Mar 292017
 

Rupert Tate

Finance NED

Senior asset management professional with thirty years experience in financial services. Extensive board level experience, charity trustee and non exec for early stage venture. Proven track record in relationship management, product management and design, and marketing to clients in UK and overseas.
Email: ruperttate13@gmail.com
Profile: Investment professional with strong communication and presentation skills

Pitching for new business and managing ongoing client relationships and reporting

Product design development, positioning and marketing

Broad knowledge of financial markets; IMC, FSA registered

Modern languages graduate with extensive international experience and contacts

Board experience, strategic planning and financial modelling.

 
Current Status: Looking for a NED role
Current and previous Board-level experience: Partner, Sarasin & Partners LLP (2008-2017)

External Member, Lady Margaret Hall Investment Committee (2007-2017)

Trustee, Young Musicians Symphony Orchestra (2006-2017)

Non Executive Director, Koda Music (2016-2017)
Career Record: 2006-17 Sarasin & Partners

2008-17 Partner (appointed 2008).Institutional Team with responsibilities for managing key client relationship in UK and overseas, marketing and business development.

2006-8 Product design and marketing of long short UCITS III pooled vehicles.

1987-2006: Merrill Lynch Investment Managers (MLIM)/Mercury Asset Management (MAM)

2004-6: Product Specialist, Hedge Funds.Product design and marketing.

2000-03: Investment Communication and Sales, Client Coverage Group (cross selling MLIM products through ML).

1997-9: Product Specialist, MLIM European Equity Team.  Marketing and sales, including roll out of MAM products through Merrill’s brokerage network in US.  Investment research responsibility for European Utility Sector.

1994-7: Mercury Bank, Geneva.  Client relationship, asset management and marketing for Spanish clients.

1993 Attached to McKinsey team reviewing MAM business (6 months). Review of French Asset Management market and proposed acquisition of French asset management business (based in Paris for 3 months).

1989-93 Fund Manager, MAM European Equity Team. Direct Continental European investments for institutional clients.  Research responsibilities for Spain (89-91) and France (91-93), Construction sector. Co-authored paper for MAM’s largest client on outlook for and impact of breakup of Warsaw Pact post 1989.

1988: Santander Warburg Asset Management, Madrid. Asset management for institutional accounts (primarily in Spanish equity market).

1987: MAM European Equity Team.  Research responsibility for Italian market.

1986-7 Cazenove and Co:  Graduate trainee.

 

 

Mar 272017
 

Matt Wilson

Digital NED

Email: matt@mattwilson.co.uk
Profile: I am an experienced Executive and Non-Executive Director and a Chartered Engineer and Technologist. I combine strategic leadership with a good, practical understanding of both private and public sectors.

As a multi-business owner, I have a strong commercial background in Technology and the Internet, and have extensive IT and Business Management experience. I am committed to promoting Engineering and Entrepreneurship as careers and enjoy volunteering my time for various institutions.
Current Status: Looking for a NED role
Current and previous Board-level experience:
Career Record:

 

Mar 272017
 

David Doughty

CDir FIoD FCIM FBCS CEng MIET

Governance NED

Chartered Director - Chief Executive, Chair, Non-Executive Director, Entrepreneur and Business Mentor
Email: david@doughtymail.com
Profile: A Corporate Governance expert and Chartered Director with substantial board level experience in the private, public and not-for-profit sectors. An entrepreneurial sales and marketing specialist with strong strategic, analytical and commercial skills.
Extensive experience as Chairman, Chief Executive, Executive and Non-Executive Director in small and medium enterprises and as a Board-level consultant to multi-national organisations.
Significant experience working with NHS Leadership Development programmes at national, regional and local levels.

Business Mentor

MBTI Type ENTP

Specialities: Sales and Marketing - particularly enterprise software.
Social Media for personal and business branding
Company start-ups - Fund-raising, Mergers & Acquisitions, Contracts.
Product Development, Enterprise software development
Leading, motivating and developing teams and individuals.
Leadership Development, Talent Management, Succession Planning.
Board Evaluation and Development
Approved and Registered GrowthAccelerator Coach
Certified Mentor at EQMentor Inc.
Current Status: Looking for a NED role
Current and previous Board-level experience: Governance Consultant British Small Animal Veterinary Association (BSAVA) 2015
Chair The Centre for Sustainable Healthcare 2011
Non-Executive Director Talent4Boards Inc. 2015
Non-Executive Director Executive Transitions Network Ltd. Oxford/Bristol 2012
Non Executive Director GLOVOC Fund Partners 2014 - 16
Chair Thames Valley Health Innovation & Education Cluster, Oxford 2010 - 15
Non-Executive Director Oxfordshire Business First, Oxford 2010 - 14
Chairman Future Healthcare NI Ltd. Newry County Down, Northern Ireland 2012 - 13
Chair Independent Remuneration Panel Oxford City Council, Oxford 2008 - 11
Vice Chair and Non-Executive Director Oxfordshire Learning Disability NHS Trust, Oxford 2007 - 12
Vice Chair and Chair of Finance & Employment Committee Abingdon & Witney College 2002 - 10
Non-executive Director MOB Hub Operating Company Limited 2003 - 06
Non-Executive Director Inteco SA. Krakow, Poland 1996 - 97

 
Career Record: Chief Executive Excellencia Ltd. Oxford 2012
Chief Executive Oxfordshire Economic Partnership, Oxford 2008 - 10
CTO (Chief Technology Officer) & founding Director Zynap Ltd, London 2000 - 07
Managing Director WorldWideWills Ltd. Abingdon 1999 – 00
Managing Director Management Systems Solutions Ltd. Abingdon 1997 - 99
Managing Director TekniCAL Ltd, Crowborough 1996 – 97
Technical & Marketing Director Feedback Instruments Ltd. Crowborough 1993 – 97
Managing Director Research Development Associates Ltd. Stevenage 1986 - 89
Sales Manager NHS & Government Accounts TalentScope Inc. London 2007 - 08
Senior Consultant Welcom Software Technology International Ltd. London 1991 - 93
Sales Manager Systems Guidance International, Addlestone 1990 - 91
Sales Engineer Feedback Inc., Berkeley Heights, New Jersey USA 1989 - 90
DTI registered MAPCON (Microprocessor Applications) Consultant, Harpenden 1983 - 86
Manager, Special Projects Dept.Marconi Communication Systems Ltd. Hackbridge 1981-83
Manager, Materials Development Department BICC Power Cables Ltd. Erith 1977-81

 

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