ELEVATE PORTFOLIO SERVICES LIMITED - Key Persons
Job Titles:
- Chairman of the Audit Committee
- Member of the Board of Directors
- Member of the Nomination and Governance Committee
- Member of the Risk and Capital Committee
- Non - Executive Director
Catherine has more than 30 years of executive experience advising global financial institutions and industrial companies on complex transactions and strategic opportunities. She brings knowledge from working across Europe and Asia, serving on the boards of leading consumer-facing companies and working with regulators and standard setters.
Catherine is a non-executive director of Johnson Electric Holdings Limited and of easyJet plc, where she chairs the finance committee. She is also senior independent director of Kingfisher plc.
Previously, Catherine has served on the boards of leading industrial and consumer-facing companies in the UK, France and Hong Kong. She was appointed by HM Treasury to the Board of the Financial Conduct Authority in 2014 and played an important role in establishing the FICC Markets Standards Board in 2015. Catherine stepped down from these boards in 2020. Between 2021 and 2022 she was also a board member of the Value Reporting Foundation, where she co-chaired the audit committee.
In her executive career, Catherine has held a number of senior finance roles in investment banking and risk management: in the US with Merrill Lynch, in the UK and Asia with Credit Suisse, and finally in Asia with Société Générale. She returned to Europe in 2014 to start her non-executive career.
Catherine graduated from the HEC Paris School of Management with a major in Finance and International Economics. She was awarded a CBE in 2019.
Job Titles:
- Investor Relations Director
Job Titles:
- Member of the Board of Directors
- Member of the Remuneration Committee
- Member of the Risk and Capital Committee
- Non - Executive Director
- Managing Partner of Hamilton White Group
Cathi has strong experience in the financial technology sector and background in the platforms sector, as well as international board experience. She brings these insights as non-executive chairman of the boards of Standard Life Savings Limited and Elevate Portfolio Services Limited. Her role provides a direct link between the Board and the platform businesses that help us connect with clients and their advisers.
Cathi is managing partner of Hamilton White Group, LLC which offers advisory services, including business development, to companies in financial services growth markets. In addition, she is managing partner of Soho Venture Partners Inc, which offers third-party business advisory services.
Previously, Cathi was lead director of E*Trade Financial Corporation, non-executive director of Kapitall Holdings, LLC and president and chief executive officer of ProAct Technologies Corporation. She was also a non-executive director of Federal Home Loan Bank of New York - where she was a member of the executive committee, and vice chair of both the technology committee and the compensation and human resources committee.
She holds an MBA from New York University and a BS from the University of Baltimore.
Job Titles:
- Investor Relations Finance Manager
Job Titles:
- Member of the Executive Team
- Chief Strategy and Business Development Officer
David was appointed Chief Strategy and Business Development Officer in January 2022. He is responsible for formulating abrdn's strategy as well as for corporate development activities, which include mergers, acquisitions and corporate disposals.
David joined our business in February 2021 as Corporate Development Director. He has many years of international experience in mergers and acquisitions and in finance, as well as leading and growing financial services businesses in Asia Pacific and Europe. In his time at abrdn, David has led work to strengthen our business model through the acquisitions of Finimize and interactive investor.
David joined abrdn from Citigroup, where he gained considerable expertise in a number of leadership roles - including as Head of Corporate M&A in Asia Pacific, as Chief Financial Officer and Head of Retail Banking in Australia, and latterly as Managing Director of the consumer banking business in Poland. He also has investment banking experience from previous roles with Merrill Lynch in Asia Pacific.
Job Titles:
- Member of the Executive Team
- Chief Enterprise Technology Officer
David was appointed Chief Enterprise Technology Officer in August 2022. He is responsible for driving our enterprise technology strategy and operating model, focused on enabling our business to deliver for our clients day to day, and innovating and digitising for the future.
David brings deep knowledge and experience of our business. He has held a number of senior roles since joining in 2009, in the UK and globally, and before his current role he was our Chief Security and Resilience Officer.
Before joining our business, David spent five years at Bankhall Investment Management, where he was Operations & IT Director. Prior to his time at Bankhall, he held a number of IT leadership roles at executive and senior management level - within the asset management industry at Britannic Asset Management and AEGON Asset Management, and within the global insurance and savings industry at Standard Life and Prudential. He is a Chartered IT Professional and a Fellow of the Institute of Directors.
Job Titles:
- Chief Risk Officer
- Member of the Executive Team
Gareth has been our Chief Risk Officer since January 2018. He joined our business in January 2017 as Chief Risk Officer of Standard Life Investments and Deputy Group Chief Risk Officer.
Previously, Gareth spent six years as Director of Markets Supervision at the Central Bank of Ireland. During that time, he was also a member of the Board of Supervisors of the European Securities and Markets Authority and chair of its Investment Management Standing Committee.
From 1995, Gareth spent 13 years in the investment banking and hedge fund industries, initially at Long-Term Capital Management, then at JP Morgan where he was Co-Head of European Equity Flow Derivatives, and then at Castlegrove Capital Management where he was a partner. This period was book-ended by two stints at the Bank of England where he started his career as an economist in 1992, returning in 2008.
