Ben Twum
Head of Operations - Morningstar Wealth Platform @Morningstar
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WORK HISTORY
Head of Operations - Morningstar Wealth Platform @Morningstar
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
London Metropolitan University
BSc Hons
SKILLS
ABOUT BEN TWUM
Head of Investment Operations, Morningstar Wealth Platform
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