At Best Startup UK we track over 130,000 UK startups and over 500,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and board members we think deserve more appreciation than they are currently getting.
This list showcases the top United Kingdom based Managing Director operating in the Banking space. If you think a Managing Director is missing from this list, feel free to contact our editor on editor@beststartup.co.uk.
The individuals on this list have been included because of exceptional performance in one of the following categories:
- Innovation – Operating as a key part in an extremely innovative business or startup.
- Growth – Operating as a key figure in the growth and upscale of a market leading business or startup.
- Management – Showing exceptional management skills.
- Societal impact – Putting their business on the map for their positive societal or environmental impact.
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Companies House UK, Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
George Saravelos
Managing Director & Global Co-Head of FX Research of Deutsche Bank
George is Global co-Head of FX Research at Deutsche Bank in London, where he is responsible for the fundamental analysis of the world’s major currency markets and is one of the bank’s most prolific writers on global macro issues. He has spearheaded the development of Deutsche Bank’s FX investment index product suite, including the first benchmark index of currency market returns, and has built industry-leading indicators and frameworks for analyzing market drivers. He has also driven Deutsche Bank’s coverage of the macro and political outlook in the Eurozone crisis, particularly Greece. George holds a Masters in international development from Harvard University and a Bachelor in economics from Cambridge University and has also previously worked at the IMF.
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About Deutsche Bank: Deutsche Bank, a Frankfurt-based global investment bank, offers financial products and services to corporate and institutional clients.
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Shaheen Yusuf
Managing Director of Deutsche Bank
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About Deutsche Bank: Deutsche Bank, a Frankfurt-based global investment bank, offers financial products and services to corporate and institutional clients.
Christian Resch
Managing Director, GS Growth of Goldman Sachs
Christian Resch joined Goldman Sachs in 2004 and is a Managing Director responsible for growth equity investments. Christian typically invests between $20m and $200m of capital in individual transaction. Christian holds a Bachelor or Science from the London School of Economics and an MBA from Harvard Business School.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Anthony Gutman
Managing Director of Goldman Sachs
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Francois-Xavier (FX) de Mallmann
Managing Director- Investment Banking Division of Goldman Sachs
François-Xavier (FX) is global co-head of the Consumer Retail and Healthcare Group, and a member of the European Management Committee. FX has been global co-head of the Consumer Retail and Healthcare Group since June 2014 and was previously global co-head of the Consumer Retail Group. Prior to this, he was head of Investment Banking Services in EMEA from 2011 to 2013 and head of the Financing Group in EMEA from 2008 to 2011. FX joined Goldman Sachs in 1993 in the London office. He was named managing director in 2003 and partner in 2004. FX serves on the Board of Directors of the International Rescue Committee UK and is a member of the Young Global Leaders Network of the World Economic Forum. He graduated with distinction from Hochschule St. Gallen (lic. oec) and Community of European Management Schools in 1992.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Colin White
Managing Director of Goldman Sachs
Colin White is a managing director and technology fellow within the Engineering division at Goldman Sachs. Colin is global head of the Workflow group within Enterprise Platforms, a core engineering group that builds services and capabilities to decrease time to market and drive the level of standardization across workflow-based applications firm-wide.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Nestor Paz Galindo
Managing Director of UBS
Nestor Paz Galindo as managing director and head of sell-side and financial sponsors M&A for EMEA. Paz Galindo will join the bank from JP Morgan in March next year. Paz Galindo has spent all of his professional career to date at JP Morgan. He has held a range of M&A-related roles over 22 years, most recently including managing director of the bank’s European financial sponsors group.
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About UBS: UBS is a global financial services company that engages in the provision of financial management solutions.
Marc Wursdorfer
Managing Director of UBS
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About UBS: UBS is a global financial services company that engages in the provision of financial management solutions.
Swen Werner
Managing Director, Digital Product Development and Innovation of State Street
Swen Werner is currently part of State Street’s Digital Product Development and Innovation team responsible for designing new products, leveraging different emerging technologies, including distributed ledger technologies and engagement with industry partners to design industry-leading service and operating models. He has been working in the financial services industry for over 15 years and has held senior roles in Europe, the USA and Asia with JP Morgan, Deutsche Bank and Deutsche Boerse focusing on product management for custody, clearing and collateral management. Mr. Werner has and continues to be actively engaged in regulatory and industry developments affecting the securities services environment. He holds an Executive Master of Business Administration (EMBA) from Cass Business School in London.
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About State Street: State Street is a leading financial services provider serving some of the world’s most sophisticated institutions.
Nick Williams
Managing Director, Consumer Digital of Lloyds Banking Group
Nick is a highly respected executive with a wealth of experience across the public and private sectors. Most notably, Nick has extensive experience in leading transformative change in complex organisations across the Financial Services industry. As Managing Director of the Consumer Digital business at Lloyds Banking Group, he runs the largest digital Retail Banking franchise in the UK. His responsibilities span the 12.5m online users (7.7m via mobile) across Lloyds Bank, Bank of Scotland, Halifax and Scottish Widows. He has transformed the business through unprecedented growth to provide a best in class eCommerce capability whilst maintaining a market leading customer experience. He is passionate about the digital inclusion and financial wellbeing agendas, proactively engaging in public policy setting and external media relations. Nick is also the Groups Ambassador for the North region, managing relationships with central and local government, MPs and LEPs. As the chair of the Northern Executive Committee, he brings focus to the region with the objective of helping northern communities and businesses prosper.
