Simon Godfrey - Consultant Founder, Value Minds Ltd.

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Network Power<100 people

Roles

🧑‍💼66%

C-level Executive

👍33%

Sales & BizDev

🧨33%

Consulting

Geos

🇭🇰33%

Hong Kong

Work Background

Privé TechnologiesHead of Advisory

Mar. 2023Hong Kong SAR · On-siteFounded in 2011, Privé is an award-winning technology solutions provider for asset and wealth management in Europe and Asia: -Establish the Advisory function, provide relevant and timely transformation advice in support of strategic change initiatives and drive the realisation of benefits -Leverage proven methodologies and tools to deploy client-centric digitalisation strategies for wealth and asset management at private banks, consumer banks and insurers -Interface with financial and consultant community to engage on digitalisation and broader wealth management matters, and establish a thought leadership program

Value Minds Ltd.Consultant - Founder

Aug. 2022Hong Kong SARApplying multi-decade expertise and growth mindset for : -Digital & Sustainable Transformation -Market and Industry studies for asset management in Asia -Strategic planning for business development -Investment content creation, pitch books and proposals -Narrative formation and storytelling -Investment due diligence and monitoring -Editing and copywriting services (more important than ever with generative AI)

Singapore Fintech Company in Wealth ManagementConsultant: Investments

Feb. 2022 - Aug. 2022Hong KongFintech startup in digital wealth management. Subject matter expert for all investment and product content for formulation of meaningful client journeys and investment solutions, promote financial inclusion and investment-led financial planning.

EFG Bank AGHead of Product Advisory

Feb. 2018 - Jul. 2021Hong KongProduct specialist and advisory The Investment Solutions division creates and maintains a shelf of innovative financial products and securities for professional or accredited investors: • Lead the product advisory team, represent the Asia product advisory function and build credibility by working closely with relationship managers and clients • Work with key stakeholders of the bank for the promotion of multi-asset class Investment Solutions • Leverage regional investment resources to develop a best-in-class product offering including equities, bonds, funds, alternatives and structured products • Enhancing the product governance function: chairing the Asia Product Committee and membership of committees on compliance and risk.

Fidelity InternationalDirector, Head of Product Marketing APAC ex-Japan

Oct. 2015 - Sep. 2016Hong KongCreation of regional product marketing programs to position product capabilities underpinning strategic business development in the regional wholesale channel: • Position product capabilities to enhance the perception of their key points of differentiation, with the aim of increasing brand equity. Integrated messaging across all methods of client delivery, including digital and multimedia channels • In partnership with distribution teams, provide high quality, incisive marketing collaterals to wholesale distributors in Asia, augmenting Fidelity’s competitive positioning in key markets and acquisition of market share • Utilise feedback from client surveys, digital analytics and market research to effectively target client communications • Organise communication around strategic product priorities and ensure standardisation of messages in all client-facing activities • Member of APAC ex-Japan Marketing management team

Arris Partners LimitedDirector and Co-founder

Jul. 2013 - Sep. 2015Hong KongArris Partners is a business consulting firm specialising in the asset management industry. We assist global and regional investment managers to expand/establish/improve their business in the Asia Pacific Region.

BNP Paribas Asset ManagementHead of Investment Specialists - Emerging Markets

Jan. 2005 - Jul. 2013Investment Specialists link specific investment strategies with client investment needs, acting as a liaison between portfolio managers and customer relationship managers for the institutional and external distribution markets

INVESCO A.M.Head of Product Management - Multimanagement

Sep. 2002 - Aug. 2005Product Manager for Multimanagement capabilities managed by Invesco Continental Europe in Paris (approx. EUR 2bn). Fund analyst for European and Emerging Market strategies.

BNP Paribas Asset ManagementAnalyst / Portfolio Management - Multimanagement

Sep. 1998 - Aug. 2002Creation and implementation of a fund manager selection process : Setting up a quantitative screening process, identifying the highest-quality managers Analysing investment processes and portfolio structures, conducting fund manager interviews Constructing and managing portfolios for clients across Europe, regular institutional reporting

Fleming Fund ManagementBusiness Analysis / Graduate Programme

Sep. 1995 - Aug. 1998Project Manager and Business Analyst for the implementation of CRM (customer relationship management) software Investment writer in Market Information department, Country Sales (Germany), Operations