Steve Dyson


Steve is a senior executive with over 30 years’ experience in the Financial Services industry gained at Schroders Private Bank, State Street, Bank of New York and management consulting firms. A dynamic, pragmatic and innovative person with the ability to operate at any level up to and including Board level. An excellent communicator with first-rate people management skills and a proven track record of delivering results. Operated as a member of the senior management team in a number of organisations. Steve is a regular keynote speaker at financial services’ events and is often quoted in the press. He also serves on the judging panel for a number of prestigious industry awards covering the UK, Channel Islands and Switzerland. IAWMC offer a full spectrum of services, from strategy through to delivery for investment managers, wealth managers, hedge funds, service providers and software vendors. As co-founder, Steve brings to the Company a great deal of experience gained from senior roles in wealth management, investment operations, BPO and consulting. This enables us to deliver a unique insight into strategy, trends and challenges facing the industry. By utilising his extensive network of contacts, Steve is also able to add value to start-up and scale-up Fintech companies and private equity organisations. Specialties: Wealth/Asset Management – Front, Middle and Back Office, System selection, Full Trade Lifecycle, Outsourcing, Client Reporting, CRM, Operating Model Design, Performance Measurement & Attribution, Portfolio/Fund Accounting, Taxation (especially CGT), Global Custody, Fund Custody, Corporate Actions, Data Management.