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About Lloyds Banking Group, Lloyds Banking Group: Lloyds Banking Group is a major British financial institution formed through the acquisition of HBOS by Lloyds TSB in 2009.
Paul Gordon
Managing Director, SME & Mid Corporates, Commercial Banking of Lloyds Banking Group
Paul Gordon is Managing Director, SME & Mid Corporates, Commercial Banking at Lloyds Banking Group
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About Lloyds Banking Group: Lloyds Banking Group is a major British financial institution formed through the acquisition of HBOS by Lloyds TSB in 2009.
Steve Everett
Managing Director, Payments and Global Transaction Banking of Lloyds Banking Group
Steve is Managing Director for Payments within the Global Transaction Banking business, having joined Lloyds Banking Group (LBG) in October 2014. Prior to joining LBG, Steve spent 15 years with RBS performing senior leadership roles spanning global transactions services (GTS), financial markets and corporate banking and leading key strategic programmes which have transformed businesses. His final role was Global Head of Cash Management with responsibility for all payment and liquidity products spanning a network of 38 countries.
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About Lloyds Banking Group: Lloyds Banking Group is a major British financial institution formed through the acquisition of HBOS by Lloyds TSB in 2009.
Pablo de la Infiesta
Managing Director, Head of the Private Funds Advisory group in EMEA of Moelis & Company
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About Moelis & Company: Moelis & Company is an investment bank that provides innovative strategic advice and solutions to a diverse client base.
Anthony Forshaw
Managing Director, Capital Markets Group of Houlihan Lokey
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About Houlihan Lokey: Houlihan Lokey is a global investment bank that focuses on capital markets, financial restructuring, valuation, and strategic consulting.
Sandy Purcell
Senior Managing Director of Houlihan Lokey
Sandy Purcell is the Board Member at AudioEye.
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About Houlihan Lokey: Houlihan Lokey is a global investment bank that focuses on capital markets, financial restructuring, valuation, and strategic consulting.
Ann Sharkey
Managing Director of Houlihan Lokey
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About Houlihan Lokey: Houlihan Lokey is a global investment bank that focuses on capital markets, financial restructuring, valuation, and strategic consulting.
Nathan Luckey
Managing Director, Macquarie Infrastructure and Real Assets of Macquarie Group
Nathan is a Managing Director in Macquarie Infrastructure and Real Assets, and holds a number of non-executive directorship roles for companies within MIRA’s investment portfolio. Nathan is a qualified Mechanical Engineer, with expertise across the utilities, telecommunications, transportation and media sectors.
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About Macquarie Group: Macquarie Group is a global provider of banking, financial, advisory, investment and funds management services.
Karl Smith
Managing Director of Macquarie Group
Karl Smith is responsible for managing the UK Green Investment Bank Offshore Wind Fund. The fund is the world’s first dedicated offshore wind fund and is managed by UK Green Investment Bank Financial Services, a wholly owned subsidiary of the UK Green Investment Bank. It is currently the largest renewables fund in the UK. Karl has extensive experience in principal equity investment, debt investments and financial advisory across the energy and infrastructure sector. He joined the UK Green Investment Bank in 2012 and led the Bank’s principal equity investments in the offshore wind sector. He previously held similar positions at a number of organisations including Babcock & Brown, ABN Amro and Macquarie Bank. Karl holds a Bachelor of Commerce with Honours in Finance from the University of Melbourne.
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About Green Investment Bank, Macquarie Group: Macquarie Group is a global provider of banking, financial, advisory, investment and funds management services.
Steve Berry
Managing Director of Macquarie Group
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About Macquarie Group: Macquarie Group is a global provider of banking, financial, advisory, investment and funds management services.
Gil Bar-Nahum
Managing Director of Jefferies
Gil Bar-Nahum is a Managing Director in the Global Healthcare Investment Banking Group at Jefferies and is based in London. He leads the Jefferies’ International Biotechnology team with a primary focus on innovative companies in Europe and Israel. Dr. Bar-Nahum has over 18 years of investment banking experience and has executed transactions for biotechnology, pharmaceutical, medical technology, and life science tools companies. In the last 4 years Dr. Bar-Nahum has led the execution of more than 40 financings, including 17 IPOs for foreign private issuers (12 on NASDAQ), raising more than US$3.2Bn. Since joining Jefferies in 2009, Dr Bar-Nahum has also advised on more than 10 cross-border M&A transactions. From 2002-2009 Dr. Bar-Nahum was part of UBS Investment Bank’s Global Healthcare Group, based primarily in the US. Prior to that, Dr. Bar-Nahum worked as an Equity Research Analyst for UBS where he served as an Associate Director covering companies in the Life Science Tools and Biotechnology space. Dr. Bar-Nahum received his PhD in Basic Medical Sciences from the Department of Biochemistry at the Sackler Institute of New York University School of Medicine. The subject of Dr. Bar-Nahum’s doctorate work was published twice in the journal Cell. Dr. Bar-Nahum also received an MS from New York University’s School of Medicine in Cell and Molecular Biology and a BS from the University of Illinois in Microbiology.
