Philip Grant , SFE Chairman
The new Chairman of Scottish Financial Enterprise (SFE) has been confirmed as Philip Grant of Lloyds Banking Group Plc.
Mr Grant’s appointment by SFE’s Board of directors was approved by members of Scotland’s representative body for the financial services industry at an EGM, convened for this purpose, on June 12.
Philip’s new role will be in addition to his position as Chairman of LBG’s Scottish Executive Committee with responsibility for the Group in Scotland. He is also Managing Director of Customer and Business Risk of the Insurance and Wealth Division of LBG which includes Scottish Widows.
In 2016 Philip was appointed to chair the SFE High Level Strategy Group which was responsible for devising the organisation’s five-year strategy 2017-2022. The outputs of this strategy are presented at the quarterly meetings of the Scottish Government’s Financial Services Advisory Board (FiSAB) co-chaired by the First Minister and the SFE Chairman. Philip is already a member of FiSAB as well as the Scottish Government’s Banking and Economy Advisory Group co-chaired by the SFE CEO Graeme Jones and Finance Secretary Derek Mackay.
Philip will take over the role of SFE Chairman from Jim Pettigrew, CYBG Plc Chairman, who is stepping down after serving his full three-year term at SFE.
Graeme Jones MA ACII , SFE Chief Executive
Graeme Jones was appointed as Chief Executive of Scottish Financial Enterprise (SFE) in January 2016.
Graeme’s role focuses strongly on working across the SFE membership to understand the industry’s diverse needs and external influences which shape the choices of its customers. Working with the membership, other industry bodies and partners, Graeme represents the needs and views of the industry to governments and regulators in Scotland, London and Brussels.
Before joining SFE, Graeme has held a number of senior posts in some of the UK’s largest financial services organisations. His most recent post was Senior Partner – Banking and Financial Services at Experian and prior to this he has held the posts of; Head of Distribution for Aviva, Head of Regulated Sales at RBS Group and Manager of Strategy and Operations at Standard Life.
Graeme is a graduate of Aberdeen University, is an Associate of the Chartered Insurance Institute and a Chartered Insurer.
Robin Bulloch , Managing Director for Lloyds Bank Retail
Robin Bulloch became Managing Director of Lloyds Bank Retail in July 2015 following a period as Managing Director, Bank of Scotland. He is an established leader in both retail and business banking and was previously Deputy Chair of the Scottish Executive Committee, which acts to ensure that Lloyds Banking Group's interests are represented in the Scottish economy and community.
Robin joined Lloyds Banking Group in March 2011, having previously worked for RBS as Managing Director of UK Branch Banking, following his role as CEO of Tesco Bank, a joint venture between RBS and Tesco. Prior to taking on the role of Managing Director, Bank of Scotland, Robin ran the Group's General Insurance business.
He has over 35 years experience in financial services across retail banking, business banking, strategy and change, business banking and private banking, operating for a number of years at executive level and has held many regulator approved directorships.
Robin has an MBA from the University of Edinburgh and is a Fellow of the Chartered Institute of Bankers in Scotland. He is also a Trustee of the Bank of Scotland Foundation.
Wendy Colquhoun , Senior Corporate Partner for CMS LLP
Wendy was appointed to the Board of SFE in December 2017 and chairs the Risk and Governance Committee. She is a senior Corporate Partner at international law firm CMS Cameron McKenna Nabarro Olswang LLP and has a particular focus on supporting financial services clients across the UK. Wendy acts for a large number of banks, insurers and UK fund and wealth managers and has over 25 years of experience in providing corporate, commercial, risk & governance, investment funds and outsourcing advice and in advising financial services clients strategically at board/executive level.
Her previous roles include working for Linklaters in London before heading-up the UK Corporate Group at Dundas &Wilson prior to its merger with CMS in 2014. A graduate of Edinburgh University, Wendy is also a Trustee of the Stewart Ivory Financial Education Trust.
