- Asset Management
- Investment Management
- Wealth Management
- Building Societies
Reconciliation, Implementation & Maintenance
Ian is a senior securities industry practitioner with a 30-year track record of managing and supporting successful delivery across the financial services industry including exchanges, fund managers, wealth managers, investment banks, brokers, custodians, CSDs, banks, building societies and third party providers.
Prior to joining TORI Global, Ian worked on a range of projects covering business change, business analysis, migrations and outsourcing, remediation, regulation, strategy, business reviews, operational risk management, market research, systems implementations, client services, and interim management for clients including Barclays, Credit Suisse, Deutsche Bank, ING, NYSE Technologies and UBS.
His recent focus has been on TORI’s partnership with Gresham, including managing an implementation of their CTC Control reconciliation solution, and the move to T+1 / Accelerated Settlement. Other recent and current projects include Wealth Management Operating Models, CSDR, and Operational Resilience, helping firms prepare for and manage under the CSDR Settlement Discipline Regime and PRA/FCA Operational Resilience requirements