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About Jefferies: Jefferies provides research and execution services in equity, fixed income, and foreign exchange markets.
Reid Marsh
Managing Director of Barclays
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About Barclays: Barclays is a global financial services company that provides various financial products and services worldwide.
James Binns
Managing Director, Global Head of Trade and Working Capital of Barclays
James Binns is the Global Head of Trade and Working Capital for Barclays, which serves Corporate, NBFI and FI clients globally with teams located in UK, Europe, Americas, Asia and the Middle East. Prior to joining Barclays, James spent 4.5 years at Deutsche Bank where he headed Working Capital Advisory and Trade Finance for EMEA and latterly Global Cross Product Solutions. This followed 20 years at HSBC where James was based across Asia Pacific, the Middle East, USA and UK in a number of senior Corporate Banking and Trade Finance roles.
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About Barclays: Barclays is a global financial services company that provides various financial products and services worldwide.
Giles Marshall
Managing Director of Searchlight Capital Partners
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About Searchlight Capital Partners: Searchlight Capital Partners is a private investment firm operating in North America and Europe.
Giles Spungin
Global Head of Analytics, Compliance and Operational Risk, Managing Director of HSBC
Giles Spungin is responsible for development and imbedding of advanced analytics strategy for Op Risk and Reg Compliance functions globally, including deployment of bank-wide predictive risk management solutions. Activity examples include automation and behavioural analytics, surveillance analytics and capital modelling. Giles chairs Model Risk Oversight Committee. Prior to joining HSBC, Giles worked at a number of leading financial institutions in highly quantitative roles including Goldman Sachs and Deutche Bank. Giles has High Frequency Algorithmic Trading development background.
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About HSBC: HSBC is a banking and financial services organization that offers a comprehensive range of services.
Marco Hughes
Managing Director, Global Head Core Payments, GLCM of HSBC
Marco is passionate about payments with over 20-years’ experience of the industry, working in some of the largest global banks. At HSBC he is the Managing Director and Global Head of Core Payments Product for its Global Liquidity and Cash Management business based in London, meeting the needs of HSBC corporate and financial service clients to make and better manage payments and receive collections both domestic and international. This covers a wide remit of electronic and paper based solutions, and so it covers payments from the most traditional to the latest innovation. His career has taken him around the world, from Mumbai to Chennai, Chicago to Prague and Rome to Edinburgh. A former British Royal Navy officer, Marco holds a MBA from the University of Chicago and a degree in Electronic and Communication Engineering from the University of Bristol. He is a Member of the Chartered Institute for Securities & Investment (MCISI), a Liveryman of the Worshipful Company of Founders and a Freeman of the City of London.
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About HSBC: HSBC is a banking and financial services organization that offers a comprehensive range of services.
Jean-Paul Linschoten
Managing Director and Head of China Client Strategy of HSBC
Jean-Paul (“JP”) joined HSBC in 2012 in the Prime Finance Division. His focus since the announcement of the Shanghai Hong Kong Connect in 2014 has been “China” where JP was instrumental in defining, implementing and marketing HSBC’s Stock Connect cross-product proposition across equities, foreign exchange and custody for clients investing in A-shares for the first time. In an expanded role JP is currently responsible for advising clients on implementation of their China strategy as it relates to inbound and outbound China access across asset classes through QFII/RQFII/Stock Connect, MRF, and more recently London –Shanghai Connect. With almost 20 years’ experience in the banking industry, JP has held various roles in London, New York and Hong Kong across equity derivatives, flow equity swaps, Delta One origination, and structuring product.
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About HSBC: HSBC is a banking and financial services organization that offers a comprehensive range of services.
Kaushalya Somasundaram
Managing Director, Head of Fintech Partnerships of HSBC
As the Head of Fintech Partnerships & Strategy, Kaushalya leads the partnership and corporate venturing for HSBC’s core businesses including Global Liquidity and Cash Management, Global Trade and Receivables Finance, Custody and Global Markets. She has led HSBC investments in Fintech companies of strategic importance and the bank’s forays into the world of distributed ledgers. Kaushalya has held a variety of senior roles across HSBC including Strategy & Planning, Corporate Development and Group Audit. Kaushalya has also been recognized in the Brummell’s 2016 list of the most inspirational women innovators in London.
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About HSBC: HSBC is a banking and financial services organization that offers a comprehensive range of services.
Kutty Dutta
Managing Director, Head of Secondaries of HSBC
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About HSBC: HSBC is a banking and financial services organization that offers a comprehensive range of services.
Richard Lowe
Managing Director Head of London Industry and Central London of Barclays Investment Bank
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About Barclays Investment Bank, Barclays Investment Bank: Barclays Investment Bank offers large corporate clients with strategic advisory, financing, and risk management solutions.
Philipp Patschkowski
Managing Director of Neuberger Berman Group
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About Neuberger Berman Group: Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions.
Jerome Nomme
Managing Director of Sun Capital Partners
Jerome Nomme, Managing Director, prior to joining Sun European Partners, Mr Nomme was a Partner at Ernst & Young Corporate Finance in Paris where he was working primarily on mid-market buy-side and sell-side M&A engagements. Prior to joining EYCF, he had gained experience within the Arthur Andersen Corporate Finance teams of Paris and New York. Mr. Nomme holds a dual MBA from Columbia Business School and London Business School and is a registered Chartered Financial Analyst.
