Every side of an investment platform
I have worked on every side of an investment platform. I wrote the code, supported the users, owned the product and ran it as a service. Now I buy and implement platforms as the accountable executive.
- Since October 2023
Buys and implements
At STANLIB the mandate is to replace the legacy order management system with a new investment platform and build the operating model around it, under board and executive governance; I own planning, delivery and the implementation budget. The platform has gone live and the legacy system has since been retired, and my work on the programme is now stabilisation and the operating model.
- 2018 to 2023
Ran it as a service
From July 2018 I ran thinkFolio as a managed service in the cloud, on AWS, and from November 2020 the cloud services and operations function across WSO, EDM and thinkFolio. I led that function through the merger into S&P Global Market Intelligence until September 2023, with a team of about twenty across six countries.
- 2014 to 2018
Owned the product
At Markit I owned thinkFolio product analysis and design for institutional clients across EMEA: requirements, implementations and product development.
- 2005 to 2013
Supported the users
I looked after the front office applications in daily use at Investec Asset Management (now Ninety One), and in 2007 implemented the CADIS enterprise data management platform at Allan Gray. From November 2007 to December 2013 I ran Southern African support for thinkFolio: implementations, FIX trading integration, cash management, order management and modelling.
- 1998 to 2004
Wrote the code
My first job, at Attio Corporation, was building a property management system. At Investec Asset Management I built front office applications end to end, including the thinkFolio front office integration that started a thread of about twenty years.
Roles and dates
Every role carries its start and end month, newest first.
| Role | Employer | From | To |
|---|---|---|---|
| Divisional Executive: Front-Office Transformation | STANLIB | October 2023 | Present |
| Head of cloud services, operations and platform | S&P Global Market Intelligence | March 2022 | September 2023 |
| Executive director, head of cloud services, operations and platform | IHS Markit | March 2021 | March 2022 |
| Director, head of cloud services, operations and platform | IHS Markit | November 2020 | March 2021 |
| Head of thinkFolio managed services | IHS Markit | July 2018 | November 2020 |
| Product analysis and design director, thinkFolio, product specialist EMEA | Markit | January 2014 | June 2018 |
| Head of Southern African support | thinkFolio | November 2007 | December 2013 |
| Data integration | Allan Gray | March 2007 | October 2007 |
| Operational support, front office | Investec Asset Management | January 2005 | February 2007 |
| Software analysis and design | Investec Asset Management | January 1999 | December 2004 |
| Systems analyst and developer | Attio Corporation | March 1998 | December 1998 |
Domain expertise
I read code, schemas and system designs directly, because I wrote them, and turn the trade-off into a decision an executive can stand behind.
- Investment platforms and the operating models around them: front office, middle office and the service providers in between
- Front office systems: order management, portfolio modelling, FIX trading integration and cash management
- Enterprise data management and data integration
- Cloud managed services and operations, on AWS
- Platform delivery under board and executive governance, owning planning, delivery and the implementation budget
- AI adoption in a firm: use cases, guardrails and pilots, with productivity and the responsible use of data as the test
Request the full profile
The full CV is available on request. Ask through the contact page.