Ladi Dairo

Business Development Consultant

Over 14 years' experience within wealth, investment and asset management, working for top international banking corporations in varied disciplines across Europe, America, Africa and the Middle East. I have built valuable and strong professional relationships with key and influential stakeholders by valuing confidentiality, building trust and adding value. I am articulate in my delivery, determined in my approach and consistently reliable. I have developed excellent presentation skills that have proven valuable in converting prospects and client onboarding. I have learnt to identify opportunities in the market and convert raw data into useful information. I am highly motivated and enjoy taking on challenges. I have excellent interpersonal and interactive skills such that I can adapt to individual client's circumstances, needs and personalities. I am able to adapt myself easily to varying scenarios and use my initiative to come up with practical solutions to challenging situations.

Previous Brands
ARM Investment Managers
Chartercross Capital Management
deVere Group
Goldman Sachs (UK)
Gulf International Bank UK
Meridian Hill (EMEA, UK)
Standard Bank UK
Work Experience
Managing Consultant
Mar ‘19 - Now
Meridian Hill (EMEA, UK)

Key Achievements • Meridian Hill Financial Consultancy & Wealth Management is a specialist in the provision of offshore financial products and services specifically to clients in major emerging markets. • Established long-term partnerships with major Life companies in the offshore regions. • Designed a bespoke investment platform. Key Responsibilities • Worked as a private consultant to Family Offices, HNW individuals and SMEs. • Created a suite of products on an investment bespoke platform used by clients. • Acted as the primary distributor for specialised offshore property bonds within and outside the platform. • Undertook financial planning to facilitate mid- to long-term financial goals of clients. • In partnership with Life companies, created offshore portfolio bonds and regular savings plans (RSP) which were distributed to client portfolios.

Business Development Manager
Aug ‘18 - Mar ‘19
Chartercross Capital Management

Key Achievements • Increased the company's client base. Key Responsibilities • Tasked with sourcing HNW clients, SMEs and corporate clients. • Developed an in-depth understanding of the company's product offering. • Responsible for managing the discretionary and non-discretionary client pool. • Delivered informative presentations which gained the interest and trust of clients and led to the forging of good long-term relationships. • Took the initiative to identify companies and start-ups that required capital injection which led to Chartercross owning stakes in their eventual profitability. • Worked with clients to select investment products that best suited their individual or corporate risk profile.

Relationship Manager
Jan ‘15 - Mar ‘18
ARM Investment Managers

Key Achievements • Introduced Life Bonds to the organisation which was added to their product range. • Added offshore offerings to their existing equity, fixed income and RSP investment range. • Project managed the development of the company's online client investment platform. Key Responsibilities • Managed investment portfolios for global HNW individuals, SMEs and corporate clients. • Worked in detail with lead generators on new prospect onboarding. • Sold fixed income, equities, FX, derivatives, mutual funds, offshore trusts, structured products and international property and property bonds. • Responsible for generating business leads through existing client referrals, active social and online networking and utilising the ARM database. • Cross sold products according to individual risk profile and preferences. • Responsible for introducing new streams of business that focused on offshore investment sector by utilising existing relationship with Life Partners in offshore regions. • Attended various global investment conferences and Family Office events to represent and deliver presentations on behalf of the ARM. • Grew and nurtured client relationships with the objective of creating long-term value, both for the client and sales statistics.

Wealth Manager
Jan ‘13 - Jan ‘15
deVere Group

Key Achievements • Attainment of sales targets of $50k minimum per client. • Best quarterly achievement of $1.2m inflow. • Actively managed a portfolio of over 250 clients. Key Responsibilities • Delivered training to account Executives and Wealth Mangers new to the firm. • Managed a team of co-ordinators and account executives. • Achieved a minimum of 50% increase in listed client portfolio value year-on-year. • Worked as an international broker for non-resident HNW clients and SMEs brokering products such as portfolio bonds, equity RSPs, real estate and high-value property holdings. • Managed the professional relationship and interaction with clients and prospects gaining their trust which lead to increased sales. • Took part in prospecting and onboarding of new clients. Conducted introductory offshore wealth product presentations to prospects leading to new account set-ups. • Delivered presentations to existing clients on industry innovations and offshore investment products that increased their portfolio size. • Was responsible for investment portfolio management and therefore provided recommendations for inclusion into client portfolios. • Achieved client account optimisation ensuring portfolios are achieving their maximum potential return on investments. • Informed on asset types such as mutual funds, structured notes, portfolio bonds & QROPS (Qualified Recognised Overseas Pension Schemes). • Kept abreast of evolving sales and market trends and provided analysis.

Securities Operations Analyst
May ‘11 - Dec ‘12
Gulf International Bank UK

Key Achievements • Managed accounts for Middle Eastern UHNW clients, investment banks, blue-chip companies, hedge funds and private equity funds Key Responsibilities • Processed Corporate Action equity events and fixed income asset types such as bonds, derivatives, instruments, etc. • Sat on the Custodian & Prime Brokerage network team for global Equity & Bond instruments. • Processed elective & non-elective events. • Processed income events (i.e. dividends & coupons). • Investigated and undertook the clearance of stock & cash exceptions. • Examined various parameters within trades such as custody position in relation to client instructions prior to settlement. • Ensured no breaks or exceptions on custody accounts post settlement. • Maintained static data within all listed systems. • Utilised Dimension, CAMS, Corona Cash & Stock, SWIFT, Euroclear and Bloomberg systems.

Custody Trader
Oct ‘09 - Mar ‘11
Standard Bank UK

Key Achievements • Settled trades on custody accounts for major international investment banks, hedge funds and private equity funds. Key Responsibilities • Placed and instructed trades for Euro and Sub-Sahara Securities for Client Custody accounts. • Analysed client ctock position for the purpose hedging position for maximum income generation. • Keeping to Client Money regulations so as to keep with national regulatory legal guidelines. • Reconciliation of the physical safe and the processing of client trades. • Processed all corporate actions events including mandatory and voluntary. • Covered all broadcasting and event creation, announcing of events and kept the client informed in an Account Executive capacity. • Liaised with brokers and agents in the Emerging Euro and Sub-Sahara region (Ukraine, Russia, Nigeria, Ghana, Zimbabwe, Zambia, Kenya, etc.) on a daily basis to facilitate trades and positioning funds. • Utilised Calypso, SWIFT, Euroclear, Bloomberg, Globus, Intellimatch and the Murex trading platforms in support of functions and responsibilities. • Researched all activity from CAM system and investigated unexpected events or breaks.

Proxy Voting Analyst
Apr ‘07 - Sep ‘09
Goldman Sachs (UK)

• Worked as a Corporate Actions Analyst, KYC & Client Due Diligence Analyst within Securities Operations. • Processed equities, fixed income and derivatives across various global markets, with a focus on EMEA & North America. • Systems used: CREST, Bloomberg and Goldman Sachs CRM System.

Education & Training
Royal Holloway, University of London
‘10 - ‘12
Master of Science
Chartered Institute of Securities & Investments (CISI)
Unknown - ‘13
Certificate in Securities and Investment,
London Guildhall University
‘99 - ‘03
Bachelor of Business
Goldsmiths, University of London
‘97 - ‘99
A Level in Social Welfare, Economics, Psychology & History,
London, UK