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About Sun Capital Partners: Sun Capital Partners is a private investment firm
Lionel de Posson
Managing Director of Sun Capital Partners
Lionel de Posson, Managing Director, joined Sun European Partners in 2006, having served as an Analyst with JPMorgan in the Mergers & Acquisitions – Consumer, Retail, and Healthcare team in London for two years and the French Mergers & Acquisitions team in Paris for one year. During that time he lectured on corporate finance at ESCP-EAP Business School. Prior to joining JPMorgan, Mr de Posson worked with Goldman Sachs in the Fixed Income, Currency, and Commodities division and with Deutsche Bank Asset Management in London. He received a Candidature in Economics from the Université Catholique de Louvain, Belgium, a Master of Science in Management and Finance from ESCP-EAP, Paris, and a Master of Science in International Management from City University Business School, London.
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About Sun Capital Partners: Sun Capital Partners is a private investment firm
Pramod Vijayasankar
Managing Director, Head of Infrastructure Industry Coverage of Standard Chartered Bank
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About Standard Chartered Bank: Standard Chartered Bank is an international banking group.
Osman Mardin
Managing Director of Sardis Capital
Managing Director at Sardis Capital
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About Sardis Capital: SARDIS is a regulated and independent advisory firm specialised in financial transactions
Allison Krill
Managing Director of Bank of America Merrill Lynch
Allison is responsible for EMEA Global Banking and Markets Technology. Allison jointly reports to Andrew Butcher and David Reilly in this capacity. Global Banking & Markets Technology provides end-to-end technology solutions and support for Global Banking and Global Markets (including Equities, Electronic Trading, Rates and Currencies, Credit and Structured Products, Commodities, Sales and Capital Markets and Global Markets Operations & Middle Office, Wholesale Banking, Research, Commercial, Corporate and Investment Banking clients). Allison is also head of EMEA Global Transaction Services Technology (GTST) reporting to Rick Knafelz. Allison joined GTST in August 2016 and has overall responsibility for the end-to-end delivery of technology solutions supporting the global corporate and transaction services business in the region. In addition, she is also responsible for the International Treasury Management and Commercial Banking platforms managed within EMEA region and utilized globally across EMEA, APAC, LATAM, and the US. Allison is a member of the GT&O Diversity and Inclusion forum in her role as co-lead of the EMEA GT&O and GBAM Technology D&I Council.
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About Bank of America Merrill Lynch: Bank of America Merrill Lynch is the corporate and investment banking division of Bank of America.
Matt Sloan
Managing Director EMEA of Discover Financial Services
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About Discover Financial Services: Discover Financial Services is a direct banking and payment services company.
Nina Triantis
Managing Director, Global Head of Telecoms and Media of Standard Bank
Over 30 years investment banking experience, specialised in the TMT sector with experience throughout the developed world and the emerging markets for over 15 years. Also responsible for coordination and coverage of financial sponsors including private equity, institutional investors, family offices and sovereign wealth funds with a focus of transactions into Africa across sector, but with a focus on FMCG, Financial Services, Industrials and TMT. Has led complex and plain vanilla financing transactions across the capital spectrum, including in the public debt markets. Wide ranging M&A advisory and capital raise experience with a focus on the African continent latterly. Diverse and broad client base across TMT within all sectors and sub-sectors and with Financial sponsors including global and regional players. MBA from Stern New York University graduate school of business and BA in Economics and French from Columbia University.
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About Standard Bank: Standard Bank has a long history in banking and operates in thirty three countries.
Finula Cilliers
Managing Director of Evercore Partners
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About Evercore Partners: Evercore Partners is a New York-based investment banking firm that advises its clients on M&A, divestitures, and more.
Rodney Reid
Managing Director of Evercore Partners
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About Evercore Partners: Evercore Partners is a New York-based investment banking firm that advises its clients on M&A, divestitures, and more.
Lea Lazaric Calvert
Managing Director of Evercore Partners
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About Evercore Partners: Evercore Partners is a New York-based investment banking firm that advises its clients on M&A, divestitures, and more.
Norman Butler
Managing Director – Visa Payments Limited of Visa Europe
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About Visa Europe: Visa Europe is a payment technology business that enables European consumers, businesses, and governments to make electronic payments.
Rob Otter
Managing Director – Global Head of Data Technologies & Applied ML of Barclaycard
Rob’s career history to date has been within the Investment Banking Technology sector. He has held various senior positions working either for centralised IT organizations or directly for key business lines. He has held fellowship titles at his last two employers, Credit Suisse and Goldman Sachs. During his career he has acquired deep technical knowledge and expertise on areas ranging from performance development methods in software or hardware, more recently his focus has turned to big data technologies and their application within the Investment Banking arena, specifically artificial intelligence and scientific computing
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About Barclaycard, JPMorgan Chase & Co.: Barclaycard, part of Barclays Retail and Business Banking, is a payment business provides credit card business and online business.
Payal Jain
Managing Director, Strategic Analytics, Barclaycard Europe & UK of Barclaycard
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About Barclaycard: Barclaycard, part of Barclays Retail and Business Banking, is a payment business provides credit card business and online business.
