Robert Wood

  • Asset Management
  • Investment Funds
  • Life & General Insurance
  • Pensions
  • Stockbroking
  • Wealth Management

Robert has over 30 years of experience in financial services holding Board level positions at FTSE 100 companies and Big 4 consulting firms. His experience covers Wealth Management, Life Insurance, Pensions, Asset Management, Stockbroking and General Insurance. His roles in industry included 10 years at Commercial Union on the Board of CU Unit Trusts and CU Financial Management International. The majority of his career has been in advisory roles, most recently as Associate Partner with EY where he was head of the Life, Pensions and Investments team as well as Bancassurance in the UK. He now runs his own consultancy practice providing strategic advice on distribution, M&A due diligence services and best practice management of B2B relationships.

He has had significant experience working with Regulators in the UK and South Africa. This has primarily involved market conduct following the Retail Distribution Review (and it’s SA equivalent), with particular focus on intermediary operating practices and consumer outcomes.

As well as his significant in-depth experience of Financial Services regulation and operating practices, Robert has led major strategic initiatives involving change management, IT and process outsourcing, salesforce best practice, vertically integrated firms, pricing strategy of financial products and services, governance reviews, and target operating models, including the offshoring of business processes.