Chief Financial Officer & Chief Operating Officer
Matthew has a wealth of experience in senior leadership and financial roles, having been CFO at Close Investments, CFO and COO at Origen Financial Services (an Aegon group company) and most recently CFO and COO at Ascot Lloyd, a vertically integrated UK wealth management firm founded by Oaktree, a leading private equity investor. Matthew brings significant acquisition and integration expertise to TEAM. He was responsible for acquisitions at Bellpenny, and subsequently Ascot Lloyd, and previously worked in the acquisitions team at Close Wealth Management, prior to which he held various roles in M&A at Commerzbank Securities and ING Barings.
Matthew began his career in accounting at Ernst and Young, followed by five years as an equity research analyst at Cazenove & Co. Matthew will be responsible for the delivery of the business model and strategy as set out in this Document. Further, Matthew will be focused on delivering positive operational and financial performance. Matthew as Chief Financial Officer will be responsible for maintaining the financial systems, control environment and regulatory compliance required within the Company. As Chief Operating Officer, Matthew will also focus on the operational performance, risks and other issues of the Group to ensure that the business remains aligned with its stated strategy.