Quilter InvestorsFinance Director PLC
Sep. 2017 - Jan. 2019London, United KingdomInterim Finance Lead supporting all aspects of the Finance function and wider business at at time of change, relating to the Managed separation and sale of the carved out business of the single strategy (Merian) and Multi asset business (Quilter) Directed the carve-out (into the now Q.I. & Merian) Pro-forma P&L and financials, splitting AUM by strategy, assigning cost control, and determining stranded costs for both businesses. • Sale of OMGI for £600m end to end exit. • Developed the investment memo and investor decks for both businesses, with the valuation for the exit.
• Negotiations on all TSA arrangements with cost minimisation and risk management goals 15% Y-o-Y.
• Steered the $600M IPO and LSE listing for the QI business with funders, analysts, and bankers.
• Created the finance function from scratch for scalable and optimal usage, capital plan/ ICAAP for FCA • Administered $25M budget to build the new asset manager.
• Guided SLT, Board and corporate finance advisors in pitching the business, managing the investor pipeline. Executed the IPO and Listings processes for the Quilter Investors business post separation. Built a new Finance function from scratch including recruitment , design, transitional arrangements.