- About Us
Wendy started her career in the car industry as a trainee management accountant and then transferred those skills to JP Morgan Chase where she was head of Management Information in the UK. Fascinated by the challenges of the Capital Markets she moved into the ‘front office’ where she spent 20 years heading sales, marketing and product development teams in Europe and Asia for HSBC, Standard Chartered and Barclays.
In addition to driving improved performance, her business highlights were launching the first corporate domestic currency bond in Singapore, developing FX investment products for HNW individuals and redesign of a securities execution business. Wendy’s last executive role was as COO for a retail bank where she had responsibility for strategy and delivery of banking services to 18000 not for profit customers.
BA Hons Philosophy and Psychology University of Newcastle upon Tyne.
CIMA – Member of the Chartered Institute of Management Accountants.
IMC – Investment Management Certificate.
Cert PFS – Certificate Personal Finance Society.
Wendy has been intimately involved in the training and development of her teams and customers throughout her career. She initiated the intern programme and management development programme whilst COO and was the Capital Markets mentor and manager for the Standard Chartered graduate programme in Europe. She has been a speaker on graduate and sales courses, a technical trainer for customers on FX, Fixed Income and Investments and developed and presented numerous strategy papers for Executive and Board meetings.