I have founded and led three ventures. Kuber Ventures, an investment platform serving wealth managers and advisers, which I took from an Excel model to a full online platform and scaled with a sales and client-service operation. Board Originator, a governance SaaS business built around board workflows, investor reporting and management systems. Augentic, where I worked on how AI agents could carry routine governance work while leaving judgement with people.
Before that, seven years in senior roles at UBS Wealth Management, latterly as a director leading a team serving professional intermediaries, with responsibility for around £500m of client assets, substantial collateralised lending exposure, and a restructuring that halved headcount while improving returns.
Alongside, I have served as CEO, trustee and treasurer of a public-interest organisation, taking it through charitable conversion, a merger, and a finance-function rebuild that started with reconstructing the accounts from raw records. And I have supported governance reform and shareholder engagement in a smaller listed-company environment.
Earlier still, I flew commercially. It taught me more about structured decision-making under pressure than anything since.
Chartered Fellow Chartered Institute for Securities & Investment
Chartered Wealth Manager CISI
Chartered Financial Planner Chartered Insurance Institute
Investment Management Certificate CFA UK
Commercial Pilot Licence and Instrument Rating
Some registrations now lapsed.