Nick Kerigan
Managing Director – Future Payments of Barclaycard
Nick Kerigan is Managing Director, Future Payments at Barclaycard. In his role, he is responsible for driving innovation globally across Barclaycard, creating commercial and customer opportunities from the rapid changes in payments. Nick has been with Barclaycard since 2011 and with Barclays since 2006, in various digital, market intelligence and strategy roles including Head of Strategy for Retail and Business Banking. Prior to that, Nick was Principal Banker in private equity at the European Bank for Reconstruction and Development (EBRD), where his role included restructuring financial institutions in Central and Eastern Europe. Earlier in his career, Nick worked for the Financial Services Authority supervising banks. Nick has a First Class Honours Degree in Philosophy, Politics, Economics from Magdalen College, Oxford University.
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About Barclaycard: Barclaycard, part of Barclays Retail and Business Banking, is a payment business provides credit card business and online business.
David Tilstone
Managing Director of Macquarie Bank
David Tilstone leads the renewables team for MIRA in Europe, overseeing asset management of the existing renewables asset portfolio, as well as all transaction activity in the renewables sector. David was a key part of the acquisition team for what became the MEIF Renewables portfolio in MEIF1, leading a number of acquisitions as well as the recent realisation process. David also led the acquisitions of Varmevarden, Renvico and GIB OSW Co.Having joined MIRA in 2005, David brings to his role extensive senior management experience across renewable energy and utility assets. David spent 12 years working in the energy industry, starting his career with National Grid (the UK’s electricity transmission provider). He also worked at TXU Europe, performing a wide range of commercial roles within the UK and Continental European Energy markets including operations, major contract negotiations and re-structuring and M&A activity.
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About Macquarie Bank: Macquarie Bank, a subsidiary of Macquarie Group, provides various retail financing and commercial banking services primarily in Australia.
Adam Hain
Senior Managing Director of Macquarie Bank
Adam has over 20 years of investment banking experience and is responsible for coverage of EMEA clients in the infrastructure and utility sectors including all infrastructure funds, sovereign wealth funds and major institutions. Additionally, he’s now responsible for coverage of Financial Sponsors across Europe. Prior to this, Adam was head of the European Industrials and Financial Services Advisory Group in EMEA.
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About Macquarie Bank: Macquarie Bank, a subsidiary of Macquarie Group, provides various retail financing and commercial banking services primarily in Australia.
Jamie M. Weinstein
Managing Director of PIMCO
Jamie M. Weinstein (San Francisco) joined KKR in 2005 and is the Co-Head of special situations investing, which includes the firm’s global activities in public and private distressed and structured principal investments. He is also a member of the Credit Portfolio Management Committee and the Real Estate Investment Committee. Previously, he was a portfolio manager with responsibility across KKR’s credit strategies. He also has extensive experience as a research analyst managing the financial services, healthcare and commercial real estate sectors. Prior to joining KKR, Jamie Weinstein was with Tishman Speyer Properties as Director of Acquisitions for Northern California and The Boston Consulting Group as a strategy consultant. He received a B.S.E. degree cum laude in Civil Engineering and Operations Research from Princeton University and a M.B.A. from the Stanford University Graduate School of Business, where he was an Arjay Miller Scholar. Jamie Weinstein serves as a Trustee of the Contemporary Jewish Museum in San Francisco and is actively involved in the Jewish Community Federation of San Francisco on its Endowment Investment Committee and Capital Planning Committee.
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About PIMCO: PIMCO, a global investment solutions provider that manages investments for public and private pension and retirement plans and other assets.
Rebecca Skitt
Group Managing Director of 10xbanking
Rebecca leads the development and progress of 10x. Supported by an executive leadership team, her role is to bring the 10x vision to life. Rebecca joined 10x in December 2016 as Chief Operating Officer, moving to her current role in May 2018. An experienced global business leader, Rebecca’s career has taken her around the world with high profile brands including Unilever and Barclays. She has deep experience in enabling business transformation, building high-performance cultures and establishing innovation capability worldwide. Rebecca is known for her passion for attracting and mobilising top talent to deliver on breakthrough strategies.
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About 10xbanking: 10xbanking offers a digital banking platform that will transform the way financial services providers operate.
Sunny Miah
Founder and Managing Director of CutPay Merchant Services
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About CutPay Merchant Services: Cutpay Merchant Services provides card payment online and offline.
Max Herrmann
Managing Director of Stifel Financial
Max Herrmann is Managing Director, Stifel Financial Corp.
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About Stifel Financial: Stifel Financial Corp. is as a financial services holding company.
Nick James
Managing Director of Lazard
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About Lazard: Lazard is a financial advisory and asset management firm focused on income strategies, alternative investments, and private equity funds.
Jonathan Dawson
Managing Director of Lazard
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About Lazard: Lazard is a financial advisory and asset management firm focused on income strategies, alternative investments, and private equity funds.
Liz Lumley
Managing Director of Rainmaking
Liz Lumley is Managing Director, Thought Leadership at Rainmaking – a corporate innovation consultancy and Startupbootcamp-branded accelerator programmes. Lumley served as managing director of the 2015 Startupbootcamp FinTech London accelerator programme and she has spent over 20 years working in the financial technology space, most recently as an editor at financial services and technology newswire, Finextra. In addition to being an internationally recognised conference speaker and moderator, she is also a regular host on Brett King’s Breaking Banks radio show on the VoiceAmerica Business channel.
