Charlie GoddardPartner firstname.lastname@example.org +44 (0)7803 295 636
Experienced strategic advisor and deliverer of complex change in the Investment Management industry.
A results focused senior advisor with over 20 years experience in the financial services industry spanning wealth, asset management and life and pensions. Expertise in a wide variety of complex change and specialisms in distribution platforms and outsourcing.
- Delivery of one of the first and, at the time, the largest lift out outsourcing deals for UK asset manager.
- Successfully re-tendered multi-jurisdictional combined transfer agency, fund accounting and middle office outsourcing deal for global asset manager.
- Successfully launched new retail distribution platform for large UK wealth manager underpinned by new range of multi-manager funds.
- Programme managed successful launch of the UK's first major distribution alliance between a large wealth manager and a major life and pension company.
PEN point of view
Change is hard to deal with and carries risk, surely it's right therefore for advisors to share that risk with their clients and be appraised and rewarded on the quality of the outcomes they help to achieve? That's the bond we want to create at PEN.