
Designed, developed and delivered keynote address on “How NOT to work with Americans or Europeans.” 2004.
Advent International

Created and ran Account Planning Workshops on the back of qualitative customer research for Account Executives and Account Managers across Europe to restructure and re-align accountabilities, grow client charge volumes, profitability, loyalty and tenure. An associate to the Alexander Group. 1997.
Alexander Group

Developed and delivered ½ day workshop on “Building Trans-Atlantic Working Relationships.” 2005.
American Express

Developed and delivered custom “Influence and Persuasion” program for senior leaders at this UK insurer. 2013.
Aviva

Advised various Client Directors on conversion, growth and retention strategies. 2013.
Axa Investment Management

Designed and delivered The Marketing Academy curriculum and its programs for marketing teams around the world. 2013.
BNP Paribas Personal Finance

Developed and delivered briefing for Group Organisation Development Director in advance of his Boston international assignment. 2009.
Developed and managed as Programme Director the “Inventing our Future 2010” annual conference for the top 100 leaders globally across the Group. 2010.
Bupa

Developed and delivered “Marketing and Branding: British Banking vs. Chinese Banking” for this executive development programme for the Bank’s senior leaders. 2016.
China Construction Bank

Developed and delivered “Building Global Mindsets” workshop for staff of this financial services professional body. 2018.
CISI Chartered Institute for Securities & Investment

As Co-Programme Director with OneLeap, created and delivered leadership program for this international cohort of young leaders for Credit Suisse's Young Investors Organisation to build their capabilities ahead of roles in their family businesses. 2018.
Credit Suisse

Conducted primary qualitative research to assess the employer brand and recommend a value proposition for their recruitment activities. 2010.
FICO

Conducted primary quantitative market research to assess the reasons behind a high drop-out rate of a 3 year leasing product. 1994.
Ford Credit UK

Developed and delivered “Marketing and Branding: British Banking vs. Chinese Banking” for this executive development programme for the Bank’s senior leaders. 2016.
Fujian Haixia Bank

Creating and implementing all aspects of the EMEA marketing strategy for this world leader in expatriate management services. Value propositions, channel strategies and management, strategic alliances. 2004.
GMAC Global Relocation Services

Conducted primary research into the range and features of leading high interest cheque accounts in the UK and Channel Islands. Commissioned while at PA Consulting Group 1990.
Guinness Mahon Merchant Bank

Acting as Programme Director for this London Business School Centre for Management Development client. Designed two 1-week programmes, for senior and middle-management executives respectively, across Europe. 2008.
Developed and delivered in-company workshop, “Working with Americans.” 2011.
Hosted New York webinar broadcast “Propelling Growth – And Managing Risk.” 2017.
Created “Culture Snapshots” for global Country Guide collection. 2017.
Masterclass "Mastering the Art of Influence and Persuasion." 2020.
Masterclass "Working across Cultures." 2020.
HSBC

Developed and delivered workshop for this Indian bank on future trends and implications on new ways of working. 2010.
IDFC

Conducted primary qualitative research and subsequently installed key marketing processes for this leading UK share registrar/analysis services company. 1995.
Independent Registrars Group (IRG)

Designed and delivered in-company workshop on “Working with The World.” 2013
M&G Investments

Developed and delivered keynote address on “Professional Services Marketing Best Practice” 2007.
Mercer/MMC

Developed marketing databases and prospecting campaigns to reach UK SME’s known to have significant exports to the USA and banking US Dollars in the UK. 1996.
Natwest Bank USA

Designed and delivered senior management development programmes to improve the effectiveness of the Marketing function and accountabilities of core team members. Commissioned by Chartered Institute of Marketing 1997.
Nikko Bank

Develop the marketing concept and brochure copy for this electronic payments processing start-up. 1997.
Pay-X

Delivered leadership programme modules for senior executives from Group and business units. 2003.
Royal Bank of Scotland/Forum Corporation

Designed and delivered series of client relationship planning workshops for senior client managers. 2005.
Schroders Investment Management

Localised/amended business presentation of JV proposal targeting US insurance underwriters for this UK marketer of school fees insurance. 2001.
SFS Group

Reviewed and developed the remit of the Marketing function in line with best services marketing practices.
Staffordshire Building Society

Developed and delivered workshop for London-based Commercial and Investment Banking [CIB] executives of this South African bank on the impact on leadership of future global trends. 2010
Standard Bank

Developed and delivered workshop for the European bank, “Working with the World.” 2011.
Sumitomo Mitsui Banking Corporation

Developed and delivered Management Excellence Programme (MEP) for this Swiss global reinsurance industry leader. 2013
Swiss Re

Researched and installed value-added services to be delivered by Head Office to the fee-paying operating companies of this leading UK financial services institution. Commissioned while at Hay Management Consultants 1991.
TSB Bank

Developed and delivered ½ day “Working with Americans” workshops for US and UK in-house legal teams. 2006.
Developed and delivered “Leading Virtual International Teams” workshop for UK teams. 2011.
Developed and delivered “Working with Egyptians” workshop for UK teams. 2011.
UBS

Developed and delivered “Working Globally” workshop for UK-based executives working with Swiss colleagues. 2010.
Zurich Financial Services