Car***agg
Education
The Chartered Institute for Securities & Investment (The CISI) (Jul 2020)
- Degree: Diploma in Financial Planning
University of Bath (2001 - 2005)
- Degree: MSc
- Field of Study: Biology
Skills:
Investments, Equities
Work Experience:
Director of Strategic Partnerships at PXN Group
- Duration: Nov 2025 to Present
Director of Strategic Partnerships at PXN Investments
- Duration: Sep 2025 to Present
Head of Private Clients at PXN Investments
- Location: London & Manchester
- Duration: Sep 2023 to Present
- Description: Building & maintaining relationships with direct investors, family offices and Praetura’s Venture Partner network.
Member of the Board of Advisors at Frankie's
- Location: Greater London, England, United Kingdom
- Duration: Jul 2023 to Present
Private Markets Distribution Manager at Octopus Investments
- Location: Greater London, England, United Kingdom
- Duration: May 2022 to Apr 2023
- Description: Opening up Octopus' expertise in venture capital, renewable energy, sustainable infrastructure, healthcare and private credit to wealth managers, private banks, DFMs multi-family offices & UHNWs.
Area Sales Manager at Octopus Investments
- Duration: Sep 2021 to Jun 2022
- Description: Managing a team of 16 Sales & Account Management professionals within the retail distribution arm of Octopus. Raising funds across Venture Capital Trusts, Business Relief and discretionary portfolios within the tax efficient investment space.
Head of Octopus Cash, Octopus Labs at Octopus Investments
- Duration: Jan 2020 to Aug 2021
- Description: Day to day management of Octopus' cash management solution, including product development, monthly board reporting, incident & risk management. Built and managed a business development team of 9, across partnerships, direct & advised distribution. Including wind down of the product.
Senior Consultant - User Experience & Information Architecture at Huntress Group
- Location: London Area, United Kingdom
- Duration: Jan 2013 to Feb 2013
- Description: Specialties: User Experience Specialists (Including Designers, Devs and Architects); Information Architects; User Centered Designers; User Researchers; Usability Specialists; Accessibility Specialists; User Interaction Designers; User Interface Designers. Online, Mobile, Tablet, Touchscreen. Applications, Social Media, E-commerce, VOD, Branding, Interactions.
Senior Consultant, Digital Media, Temporary & Contract at Huntress Group
- Location: London Area, United Kingdom
- Duration: Oct 2011 to Jan 2013
- Description: Specialist temporary & contracts consultant within The Media Practice at Huntress Group. Specialties: Accountancy & Finance, Banking & Financial Services, Business Support, Media, Technology.
Senior Consultant at Huntress Group
- Duration: Nov 2009 to Oct 2011
- Description: Hamilton Blake (part of the Huntress Group) provides specialist recruitment solutions for national and international organisations in Technology, Finance, Media and Financial Markets (as Hamilton Chase).
Candidate Intelligence Report
AI-powered analysis from the perspective of a US hiring director — evaluating career continuity, growth trajectory, and role fit.
Career Continuity & Risk Assessment
There is a notable gap between 2013 and 2020 with no roles listed, which raises concerns about recent market relevance. The later career shows strong industry alignment in financial services, but the initial years are in recruitment, requiring explanation for a US audience.
Industry shifts from recruitment to financial services are sizable but align with a broader move into wealth/asset management; cross-domain experience can be a strength in global markets if framed properly.
Shorter stints within Octopus (2021–2023) followed by longer tenure at PXN suggest some turnover risk; however, current stability at PXN with multiple promotions mitigates this over time.
Education at University of Bath and focus on investments/equities provides solid alignment with private markets and wealth management roles; global mobility considerations are manageable for US market opportunities.
Career Growth Curve
Best-Fit Roles (Top 5)
Global Head of Strategic Partnerships – Private Markets & Wealth Management97% fit
Extensive track record in building strategic partnerships, private markets distribution, and advisory relationships with high-net-worth clients; aligns with current trajectory toward multi-channel wealth and asset management partnerships.
Director of Private Markets Distribution92% fit
Directly aligned with Octopus distribution experience and PXN’s private markets growth; strong cross-border wealth management channel expertise.
Vice President / Director of Business Development – Private Markets88% fit
Proven performance in client development, sales leadership, and private markets exposure; suitable for scaling partnerships across institutions.
Head of Venture Capital Partnerships – HealthTech / Life Sciences85% fit
Experience in venture partner networks and healthcare/private credit offering; aligns with Praetura/venture capital health exposure.
Chief Commercial Officer – Alternatives (Wealth Management & Private Markets)78% fit
Broad P&L ownership and multi-channel distribution background; credible for leading revenue across private markets/alternatives.
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