Meet the Team
Joanne Marlowe - Chairman
A Recognized Industry Voice
COP 26 invited guest speaker on finance supporting climate change
Regularly quoted and appearing in magazine articles, industry events, television, and radio
Author of multiple technical papers, including “Modern Credit and Disaggregation Theory”, “Hedge Fund Fission – Splitting the AUM”, and “The Art of Cashless Investing”
Executive Leader
Founder and CEO – AmpliFide
Fractionalizing and distributing credit more efficiently globally
Developing and expanding the CPC marketplace and asset classes
Former Chief Financial Officer of intergovernmental organization
UN Sustainable Development Goals – led major growth initiatives
Held diplomatic status in 33 countries
Designer of specialized globally relevant credit structures and initiatives
Structural Innovator and Entrepreneurial Designer
Inventor of Master Credit Participation Certificate™ and 26+ different CPC products that span the yield curve, including the Enhancement CPC™ and related secondary market opportunities
CSS design leader of Collateral Adapter™ and Trade Vault™
Leader of large-scale public-private partnerships and cross-border banking initiatives
Creator of “reverse forfaiting tools”, enabling “field-to-port” financing efficiency
Anthony van den Bosch - Chief Executive Officer
Strategic Outcomes and Delivery
Creation of organisational and technology infrastructure for new markets and products
Led investment operations over period of major growth in sovereign wealth AUM
Leader of portfolio operational alpha activities; Securities Financing; Global Tax; Asset Recovery through Litigation
Co-developer of new financing products at prime brokerage
New systems improving client experience and connectivity at Merrill Lynch
Marketing financing services to new clientsMarketing financing services to new clients
Executive Leader
Recognized industry figure in sovereign wealth asset management operations community
Former Head of Operations and Strategy for the Kuwait Investment Office (KIO) – 15+yrs
Prime Broker Merrill Lynch - securities financing and hedge fund servicing
Board member at BAII – asset management subsidiary of BNP Paribas
Pension fund trustee for BAII
Driven by excellence and successful outcomes for both client and the business
Advisor and Industry Voice
Development of client asset safety measures
Running RFP selections, including custody reviews and major systems
Securities Lending thought leadership and participation
Contract negotiations; enterprise-wide and global scale
Asset Servicing and Investment Operations Expert
40 years Experience primarily at Senior Executive level
CEO BNYMellon Asset Servicing EMEA
Worked across geographies, sectors and asset classes worldwide
Drove technology innovation
Led automation of Investment processes
Developed ETF solutions
Created ESG data platform
Daron Pearce - Director
Leader of Growth businesses
Led Global teams as Head of Global Financial Institutions
Delivered solutions to world’s largest Asset Management businesses
Worked regularly with largest Asset Owner (Insurance and Pensions) franchises
Recognized Industry Leader
2018 Global Investor “Lifetime Achievement” Award
2019 Global Custodian “Legend of Custody” Award
Built and scaled businesses
Developed Solutions in Asset Management across Custody, Accounting, Trade Administration and Fund Administration
Grew BNYMellon EMEA to largest provider of Custody Services in region
Built market leading Investment Outsourcing Franchise
Keith Wright - Director
Trading Multi Assets for both Buy and Sell-side
Over 40 years experience in executive roles
Recognized strategic advisor engaged by multiple institutions and brokers
Global Head of Trading Baring Asset Management / DresdnerRCM / Kleinwort Benson
Built and ran trading desks in Hong Kong/ Tokyo/ Boston
Leadership in building the global acceptance of FIX for electronic trading
Founder of the European FIX committee in 1994
At DresdnerRCM asset management sent first FIX order in Europe in 1998
Worked on the building of London Stock Exchange FIX hub
Active market advisor to enterprise platforms and leading OMS / EMS vendors
Successful career in both Buy and Sell-side
18 years on sell-side, including 8 years in back office
Derivatives trader Kleinwort Benson
Global Head of Trading Baring Asset management
Head of Alpha capture Sabre Stat Arb Hedge fund
Design and building of OMS/EMS Trading systems
DresdnerRCM asset management, started trading using FIX in 1998
Designed three Order Management Systems – each entering the market
Oversaw the building of SimCorp front office for enterprise clients
Trevor Leney - Chief Technology Officer
Hands-On Practitioner and Operations
40+ years in financial services – recognized domain expert
Backoffice processing and team leadership – Multiple Asset Managers
GLG/Man Group – high frequency operations and reporting
Senior Business Analyst and Project Manager – multiple solutions
Programs and Transformations
Rebuilding high frequency trading architectures – 100,000+ trades daily
Outsourcing trade-admin, fund admin, custody and depository to BBH
Major MIFID II compliance and reporting transformations
Innovator and Entrepreneur
Co-Founder of globally important regenerative agriculture technology solutions
Engagement with multiple governments for large-scale technology application
Consulting partnership founder – focused on high impact strategies in FinTech
Advisory and Consulting
Remodeling hedge fund OMS and preparing for market launch
Functional designs for a KYC/KYB/AML platform (Saffron)
Operating Models and Architectures
Created Target Models for German Digital DFM Platform with 9 ICAV and CCF Funds
Leader in outsourcing MAN Group back office to BNYM (AUM60bn)
Onboarding AHL funds to the GLG Partner platforms (20bn) – post acquisitions