Jonathan has performed senior Finance, IT and Operations roles in a variety of financial services companies large and small for well over 25 years. He was the Financial Controller and later IT Director at Laing and Cruickshank Investment Management Ltd, which was acquired by UBS in 2004. Subsequently he left UBS in 2007 to co-found Vestra Wealth LLP a highly successful private client wealth management boutique and as the C.O.O. he set up and led the Finance IT and Operation departments. Jonathan then joined Multrees Investor Services as COO until December 2014.
James qualified as a chartered accountant at Spicer & Pegler before joining Alexanders Discount, a London-based bank in 1985. He moved on to become Finance Director at Laing and Cruickshank Investment Management in 1989. James later became Deputy COO of UBS Wealth Management in the UK and then was a co-founder and Finance Director and COO at Cheviot Partners LLP responsible for Finance and Operations.
Stephen worked at Accenture for 17 years, where he drove the set-up of IT outsourcing iStephen n Capital Markets, led the acquisition of new FS clients and ran the UK Risk Management business. He then joined Capco to lead the transformation of the business into a Financial Infrastructure player. At Capco, he drove the value- creation strategy, including new high-growth offerings in ChangeSourcing; brought on new clients in Banking, Insurance and Wealth Management.
Paul has worked in technology strategy and COO positions at BNP, Merrill Lynch, Instinet, HSBC and Matrix, before going on to co-found Calastone. More recently, he advised on the set-up of challenger bank Starling, and Time Machine Capital, which specialises in advising and raising funds for Artificial Intelligence and Fintech.