Mark Heath

Background

About Mark Heath

I am an experienced Senior Consultant/Change Manager who pushes creative thinking beyond the boundaries of existing industry practices and client mindsets. I have extensive International experience of the Wealth Management & Funds Administration business from both a client & vendor perspective demonstrating strong business & technical knowledge. I have worked with a number of investment houses covering a number of different services including IMA/SMA/Managed Portfolios & Fixed Income. I have implemented a number of technical & business solutions across a wide range of investment instruments & set ups including; • ISA/JISA • Trusts • Pension Products • Equities – Domestic & Foreign (Single & Multi Currency) • Exchange Traded Funds (ETFs) • Fixed Income • Property • Hedged • Fund of Funds • Unitized Funds (Both Fund Level & Individual Share Class) • Single & Multi tiered Management Fee Structures • FIFO/LIFO Lot Management • Adviser/Robo-Advice/Direct to Consumer Platforms I have excellent knowledge of global markets having been based in Sydney Australia for 4 years where in 2012 I was guest speaker at the Post Tax Performance Measurement conference. Most recently I have been the product owner for the UK’s number 1 direct to consumer wealth management platform as voted by Which? Magazine 2019.