Job Titles:
- Debt Investor
- Head of Group Treasury
Job Titles:
- Member of the Board of Directors
- Member of the Nomination and Governance Committee
- Member of the Remuneration Committee
- Non - Executive Director
- Member of the Advisory Board of Irrational Capital
Hannah brings more than 20 years of leadership experience in the global financial services industry. Her expertise includes leading brand, client and digital marketing and communications strategies, including those for major acquisitions, which she combines with deep knowledge of regulatory and governance matters. She is also our designated non-executive Director for employee engagement, and sits as a non-executive director on the boards of Standard Life Savings Limited and Elevate Portfolio Services Limited.
Before joining our Board, Hannah enjoyed a 22-year career at State Street. This included 12 years as Chief Marketing Officer, retiring from the role in November 2020. She was a member of the company's management committee, its business conduct & risk and conduct standards committees, and a board member for its China legal entity.
Before joining State Street, Hannah was marketing director for the Money Matters Institute, supported by the United Nations, the World Bank and private sector companies to foster sustainable development in emerging economies.
In other current roles, Hannah is a member of the advisory board of Irrational Capital. She has also received significant industry recognition as a champion of diversity and inclusion and is a member of the board of advisors for reboot, an organisation that aims to enhance dialogue around race both at work and across society.
Job Titles:
- Interim Chief Financial Officer
- Member of the Executive Team
- Non - Executive Director of Starling Bank
Ian was appointed as Interim Chief Financial Officer in May 2023 - subject to regulatory approval. He brings more than 30 years' experience in financial services across investment, retail and wholesale banking where he has held senior leadership roles in both Finance and Risk. He has a proven track record of successfully leading change and transformations.
Before his appointment, Ian was Chief Financial and Risk Officer for two and a half years at the Diem Association (formerly Facebook's digital currency project), where he was based in Geneva.
Ian previously spent eighteen months at our business, at that time Standard Life Aberdeen plc, supporting the Finance teams. Prior to this, he spent over twelve years at HSBC as a Group General Manager, undertaking leadership roles as the Head of Business Finance, European CFO and as Deputy Group Finance Director.
In other roles Ian's previous experience includes serving as Chief Risk Officer at Santander UK (previously Abbey National plc) and twelve years at Credit Suisse in London and Hong Kong as a Managing Director.
Ian is a non-executive director of Starling Bank and a member of the Institute of Chartered Accountants of England and Wales.
Job Titles:
- Chairman of the Risk and Capital Committee
- Member of the Audit Committee
- Member of the Board of Directors
- Member of the Nomination and Governance Committee
- Non - Executive Director
John's previous roles in asset management, his experience in the US and Asia and his background in finance, operations and technology, are all areas of importance to our strategy. John's experience is important to the Board's discussions of financial reporting and risk management.
John was appointed a Director of our business in July 2016, at that time Standard Life plc. From April 2015 until August 2016, he was non-executive Chairman of Standard Life Investments (Holdings) Limited.
He is non-executive chairman of Credit Suisse International and of Credit Suisse Securities (Europe) Limited, and a non-executive director of Citco Custody Limited and Citco Custody (UK) Limited.
From 2008 to 2010, John was chief operating officer of Threadneedle Asset Management Limited. Prior to this, he held a number of senior executive positions at Merrill Lynch in London, New York, Tokyo and Hong Kong.
He holds an MBA in Banking from Bangor University, is a Fellow of the Chartered Institute of Public Finance and Accounting and a member of the Chartered Banker Institute.
Job Titles:
- Chairman of the Remuneration Committee
- Member of the Board of Directors
- Member of the Nomination and Governance Committee
- Non - Executive Director
- Senior Independent Director
Job Titles:
- Member of the Executive Team
- CEO, Finimize
Job Titles:
- Member of the Audit Committee
- Member of the Board of Directors
- Member of the Risk and Capital Committee
- Non - Executive Director
Job Titles:
- Member of the Executive Team
- CEO, Adviser
Job Titles:
- Member of the Audit Committee
- Member of the Board of Directors
- Member of the Risk and Capital Committee
- Non - Executive Director
Job Titles:
- Member of the Executive Team
- CEO, Investments
Job Titles:
- Member of the Executive Team
- CEO, Personal
Job Titles:
- Group General Counsel
- Member of the Executive Team
Job Titles:
- Member of the Executive Team
- Chief Corporate Affairs and Investor Relations Officer
Job Titles:
- Chairman of the Board of Directors
- Chairman of the Nomination and Governance Committee
- Chairman of Nomination and Governance Committee
Job Titles:
- Chief Executive Officer
- Member of the Board of Directors
- Member of the Executive Team
- Our CEO
Our CEO, Stephen Bird, and CEO of our Personal business, Richard Wilson, were joined by members of our Personal leadership team to share an overview of the business, with a focus on interactive investor.
Job Titles:
- Chief People Officer
- Member of the Executive Team