Date of Birth:
13 August 1953
Nationality:
British
Profile
Internationally well-rounded and
experienced as an investment and commercial banker, in a AAA
corporate treasury, in insurance and
as a consultant and trainer demonstrating vision, competence
and drive.
Dealing desk experience in Treasury
and Capital Markets areas as an asset/liability manager, risk
immuniser and portfolio manager.
Structured, marketed, sold and
risk-managed landmark wholesale and retail
investment, financing and derivative
products generating high-quality, low-risk profits in a cross-market
environment.
Accomplished financial product
innovator and entrepreneur managing
and advising on development processes from concept to closing.
Often quoted in the media on treasury, finance and e-finance.
Mature, yet alert, entrepreneurial
and quick to react to emerging developments and cross-market
opportunities.
Probability-trained, taxation and
regulation aware.
Recognised in communication
skills as an "Advanced Toastmaster". Regular conference
chairman and speaker in Asia, Africa, America and in Europe and
on television and radio on Banking, Finance & Creativity.
Regularly invited to
write for or be interviewed by newspapers, banking, treasury
and chambers of congress journals. Commissioned by Financial Times
Prentice Hall to write best-selling "Key
Financial Instruments: understanding and innovating in the
world of derivatives" now launched in Spanish as "Instrumentos
financieros fundamentales". Recently commissioned "Bankinsurance
hybrids, insurance derivatives and ART". Invited to act as
publications advisor to the Institute of Islamic Banking and Insurance Publications
Managed pre-eminent US CP programme
with "interest and currency exchange equalisation account"
(an early swap); currency investments, exchanges and swaps; advice
to purchasing and sales departments on the foreign exchange aspects
of contracts.
Issued FRNs / FRCDs, managed bond
portfolios; arbitrage structuring; Forecast interest rates and
money supply
Structured Product
Development
developed "basis swaps"
for use by financial institutions in A/L Management; structured
"repackaged perpetual FRN" debt issue, structured "Perpetual
Currency Swaps", a tax and capital-saving translation exposure
management currency swap;
Developed retail deposit and loan
product swaps for savings institutions; developed the tax-efficient
"hedged currency deposit" for corporations; LDC debt
package evaluation
Set up team to include project
management, reporting, exposure control, risk assessment, legal
framework and innovation; invented and implemented the landmark
products: "Break Forward" & the "Limit Swap",
tax and cash flow efficient option substitutes and the "SCOUT".
Designed Innovative Mortgage &
Savings products for building societies and savings banks and
provided hedging structures.
Structured asset & liability
Islamic products.
Created tax and capital-efficient
hedging & investment structures including "Section 233
loans".
Innovation &
Creativity Management
Re-engineered Innovation process
from thought to product; designed "Delphi Thought Pad"
software at South African Bank
Coined Hindervation concept which
identifies organisational blockages; "50 Ways to Hinder
Innovation".
Developed International Banking
Academy English language MBA Finance and acted as Visiting Professor
of Financial Engineering , Derivatives & Innovation at the
Korea Banking Institute.
Social
& Charitable Associations and Societies Catenian Association Webmaster of 10,000 member
organisation. link. Also Circle
Past President and and membership
officer and webmaster
Warren
Edwardes, 
Profile
link 
link
Bank
link
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Bank 
link
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link 
link
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London
Academy of Performing Arts
link School
of Management
link 
link
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link University of Sheffield
voz
veu
link
link
link
link
link
link. Also Circle
Past President and and membership
officer and webmaster
link City &
Shoreditch Club Communications officer.
Example
Delphi
& Delphi
are the Innovation, Communication & Risk Management arms of Delphi Risk
Management Limited 