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About Rainmaking: Rainmaking is a startup incubator that launches startups, builds them into solid businesses, and eventually exits them.
Helene Panzarino
Managing Director of Rainmaking
Helene Panzarino is a highly experienced FinTech Programme Director, Investment Readiness Consultant, Exited Entrepreneur, and Educator, and most recently MD of the global Rainmaking Colab FinTech Programme, a world-first, post-accelerator programme connecting Series A+ FinTechs to Tier 1 banks financial institutions. Helene successfully created and launched the Inaugural Programme of Education and Events for Innovate Finance and is an Associate Professor with LIBF, the Lead Fellow (and creator) on a world-first FinTech Pathway in a Masters in Tech Entrepreneurship Degree for UCL, and co-creator and lead delivery partner on the Imperial College FinTech Executive Education Programme. Her specialist subject areas are Digital Banking and Alternative Finance (SMEs). She is a regular judge, speaker and moderator for the FIA Award, Global Mobile Congress, The Alt Fi Finance Awards, EFMA (European Finance), Money Live on FinTech/Corporate Collaboration, the Retail Banking Conference, and Lendit. Helene is a member of The FinTech Advisory Board for the BSI (British Standards Institute), and representative for UK in the EU. Named on the Computer Weekly 100 Women in Tech Award 2019, she was also recently inducted into the St George’s Leadership Foundation at Windsor Castle. She is currently co-writing a book on the reinvention of banking.
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About Rainmaking: Rainmaking is a startup incubator that launches startups, builds them into solid businesses, and eventually exits them.
Teresa Clegg
Managing Director of Lincoln International
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About Lincoln International: Lincoln International specializes in mergers and acquisitions, capital markets, valuations, fairness opinions, and jv advisory services.
Iliyana Tsanova
Deputy Managing Director of European Investment Bank
Ms. Iliyana Tsanova is Deputy Managing Director of the European Fund for Strategic Investment (EFSI or the Junker plan) – a EUR 16 billion guarantee facility, launched jointly by the European Commission and the European Investment Bank Group to restore growth and support strategic investments in the European Union. Before joining EFSI, Ms Tsanova held various senior banking positions with the European Bank for Reconstruction and Development (EBRD) Infrastructure team in London, UK. Ms. Tsanova has also held non-executive board positions in international utility companies and investment funds for infrastructure investments. In 2013 and 2014, Ms. Tsanova was appointed Deputy Prime Minister and Minister in charge of the management of the European Structural and Investments Funds in two separate caretaker governments of Bulgaria. Ms. Tsanova’s academic background is in Corporate and Business Finance. She holds a MSc. in Finance from University for National and World Economy – Sofia, Bulgaria, and a postgraduate studies in Financial Management as а visiting scholar at Georgetown University – Washington DC, USA.
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About European Investment Bank: European Investment Bank provides lending, borrowing, and treasury services.
David Kelnar
Managing Director, Head of Growth Capital Solutions of Numis Securities
David has eight years of entrepreneurial leadership experience in early stage companies, having served as the founding CEO and CFO, respectively, of two consumer service technology companies, and is an advisor to a range of early stage ventures. Previously, David was an equity research analyst and investor in the European technology sector, at Goldman Sachs in London and a hedge fund in New York. David graduated with double First Class Honours in Philosophy from the University of Cambridge.
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About Numis Securities: Numis Securities is an investment banking and stockbroking business for corporate and institutional clients.
David Roe
Chief Operating Officer & Managing Director, Europe of Paramount Commerce
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About Paramount Commerce: Paramount Commerce is a financial services company that enables customers to make purchases online directly from their bank account.
Jessica James
Managing Director of Commerzbank (Switzerland) AG
Jessica James is the Senior Quantitative Researcher in the Rates Research team at Commerzbank., where she covers foreign exchange and fixed income. She joined Commerzbank from Citigroup where she was Global Head of the Quantitative Investor Solutions Group. Previously, she lectured in physics at Trinity College, Oxford. Significant publications include ‘FX Option Performance’, ‘Handbook of Foreign Exchange’ (Wiley), ‘Interest Rate Modelling’ (Wiley), and ‘Currency Management’ (Risk books). She is on the Board of the Journal of Quantitative Finance, a Fellow of the Institute of Physics, and is a Visiting Professor at UCL and Cass Business School.
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About Commerzbank (Switzerland) AG: Commerzbank (Switzerland) AG provides private banking services.
Anthony Frizelle
Managing Director of Resource Management & Finance Company
Frizelle was the Founder and Managing Director of Merchant Banks, Resource Management & Finance Company Ltd. and RMF (UK) Ltd. Following a 20 year career spanning key management positions including the major international mining group Anglo American and Managing Director of Trade and Structured Finance at Philipp Brothers Inc./Salomon Inc. Frizelle founded, listed and promoted 11 junior mining companies including Mutual Resources, Golden Knight Resources, Jubilee Platinum plc, Nu Energy Corporation and Pan African Resources. In the process, these companies and their successors raised in excess of $750 million dollars of capital and lucrative exit strategies were implemented for early stage investors.
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About : A London based advisory company which assists a group of specialist companies that actively develop.
