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 Expert  728360

Expert in Career Employment and Remuneration


Available for your Consulting and Expert Witness Needs

Education Work History Career AccomplishmentsPublicationsConsulting Services Expert Witness Market Research

Summary of Expertise:

Listed with other top experts in: 

Since joining an independent Human Resources Consultancy in 2003, Expert has carried out a wide range of HR consulting activities within Financial Services and various other industries. These include projects undertaken in Asset Management, Investment Banking, Education, Engineering, Head Hunting, Hedge Funds, Leisure, Private Equity, Property, Telecommunications and Wealth Management. The assignments have been varied but include mandates in the remuneration, redundancy and pension areas, such as:

• Reviewing and recommending total remuneration structures; • Advising on long term incentive strategies; • Re-structuring a business management team; • Coaching “in house” HR managers; • Providing HR consultancy to Private Equity investee companies in various business sectors; • Acting as an independent European HR Director; • Advising the Remuneration Committee Chairman of a FTSE 350 regarding compensation best practise; • Preparing a remuneration structure for a CEO hire and • Assisting in the recruitment of a Wealth Management team. Additionally, Expert takes instructions as an Expert Witness from lawyers acting for both plaintiffs and defendants. Expert prepares career employment and compensation reports in connection with personal injury, medical malpractice, divorce, unfair prejudice and employment litigation, in which he has also testified.

Expert is currently a Director of the Bank of America Merrill Lynch UK Pension Plan Trustees Limited and Chairman of the Administration and Governance Sub-Committee. He is Chairman of the Merrill Lynch (Channel Islands) and Isle of Man Pension Schemes, the Merrill Lynch (UK) Healthcare Trustee Limited and the Fleet National Bank UK Pension Plan. He is also a Trustee of the Visa Europe Pension Plan.

Prior to joining his expert firm, Expert was employed in the Financial Services Industry for over 30 years, working for S.G. Warburg Group plc, Mercury Asset Management Group plc and Merrill Lynch Europe plc. Expert was involved in all aspects of HR with particular emphasis regarding remuneration, benefits, payroll and policy.

Expert was a member of the S.G. Warburg integration committee in 1986 (“Big Bang”) when the business was merged with Akroyd & Smithers, Mullins and Rowe & Pitman and a key responsibility was the harmonization of the remuneration and benefits strategy. In 1989 Expert transferred to Mercury Asset Management to establish a dedicated asset management HR function and subsequently became the Head of HR for Mercury Asset Management, working for the Chairman and the non-executive directors who constituted the Senior Appointments and Remuneration Committee. Expert was responsible for the delivery of the Mercury Asset Management remuneration strategy and this involved establishing both approved and unapproved share schemes. The role was closely aligned to the business giving him the opportunity to work with both the Deputy Chairman and Chief Investment Officer.

In 1998 Expert became a member of the takeover team negotiating with Merrill Lynch the remuneration and “lock in” strategy. After the takeover Expert worked to align the Mercury Asset Management benefits with the Merrill Lynch total remuneration model. He was extensively involved in a complex pension integration, resulting in the Mercury Asset Management Scheme becoming part of the Merrill Lynch UK Pension Plan in 1999.

Expert was Head of Compensation, Benefits and Payrolls for the Europe, Middle East and Africa Region (EMEA) for all the Merrill Lynch businesses. During that time he reported to the Head of International HR in London and Head of Global Remuneration and Benefits in New York.

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compensation

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employment compensation

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executive compensation

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employee assessment

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employee benefit

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employee stock option

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employment


Show Secondary and Basic Areas of Expertise

Education:
Year   Subject   Institution  
2007   Expert Witness Certificate   Cardiff University  

Work History:
Years   Employer   Title   Responsibilities

2003 to

 

(Undisclosed Consulting Company)

 

Executive Director

 

He serves as an HR Consultant as well as Compensation and Employment Expert.