Sue Dawe , Head of Financial Services, Scotland for EY LLP
Sue leads EY’s Financial Services Practice in Scotland and is the Managing Partner for the Edinburgh office. She has been with EY for 30 years. Previous roles include, Head of EMEIA Wealth and Asset Management Assurance and Head of UK Wealth and Asset Management audit. She is a member of EY’s UKFS Leadership team and a member of the EY UK LLP Board. Sue is on the Financial Services Advisory Board (FiSAB) and was on the Board of Scottish Investment Operations until December 2018.
Sue is a member of the Institute of Chartered Accountants of Scotland and has a degree in Accountancy and Finance from Heriot Watt University.
Colin Halpin , Global Head of Data Services for HSBC
Colin is Global Head of Data Services at HSBC and is a member of the HSBC Leadership team in Scotland. In his role as Global Head of Data Service, Colin is accountable for the following global functions; Asset Pricing, Instrument Management, Product, Change Delivery, Vendor & System Oversight, Client Relationship Management, Risk, Data Control, Business Management, Strategy, Communications and Strategic Golden Source Systems Delivery.
Colin has over 20 years Financial Services senior leadership experience across Asset Pricing, Instrument Management, Financial Markets Back Office Operations, Invoice Discounting and Mortgage Operations.
Before joining HSBC, Colin held a number of senior leadership roles at JP Morgan in Edinburgh, Ulster Bank (RBS) and Pfizer Treasury Services both based in Dublin.
Gary Marshall , Head of EMEA for Aberdeen Standard Investments
Gary Marshall is Head of EMEA for Aberdeen Standard Investments. His role entails oversight of the asset management business activities undertaken by Group entities domiciled or operating in the EMEA region. He sits on the enlarged Group’s Asset Management Committee.
Gary currently serves as Chief Executive of the ASI Group’s primary fund management companies in UK and Luxembourg. He was previously Group Head of Product for Aberdeen Asset Management and joined the Aberdeen Group in 1997, serving as a member of Aberdeen's Group Management Board. He has had experience in many aspects of Aberdeen's operations in his previous roles having been based in London and Edinburgh, and in Philadelphia leading Aberdeen’s business in the Americas from 2010 to mid-2014. Gary joined the financial services industry in 1983, working initially in marketing and product development at Scottish Provident, a UK life assurer. Gary joined Aberdeen via the acquisition of Prolific Financial Management (then a UK asset management subsidiary of Scottish Provident) in 1997.
Gary graduated with a BSc (Hons) in Actuarial Mathematics and Statistics from Heriot Watt University in Edinburgh and is a qualified Actuary.
John McGuigan , Group Director, Customer for Phoenix Group
John joined Standard Life in December 2013 as Managing Director, Customer Operations. Shortly after arrival, John also took responsibility for employer relationships and our business in Germany and Ireland. As a member of Standard Life's UK and Europe Operating Committee John also plays an active role in all strategic matters relating to the business.
Prior to joining Standard Life John was Managing Director and Management Board member of Telefonica Germany based in Munich. His responsibilities covered sales in direct and indirect channels and customer operations. Prior to this John held the role of CEO Telefonica Slovakia and was a member of Telefonica's business in the Czech Republic.
David Skinn , Distribution Director - Intermediated General Insurance Business
David Skinn has worked in the General Insurance Industry for 30 years. He is a Chartered Insurer, a Fellow of the Chartered Insurance Institute and also holds an MBA. David is currently Distribution Director within Aviva’s Intermediated General Insurance Business. In this role, David is a member of the senior team who run Aviva’s Intermediary business and spends much of his time in the marketplace working with Insurance Brokers and Partners across a variety of industries throughout the UK. Prior to this, David has held a number of senior roles across different areas of Aviva’s General Insurance business – including Distribution, Marketing, Underwriting and Claims - spanning across personal and commercial lines insurance markets