The Right Team To Execute The Plan
Unique blend of skillsets across sales, marketing, impact & operations to make this a success. The team includes former senior executives from tier one banks; an experienced impact investor; a seasoned asset manager CEO who has scaled asset management businesses & a second time founder with deep experience in the space having built a private markets platform to c. $50m enterprise value. The team are also supported by specialised third party partners (i.e. technology all fully built) to ensure resource allocation is effective & efficient.
Malcolm has over 30 years' experience in the finance industry with companies such as Barclays, ANZ Merchant Bank and Caledonia Investments. Most recently he served as Finance Director and CEO at Perinvest. He is a member of the Institute of Management Accountants..
Mark has forty years’ experience of financial markets, building and managing sales and distribution for sell and buy side institutions such as James Capel, Morgan Grenfell, UBS Asia, SG Global Equities and Al Rajhi Capital, In UK, Asia, Middle East and Europe
Private Wealth Management & D2C
Co-Founder and Chief Commercial Officer of fintech platform Delio – scaled business from $0 to $5m revenue. Director of DCM, Lux AIFM facilitating impact transactions to private banks.. Former advisor to family offices & UHNWs at UBS & Barclays
Platform & Community
Experienced start-up growth and operations specialist, having worked in big data analytics, human development and microtraining solutions. Built BAT’s flagship beyond nicotine growth platform with Btomorrow Ventures and sources green investments for family offices.
The Right Governance and Advice to Steer the Plan
Co-Founder: Impact & Methodology Advisor
As head of sustainable and impact investing at Barclays, Damian advises individuals & family offices on how to grow their assets whilst making a positive contribution. He is a frequent facilitator at impact conferences & renowned specialist in impact framework design
Heads the global structuring & feeder business of Delio. Ale also chairs the board of Delio's Luxembourg fund management business. Prior to Delio, Ale worked for Align17 and spent 20 years in senior product & governance roles at JP Morgan and Lombard Odier.