1998 to 2003

 

Merrill Lynch Europe PLC

 

Managing Director International HR

 


1989 to 1998

 

Mercury Asset Management Group plc

 

Managing Director HR

 


1972 to 1989

 

S G Warburg & Co Ltd

 

Director

 



Career Accomplishments:
Associations/Societies

American Association of Justice (AAJ) registered Expert Society for Human Resource Management (SHRM) Associate of The Institute of Financial Services Member of The Association of Professional Pension Trustees Pensions Management Institute Award in Pension Trusteeship Member of The Academy of Experts Member of The Expert Witness Institute Association of Personal Injury Lawyers (APIL) 1st Tier Expert

Licenses/Certifications

The Cardiff University Expert Witness Certificate

Professional Appointments

Director of the Bank of America Merrill Lynch UK Pension Plan Trustees Limited and Chairman of the Administration and Governance Sub-Committee. Chairman of the Merrill Lynch (Channel Islands) and Isle of Man Pension Schemes, the Merrill Lynch (UK) Healthcare Trustee Limited and the Fleet National Bank UK Pension Plan. Trustee of the Visa Europe Pension Plan. Trustee of Lord Rayleigh's Farms and Strutt and Parker (Farms) Ltd. Staff Pension Scheme.


Publications:

Consulting Services:
Selected Consulting Examples:
  • Expert for Personal Injury litigation - Plaintiff.Provided expert services in a personal injury case following a fatal accident involving an investment banker. This involved an evaluation of the banker's entire career path and projection of future of loss of earnings. As a result his dependants received very substantial damages in recognition of his significant skills, experience and proven track record as a financial services professional.
  • Expert for Divorce Litigation.Career evaluation provided in connection with complicated divorce proceedings for a New York Hedge Fund Manager. Following his redundancy in the recent economic crisis, it was necessary to determine his future job prospects in the US and Europe, together with potential compensation, following which he was able to mitigate his divorce settlement.
  • Expert for Employment contract dispute - Defendant.Reviewed the long term incentive program for a major US industrial corporation following a discrimination claim brought against them by a former employee whose incentives had been lapsed on leaving service. Assisted the Employment Tribunal with written evidence and oral testimony regarding the definition and consequences of career retirement, as established under the company's long term incentive scheme rules.
  • HR Consulting case - Remuneration review.Retained by a property management company as independent remuneration consultants, to develop annual pay review proposals. Established recommendations for the Remuneration Committee including salaries, bonuses and long term incentives following extensive benchmarking using external surveys. Completed a comprehensive analysis of their benefit structure including car allowances, pension, medical and life assurance provision.
Click the green button above to contact Expert for a free initial screening call regarding your expert consulting needs.  Expert is available for consulting to corporate, legal and government clients.  Remember, your initial screening call to speak with Expert is free.

Expert Witness:
Expert Witness Experience Summary:
Expert has been engaged by lawyers acting for both plaintiffs and defendants, to prepare career employment and compensation reports. These are in connection with personal injury, medical malpractice, divorce and employment litigation. He has given oral testimony at Deposition, in Court and at UK Employment Tribunals. He takes instructions from the UK, the USA and internationally.
Click the green button above to contact Expert for a free initial screening call regarding expert testimony, litigation consulting and support, forensic services, or any related expert witness services.  A few litigation needs include product liability, personal injury, economic loss, intellectual property (patent, trademark, trade secret, copyright), and insurance matters.  Remember, your initial screening call to speak with Expert is free.

International Experience:
Country / Region   Summary
USA including New York and Florida   Engaged by attorneys acting on behalf of plaintiffs and defendants to prepare career employment and compensation reports.
Australia   Career remuneration report prepared on instruction of defendant lawyers.
Jamaica   Career remuneration report prepared on instruction of plaintiff lawyers.

Market Research:
American Association of Justice (AAJ) Expert Society for Human Resource Management (SHRM) Associate of The Institute of Financial Services Member of The Association of Professional Pension Trustees Pensions Management Institute Award in Pension Trusteeship

Click the green button above to contact Expert for a free initial screening call regarding your marketing research, industry research, and company research needs.  For research needs involving multiple experts or secondary research, a Research Director can be assigned to coordinate the work into a custom report for you as a potentially quicker and more cost effective alternative to doing this work yourself or hiring a boutique consultancy.  Remember, your initial screening call to speak with Expert is free.

Additional Skills and Services:
Other Skills and Services

Expert has been awarded the Cardiff University Expert Witness Certificate, is a member of The Academy of Experts, The Expert Witness Institute and is an Association of Personal Injury Lawyers (APIL) 1st tier Expert.


 

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