Ben Twum

Head of Operations - Morningstar Wealth Platform @Morningstar

London, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2022 — Present

Head of Operations - Morningstar Wealth Platform @Morningstar

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London, GB

Member of CASS committee.Member of Breaches & Incidents committee.Member of Risk Committee.Member of Consumer Product Committee.Member of STAR Implementation group.Management of Investment Operations teams and processes including Trading, settlement corporate actions, in-specie transfers, UK & US tax reporting, Cash Management and reconciliations.Manage third party relationships with banks, brokers and custodians.Operational strategic planning and execution.Implement and monitor all operational processes, policies, controls and objectives.Support in the implementation of new regulations e.g. Consumer Duty, MIFID II, CASS and GDPR.Project Management.Review legal agreements for Investment Operations.Process optimisation across all operational tasks.

EDUCATION

1994 — 1998

London Metropolitan University

BSc Hons

SKILLS

BondsOperational RiskEquity TradingDerivativesMiddle OfficeBloombergBack OfficeInvestment ManagementFinancial MarketsSettlementFixed IncomePortfolio ManagementFinanceElectronic TradingTradingInvestment BankingFinancial ServicesWealth ManagementFx OptionsInvestment StrategiesCorporate ActionsTrading SystemsGlobal CustodySecuritiesRelationship ManagementEquitiesCash ManagementAsset AllocationMutual FundsAsset Management

ABOUT BEN TWUM

Head of Investment Operations, Morningstar Wealth Platform

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Ben Twum — Head of Operations - Morningstar Wealth Platform at Morningstar in London, GB | Unifers