradian. Frances sat on the board of international plain language organisation, PLAIN (Plain Language Association InterNational).  She was part of the advisory committee of IC Clear, an EU-funded initiative that developed a post-graduate course in clear communication.