Adapting Custody Services for Modern Asset Managers and Asset Owners

Bruce is a Melbourne-based Senior Partner with Alpha FMC with 20+ years of industry and professional experience. With over 30 years’ industry experience, Bruce has provided strategic consulting advice to many leading investment organisations in Asia Pacific, helping them optimise their operating models to deliver the best investment outcomes to their investors and members. Prior to commencing his consulting career, Bruce spent eight years at HSBC Asset Management in a variety of senior roles across operations, product, and business change. He was previously a company auditor and is a qualified Chartered Accountant with a Bachelor of Commerce from La Trobe University in Melbourne, Australia. Bruce has delivered consulting engagements to more than 50 organisations, from the largest asset owners through to boutique investment managers.

Harry is a Melbourne-based Partner with Alpha FMC with 20+ years of financial services experience. Harry has supported multiple local and regional clients deliver operational improvements, middle and back-office selections and other strategic projects. With over 15 years’ experience in the middle and back-office outsourcing market, Harry has a deep understanding of the product and regulatory requirements of asset managers and owners. He has experience with vendor and service provider selection, relationship management, commercial negotiation and service level agreement (SLA) structuring/negotiation. Harry holds a BSc (Hons) from the University of Birmingham, UK.

Jaibeer is a Manager in the Sydney office of Alpha FMC. Jaibeer specialises in strategic implementation and operational improvement programmes spanning target operating model design, business process mapping, key performance indicators (KPIs) design, benchmarking and optimisation of process efficiency. Prior to joining Alpha, Jaibeer was a Strategy and Operations consultant with Monitor Deloitte (Strategy Consulting arm of Deloitte) in Sydney. He holds an MBA from UNSW (Sydney) and a Bachelor of Engineering from Indian Institute of Technology (IIT).