The trainer had a highly successful, long and varied “fast track” career in Lloyds Bank which led him to a very senior management position in the bank’s private banking and wealth management division at an early age. He was then “head hunted” to join a merchant bank at main board director level to oversee the private banking and wealth management offering to the group’s major and prestigious clients. He now has over 40 years’ experience in the UK banking and financial services sector.
He has been a freelance private banking and wealth management training consultant since retiring and is currently an external Master Training at both HSBC and Bank of China where he has delivered major projects. He is an accomplished global trainer and has delivered extensive programmes in the UK, USA, South America, Europe, Africa, Asia and Middle East.
He is a highly adaptive, hands-on and highly sought-after private banking and wealth management facilitator who always receives excellent feedback from delegates. He is comfortable training at any level of seniority and experience, from “black belts” to novices. In addition to his private banking and wealth management specialism, his expertise includes but is not limited to Risk Management, Trade Finance, Regulatory Compliance, FCC & AML and all aspects of Private & Retail Banking. He is also a highly experienced soft skills trainer and has completed numerous “train the trainer” assignments.