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Paula Eddery

Paula Eddery

Head of Wealth Proposition at Sanlam UK

I am a Board-Level Executive with more than 25 years’ experience of building highly profitable Wealth Management businesses and leading major business transformation. Regulation and innovation may have altered the way in which our industry delivers solutions, but clients still have needs to meet. I have embraced this challenge with a focus on operational excellence that corporate restructuring can often bring.
I apply sound evaluation skills to overhaul current practices, drawing on a firm grasp of front to back office processes. Shifts in business approach can be challenging, but managing change is key to creating a relevant client-centric model.
Increased transparency and market knowledge have led the public to demand more. As Head of Investment Management, I have refocused investment team service delivery and research output. I set clear performance targets, as well as manage staff development and client retention. Whether it’s overseeing HNWI or key corporate relationships, I have shaped business development to adapt to a new normal.
TRANSFORMATION | LEADERSHIP
♦ Created corporate governance structure for entire organisations.
♦ Spearheaded initiatives to restructure staffing and output of front and back office operations.
♦ Managed teams through change to maintain superior quality of service for clients.
♦ Transitioned underperforming businesses into more profitable and efficient models.
INVESTMENT MANAGEMENT
♦ Ensured consistent management of investment strategy across discretionary portfolios for clients.
♦ Communicated house view, asset allocation decisions and performance attribution to stakeholders.
♦ Oversaw firm’s investment process, portfolio construction and fund manager due diligence and selection.
Key Areas of Expertise: Due Diligence, Portfolio Management, Efficiency Optimisation, People Management, Operational Change, Wealth Management, Investment Advisory, Business Transformation, Corporate Restructuring, Operational Excellence


Experience:

  • Head of Investment Management (Board Director) (Broadstone Wealth Management)
  • Head of Client Investment Strategy (Sanlam UK)
  • Head of Discretionary Management / Senior Discretionary Manager (BDO Investments / Broadstone Pensions & Investments Ltd (BPIL))
  • Head of Investment Management (Board Director) (Broadstone Pensions & Investments Ltd)
  • Regional Head South East: Wealth Management (Sanlam UK)
  • Director, Head of Managed Portfolio Service (Thomas Miller Wealth Management)

Skills:

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