Martello Financial Services Limited provides expert witnesses to support commercial litigation and regulatory investigations in financial services, with specialist expertise in benchmarks and issues relating to compliance, risk and regulation.

-Chairman of Risk Committee
-Frequent interaction with the CEO to develop strategy
-Advisory role in product development and in the modernisation of the business within PRA/FCA guidelines
-Have met with the FCA/PRA many times on the bank’s behalf

-played a defining role in redevelopment of the bank’s business model, following its acquisition by Helios Investment Partners
-advised on strategy to steer through the minefield of low rates and flat yield curves, and the ever-changing PRA/FCA/MIFID regulatory environment
-met with the PRA/FCA on the bank’s behalf on many occasions
-sourced and helped recruit two NED’s, one of whom went on to become their very successful CEO
-key advisory role with regard to ALM and the FX business

-Chairman of Staff and Finance Committee

-Launched this new fund, a discretionary hedge fund program, focussed on exchange-traded interest rate futures and options
-Instrumental in setting up the fund, including establishment of a prime brokerage relationship, over-seeing fund accounting, and marketing, as well as portfolio management

-Member of Audit and Risk Committee
-Guiding influence with regard to governance, formulation of the ICAAP and ILAAP, and the FCA relationship
-Met with the FCA regularly
-Guided the firm through its transition from branch to subsidiary status

-Invited to join an elite global team of 20 relationship managers, looking after the bank’s top 100 corporate and institutional clients

-Product responsibility for foreign exchange (FX) trading, (including spot and forward FX, and FX options), in all geographies, (46 trading rooms, approx. 300 staff).
-Invited to join the Bank of England Foreign Exchange Joint Standing Committee

-Part of the global EXCO, which in 5 years took Deutsche from No. 23 to No. 1 in the annual Euromoney FX Survey.
-Previously Head of FX trading and sales in London.

-Responsible for the £30bn balance sheet, including mortgages, personal loans and car finance
-Responsible for balance sheet structure, money market trading, forward FX and short-term interest rate derivatives
-Chairman of UK ALCO, handling the interface with relationship management, the cash management division, and the relationship with the Bank of England.