Jesse Deering
SVP & Managing Director Retail Branch Banking & Marketing of Mackinac Financial Corporation
Deering joined mBank in 2005 and has over 10 years of banking experience. He is responsible for oversight of mBank’s retail branch banking, Operations Department and IT Department. Additionally, he leads strategic planning efforts for Senior Management and is involved in various intercompany initiatives including M&A activities and special projects. Prior to this role, he was in charge of all banking related activities in Southeast Michigan. Deering began his career at West Shore Bank (Ludington, Michigan) as a consumer and commercial lender. He holds an undergraduate degree from Albion College and a MBA from the University of Notre Dame.
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About Mackinac Financial Corporation, Mackinac Financial Corporation: Mackinac Financial Corporation is a provider of commercial and retail banking products and services.
Nick Wakefield
Founder & Managing Director of inAsia Media
Nick has over 18 years of experience in technology, media and finance. He started his first tech business in 1999 building an e-commerce platform. He spent 7 years in London focusing on financial sales in the risk management and derivatives market, before moving to Asia to help build Euromoney’s portfolio of conferences across emerging markets. Over this period he ran teams in New York, London and Hong Kong. In 2010 he setup inAsia Media and in 2013 launched Regulation Asia, the leading regulatory information service. He still plays an advisory role in the business. His passion for technology and experience working within the financial markets partner well for Bambu in the role expanding into Europe. He holds a Diploma in Economics and is currently studying a Software Engineering MicroMasters at University of British Columbia.
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About : Online publisher headquartered in Singapore. Publishes market leading titles Regulation Asia & ESG Investor
Shum Singh
Managing Director & Founder of Agnitio Capital
Shum Singh is the founder and managing director of Agnitio Capital Limited
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About Agnitio Capital: Agnitio Capital is a fully authorised and regulated investment bank focused on digital media and games.
Ryan McNelley
Managing Director – Alternative Asset Advisory of Duff & Phelps
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About Duff & Phelps: Duff & Phelps is a provider of advisory services to companies.
Laurence J Marshall
Managing Director of EquiLend
Laurence is the Managing Director of EquiLend Europe, responsible for the company’s operation and development in Europe. He has over 20 years experience in securities financing markets, 16 with UBS AG where he was a Managing Director in the Prime Services division. During this period he has established a very strong and diverse network of relationships together with an in depth knowledge of the marketplace. He has sat on a variety of market committees and he has previously served as Chairman of the Board of EquiLend Europe and the International Securities Lending Association (ISLA).
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About EquiLend: EquiLend is a provider of trading and post-trade services for the securities finance industry.
Matthew Whiting
Managing Director and Head of Financial Restructuring of G2 Capital Advisors
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About G2 Capital Advisors: G2 Capital Advisors provides executive led investment banking and advisory services to middle market institutional investors and companies.
Camilla Stowell
Managing Director, Head of Wealth and Investment Management of Coutts
Camilla Stowell is the Managing Director and Head of Wealth and Investment Management at Coutts International and Private Office.
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About Coutts: Private bank and wealth manager owned by the RBS Group. It is the seventh oldest bank in the world.
José Francis
Founder and Managing Director of Hamilcar Capital Limited
José is an Investment Advisor. His main role is to screen the African market (Private and Listed Equity) to find the best investment opportunity on behalf of a consortium of selected investors Partner. José Solange Francis founded Hamilcar Capital Limited which is a regulated London Investment Boutique mainly dedicated for investment across the African continent. As a Principal Investment and Advisor Partner, he is surrounded with highly talented Expert Advisors. Mr J.S.Francis is global coordinator for deal sourcing, analysing and execution of direct equity investments. José brings to the growing business in Africa his 20 years’ extensive experience in financial markets on Equity and Derivatives products. He has a strong academic background in Finance and Economics. Prior to Hamilcar Capital Limited, he worked in London and Paris for well established financial institutions such as Paribas Asset Management, Natixis, Société Générale, GFI Group, Integra Capital. He covered different roles such as Fund Manager, Trader and Sales. Through his long experience, Mr J.S. Francis covered very large international institutions and also hedge fund clients by arranging deals on industrial participations and special situations. His responsibility was covering deals on IPO, Secondary Offerings, Block Trades, Repo Trade, Stocks Lending. He was also responsible for identifying attractive investment opportunities on equity event driven, M&A situations, distressed and restructuring stocks, large discounted stocks, managing equity and derivatives exposure. Mr J.S. Francis holds a Masters Specialized in Finance (ISG Business School, Paris) and a Bachelor degree in Economics, specializing in Mathematics and Statistics (University of Toulouse, France). Mr J.S. Francis is registered CF1 (Director) and CF30 (Customer) by the Financial Conduct Authority. He is trilingual in English, French (mother tongue) and Italian. He is currently learning Arabic. His motto “Never Give Up, just Carry On”
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About Hamilcar Capital Limited: Hamilcar Capital is an independent investment boutique focusing on private and listed equity in Africa, Europe and the Middle East.
Rajan Sood
Managing Director of Arbor Financial Systems
Rajan Sood focus is on managing global deployment and support. Rajan has over 13 years experience in the financial services sector. Formally a Senior Support Analyst based at Goldman Sachs providing high quality support at GS Asset and Wealth Management and Global Investment Research. Rajan plays field hockey for National Physical Laboratories Sports Club and has a season ticket at Chelsea FC.
