I have worked in the financial services industry for over 20 years with international experience and leadership across financial markets in both investment banking and wealth management arenas.
My role involves building and maintaining relationships with financial intermediaries across the landscape. I specialize in providing investment solutions and services to help them meet the needs of their clients.On a day-to-day basis, I work closely with our internal investment teams to understand our investment capabilities and create tailored solutions for our partners. I also collaborate with all other teams within the company to ensure that we provide our intermediaries with the best possible service.
My areas of expertise include the regulatory environment that intermediaries operate within, especially Consumer Duty.
I am currently chair of DFM Connect, the discretionary fund management Industry think-tank, I sit on the CISI Wealth board and hold trustee & advisory board positions at several charities, associations, City institutions and am an Ambassador for the Investment industry Diversity Project. Overall, my role is focused on finding, developing and maintaining strong relationships with our intermediary partners and providing them with investment solutions that meet the needs of their clients.
Areas of expertise:
Sales, Business Development, Intermediaries, Court of Protection, Aerospace and Defence.
Location: London
A bit about me:
Before joining the finance industry, with Goldman Sachs, I served as an Officer in the British Army and was lucky enough to travel the world. I was recently humbled to be recognised by a Prime Minister’s ‘Points of Light’ Award for my charity work and also received the City of London Diversity Award for 2023. I have an over active Labrador called Daisy and recently qualified as a professional shooting instructor.
What does can-do mean to me:
You could call it an ethos, an approach, or an ideology. We simply call it can-do.
To me, 'can-do' means having a positive attitude and the ability to tackle challenges with determination and resourcefulness, and a belief in my ability to achieve the aim.
Contact:
sean.taylor@canaccord.com
View Sean Taylor's profile on LinkedIn