My introduction to finance came through working in international corporate banking on a trainee management program with HSBC (formerly Bank of Bermuda). I was part of a team which transitioned the global pensions model from Bermuda to Isle of Man in 2000-2001, following the introduction of the Isle of Man’s unique Retirement Benefits Schemes regulations for international schemes.
In 2010, I joined Boal & Co alongside Gary Boal and Mark Kiernan, with the remit to deliver, grow and strengthen our pensions client base through the introduction of international scheme services. Since then, my role has evolved almost year on year, to now where I sit on a number of our company boards with responsibility for the strategic oversight and delivery of international corporate scheme trustee and administration services and for board oversight of our Marketing and Operations divisions.
Career highlight(s):
Being on this list of course! Aside from that, having the opportunity to work with Gary and Mark in the early years of 2010 – 2015 to develop our international corporate business. We’ve grown from 1 or 2 schemes to over 600 corporate customer relationships with more than 45 Global FT500 companies and some of the world’s best-known brands on our books. Across our global and local markets, we have in excess of US$13 billion assets under our management.
Greatest challenge:
The changing and challenging regulatory landscape definitely keeps us focussed on achieving service and compliance excellence, which at times can be difficult. The fast pace of change across the industry is always astounding. With the next new development being on our radar, we are working behind the scenes to ensure we continue to be one of the leading providers of our specialist services.
How do you relax?
Easy and simple, spending time with my family and friends, travel, food and wine… with the occasional bout of exercise thrown in (although in recent months I have been trying to ramp this up!)
Most significant industry change in the past 5 years:
Aside from the changing regulatory landscape, technology has to be one of the most significant changes. The revolution of using video technology through MS teams and other platforms has enabled providers to reach their customers in a more personal, consistent and accessible way, reducing the need for constant travel. I can only see the use of tech developing further, with AI helping to support back-office operations and services, enabling our front-line employees to focus on customer and business partner relationships and delivering a first-class service supported by automated processes.