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About Arbor Financial Systems: Arbor Financial Systems provide a suite of applications and services for both the buy and sell side industry.
John Bugeja
Managing Director of Trade Advisory Network
John Bugeja is a highly experienced trade, supply chain and invoice finance specialist with more than 40 years’ experience in senior leadership roles with HSBC, NatWest, RBS, Barclays and Lloyds Banking Group. Now Managing Director of Trade Advisory Network Limited, an advisory network specialising in the strategic development of global supply chain, trade and invoice finance. Trade Advisory Network Limited works with financial organisations, corporates and industry bodies to ensure optimal benefits realisation. Key areas of expertise include origination, risk and governance, product management and development, business development, organisation design, change management, process facilitation, training and management development. John is passionate about promoting the development of supply chain finance in all its forms and was a member of the drafting group that wrote the ICC rules for the Bank Payment Obligation (URBPO).
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About Trade Advisory Network: Trade Advisory Network is a specialist in Trade & Supply Chain Finance for banks, fintechs & corporates offering expert consultancy.
Simon Furnell
Chief Commercial Officer & Managing Director of Masthaven
Simon has over 35 years experience in Banking and Financial Services across the majority of Lending and Savings Products as well as general insurance. A Senior Executive with Lloyds Banking Group Plc for 10 years , followed by Senior Interim management and consultancy roles, before returning to permanent position as a Managing Director at Shawbrook Bank Plc and more recently as COO. With over 20 years C suite experience in Big 4 and Challenger Banks, Simon has led and managed teams of up to 2500 and managed budgets in excess of £200m.w
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About Masthaven, Masthaven: Masthaven have been providing a flexible and personalised approach to bridging loans and secured lending since 2004.
Simon French
Managing Director, Private Capital Solutions of Panmure Gordon
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About Panmure Gordon: Panmure Gordon & Co has been connecting businesses with the capital to help them grow.
Michael Kenney
Managing Director of Deutsche Pfandbriefbank
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About Deutsche Pfandbriefbank: Deutsche Pfandbriefbank is a European specialist bank that focuses on real estate financing and public investment finance.
Gemma Steel
Managing Director of Dozens
Gemma has a legal background of 13 years of prestigious roles in the city; in large law firms and banks as well as smaller investment houses, including Source ETF/Invesco PowerShares, Morgan Stanley and Hogan Lovells. Today Gemma acts as General Counsel, Chief of Staff and Head of Compliance for Project Imagine and Dozens. She delights in finding ways through legal, regulatory & compliance quagmires and is passionate about helping customers plan for their financial future.
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About Dozens: dozens is a trading name of Project Imagine Ltd, a company registered in England and Wales (No. 11153882).
Michael Bryant
Managing Director of InteDelta
Michael Bryant is a Managing Director of InteDelta. He specialises in risk policy, governance and methodology and oversees InteDelta’s client engagements in this area. Michael has undertaken consulting engagements for banks, asset managers, hedge funds and risk software vendors, providing strategic advice on risk management best practice. Prior to InteDelta, Michael was a Managing Director at ING Bank in London where he was globally responsible for financial markets risk measurement.
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About InteDelta: InteDelta helps financial institutions to better manage their risk.
Nicholas Newport
Managing Director of InteDelta
Nicholas Newport is a Managing Director of InteDelta and specialises in risk and collateral management with a particular current focus on regulatory driven change. Nicholas is a recognised industry thought leader in these areas and oversees InteDelta’s large-scale risk and collateral transformation engagements covering organisational, process and technology change. His consulting engagements include Barclays, Citigroup, Credit Suisse, Deutsche Bank and HSBC. Prior to founding InteDelta, Nicholas worked for ING Bank in London, where he was responsible for ING’s global credit risk and collateral management programme for financial markets. Before this, he was a Senior Manager within market risk management at Standard Chartered Bank in London and Singapore.
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About InteDelta: InteDelta helps financial institutions to better manage their risk.
William Wright
Founder and Managing Director of New Financial LLP
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About New Financial LLP: New Financial is a new think tank and forum that makes the positive case for capital markets .
William Wright
Founder and Managing Director of New Financial LLP
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About New Financial LLP: New Financial is a new think tank and forum that makes the positive case for capital markets .
Terry Day
Managing Director of International Financial Systems
Terry started his career as a trainee computer programmer at Hill Samuel in 1968. In 1972 he joined Kingsley Smith and Associates (subsequently BIS and then Misys) as a Senior Systems Architect where he played a pivotal role in the creation of one of the most successful banking packages of its time – MIDAS. Terry then moved to become the International Data Processing Manager for a major European bank where he held responsibility for all systems outside of the home country. At the bank Terry designed, and wrote, Modular Banking System which was successfully resold around the world by Arthur Andersen on the bank’s behalf. Terry left the bank in 1983 to set up what is now known as International Financial Systems.
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About International Financial Systems: ifinancial is a group of IT consultants that provides implementation services to banks on IBM mid-range and other banking packages.
Loren Barton
Founder, Managing Director of Kaleidoscope Group Ltd
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About Kaleidoscope Group Ltd: Consultancy and advisory firm focused on bridging the gap between innovation and performance in the market