Adrian Gaspar
Carshalton,Surrey
Summary
A strong reputation built inside and outside of M&G over the last 10 years, showcasing the strengths of PruFund and other multi asset solutions.
Results delivered in a professional, friendly and collaborative way. Easy to work with and calm under pressure.
Thinks strategically, always looking to improve services to supporting firms and internal stakeholders.
Very strong written and verbal communicator complimented many times on an engaging presenting style.
Overview
26
26
years of professional experience
5
5
years of post-secondary education
Work history
Head of Client Portfolio Management
M&G Life
London, City of London
07.2015 - Current
- Manages a team of highly respected Investment Specialists and a Senior Content Manager
- Supports distribution teams in maintaining and growing asset under management across all multi asset solutions, particularly PruFund
- Drove meaningful improvements to investment related material for PruFund eliminating challenges around lack of transparency and enhancing relationships with new and supporting firms
- Hundreds of successful adviser meetings and webinars completed, building knowledge, relationships and contributing to growth in PruFund assets under management of £64bn
- Drove growth in assets under management across active and passive collectives fund ranges from £1.5bn to £3bn
- Track record of being a great mentor and colleague
Technical Sales Manager
Hearthstone Investments
London, London
04.2013 - 07.2015
- Successfully pitched the Hearthstone Residential Property Fund in both adviser and institutional markets
- Laid the groundwork for significant growth in assets under management through work with Local Government Pension Schemes
- Managed relationships with fund ratings companies, consultants, platforms and data vendors
- Produced technical and sales output including quarterly updates, presentations and articles
Senior Consultant
Defaqto
Haddenham, Buckinghamshire
10.2011 - 04.2013
- Successfully created the initial set of Defaqto Diamond Ratings generating many hundreds of thousands of pounds of revenue over the ensuing years
- Produced CII and IFP accredited publications on multi manager funds, passive funds, strategic bond funds and structured products
- Worked with several fund groups to produce the first full market review of risk rated/targeted funds
- Provided consultancy and advise to large advisory businesses on their multi asset/managed fund panels
Client Services Director
Old Broad Street Research (OBSR)
London, City of London
07.1999 - 02.2011
- A founder member of staff who played a key role in the growth of the business particularly the consultancy services offered to advisers
- Grew my fee revenues from an initial £30,000 to over £400,000 delivering high quality, bespoke fund and product panels and model portfolio services
- Managed client relationships from small local and regional IFAs, to banks, nationals and life companies at a senior level
- Pitched bespoke paneling and consultancy services to advisers and life companies - including fee and contractual negotiations
- Jointly responsible for strategy in the adviser market, creating business plans
Education
A-Levels - Economics, Geography, General Studies
Northampton School for Boys
Northampton, Northamptonshire 09.1982 - 06.1987
Skills
- Strong written and verbal communication skills and highly regarded presenter
- Outstanding team player and respected manager
- Strategic thinker with a demonstrable track record of growing businesses
- Building professional relationships with internal and external stakeholders, particularly financial advisers
- Highly adaptable, crucial in large companies where strategy and key stakeholders can change
Timeline
Head of Client Portfolio Management
M&G Life
07.2015 - Current
Technical Sales Manager
Hearthstone Investments
04.2013 - 07.2015
Senior Consultant
Defaqto
10.2011 - 04.2013
Client Services Director
Old Broad Street Research (OBSR)
07.1999 - 02.2011
A-Levels - Economics, Geography, General Studies
Northampton School for Boys
09.1982 - 06.1987
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